SEIX vs VOO
Virtus Seix Senior Loan ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | SEIX | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.57% | 0.03% | |
| AUM | $251M | $979.0B | |
| Dividend Yield | 7.25% | 1.09% | |
| Holdings | 226 | 509 | |
| YTD Return | +3.45% | +13.44% | |
| 1Y Return | +5.73% | +22.62% | |
| 3Y Return (annualized) | +7.26% | +21.47% | |
| 5Y Return (annualized) | +5.88% | +13.27% | |
| Volatility (annualized) | 5.0% | 14.1% | |
| Max Drawdown | -18.2% | -34.3% | |
| Fund Family | Virtus Investment Partners | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Apr 23, 2019 | Sep 7, 2010 |
SEIX vs VOO Performance
Virtus Seix Senior Loan ETF (SEIX) is a ETF from Virtus Investment Partners and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SEIX returned +5.73% while VOO returned +22.62%. Year to date, SEIX is up 3.45% versus a gain of 13.44% for VOO.
Over three years, SEIX compounded at +7.26% per year against +21.47% for VOO; over five years the annualized figures are +5.88% and +13.27% respectively. Across the full 7-year window we track, VOO has the edge at +13.55% annualized vs +4.20%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 5.0% for SEIX. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -18.2% for SEIX and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.62. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SEIX charges 0.57% per year while VOO charges 0.03%. On a $10,000 position that is $57 vs $3 annually, a gap of $54 per year that compounds over a long holding period. On income, SEIX currently yields 7.25% against 1.09% for VOO.
Holdings Overlap
SEIX and VOO share 0 holdings out of 508 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SEIX or VOO?
SEIX has an expense ratio of 0.57% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $54 per year of difference.
Which performed better, SEIX or VOO?
Over the past year SEIX returned +5.73% vs +22.62% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (7 years), SEIX annualized +4.20% vs +13.55% for VOO. Past performance does not guarantee future results.
Which is riskier, SEIX or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 5.0% for SEIX. Worst drawdown: SEIX -18.2% vs VOO -34.3%.
Should I hold both SEIX and VOO?
SEIX and VOO have a monthly-return correlation of 0.62, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SEIX and VOO?
SEIX and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 508 unique securities.
Which pays a higher dividend, SEIX or VOO?
SEIX yields 7.25% while VOO yields 1.09%, so SEIX currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.