Compare · 3 funds side by side · dividends reinvested

SEIV, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

SEIV, SPYM and SPY, 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%1.61%+18.6%+25.8%+27.7%[…]−6.9%13.0%$1.6B1.3

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.9

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B2.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: SEIV 2022 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

SEIV

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

$10,000 five years ago, dividends reinvested · they hold 17.9% in common

SEIVMeasureSPYM

+18.6%Year to dateJan 1 → Nov 6+8.8%

+25.8%1 yearTotal return+9.8%

+27.7%3 years · per year$10,000 became $20,819 · $18,082+21.8%

[…]5 years · per year$10,000 became […] · $17,192+11.4%

0.15%Expense ratio$15 · $2 a year on $10k · lower is better0.02%

1.61%Trailing 12-mo yield$161 · $105 a year on $10k1.05%

−6.9%Worst dropSmaller is better−8.9%

13.0%VolatilityLower is calmer13.6%

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

6–1SEIV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SEIV vs SPYM: Top 5 Holdings

Today

SEIV

14.7%in top 5

SPYM

in top 527.8%

SEIVStockSPYM

3.6%AAPL7.9%

3.2%NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

2.8%CAHnot top 5

2.6%GMnot top 5

not top 5GOOGL2.6%

2.4%VZnot top 5

Held in common17.9%

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

SEIV vs SPYM Returns, Every Period

SEISEIV

+25.8%

past year

SPYMSPDR

+9.8%

past year

SEIVSPYMFaded: behind in that period

3–0SEIV wins

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

SEIV vs SPYM

YTD

SEISEIV

+18.6%

SPYMSPDR

+8.8%

+18.6%Year to date+8.8%

−6.9%Worst drop · 1Y−8.9%

13.0%Volatility · 1Y13.6%

1.6%Yield1.1%

$1.6BAssets$182B

4–0SEIV wins

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

Cost, Income and Risk

Fees: SEIV, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

SEIV0.15%$15

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

Yields: SEIV, SPYM, SPY

1.61%highest, SEIV

FundTrailing yieldYield$10k

SEIV1.61%$161

SPYM1.05%$105

SPY1.03%$103

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

Income After Fees on $10,000

$146most kept, SEIV

SEIV$161 − $15 = $146

SPYM$105 − $2 = $103

SPY$103 − $9 = $94

KeptFee

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

Overlap: SEIV, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

SEIVSPYMSPY

SEIV—17.9%17.9%

SPYM17.9%—99.9%

SPY17.9%99.9%—

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

Return vs Bumpiness: 3 ETFs

+25.8%SEIV, at 13.0% volatility

SEIVWorst drop−6.9%13.0% vol

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SEIVSPYM

+18.6%Year to date+8.8%

1.6%Yield1.1%

+25.8%Past year+9.8%

0.15%Fee0.02%

3–1SEIV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026