Compare · 3 funds side by side · dividends reinvested

SEIM, SCHX and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

SEIM, SCHX and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.1

Schwab U.S. Large-Cap ETFLow-Cost Core · US large cap0.03%1.05%+11.3%+11.4%+24.0%+11.5%−9.0%12.9%$72.9B2.0

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%$1.5B2.7

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

End-of-day Nov 3, 2026 · returns include dividends · since: SEIM 2022 · SCHX 2009 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

SEIM

SCHX

Schwab U.S. Large-Cap ETF · $72.9B$17,217

$10,000 five years ago, dividends reinvested · they hold 26.4% in common

SEIMMeasureSCHX

+10.3%Year to dateJan 1 → Nov 3+11.3%

+10.4%1 yearTotal return+11.4%

+28.4%3 years · per year$10,000 became $21,176 · $19,063+24.0%

[…]5 years · per year$10,000 became […] · $17,217+11.5%

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

0.63%Trailing 12-mo yield$63 · $105 a year on $10k1.05%

−10.3%Worst dropSmaller is better−9.0%

19.5%VolatilityLower is calmer12.9%

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

1–6SCHX 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 SCHX: Top 5 Holdings

Today

SEIM

22.4%in top 5

SCHX

in top 525.7%

SEIMStockSCHX

3.8%AAPL7.2%

6.2%NVDA7.1%

not top 5MSFT5.5%

5.2%GOOGL2.4%

3.9%Vnot top 5

not top 5AMZN3.5%

3.3%MUnot top 5

Held in common26.4%

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

SEIM vs SCHX Returns, Every Period

SEISEIM

+10.4%

past year

SCHXSchwab

+11.4%

past year

SEIMSCHXFaded: behind in that period

1–2SCHX wins

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

SEIM vs VOO

YTD

SEISEIM

+10.3%

VOOVanguard

+11.5%

+10.3%Year to date+11.5%

−10.3%Worst drop · 1Y−8.9%

19.5%Volatility · 1Y12.7%

0.6%Yield1.1%

$1.5BAssets$1.00T

4–0VOO wins

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

Cost, Income and Risk

Fees: SEIM, SCHX, VOO

Today

0.03%lowest, SCHX

FundExpense ratioFee$10k

SCHX0.03%$3

VOO0.03%$3

SEIM0.15%$15

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

Yields: SEIM, SCHX, VOO

1.07%highest, VOO

FundTrailing yieldYield$10k

VOO1.07%$107

SCHX1.05%$105

SEIM0.63%$63

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

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

SCHX$105 − $3 = $102

SEIM$63 − $15 = $48

KeptFee

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

Overlap: SEIM, SCHX, VOO

Today

91.3%most shared, SCHX and VOO

SEIMSCHXVOO

SEIM—26.4%28.0%

SCHX26.4%—91.3%

VOO28.0%91.3%—

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

Return vs Bumpiness: 3 ETFs

+11.9%VOO, at 12.7% volatility

VOOWorst drop−8.9%12.7% vol

SCHXWorst drop−9.0%12.9% 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

VOOSCHX

+11.5%Year to date+11.3%

1.1%Yield1.1%

+11.9%Past year+11.4%

0.03%Fee0.03%

2–0VOO wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

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