SEIX vs SPY

ASEIX

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SPY $17,118

Lowest cost0.03%IVV · $3 on $10k

Most income6.96%SEIX · $696 on $10k

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

Held in common0.0%SEIX and SPY

SEIX

SPY

Virtus Seix Senior Loan ETF · $303MState Street SPDR S&P 500 ETF · $778B

+6.9%3 years · per year$12,210 · $18,039+21.7%

+5.7%5 years · per year$13,196 · $17,118+11.3%

0.57%Expense ratio$57 · $9 on $10k · lower wins0.09%

6.96%12-mo yield$696 · $103 on $10k1.03%

−1.2%Worst dropSmaller wins−8.9%

1.8%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSEIX · SPY

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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
3	ASEIX	Virtus Seix Senior Loan ETFRead Desk	0.57%	6.96%	+0.1%	+4.1%	+5.3%	+6.9%	+5.7%	−1.2%	$303M

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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
3	ASEIX	Virtus Seix Senior Loan ETFRead Desk	0.57%	6.96%	+0.1%	+4.1%	+5.3%	+6.9%	+5.7%	−1.2%	$303M

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 SPY

SEIX

Virtus Seix Senior Loan

$13,196

SPY

SPDR S&P 500

$17,118

MeasureSEIXSPY

Fee0.57%0.09%

Cost on $10k a year$57$9

Yield6.96%1.03%

5 years, per year+5.7%+11.3%

3 years, per year+6.9%+21.7%

Worst drop · 1Y−1.2%−8.9%

Volatility · 1Y1.8%13.6%

3–3measures won
level

0.0%

holdings shared

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

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

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

Overlap: SEIX, SPY, IVV

Today

99.9%most shared, SPY and IVV

SEIXSPYIVV

SEIX—0.0%0.0%

SPY0.0%—99.9%

IVV0.0%99.9%—

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

Income After Fees on $10,000

$639most kept, SEIX

SEIX$696 − $57 = $639

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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