Virtus Seix Senior Loan ETF Q3 2025 Commentary

The Virtus Seix Senior Loan ETF (Fund) returned 2.02% in the third quarter, bettering its benchmark, the S&P UBS Leveraged Loan Index, which returned 1.68%. The Fund's top positive contributors by sector were automotive, food/tobacco, and financials. The Fund's top negative contributors by sector were information technology, healthcare, and consumer durables.

Seeking Alpha • Nov 28, 2025

Will the Fed Opt for a Hefty Rate Cut? ETF Strategies to Follow

An upbeat job market and moderately cooling inflation may prevent the Fed from opting for significant rate cuts in the near future.

Zacks Investment Research • Oct 11, 2024

Rates to Stay Higher for Longer? ETF Strategies to Play

The Fed's Neel Kashkari believes that it's likely that the Fed will cut interest rates once in 2024, possibly in December.

Zacks Investment Research • Jun 17, 2024

SEIX: A Solid Play On Floating Rate Senior Loans

Virtus Seix Senior Loan ETF is an actively managed fund that invests in senior-secured, floating-rate leveraged loans, aiming to generate high levels of current income. The SEIX ETF has a well-diversified portfolio with investments spread across over 140 different loans and securities, minimizing credit risk from individual issuers. Compared to similar ETFs, SEIX has consistently delivered better returns with less volatility and has a reasonable expense ratio, making it a compelling choice for investors.

Seeking Alpha • Apr 19, 2024

ETF Strategies to Play Rising Yields

Stocks slumped to start Q2 as an interest rate cut by the Fed may come later than anticipated before. Investors can rely on these ETF strategies to play rising yields.

Zacks Investment Research • Apr 3, 2024

SEIX: Senior Loan ETF, Strong 8.9% Yield And Performance Track Record

SEIX is an actively managed senior loan ETF. The fund offers investors a strong 8.9% yield and performance track-record, both better than those of its peers. Although yields will almost certainly drop as the Fed cuts rates, these should remain competitive to those of most bonds, including high-yield bonds.

Seeking Alpha • Jan 31, 2024

SEIX: Impressive Performance Vs. Peers Can Continue

The Virtus Seix Senior Loan ETF stands out relative to larger peers due to its superior historical performance and smaller size. SEIX charges a reasonable expense ratio compared to peer funds. SEIX has delivered downside protection for investors during challenging risk-off environments historically.

Seeking Alpha • Jan 20, 2024

ETF Strategies to Follow Amid Rising Rates

The U.S. jobs market has been hot despite higher rates while U.S. consumers have been resilient despite high inflation.

Zacks Investment Research • Oct 18, 2023

5 Bank Loan ETFs to Capitalize on Higher Rates

Amid the prospect of higher interest rates for a longer-than-expected period, investors are flocking to bank loan ETFs.

Zacks Investment Research • Oct 5, 2023

An Introduction to Senior Loan ETFs

Senior loan ETFs can offer protection against rising interest rates.

Zacks Investment Research • Sep 15, 2023