SEIX vs DIVZ

Comparison between VIRTUS SEIX SENIOR LOAN ETF (SEIX, ETF) and POLEN DIVIDEND INCOME ETF (DIVZ, ETF).

5-Year PerformanceDIVZ has outperformed SEIX, delivering a return of +8.6% compared to +5.7%

SEIX vs DIVZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SEIX(ETF)	DIVZ(ETF)
Net Assets	$242M	$242M
Expense Ratio	0.57%	0.65%
Max Drawdown	18.24%	18.09%
Sharpe Ratio	1.41	0.96
5Y Beta	0.08	0.42
P/E Ratio	N/A	20.81
Forward P/E	N/A	15.28
PEG Ratio	N/A	-5.30
5Y Dividends CAGR	12.87%	71.10%
5Y EPS CAGR	N/A	6.39%
P/S Ratio	N/A	1.69
P/B Ratio	N/A	3.16

Net Assets

Winner

SEIX

$242M

DIVZ

$242M

Expense Ratio

Winner

SEIX

0.57%

DIVZ

0.65%

Max Drawdown

SEIX

18.24%

Winner

DIVZ

18.09%

Sharpe Ratio

Winner

SEIX

1.41

DIVZ

0.96

5Y Beta

Winner

SEIX

0.08

DIVZ

0.42

P/E Ratio

SEIX

N/A

DIVZ

20.81

Forward P/E

SEIX

N/A

DIVZ

15.28

PEG Ratio

SEIX

N/A

DIVZ

-5.30

5Y Dividends CAGR

SEIX

12.87%

Winner

DIVZ

71.10%

5Y EPS CAGR

SEIX

N/A

DIVZ

6.39%

P/S Ratio

SEIX

N/A

DIVZ

1.69

P/B Ratio

SEIX

N/A

DIVZ

3.16

SEIX vs DIVZ - Historical Returns

Returns include dividend reinvestment.

Period	SEIX	DIVZ
1 month	+0.37%	+1.03%
3 months	+2.28%	-0.80%
6 months	+2.58%	+5.45%
1 year	+6.19%	+12.71%
5 years(CAGR)	+5.74%	+8.63%
Max(CAGR)	+5.34%	+11.39%

SEIX

+0.37%

Winner

DIVZ

+1.03%

Winner

SEIX

+2.28%

DIVZ

-0.80%

SEIX

+2.58%

Winner

DIVZ

+5.45%

SEIX

+6.19%

Winner

DIVZ

+12.71%

5Y(CAGR)

SEIX

+5.74%

Winner

DIVZ

+8.63%

Max(CAGR)

SEIX

+5.34%

Winner

DIVZ

+11.39%

SEIX vs DIVZ - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	SEIX	DIVZ
2026	+2.07%	+3.85%
2025	+5.10%	+16.35%
2024	+8.32%	+17.39%
2023	+12.17%	-0.12%
2022	-1.93%	+2.45%
2021	+5.45%	+19.73%
2020	+3.13%	N/A
2019	+3.46%	N/A

SEIX vs DIVZ Drawdown Comparison

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

The maximum drawdown for DIVZ was -15.44%, occurring on Sep 30, 2022. Recovery took 448 trading sessions.

The current SEIX drawdown is -0.08%. The current DIVZ drawdown is -3.20%.

Rank	SEIX	DIVZ
#1	-17.50% Jan 21, 2020 - Oct 20, 2020	-15.44% Jun 7, 2022 - Mar 20, 2024
#2	-6.69% Jan 19, 2022 - Jan 30, 2023	-8.98% Mar 3, 2025 - May 16, 2025
#3	-3.01% Feb 24, 2025 - May 15, 2025	-7.25% Nov 29, 2024 - Feb 13, 2025
#4	-1.89% Mar 8, 2023 - Apr 17, 2023	-6.77% Apr 20, 2022 - Jun 7, 2022
#5	-1.36% Sep 18, 2019 - Nov 27, 2019	-5.96% Oct 22, 2021 - Dec 27, 2021
#6	-1.24% Mar 20, 2024 - May 14, 2024	-5.83% Feb 27, 2026 - Apr 15, 2026
#7	-1.13% Jan 16, 2026 - Apr 8, 2026	-5.14% Jun 10, 2021 - Oct 20, 2021
#8	-0.75% May 18, 2023 - Jun 9, 2023	-4.58% Feb 9, 2022 - Mar 22, 2022
#9	-0.63% Feb 14, 2023 - Mar 8, 2023	-4.55% Jul 31, 2024 - Aug 15, 2024
#10	-0.62% Oct 22, 2020 - Nov 6, 2020	-4.08% Sep 11, 2025 - Nov 28, 2025
#11	-0.60% Nov 26, 2021 - Dec 9, 2021	-3.95% Apr 3, 2024 - May 6, 2024
#12	-0.58% Dec 1, 2023 - Dec 18, 2023	-3.84% Jan 14, 2022 - Feb 2, 2022
#13	-0.58% Mar 13, 2024 - Mar 20, 2024	-3.05% Oct 18, 2024 - Nov 11, 2024
#14	-0.55% Oct 3, 2025 - Oct 31, 2025	-2.95% Feb 24, 2021 - Mar 8, 2021
#15	-0.54% Sep 21, 2023 - Oct 10, 2023	-2.93% May 15, 2024 - Jul 11, 2024