Compare · 2 funds side by side · dividends reinvested

SEIX and SHYG

SEIXVirtus×SHYGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,221SEIX · best of the two

02 / 04

SEIX and SHYG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Virtus Seix Senior Loan ETFBonds & Cash · High yield0.57%6.95%+4.2%+5.3%+6.9%+5.7%−1.2%1.8%$303M1.4

iShares 0-5 Year High Yield Corporate Bond ETFBonds & Cash · High yield0.30%7.14%+1.8%+3.3%+8.1%+4.7%−2.1%3.2%$7.7B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: SEIX 2019 · SHYG 2013

Head to Head

Swap sides Versus in desk

Head to Head

Virtus Seix Senior Loan ETF · $303M$13,221

SEIX

SHYG

iShares 0-5 Year High Yield Corporate Bond ETF · $7.7B$12,592

$10,000 five years ago, dividends reinvested

SEIXMeasureSHYG

+4.2%Year to dateJan 1 → Nov 4+1.8%

+5.3%1 yearTotal return+3.3%

+6.9%3 years · per year$10,000 became $12,232 · $12,627+8.1%

+5.7%5 years · per year$10,000 became $13,221 · $12,592+4.7%

0.57%Expense ratio$57 · $30 a year on $10k · lower is better0.30%

6.95%Trailing 12-mo yield$695 · $714 a year on $10k7.14%

−1.2%Worst dropSmaller is better−2.1%

1.8%VolatilityLower is calmer3.2%

SEIXSHYG Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3SEIX wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SEIX vs SHYG: Top 5 Holdings

Today

SEIX

0.2%in top 5

SHYG

in top 5[…]

SEIXStockSHYG

0.2%PCLOnot top 5

0.0%ASPSnot top 5

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

SEIX vs SHYG Returns, Every Period

VirtusSEIX

+5.7%

5 years, per year

SHYGiShares

+4.7%

5 years, per year

SEIXSHYGFaded: behind in that period

3–1SEIX wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SEIX vs SHYG

YTD

VirtusSEIX

+4.2%

SHYGiShares

+1.8%

+4.2%Year to date+1.8%

−1.2%Worst drop · 1Y−2.1%

1.8%Volatility · 1Y3.2%

7.0%Yield7.1%

$303MAssets$7.7B

3–1SEIX wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SEIX, SHYG

Today

0.30%lowest, SHYG

FundExpense ratioFee$10k

SHYG0.30%$30

SEIX0.57%$57

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SEIX, SHYG

7.14%highest, SHYG

FundTrailing yieldYield$10k

SHYG7.14%$714

SEIX6.95%$695

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$684most kept, SHYG

SHYG$714 − $30 = $684

SEIX$695 − $57 = $638

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SEIX, SHYG

Today

[…]holdings […]

SEIXSHYG

SEIX—[…]

SHYG[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+5.3%SEIX, at 1.8% volatility

SEIXWorst drop−1.2%1.8% vol

SHYGWorst drop−2.1%3.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SHYGSEIX

+1.8%Year to date+4.2%

7.1%Yield7.0%

+3.3%Past year+5.3%

0.30%Fee0.57%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026