Compare · 2 funds side by side · dividends reinvested

SEIM and IVV

SEIMSEI×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,151IVV · best of the two

02 / 04

SEIM and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B1.4

SEI QiM U.S. Large Cap Momentum Active ETFLow-Cost Core · US large cap0.15%0.63%+10.5%+10.7%+28.3%[…]−10.3%19.5%$1.4B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: SEIM 2022 · 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

IVV

iShares Core S&P 500 ETF · $850B$17,151

$10,000 five years ago, dividends reinvested · they hold 26.7% in common

SEIMMeasureIVV

+10.5%Year to dateJan 1 → Nov 5+8.4%

+10.7%1 yearTotal return+9.7%

+28.3%3 years · per year$10,000 became $21,125 · $18,221+22.1%

[…]5 years · per year$10,000 became […] · $17,151+11.4%

0.15%Expense ratio$15 · $3 a year on $10k · lower is better0.03%

0.63%Trailing 12-mo yield$63 · $114 a year on $10k1.14%

−10.3%Worst dropSmaller is better−8.9%

19.5%VolatilityLower is calmer13.6%

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

3–4IVV wins

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

More Ways to See the Pairs

SEIM vs IVV: Top 5 Holdings

Today

SEIM

22.6%in top 5

IVV

in top 527.7%

SEIMStockIVV

3.9%AAPL7.7%

6.1%NVDA7.3%

3.3%MSFT6.2%

5.4%GOOGL2.6%

4.0%Vnot top 5

not top 5AMZN3.9%

Held in common26.7%

End-of-day Nov 5, 2026 · share of each fund

SEIM vs IVV Returns, Every Period

SEISEIM

+10.7%

past year

IVViShares

+9.7%

past year

SEIMIVVFaded: behind in that period

3–0SEIM wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SEIM vs IVV

YTD

SEISEIM

+10.5%

IVViShares

+8.4%

+10.5%Year to date+8.4%

−10.3%Worst drop · 1Y−8.9%

19.5%Volatility · 1Y13.6%

0.6%Yield1.1%

$1.4BAssets$850B

3–1IVV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SEIM, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SEIM0.15%$15

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SEIM, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

SEIM0.63%$63

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SEIM$63 − $15 = $48

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SEIM, IVV

Today

26.7%most shared, SEIM and IVV

SEIMIVV

SEIM—26.7%

IVV26.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+10.7%SEIM, at 19.5% volatility

IVVWorst drop−8.9%13.6% vol

SEIMWorst drop−10.3%19.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IVVSEIM

+8.4%Year to date+10.5%

1.1%Yield0.6%

+9.7%Past year+10.7%

0.03%Fee0.15%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026