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SEIX vs PSQO

Comparison between VIRTUS SEIX SENIOR LOAN ETF (SEIX, ETF) and Palmer Square Credit Opportunities ETF (PSQO, ETF).

SEIX vs PSQO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
SEIX
$242M
PSQO
$242M
Expense Ratio
SEIX
0.57%
Winner
PSQO
0.52%
Max Drawdown
SEIX
18.24%
Winner
PSQO
1.99%
Sharpe Ratio
Winner
SEIX
1.41
PSQO
1.25
5Y Beta
SEIX
0.08
Winner
PSQO
0.02
5Y Dividends CAGR
SEIX
12.87%
PSQO
N/A

SEIX vs PSQO - Historical Returns

Returns include dividend reinvestment.

1M
SEIX
+0.37%
Winner
PSQO
+0.39%
3M
Winner
SEIX
+2.28%
PSQO
+1.53%
6M
Winner
SEIX
+2.58%
PSQO
+2.11%
1Y
Winner
SEIX
+6.19%
PSQO
+5.56%
5Y(CAGR)
SEIX
+5.74%
PSQO
N/A
Max(CAGR)
SEIX
+5.34%
Winner
PSQO
+6.18%

SEIX vs PSQO - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

YearSEIXPSQO
2026+2.07%+1.63%
2025+5.10%+6.94%
2024+8.32%+1.96%
2023+12.17%N/A
2022-1.93%N/A
2021+5.45%N/A
2020+3.13%N/A
2019+3.46%N/A

SEIX vs PSQO Drawdown Comparison

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

The maximum drawdown for PSQO was -0.76%, occurring on Apr 11, 2025. Recovery took 21 trading sessions.

The current SEIX drawdown is -0.08%. The current PSQO drawdown is -0.17%.

RankSEIXPSQO
#1-17.50%
Jan 21, 2020 - Oct 20, 2020
-0.76%
Mar 31, 2025 - Apr 30, 2025
#2-6.69%
Jan 19, 2022 - Jan 30, 2023
-0.66%
Feb 11, 2026 - Apr 7, 2026
#3-3.01%
Feb 24, 2025 - May 15, 2025
-0.59%
Oct 28, 2024 - Nov 29, 2024
#4-1.89%
Mar 8, 2023 - Apr 17, 2023
-0.54%
Oct 21, 2024 - Oct 28, 2024
#5-1.36%
Sep 18, 2019 - Nov 27, 2019
-0.44%
Oct 10, 2024 - Oct 21, 2024
#6-1.24%
Mar 20, 2024 - May 14, 2024
-0.36%
Sep 13, 2024 - Sep 20, 2024
#7-1.13%
Jan 16, 2026 - Apr 8, 2026
-0.30%
Feb 10, 2025 - Feb 21, 2025
#8-0.75%
May 18, 2023 - Jun 9, 2023
-0.29%
Mar 6, 2025 - Mar 31, 2025
#9-0.63%
Feb 14, 2023 - Mar 8, 2023
-0.29%
Oct 2, 2025 - Oct 16, 2025
#10-0.62%
Oct 22, 2020 - Nov 6, 2020
-0.27%
Oct 2, 2024 - Oct 8, 2024
#11-0.60%
Nov 26, 2021 - Dec 9, 2021
-0.27%
Jan 30, 2025 - Feb 10, 2025
#12-0.58%
Dec 1, 2023 - Dec 18, 2023
-0.26%
Sep 20, 2024 - Sep 30, 2024
#13-0.58%
Mar 13, 2024 - Mar 20, 2024
-0.24%
Feb 24, 2025 - Mar 6, 2025
#14-0.55%
Oct 3, 2025 - Oct 31, 2025
-0.23%
Oct 28, 2025 - Nov 12, 2025
#15-0.54%
Sep 21, 2023 - Oct 10, 2023
-0.22%
Sep 5, 2025 - Sep 18, 2025

Correlation

Correlation between SEIX and PSQO is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (2019 - 2026)

SEIX vs PSQO dividend yield comparison.

YearSEIXPSQO
20262.53%0.69%
20257.52%4.45%
20248.09%1.40%
20238.74%0.00%
20225.76%0.00%
20214.16%0.00%
20203.75%0.00%
20193.82%0.00%

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