Compare · 2 funds side by side · dividends reinvested

SEIX and SPHY

SEIXVirtus×SPHYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,190SEIX · best of the two

02 / 04

SEIX and SPHY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Virtus Seix Senior Loan ETFBonds & Cash · High yield0.57%6.97%+4.1%+5.1%+6.8%+5.7%−1.2%1.8%$303M1.4

State Street SPDR Portfolio High Yield Bond ETFBonds & Cash · High yield0.05%7.42%+0.6%+1.9%+8.8%+3.9%−2.8%3.7%$11.9B1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: SEIX 2019 · SPHY 2012

Head to Head

Swap sides Versus in desk

Head to Head

Virtus Seix Senior Loan ETF · $303M$13,190

SEIX

SPHY

State Street SPDR Portfolio High Yield Bond ETF · $11.9B$12,097

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SEIXMeasureSPHY

+4.1%Year to dateJan 1 → Nov 3+0.6%

+5.1%1 yearTotal return+1.9%

+6.8%3 years · per year$10,000 became $12,192 · $12,867+8.8%

+5.7%5 years · per year$10,000 became $13,190 · $12,097+3.9%

0.57%Expense ratio$57 · $5 a year on $10k · lower is better0.05%

6.97%Trailing 12-mo yield$697 · $742 a year on $10k7.42%

−1.2%Worst dropSmaller is better−2.8%

1.8%VolatilityLower is calmer3.7%

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

5–3SEIX wins

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

More Ways to See the Pairs

SEIX vs SPHY: Top 5 Holdings

Today

SEIX

0.2%in top 5

SPHY

in top 50.0%

SEIXStockSPHY

0.2%PCLOnot top 5

0.0%ASPSnot top 5

not top 5BTE0.0%

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

SEIX vs SPHY Returns, Every Period

VirtusSEIX

+5.7%

5 years, per year

SPHYSPDR

+3.9%

5 years, per year

SEIXSPHYFaded: behind in that period

3–1SEIX wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

SEIX vs SPHY

YTD

VirtusSEIX

+4.1%

SPHYSPDR

+0.6%

+4.1%Year to date+0.6%

−1.2%Worst drop · 1Y−2.8%

1.8%Volatility · 1Y3.7%

7.0%Yield7.4%

$303MAssets$11.9B

3–1SEIX wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SEIX, SPHY

Today

0.05%lowest, SPHY

FundExpense ratioFee$10k

SPHY0.05%$5

SEIX0.57%$57

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SEIX, SPHY

7.42%highest, SPHY

FundTrailing yieldYield$10k

SPHY7.42%$742

SEIX6.97%$697

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$737most kept, SPHY

SPHY$742 − $5 = $737

SEIX$697 − $57 = $640

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SEIX, SPHY

Today

0.0%most shared, SEIX and SPHY

SEIXSPHY

SEIX—0.0%

SPHY0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+5.1%SEIX, at 1.8% volatility

SEIXWorst drop−1.2%1.8% vol

SPHYWorst drop−2.8%3.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SPHYSEIX

+0.6%Year to date+4.1%

7.4%Yield7.0%

+1.9%Past year+5.1%

0.05%Fee0.57%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026