SEIM vs IVV

ASEIM

BIVV

Measures won1–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,398IVV · VTI $16,543

Lowest cost0.03%IVV · $3 on $10k

Most income1.10%IVV · $110 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common25.9%SEIM and IVV

SEI QiM U.S. Large Cap Momentum Active ETF · $1.5BiShares Core S&P 500 ETF · $879B

+25.8%3 years · per year$19,925 · $18,019+21.7%

[…]5 years · per year[…] · $17,398+11.7%

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

0.63%12-mo yield$63 · $110 on $10k1.10%

Cards for this view

SEIM

SEI QiM U.S. Large Cap Momentum Active

[…]

IVV

iShares Core S&P 500

$17,398

MeasureSEIMIVV

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield0.63%1.10%

5 years, per year[…]+11.7%

3 years, per year+25.8%+21.7%

Worst drop · 1Y−14.6%−8.9%

Volatility · 1Y20.6%

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$879.1B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	−0.4%	+12.1%	+12.2%	+21.4%	+10.6%	−8.9%	$689.2B
3	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

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$879.1B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	−0.4%	+12.1%	+12.2%	+21.4%	+10.6%	−8.9%	$689.2B
3	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

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