Compare · 2 funds side by side · dividends reinvested

SEIM and RDVY

SEIMSEI×RDVYFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,167RDVY · best of the two

02 / 04

SEIM and RDVY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Rising Dividend Achievers ETFIncome · Dividend stocks0.47%0.85%+15.5%+19.6%+24.2%+11.4%−9.0%14.2%$25.7B1.3

SEI QiM U.S. Large Cap Momentum Active ETFLow-Cost Core · US large cap0.15%0.63%+10.3%+10.4%+28.4%[…]−10.3%19.5%$1.5B1.7

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

End-of-day Nov 3, 2026 · returns include dividends · since: SEIM 2022 · RDVY 2014

Head to Head

Swap sides Versus in desk

Head to Head

SEI QiM U.S. Large Cap Momentum Active ETF · $1.5B[…]

SEIM

RDVY

First Trust Rising Dividend Achievers ETF · $25.7B$17,167

$10,000 five years ago, dividends reinvested · they hold 26.6% in common

SEIMMeasureRDVY

+10.3%Year to dateJan 1 → Nov 3+15.5%

+10.4%1 yearTotal return+19.6%

+28.4%3 years · per year$10,000 became $21,176 · $19,141+24.2%

[…]5 years · per year$10,000 became […] · $17,167+11.4%

0.15%Expense ratio$15 · $47 a year on $10k · lower is better0.47%

0.63%Trailing 12-mo yield$63 · $85 a year on $10k0.85%

−10.3%Worst dropSmaller is better−9.0%

19.5%VolatilityLower is calmer14.2%

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

2–5RDVY wins

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

More Ways to See the Pairs

SEIM vs RDVY: Top 5 Holdings

Today

SEIM

22.4%in top 5

RDVY

in top 511.7%

SEIMStockRDVY

6.2%NVDAnot top 5

5.2%GOOGLnot top 5

3.9%V2.3%

3.8%AAPLnot top 5

3.3%MUnot top 5

not top 5TRV2.4%

not top 5ACN2.4%

not top 5ADP2.3%

not top 5VLTO2.3%

Held in common26.6%

End-of-day Nov 3, 2026 · share of each fund

SEIM vs RDVY Returns, Every Period

SEISEIM

+10.4%

past year

RDVYFirst Trust

+19.6%

past year

SEIMRDVYFaded: behind in that period

1–2RDVY wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Core vs Income: SEIM vs RDVY

YTD

SEISEIM

+10.3%

RDVYFirst Trust

+15.5%

+10.3%Year to date+15.5%

−10.3%Worst drop · 1Y−9.0%

19.5%Volatility · 1Y14.2%

0.6%Yield0.9%

$1.5BAssets$25.7B

4–0RDVY wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SEIM, RDVY

Today

0.15%lowest, SEIM

FundExpense ratioFee$10k

SEIM0.15%$15

RDVY0.47%$47

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SEIM, RDVY

0.85%highest, RDVY

FundTrailing yieldYield$10k

RDVY0.85%$85

SEIM0.63%$63

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$48most kept, SEIM

SEIM$63 − $15 = $48

RDVY$85 − $47 = $38

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SEIM, RDVY

Today

26.6%most shared, SEIM and RDVY

SEIMRDVY

SEIM—26.6%

RDVY26.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.6%RDVY, at 14.2% volatility

RDVYWorst drop−9.0%14.2% vol

SEIMWorst drop−10.3%19.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

RDVYSEIM

+15.5%Year to date+10.3%

0.9%Yield0.6%

+19.6%Past year+10.4%

0.47%Fee0.15%

3–1RDVY wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026