SEIM vs SPY

ASEIM

BSPY

Measures won1–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

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

Held in common26.7%SEIM and SPY

SEIM

SPY

SEI QiM U.S. Large Cap Momentum Active ETF · $1.5BState Street SPDR S&P 500 ETF · $805B

+28.3%3 years · per year$21,125 · $18,174+22.0%

[…]5 years · per year[…] · $17,099+11.3%

0.15%Expense ratio$15 · $9 on $10k · lower wins0.09%

0.63%12-mo yield$63 · $103 on $10k1.03%

−10.3%Worst dropSmaller wins−8.9%

19.5%VolatilityLower wins13.6%

1–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsSEIM · SPY

6.1%NVDA7.3%

3.9%AAPL7.7%

3.3%MSFT6.2%

5.4%GOOGL2.6%

Held in common26.7%

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
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 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
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 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SEIM vs SPY

SEIM

SEI QiM U.S. Large Cap Momentum Active

[…]

SPY

SPDR S&P 500

$17,099

MeasureSEIMSPY

Fee0.15%0.09%

Cost on $10k a year$15$9

Yield0.63%1.03%

5 years, per year[…]+11.3%

3 years, per year+28.3%+22.0%

Worst drop · 1Y−10.3%−8.9%

Volatility · 1Y19.5%13.6%

4–1measures won
SPY first

26.7%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SEIM, SPY

Today

26.7%most shared, SEIM and SPY

SEIMSPY

SEIM—26.7%

SPY26.7%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

SEIM$63 − $15 = $48

KeptFee

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