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ASEIM

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,265IVV · VIG $16,513

Lowest cost0.03%IVV · $3 on $10k

Most income2.92%SCHD · $292 on $10k

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

Held in common1.8%SEIM and SCHD

SEI QiM U.S. Large Cap Momentum Active ETF · $1.5BSchwab U.S. Dividend Equity ETF · $124B

+25.4%3 years · per year$19,720 · $17,374+20.2%

[…]5 years · per year[…] · $16,418+10.4%

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

0.64%12-mo yield$64 · $292 on $10k

Cards for this view

SEIM

SEI QiM U.S. Large Cap Momentum Active

[…]

SCHD

Schwab U.S. Dividend Equity

$16,418

MeasureSEIMSCHD

Fee0.15%0.06%

Cost on $10k a year$15$6

Yield0.64%2.92%

5 years, per year[…]+10.4%

3 years, per year+25.4%+20.2%

Worst drop · 1Y−14.6%−6.9%

Volatility · 1Y20.6%

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+11.5%	+11.6%	+21.5%	+11.5%	−8.9%	$875.2B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.3%	+18.9%	+10.6%	−7.9%	$109.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$124.4B
4	ASEIM	SEI QiM U.S. Large Cap Momentum Active ETFRead Desk	0.15%	0.64%	−0.8%	+8.9%	+8.7%	+25.4%	new	−14.6%	$1.5B

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+11.5%	+11.6%	+21.5%	+11.5%	−8.9%	$875.2B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.3%	+18.9%	+10.6%	−7.9%	$109.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$124.4B
4	ASEIM	SEI QiM U.S. Large Cap Momentum Active ETFRead Desk	0.15%	0.64%	−0.8%	+8.9%	+8.7%	+25.4%	new	−14.6%	$1.5B