SEIM vs SCHX

ASEIM

BSCHX

Measures won1–4SCHX wins · of 6 · 5Y

$10,000 · 5Y$17,574SCHX

Lowest cost0.03%SCHX · $3 on $10k

Most income1.04%SCHX · $104 on $10k

Smallest drop−9.0%SCHX · worst fall in 1Y

Held in common26.5%SEIM and SCHX

SEIM

SCHX

SEI QiM U.S. Large Cap Momentum Active ETF · $1.5BSchwab U.S. Large-Cap ETF · $74.3B

+28.3%3 years · per year$21,125 · $19,124+24.1%

[…]5 years · per year[…] · $17,574+11.9%

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

0.63%12-mo yield$63 · $104 on $10k1.04%

−10.3%Worst dropSmaller wins−9.0%

19.5%VolatilityLower wins13.0%

1–4SCHX wins

$10,000 · 5 yearsOne scale

Shared top holdingsSEIM · SCHX

6.3%NVDA7.2%

3.7%AAPL7.0%

3.1%MSFT5.6%

5.2%GOOGL2.4%

Held in common26.5%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSCHX	Schwab U.S. Large-Cap ETFRead Desk		0.03%	1.04%	+1.5%	+12.9%	+12.8%	+24.1%	+11.9%	−9.0%	$74.3B
2	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%	$1.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSCHX	Schwab U.S. Large-Cap ETFRead Desk		0.03%	1.04%	+1.5%	+12.9%	+12.8%	+24.1%	+11.9%	−9.0%	$74.3B
2	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%	$1.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SEIM vs SCHX

SEIM

SEI QiM U.S. Large Cap Momentum Active

[…]

SCHX

Schwab U.S. Large-Cap

$17,574

MeasureSEIMSCHX

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield0.63%1.04%

5 years, per year[…]+11.9%

3 years, per year+28.3%+24.1%

Worst drop · 1Y−10.3%−9.0%

Volatility · 1Y19.5%13.0%

4–1measures won
SCHX first

26.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SEIM, SCHX

Today

26.5%most shared, SEIM and SCHX

SEIMSCHX

SEIM—26.5%

SCHX26.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$101most kept, SCHX

SCHX$104 − $3 = $101

SEIM$63 − $15 = $48

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee