Compare · 3 funds side by side · dividends reinvested

SEIV, SCHG and IVV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,530IVV · best of the three

Story of the three · IncomeMost incomeSEIV · 1.56% · $156 a year on $10k

Story of the three · RiskSmallest drop

SEIV, SCHG and IVV, 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%+21.9%+26.9%+27.1%[…]−6.9%13.1%$1.6B1.3

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.3%+12.7%+21.9%+11.9%−8.9%13.7%$872B1.9

Schwab U.S. Large-Cap Growth ETFLow-Cost Core · US large cap0.04%0.40%+5.9%+4.5%+22.8%+11.6%−15.0%17.9%$61.0B2.6

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

End-of-day Nov 11, 2026 · returns include dividends · since: SEIV 2022 · SCHG 2009 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

SEIV

SCHG

Schwab U.S. Large-Cap Growth ETF · $61.0B$17,288

$10,000 five years ago, dividends reinvested · they hold 13.9% in common

SEIV

More Ways to See the Pairs

SEIV vs SCHG: Top 5 Holdings

Today

SEIV

14.4%in top 5

SCHG

in top 542.6%

SEIVStockSCHG

3.6%AAPL12.4%

3.0%NVDA9.9%

not top 5MSFT9.6%

not top 5AMZN6.5%

not top 5AVGO

Cost, Income and Risk

Fees: SEIV, SCHG, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SCHG0.04%$4

SEIV0.15%$15

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: SEIV, SCHG, IVV

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

VOO vs IVV

YTD

VanguardVOO

+12.3%

IVViShares

+12.3%

Measure

SCHG

+21.9%Year to dateJan 1 → Nov 11+5.9%

+26.9%1 yearTotal return+4.5%

+27.1%3 years · per year$10,000 became $20,522 · $18,515+22.8%

[…]5 years · per year$10,000 became […] · $17,288+11.6%

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−15.0%

13.1%VolatilityLower is calmer17.9%

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

6–1SEIV wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.2%

2.8%CAHnot top 5

2.6%GMnot top 5

2.4%VZnot top 5

Held in common13.9%

End-of-day Nov 11, 2026 · share of each fund

SEIV vs SCHG Returns, Every Period

1Y

SEISEIV

+26.9%

past year

SCHGSchwab

+4.5%

past year

SEIVSCHGFaded: behind in that period

3–0SEIV wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

SEIV vs IVV

YTD

SEISEIV

+21.9%

IVViShares

+12.3%

+21.9%Year to date+12.3%

−6.9%Worst drop · 1Y−8.9%

13.1%Volatility · 1Y13.7%

1.6%Yield1.1%

$1.6BAssets$872B

4–0SEIV wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

1.56%highest, SEIV

FundTrailing yieldYield$10k

SEIV1.56%$156

IVV1.10%$110

SCHG0.40%$40

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$141most kept, SEIV

SEIV$156 − $15 = $141

IVV$110 − $3 = $107

SCHG$40 − $4 = $36

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: SEIV, SCHG, IVV

Today

56.8%most shared, SCHG and IVV

SEIVSCHGIVV

SEIV—13.9%17.7%

SCHG13.9%—56.8%

IVV17.7%56.8%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+26.9%SEIV, at 13.1% volatility

SEIVWorst drop−6.9%13.1% vol

IVVWorst drop−8.9%13.7% vol

SCHGWorst drop−15.0%17.9% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SEIVIVV

+21.9%Year to date+12.3%

1.6%Yield1.1%

+26.9%Past year+12.7%

0.15%Fee0.03%

3–1SEIV wins

End-of-day Nov 11, 2026

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

Year to date

+12.3%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 11, 2026

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SEIV, SCHG and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three