SEIX vs SPHY

ASEIX

BSPHY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$13,196SEIX · SPHY $12,126

Lowest cost0.05%SPHY · $5 on $10k

Most income7.39%SPHY · $739 on $10k

Smallest drop−1.2%SEIX · worst fall in 1Y

Held in common0.0%SEIX and SPHY

SEIX

SPHY

Virtus Seix Senior Loan ETF · $303MState Street SPDR Portfolio High Yield Bond ETF · $11.9B

+6.9%3 years · per year$12,210 · $12,765+8.5%

+5.7%5 years · per year$13,196 · $12,126+3.9%

0.57%Expense ratio$57 · $5 on $10k · lower wins0.05%

6.96%12-mo yield$696 · $739 on $10k7.39%

−1.2%Worst dropSmaller wins−2.8%

1.8%VolatilityLower wins3.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSEIX · SPHY

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	ASEIX	Virtus Seix Senior Loan ETFRead Desk		0.57%	6.96%	+0.1%	+4.1%	+5.3%	+6.9%	+5.7%	−1.2%	$303M
2	BSPHY	State Street SPDR Portfolio High Yield Bond ETFRead Desk		0.05%	7.39%	0.0%	+1.0%	+2.5%	+8.5%	+3.9%	−2.8%	$11.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ASEIX	Virtus Seix Senior Loan ETFRead Desk		0.57%	6.96%	+0.1%	+4.1%	+5.3%	+6.9%	+5.7%	−1.2%	$303M
2	BSPHY	State Street SPDR Portfolio High Yield Bond ETFRead Desk		0.05%	7.39%	0.0%	+1.0%	+2.5%	+8.5%	+3.9%	−2.8%	$11.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SEIX vs SPHY

SEIX

Virtus Seix Senior Loan

$13,196

SPHY

SPDR Portfolio High Yield Bond

$12,126

MeasureSEIXSPHY

Fee0.57%0.05%

Cost on $10k a year$57$5

Yield6.96%7.39%

5 years, per year+5.7%+3.9%

3 years, per year+6.9%+8.5%

Worst drop · 1Y−1.2%−2.8%

Volatility · 1Y1.8%3.8%

3–3measures won
level

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SEIX, SPHY

Today

0.0%most shared, SEIX and SPHY

SEIXSPHY

SEIX—0.0%

SPHY0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$734most kept, SPHY

SPHY$739 − $5 = $734

SEIX$696 − $57 = $639

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee