RDIV vs SEIV

ARDIV

BSEIV

Measures won1–4SEIV wins · of 6 · 5Y

$10,000 · 5Y$18,993RDIV

Lowest cost0.15%SEIV · $15 on $10k

Most income3.45%RDIV · $345 on $10k

Smallest drop−6.9%SEIV · worst fall in 1Y

Held in common12.5%RDIV and SEIV

RDIV

SEIV

Invesco S&P Ultra Dividend Revenue ETF · $1.5BSEI QiM U.S. Large Cap Value Active ETF · $1.6B

+25.1%3 years · per year$19,584 · $20,819+27.7%

+13.7%5 years · per year$18,993 · […][…]

0.39%Expense ratio$39 · $15 on $10k · lower wins0.15%

3.45%12-mo yield$345 · $161 on $10k1.61%

−10.7%Worst dropSmaller wins−6.9%

13.8%VolatilityLower wins13.0%

1–4SEIV wins

$10,000 · 5 yearsOne scale

Shared top holdingsRDIV · SEIV

5.0%PRU2.2%

4.4%HPQ1.9%

4.7%T1.7%

5.0%F1.6%

Held in common12.5%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	ARDIV	Invesco S&P Ultra Dividend Revenue ETFRead Desk		0.39%	3.45%	−1.3%	+21.9%	+23.3%	+25.1%	+13.7%	−10.7%	$1.5B
2	BSEIV	SEI QiM U.S. Large Cap Value Active ETFRead Desk		0.15%	1.61%	−3.0%	+18.6%	+25.8%	+27.7%	new	−6.9%	$1.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ARDIV	Invesco S&P Ultra Dividend Revenue ETFRead Desk		0.39%	3.45%	−1.3%	+21.9%	+23.3%	+25.1%	+13.7%	−10.7%	$1.5B
2	BSEIV	SEI QiM U.S. Large Cap Value Active ETFRead Desk		0.15%	1.61%	−3.0%	+18.6%	+25.8%	+27.7%	new	−6.9%	$1.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

RDIV vs SEIV

RDIV

Invesco S&P Ultra Dividend Revenue

$18,993

SEIV

SEI QiM U.S. Large Cap Value Active

[…]

MeasureRDIVSEIV

Fee0.39%0.15%

Cost on $10k a year$39$15

Yield3.45%1.61%

5 years, per year+13.7%[…]

3 years, per year+25.1%+27.7%

Worst drop · 1Y−10.7%−6.9%

Volatility · 1Y13.8%13.0%

4–1measures won
SEIV first

12.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: RDIV, SEIV

Today

12.5%most shared, RDIV and SEIV

RDIVSEIV

RDIV—12.5%

SEIV12.5%—

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

Income After Fees on $10,000

$306most kept, RDIV

RDIV$345 − $39 = $306

SEIV$161 − $15 = $146

KeptFee

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