SEIM vs SCHD

ASEIM

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · SCHD $16,375

Lowest cost0.03%IVV · $3 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common1.9%SEIM and SCHD

SEIM

SCHD

SEI QiM U.S. Large Cap Momentum Active ETF · $1.4BSchwab U.S. Dividend Equity ETF · $120B

+28.3%3 years · per year$21,125 · $17,414+20.3%

[…]5 years · per year[…] · $16,375+10.4%

0.15%Expense ratio$15 · $6 on $10k · lower wins0.06%

0.63%12-mo yield$63 · $298 on $10k2.98%

−10.3%Worst dropSmaller wins−6.9%

19.5%VolatilityLower wins11.7%

1–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSEIM · SCHD

2.1%TGT1.7%

0.4%MSM0.1%

Held in common1.9%

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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
3	ASEIM	SEI QiM U.S. Large Cap Momentum Active ETFRead Desk	0.15%	0.63%	+0.2%	+10.5%	+10.7%	+28.3%	new	−10.3%	$1.4B

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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
3	ASEIM	SEI QiM U.S. Large Cap Momentum Active ETFRead Desk	0.15%	0.63%	+0.2%	+10.5%	+10.7%	+28.3%	new	−10.3%	$1.4B

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

Cards for this view

SEIM vs SCHD

SEIM

SEI QiM U.S. Large Cap Momentum Active

[…]

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureSEIMSCHD

Fee0.15%0.06%

Cost on $10k a year$15$6

Yield0.63%2.98%

5 years, per year[…]+10.4%

3 years, per year+28.3%+20.3%

Worst drop · 1Y−10.3%−6.9%

Volatility · 1Y19.5%11.7%

4–1measures won
SCHD first

1.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

Overlap: SEIM, SCHD, IVV

Today

26.7%most shared, SEIM and IVV

SEIMSCHDIVV

SEIM—1.9%26.7%

SCHD1.9%—8.5%

IVV26.7%8.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

IVV$114 − $3 = $111

SEIM$63 − $15 = $48

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee