SEIM vs FELV

ASEIM

BFELV

Measures won1–3FELV wins · of 6 · 5Y

$10,000 · 5Y$17,337SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.36%FELV · $136 on $10k

Smallest drop−6.8%FELV · worst fall in 1Y

Held in common16.5%SEIM and FELV

SEI QiM U.S. Large Cap Momentum Active ETF · $1.5BFidelity Enhanced Large Cap Value ETF · $3.7B

+25.8%3 years · per year$19,925 · […][…]

[…]5 years · per year[…]

0.15%Expense ratio$15 · $18 on $10k · lower wins0.18%

0.63%12-mo yield$63 · $136 on $10k1.36%

Cards for this view

SEIM

SEI QiM U.S. Large Cap Momentum Active

[…]

FELV

Fidelity Enhanced Large Cap Value ETF

[…]

MeasureSEIMFELV

Fee0.15%0.18%

Cost on $10k a year$15$18

Yield0.63%1.36%

5 years, per year[…][…]

3 years, per year+25.8%[…]

Worst drop · 1Y−14.6%−6.8%

Volatility · 1Y20.6%11.3%

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$805.7B
2	ASEIM	SEI QiM U.S. Large Cap Momentum Active ETFRead Desk	0.15%	0.63%	−0.9%	+9.8%	+10.2%	+25.8%	new	−14.6%	$1.5B
3	BFELV	Fidelity Enhanced Large Cap Value ETF Read Desk	0.18%	1.36%	−0.4%	+27.2%	+29.6%	new	new	−6.8%	$3.7B

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$805.7B
2	ASEIM	SEI QiM U.S. Large Cap Momentum Active ETFRead Desk	0.15%	0.63%	−0.9%	+9.8%	+10.2%	+25.8%	new	−14.6%	$1.5B
3	BFELV	Fidelity Enhanced Large Cap Value ETF Read Desk	0.18%	1.36%	−0.4%	+27.2%	+29.6%	new	new	−6.8%	$3.7B

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