SEIM vs SCHD

ASEIM

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,543VTI · SCHD $16,429

Lowest cost0.03%VTI · $3 on $10k

Most income2.93%SCHD · $293 on $10k

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

Held in common1.9%SEIM and SCHD

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

+25.8%3 years · per year$19,925 · $17,257+19.9%

[…]5 years · per year[…] · $16,429+10.4%

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

0.63%12-mo yield$63 · $293 on $10k

Cards for this view

SEIM

SEI QiM U.S. Large Cap Momentum Active

[…]

SCHD

Schwab U.S. Dividend Equity

$16,429

MeasureSEIMSCHD

Fee0.15%0.06%

Cost on $10k a year$15$6

Yield0.63%2.93%

5 years, per year[…]+10.4%

3 years, per year+25.8%+19.9%

Worst drop · 1Y−14.6%−6.9%

Volatility · 1Y20.6%

#
1	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
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$123.6B
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	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
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$123.6B
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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