Compare · 3 funds side by side · dividends reinvested

SEIM, FELV and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177IVV · best of the three

02 / 04

SEIM, FELV and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Enhanced Large Cap Value ETF Low-Cost Core · US large cap0.18%1.39%+24.4%+28.4%[…][…]−6.8%11.2%$3.7B1.3

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.8

SEI QiM U.S. Large Cap Momentum Active ETFLow-Cost Core · US large cap0.15%0.66%+5.4%+6.7%+25.2%[…]−14.6%20.4%$1.4B2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: SEIM 2022 · FELV 2007 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

SEI QiM U.S. Large Cap Momentum Active ETF · $1.4B[…]

SEIM

FELV

Fidelity Enhanced Large Cap Value ETF · $3.7B[…]

$10,000 five years ago, dividends reinvested · they hold 16.2% in common

SEIMMeasureFELV

+5.4%Year to dateJan 1 → Nov 6+24.4%

+6.7%1 yearTotal return+28.4%

+25.2%3 years · per year$10,000 became $19,615 · […][…]

[…]5 years · per year[…]

0.15%Expense ratio$15 · $18 a year on $10k · lower is better0.18%

0.66%Trailing 12-mo yield$66 · $139 a year on $10k1.39%

−14.6%Worst dropSmaller is better−6.8%

20.4%VolatilityLower is calmer11.2%

SEIMFELV Winner of the row, in its colourEach row: the bigger of the two fills its side

1–5FELV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SEIM vs FELV: Top 5 Holdings

Today

SEIM

22.9%in top 5

FELV

in top 523.3%

SEIMStockFELV

4.0%AAPL6.4%

not top 5AMZN6.2%

5.8%NVDAnot top 5

5.6%GOOGLnot top 5

3.4%MSFT4.8%

4.1%Vnot top 5

not top 5BRK-B3.4%

not top 5JPM2.6%

Held in common16.2%

End-of-day Nov 6, 2026 · share of each fund

SEIM vs FELV Returns, Every Period

SEISEIM

+6.7%

past year

FELVFidelity

+28.4%

past year

SEIMFELVFaded: behind in that period

0–2FELV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

SEIM vs FELV

YTD

SEISEIM

+5.4%

FELVFidelity

+24.4%

+5.4%Year to date+24.4%

−14.6%Worst drop · 1Y−6.8%

20.4%Volatility · 1Y11.2%

0.7%Yield1.4%

$1.4BAssets$3.7B

4–0FELV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SEIM, FELV, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SEIM0.15%$15

FELV0.18%$18

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SEIM, FELV, IVV

1.39%highest, FELV

FundTrailing yieldYield$10k

FELV1.39%$139

IVV1.14%$114

SEIM0.66%$66

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$121most kept, FELV

FELV$139 − $18 = $121

IVV$114 − $3 = $111

SEIM$66 − $15 = $51

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SEIM, FELV, IVV

Today

47.6%most shared, FELV and IVV

SEIMFELVIVV

SEIM—16.2%26.4%

FELV16.2%—47.6%

IVV26.4%47.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+28.4%FELV, at 11.2% volatility

FELVWorst drop−6.8%11.2% vol

IVVWorst drop−8.9%13.6% vol

SEIMWorst drop−14.6%20.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

FELVIVV

+24.4%Year to date+8.7%

1.4%Yield1.1%

+28.4%Past year+9.8%

0.18%Fee0.03%

3–1FELV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026