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VABS vs SEIX

Virtus Newfleet Securitized Income ETF vs Virtus Seix Senior Loan ETF

VABS

Virtus Newfleet Securitized Income ETF

Virtus

Annual cost

0.39%

Fund size

$79M

SEIX

Virtus Seix Senior Loan ETF

Virtus

Annual cost

0.57%

Fund size

$242M

Key differences

  • VABS costs 0.18% less per year.
  • SEIX is significantly larger than VABS — larger funds tend to be more liquid and less likely to close.
  • VABS follows a active selection strategy; SEIX uses index tracking.
  • Over the last 3 years, SEIX has delivered higher annualized returns.

Side-by-side comparison

VABSSEIX
Annual cost (TER)0.39%0.57%
Fund size (AUM)$79M$242M
Since20212019
Dividend yield5.19%7.33%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.3%+6.4%
CAGR 3Y+6.3%+8.1%
CAGR 5Y+3.2%+5.7%
Sharpe 3Y1.191.75
Volatility 1Y2.04%1.60%
Max drawdown-7.12%-17.83%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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