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SEIX vs BMAR

Comparison between VIRTUS SEIX SENIOR LOAN ETF (SEIX, ETF) and Innovator U.S. Equity Buffer ETF - March (BMAR, ETF).

5-Year PerformanceBMAR has outperformed SEIX, delivering a return of +11.9% compared to +5.9%

SEIX vs BMAR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
SEIX
$251M
BMAR
$251M
Expense Ratio
Winner
SEIX
0.57%
BMAR
0.79%
Max Drawdown
Winner
SEIX
18.24%
BMAR
21.43%
Sharpe Ratio
SEIX
1.15
Winner
BMAR
1.61
5Y Beta
Winner
SEIX
0.08
BMAR
0.64
5Y Dividends CAGR
SEIX
14.42%
BMAR
N/A

SEIX vs BMAR - Historical Returns

Returns include dividend reinvestment.

1M
SEIX
+0.75%
Winner
BMAR
+2.27%
3M
SEIX
+1.62%
Winner
BMAR
+2.75%
6M
SEIX
+4.18%
Winner
BMAR
+8.71%
1Y
SEIX
+5.66%
Winner
BMAR
+16.49%
5Y(CAGR)
SEIX
+5.87%
Winner
BMAR
+11.90%
Max(CAGR)
SEIX
+5.40%
Winner
BMAR
+12.92%

SEIX vs BMAR - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

YearSEIXBMAR
2026+3.69%+10.67%
2025+5.10%+15.17%
2024+8.32%+16.81%
2023+12.17%+23.22%
2022-1.93%-7.17%
2021+5.45%+17.09%
2020+3.13%+10.88%
2019+3.46%N/A

SEIX vs BMAR Drawdown Comparison

The maximum drawdown for SEIX was -17.50%, occurring on Mar 24, 2020. Recovery took 190 trading sessions.

The maximum drawdown for BMAR was -21.43%, occurring on Mar 23, 2020. Recovery took 63 trading sessions.

The current SEIX drawdown is -0.04%. The current BMAR drawdown is -0.57%.

RankSEIXBMAR
#1-17.50%
Jan 21, 2020 - Oct 20, 2020
-21.43%
Mar 4, 2020 - Jun 3, 2020
#2-6.69%
Jan 19, 2022 - Jan 30, 2023
-15.02%
Mar 29, 2022 - May 18, 2023
#3-3.01%
Feb 24, 2025 - May 15, 2025
-12.86%
Feb 19, 2025 - Jun 6, 2025
#4-1.89%
Mar 8, 2023 - Apr 17, 2023
-6.81%
Jul 28, 2023 - Nov 14, 2023
#5-1.36%
Sep 18, 2019 - Nov 27, 2019
-5.64%
Feb 27, 2026 - Apr 13, 2026
#6-1.24%
Mar 20, 2024 - May 14, 2024
-5.48%
Jul 16, 2024 - Aug 21, 2024
#7-1.13%
Jan 16, 2026 - Apr 8, 2026
-4.88%
Jun 8, 2020 - Jul 15, 2020
#8-0.75%
May 18, 2023 - Jun 9, 2023
-4.85%
Jan 4, 2022 - Mar 18, 2022
#9-0.63%
Feb 14, 2023 - Mar 8, 2023
-3.75%
Oct 12, 2020 - Nov 5, 2020
#10-0.62%
Oct 22, 2020 - Nov 6, 2020
-3.67%
Mar 28, 2024 - May 10, 2024
#11-0.60%
Nov 26, 2021 - Dec 9, 2021
-3.54%
Sep 2, 2020 - Oct 9, 2020
#12-0.58%
Dec 1, 2023 - Dec 18, 2023
-2.95%
Aug 30, 2024 - Sep 19, 2024
#13-0.58%
Mar 13, 2024 - Mar 20, 2024
-2.53%
May 7, 2021 - Jun 2, 2021
#14-0.55%
Oct 3, 2025 - Oct 31, 2025
-2.43%
Mar 1, 2021 - Mar 10, 2021
#15-0.54%
Sep 21, 2023 - Oct 10, 2023
-2.36%
Oct 28, 2025 - Nov 26, 2025

Correlation

Correlation between SEIX and BMAR is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

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