SEIX vs CRAK

Comparison between VIRTUS SEIX SENIOR LOAN ETF (SEIX, ETF) and VANECK OIL REFINERS ETF (CRAK, ETF).

5-Year PerformanceCRAK has outperformed SEIX, delivering a return of +21.1% compared to +5.9%

SEIX vs CRAK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SEIX(ETF)	CRAK(ETF)
Net Assets	$251M	$251M
Expense Ratio	0.57%	0.61%
Max Drawdown	18.24%	60.35%
Sharpe Ratio	1.15	2.75
5Y Beta	0.08	0.53
5Y Dividends CAGR	14.42%	16.06%

Net Assets

Winner

SEIX

$251M

CRAK

$251M

Expense Ratio

Winner

SEIX

0.57%

CRAK

0.61%

Max Drawdown

Winner

SEIX

18.24%

CRAK

60.35%

Sharpe Ratio

SEIX

1.15

Winner

CRAK

2.75

5Y Beta

Winner

SEIX

0.08

CRAK

0.53

5Y Dividends CAGR

SEIX

14.42%

Winner

CRAK

16.06%

SEIX vs CRAK - Historical Returns

Returns include dividend reinvestment.

Period	SEIX	CRAK
1 month	+0.75%	+9.45%
3 months	+1.62%	+24.43%
6 months	+4.18%	+34.77%
1 year	+5.66%	+74.02%
5 years(CAGR)	+5.87%	+21.06%
10 years(CAGR)	N/A	+15.34%
Max(CAGR)	+5.40%	+13.62%

SEIX

+0.75%

Winner

CRAK

+9.45%

SEIX

+1.62%

Winner

CRAK

+24.43%

SEIX

+4.18%

Winner

CRAK

+34.77%

SEIX

+5.66%

Winner

CRAK

+74.02%

5Y(CAGR)

SEIX

+5.87%

Winner

CRAK

+21.06%

10Y(CAGR)

SEIX

N/A

CRAK

+15.34%

Max(CAGR)

SEIX

+5.40%

Winner

CRAK

+13.62%

SEIX vs CRAK - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	SEIX	CRAK
2026	+3.69%	+59.15%
2025	+5.10%	+37.87%
2024	+8.32%	-14.88%
2023	+12.17%	+16.57%
2022	-1.93%	+16.40%
2021	+5.45%	+10.16%
2020	+3.13%	-12.15%
2019	+3.46%	+9.47%
2018	N/A	-11.10%
2017	N/A	+48.37%
2016	N/A	+11.35%
2015	N/A	+0.57%

SEIX vs CRAK Drawdown Comparison

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

The maximum drawdown for CRAK was -58.79%, occurring on Mar 19, 2020. Recovery took 919 trading sessions.

The current SEIX drawdown is -0.04%. The current CRAK drawdown is -1.05%.

Rank	SEIX	CRAK
#1	-17.50% Jan 21, 2020 - Oct 20, 2020	-58.79% Oct 3, 2018 - May 27, 2022
#2	-6.69% Jan 19, 2022 - Jan 30, 2023	-35.62% Apr 8, 2024 - Oct 23, 2025
#3	-3.01% Feb 24, 2025 - May 15, 2025	-27.28% Jun 7, 2022 - Sep 8, 2023
#4	-1.89% Mar 8, 2023 - Apr 17, 2023	-17.72% Nov 25, 2015 - Nov 22, 2016
#5	-1.36% Sep 18, 2019 - Nov 27, 2019	-13.59% May 5, 2026 - Jul 13, 2026
#6	-1.24% Mar 20, 2024 - May 14, 2024	-10.86% Jan 23, 2018 - Apr 26, 2018
#7	-1.13% Jan 16, 2026 - Apr 8, 2026	-9.99% Aug 19, 2015 - Oct 8, 2015
#8	-0.75% May 18, 2023 - Jun 9, 2023	-9.57% Sep 18, 2023 - Jan 29, 2024
#9	-0.63% Feb 14, 2023 - Mar 8, 2023	-8.15% Nov 14, 2025 - Jan 21, 2026
#10	-0.62% Oct 22, 2020 - Nov 6, 2020	-7.42% May 21, 2018 - Jul 26, 2018
#11	-0.60% Nov 26, 2021 - Dec 9, 2021	-5.69% Mar 31, 2026 - Apr 29, 2026
#12	-0.58% Dec 1, 2023 - Dec 18, 2023	-4.59% Nov 5, 2015 - Nov 24, 2015
#13	-0.58% Mar 13, 2024 - Mar 20, 2024	-4.48% May 16, 2017 - Jun 28, 2017
#14	-0.55% Oct 3, 2025 - Oct 31, 2025	-4.41% Jul 30, 2026 - Aug 10, 2026
#15	-0.54% Sep 21, 2023 - Oct 10, 2023	-4.22% Jul 23, 2026 - Jul 30, 2026

Correlation

Correlation between SEIX and CRAK is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85

-101

Dividend Comparison (2015 - 2026)

SEIX vs CRAK dividend yield comparison.

Year	SEIX	CRAK
2026	4.25%	0.00%
2025	7.52%	2.02%
2024	8.09%	5.60%
2023	8.74%	3.65%
2022	5.76%	3.08%
2021	4.16%	2.40%
2020	3.75%	2.64%
2019	3.82%	1.49%
2018	0.00%	2.42%
2017	0.00%	1.66%
2016	0.00%	3.42%
2015	0.00%	0.47%