Compare · 2 funds side by side · dividends reinvested

SEIV and SCHX

SEIVSEI×SCHXSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,574SCHX · best of the two

02 / 04

SEIV and SCHX, 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 ETFLow-Cost Core · US large cap0.03%1.04%+12.9%+12.8%+24.1%+11.9%−9.0%13.0%$72.9B1.8

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 · SCHX 2009

Head to Head

Swap sides Versus in desk

Head to Head

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

SEIV

SCHX

Schwab U.S. Large-Cap ETF · $72.9B$17,574

$10,000 five years ago, dividends reinvested · they hold 18.2% in common

SEIVMeasureSCHX

+22.3%Year to dateJan 1 → Nov 4+12.9%

+28.2%1 yearTotal return+12.8%

+29.3%3 years · per year$10,000 became $21,628 · $19,124+24.1%

[…]5 years · per year$10,000 became […] · $17,574+11.9%

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

1.56%Trailing 12-mo yield$156 · $104 a year on $10k1.04%

−6.9%Worst dropSmaller is better−9.0%

12.6%VolatilityLower is calmer13.0%

SEIVSCHX 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 SCHX: Top 5 Holdings

Today

SEIV

14.5%in top 5

SCHX

in top 525.8%

SEIVStockSCHX

3.6%NVDA7.2%

3.4%AAPL7.0%

not top 5MSFT5.6%

not top 5AMZN3.6%

2.6%GMnot top 5

2.6%CAHnot top 5

not top 5GOOGL2.4%

2.3%VZnot top 5

Held in common18.2%

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

SEIV vs SCHX Returns, Every Period

SEISEIV

+28.2%

past year

SCHXSchwab

+12.8%

past year

SEIVSCHXFaded: behind in that period

3–0SEIV wins

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

SEIV vs SCHX

YTD

SEISEIV

+22.3%

SCHXSchwab

+12.9%

+22.3%Year to date+12.9%

−6.9%Worst drop · 1Y−9.0%

12.6%Volatility · 1Y13.0%

1.6%Yield1.0%

$1.6BAssets$72.9B

4–0SEIV wins

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

Cost, Income and Risk

Fees: SEIV, SCHX

Today

0.03%lowest, SCHX

FundExpense ratioFee$10k

SCHX0.03%$3

SEIV0.15%$15

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

Yields: SEIV, SCHX

1.56%highest, SEIV

FundTrailing yieldYield$10k

SEIV1.56%$156

SCHX1.04%$104

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

Income After Fees on $10,000

$141most kept, SEIV

SEIV$156 − $15 = $141

SCHX$104 − $3 = $101

KeptFee

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

Overlap: SEIV, SCHX

Today

18.2%most shared, SEIV and SCHX

SEIVSCHX

SEIV—18.2%

SCHX18.2%—

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

SCHXWorst drop−9.0%13.0% vol

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

Paid More vs Made More

YTD

SEIVSCHX

+22.3%Year to date+12.9%

1.6%Yield1.0%

+28.2%Past year+12.8%

0.15%Fee0.03%

3–1SEIV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026