Compare · 3 funds side by side · dividends reinvested

SEIM, SCHX 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, SCHX 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%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.1

Schwab U.S. Large-Cap ETFLow-Cost Core · US large cap0.03%1.08%+8.4%+9.3%+21.8%+10.8%−9.0%13.7%$71.4B2.0

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%$1.4B2.7

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 · SCHX 2009 · 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

SCHX

Schwab U.S. Large-Cap ETF · $71.4B$16,684

$10,000 five years ago, dividends reinvested · they hold 26.2% in common

SEIMMeasureSCHX

+5.4%Year to dateJan 1 → Nov 6+8.4%

+6.7%1 yearTotal return+9.3%

+25.2%3 years · per year$10,000 became $19,615 · $18,059+21.8%

[…]5 years · per year$10,000 became […] · $16,684+10.8%

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

0.66%Trailing 12-mo yield$66 · $108 a year on $10k1.08%

−14.6%Worst dropSmaller is better−9.0%

20.4%VolatilityLower is calmer13.7%

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

1–6SCHX 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 SCHX: Top 5 Holdings

Today

SEIM

22.9%in top 5

SCHX

in top 526.3%

SEIMStockSCHX

4.0%AAPL7.5%

5.8%NVDA6.6%

3.4%MSFT5.9%

5.6%GOOGL2.5%

4.1%Vnot top 5

not top 5AMZN3.8%

Held in common26.2%

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

SEIM vs SCHX Returns, Every Period

SEISEIM

+6.7%

past year

SCHXSchwab

+9.3%

past year

SEIMSCHXFaded: behind in that period

1–2SCHX wins

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

SEIM vs IVV

YTD

SEISEIM

+5.4%

IVViShares

+8.7%

+5.4%Year to date+8.7%

−14.6%Worst drop · 1Y−8.9%

20.4%Volatility · 1Y13.6%

0.7%Yield1.1%

$1.4BAssets$853B

4–0IVV wins

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

Cost, Income and Risk

Fees: SEIM, SCHX, IVV

Today

0.03%lowest, SCHX

FundExpense ratioFee$10k

SCHX0.03%$3

IVV0.03%$3

SEIM0.15%$15

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

Yields: SEIM, SCHX, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

SCHX1.08%$108

SEIM0.66%$66

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SCHX$108 − $3 = $105

SEIM$66 − $15 = $51

KeptFee

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

Overlap: SEIM, SCHX, IVV

Today

94.6%most shared, SCHX and IVV

SEIMSCHXIVV

SEIM—26.2%26.4%

SCHX26.2%—94.6%

IVV26.4%94.6%—

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

Return vs Bumpiness: 3 ETFs

+9.8%IVV, at 13.6% volatility

IVVWorst drop−8.9%13.6% vol

SCHXWorst drop−9.0%13.7% 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

IVVSCHX

+8.7%Year to date+8.4%

1.1%Yield1.1%

+9.8%Past year+9.3%

0.03%Fee0.03%

2–0IVV 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%

$182BAssets$819B

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