Compare · 2 funds side by side · dividends reinvested

SEIV and SCHG

SEIVSEI×SCHGSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,915SCHG · best of the two

02 / 04

SEIV and SCHG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

SEI QiM U.S. Large Cap Value Active ETFLow-Cost Core · US large cap0.15%1.56%+22.3%+28.2%+29.3%[…]−6.9%12.6%$1.6B1.1

Schwab U.S. Large-Cap Growth ETFLow-Cost Core · US large cap0.04%0.40%+6.8%+4.0%+25.4%+12.4%−16.0%16.9%$61.1B1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: SEIV 2022 · SCHG 2009

Head to Head

Swap sides Versus in desk

Head to Head

SEI QiM U.S. Large Cap Value Active ETF · $1.6B[…]

SEIV

SCHG

Schwab U.S. Large-Cap Growth ETF · $61.1B$17,915

$10,000 five years ago, dividends reinvested · they hold 14.5% in common

SEIVMeasureSCHG

+22.3%Year to dateJan 1 → Nov 4+6.8%

+28.2%1 yearTotal return+4.0%

+29.3%3 years · per year$10,000 became $21,628 · $19,739+25.4%

[…]5 years · per year$10,000 became […] · $17,915+12.4%

0.15%Expense ratio$15 · $4 a year on $10k · lower is better0.04%

1.56%Trailing 12-mo yield$156 · $40 a year on $10k0.40%

−6.9%Worst dropSmaller is better−16.0%

12.6%VolatilityLower is calmer16.9%

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

6–1SEIV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SEIV vs SCHG: Top 5 Holdings

Today

SEIV

14.5%in top 5

SCHG

in top 543.0%

SEIVStockSCHG

3.6%NVDA12.0%

3.4%AAPL11.6%

not top 5MSFT9.3%

not top 5AMZN5.9%

not top 5AVGO4.1%

2.6%GMnot top 5

2.6%CAHnot top 5

2.3%VZnot top 5

Held in common14.5%

End-of-day Nov 4, 2026 · share of each fund

SEIV vs SCHG Returns, Every Period

SEISEIV

+28.2%

past year

SCHGSchwab

+4.0%

past year

SEIVSCHGFaded: behind in that period

3–0SEIV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SEIV vs SCHG

YTD

SEISEIV

+22.3%

SCHGSchwab

+6.8%

+22.3%Year to date+6.8%

−6.9%Worst drop · 1Y−16.0%

12.6%Volatility · 1Y16.9%

1.6%Yield0.4%

$1.6BAssets$61.1B

4–0SEIV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SEIV, SCHG

Today

0.04%lowest, SCHG

FundExpense ratioFee$10k

SCHG0.04%$4

SEIV0.15%$15

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SEIV, SCHG

1.56%highest, SEIV

FundTrailing yieldYield$10k

SEIV1.56%$156

SCHG0.40%$40

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$141most kept, SEIV

SEIV$156 − $15 = $141

SCHG$40 − $4 = $36

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SEIV, SCHG

Today

14.5%most shared, SEIV and SCHG

SEIVSCHG

SEIV—14.5%

SCHG14.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+28.2%SEIV, at 12.6% volatility

SEIVWorst drop−6.9%12.6% vol

SCHGWorst drop−16.0%16.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SEIVSCHG

+22.3%Year to date+6.8%

1.6%Yield0.4%

+28.2%Past year+4.0%

0.15%Fee0.04%

3–1SEIV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026