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Upturn AI SWOT - About
Virtus ETF Trust II - Virtus Seix Senior Loan ETF (SEIX)
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Upturn Advisory Summary
10/24/2025: SEIX (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 16.08% | Avg. Invested days 145 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.17 | 52 Weeks Range 22.11 - 23.55 | Updated Date 06/30/2025 |
52 Weeks Range 22.11 - 23.55 | Updated Date 06/30/2025 |
Upturn AI SWOT
Virtus ETF Trust II - Virtus Seix Senior Loan ETF
ETF Overview
Overview
The Virtus Seix Senior Loan ETF (SEIX) seeks to provide current income and, secondarily, capital appreciation by investing primarily in senior secured floating rate loans.
Reputation and Reliability
Virtus Investment Partners is a multi-manager asset management firm with a long history in the industry.
Management Expertise
SEIX utilizes SEIX Investment Advisors as its sub-advisor, which has expertise in managing senior loan portfolios.
Investment Objective
Goal
To provide current income and, secondarily, capital appreciation.
Investment Approach and Strategy
Strategy: The ETF invests primarily in a diversified portfolio of U.S. dollar-denominated senior secured floating rate loans.
Composition Primarily senior secured loans, but may include other debt securities and derivatives.
Market Position
Market Share: SEIX has a noticeable market share within the senior loan ETF sector but is not the dominant player.
Total Net Assets (AUM): 468878240
Competitors
Key Competitors
- BKLN
- SRLN
- FTSL
- HYLN
Competitive Landscape
The senior loan ETF market is fairly concentrated, with a few large players. SEIX distinguishes itself through its active management, potentially offering better risk-adjusted returns than passive index trackers but also bearing higher expense ratio. Competitors such as BKLN and SRLN offer passively managed alternatives, which might be attractive for cost-conscious investors. The advantage of SEIX lies in its manager selection while disadvantages include higher expenses.
Financial Performance
Historical Performance: Historical performance data is needed and would typically include returns over 1, 3, 5, and 10-year periods.
Benchmark Comparison: A benchmark comparison would typically compare SEIX's returns to an index like the S&P/LSTA U.S. Leveraged Loan 100 Index.
Expense Ratio: 0.41
Liquidity
Average Trading Volume
SEIX's average trading volume is moderate, which is generally sufficient for most investors.
Bid-Ask Spread
The bid-ask spread on SEIX is generally tight, reflecting its liquidity and efficient trading.
Market Dynamics
Market Environment Factors
Senior loan ETFs are sensitive to interest rate changes, credit spreads, and the overall health of the economy, and these factors may impact SEIX.
Growth Trajectory
Growth is dependent on the broader leveraged loan market, influenced by economic growth and corporate debt issuance.
Moat and Competitive Advantages
Competitive Edge
SEIX's competitive advantage primarily lies in its active management by experienced professionals. This active management allows for strategic adjustments based on market conditions and credit analysis. The fund aims to generate superior risk-adjusted returns through careful security selection and portfolio construction. Their niche market focus on floating rate loans allows investors to hedge against interest rate risk. Their management team is specialized in the debt sector.
Risk Analysis
Volatility
SEIX's volatility is moderate, reflecting the nature of senior loans.
Market Risk
Market risks include credit risk (risk of default by borrowers), interest rate risk (although mitigated by floating rates), and liquidity risk.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking income with a moderate risk tolerance, who wants exposure to the leveraged loan market.
Market Risk
SEIX is suitable for long-term investors seeking income, and may be suitable for some active traders looking to capitalize on short-term movements in the leveraged loan market.
Summary
The Virtus Seix Senior Loan ETF aims to deliver current income and capital appreciation through actively managed senior secured loans. Its active management sets it apart from passive peers, potentially generating better risk-adjusted returns. Investors should be aware of credit risk and liquidity risk but this ETF can serve as a hedge against rising interest rates. Overall, the ETF is suitable for income-seeking investors with a moderate risk tolerance looking for a diversified senior loan portfolio.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Virtus Investment Partners
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Virtus ETF Trust II - Virtus Seix Senior Loan ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed exchange-traded fund (ETF) that seeks to achieve its investment objective by investing, under normal market circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in a combination of first- and second-lien senior floating rate loans. These loans are made by banks and other large financial institutions to various companies and are senior in the borrowing companies' capital structure. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.