SEIX vs CNRG

Comparison between VIRTUS SEIX SENIOR LOAN ETF (SEIX, ETF) and STATE STREET(R) SPDR(R) S&P KENSHO CLEAN POWER ETF (CNRG, ETF).

5-Year PerformanceSEIX has outperformed CNRG, delivering a return of +5.8% compared to +0.8%

SEIX vs CNRG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SEIX(ETF)	CNRG(ETF)
Net Assets	$250M	$250M
Expense Ratio	0.57%	0.45%
Max Drawdown	18.24%	70.04%
Sharpe Ratio	0.89	1.16
5Y Beta	0.08	1.37
P/E Ratio	N/A	-26.50
Forward P/E	N/A	20.46
5Y Dividends CAGR	14.37%	7.40%
5Y EPS CAGR	N/A	14.53%
Debt to Equity	N/A	68.31%
P/S Ratio	N/A	0.26
P/B Ratio	N/A	1.51

Net Assets

Winner

SEIX

$250M

CNRG

$250M

Expense Ratio

SEIX

0.57%

Winner

CNRG

0.45%

Max Drawdown

Winner

SEIX

18.24%

CNRG

70.04%

Sharpe Ratio

SEIX

0.89

Winner

CNRG

1.16

5Y Beta

Winner

SEIX

0.08

CNRG

1.37

P/E Ratio

SEIX

N/A

CNRG

-26.50

Forward P/E

SEIX

N/A

CNRG

20.46

5Y Dividends CAGR

Winner

SEIX

14.37%

CNRG

7.40%

5Y EPS CAGR

SEIX

N/A

CNRG

14.53%

Debt to Equity

SEIX

N/A

CNRG

68.31%

P/S Ratio

SEIX

N/A

CNRG

0.26

P/B Ratio

SEIX

N/A

CNRG

1.51

SEIX vs CNRG - Historical Returns

Returns include dividend reinvestment.

Period	SEIX	CNRG
1 month	+0.57%	-14.76%
3 months	+1.74%	+2.12%
6 months	+2.50%	+1.18%
1 year	+5.23%	+49.95%
5 years(CAGR)	+5.77%	+0.80%
Max(CAGR)	+5.36%	+18.28%

Winner

SEIX

+0.57%

CNRG

-14.76%

SEIX

+1.74%

Winner

CNRG

+2.12%

Winner

SEIX

+2.50%

CNRG

+1.18%

SEIX

+5.23%

Winner

CNRG

+49.95%

5Y(CAGR)

Winner

SEIX

+5.77%

CNRG

+0.80%

Max(CAGR)

SEIX

+5.36%

Winner

CNRG

+18.28%

SEIX vs CNRG - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	SEIX	CNRG
2026	+2.92%	+4.64%
2025	+5.10%	+43.45%
2024	+8.32%	-13.93%
2023	+12.17%	-9.79%
2022	-1.93%	-9.20%
2021	+5.45%	-16.46%
2020	+3.13%	+141.39%
2019	+3.46%	+62.49%
2018	N/A	-2.86%

SEIX vs CNRG Drawdown Comparison

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

The maximum drawdown for CNRG was -68.47%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

The current CNRG drawdown is -28.41%.

Rank	SEIX	CNRG
#1	-17.50% Jan 21, 2020 - Oct 20, 2020	-68.47% Feb 9, 2021 - Apr 8, 2025
#2	-6.69% Jan 19, 2022 - Jan 30, 2023	-44.22% Feb 19, 2020 - Jul 14, 2020
#3	-3.01% Feb 24, 2025 - May 15, 2025	-14.17% Dec 3, 2018 - Jan 25, 2019
#4	-1.89% Mar 8, 2023 - Apr 17, 2023	-12.48% Oct 20, 2020 - Nov 11, 2020
#5	-1.36% Sep 18, 2019 - Nov 27, 2019	-9.56% Jan 22, 2021 - Feb 9, 2021
#6	-1.24% Mar 20, 2024 - May 14, 2024	-9.01% Sep 1, 2020 - Sep 28, 2020
#7	-1.13% Jan 16, 2026 - Apr 8, 2026	-8.61% Jan 21, 2020 - Feb 10, 2020
#8	-0.75% May 18, 2023 - Jun 9, 2023	-8.27% Sep 23, 2019 - Dec 13, 2019
#9	-0.63% Feb 14, 2023 - Mar 8, 2023	-7.36% Nov 27, 2020 - Dec 15, 2020
#10	-0.62% Oct 22, 2020 - Nov 6, 2020	-5.62% Jan 14, 2021 - Jan 21, 2021
#11	-0.60% Nov 26, 2021 - Dec 9, 2021	-4.99% Aug 8, 2019 - Aug 21, 2019
#12	-0.58% Dec 1, 2023 - Dec 18, 2023	-4.50% Jul 22, 2020 - Aug 4, 2020
#13	-0.58% Mar 13, 2024 - Mar 20, 2024	-4.44% Aug 1, 2019 - Aug 8, 2019
#14	-0.55% Oct 3, 2025 - Oct 31, 2025	-4.33% May 3, 2019 - Jun 5, 2019
#15	-0.54% Sep 21, 2023 - Oct 10, 2023	-4.09% Dec 23, 2020 - Jan 5, 2021