SEIM vs SPY

ASEIM

BSPY

Measures won1–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,533VOO · SPY $17,481

Lowest cost0.03%VOO · $3 on $10k

Most income1.06%VOO · $106 on $10k

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

Held in common25.8%SEIM and SPY

SEI QiM U.S. Large Cap Momentum Active ETF · $1.5BState Street SPDR S&P 500 ETF · $793B

+26.3%3 years · per year$20,163 · $18,083+21.8%

[…]5 years · per year[…] · $17,481+11.8%

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

0.63%12-mo yield$63 · $100 on $10k

Cards for this view

SEIM

SEI QiM U.S. Large Cap Momentum Active

[…]

SPY

SPDR S&P 500

$17,481

MeasureSEIMSPY

Fee0.15%0.09%

Cost on $10k a year$15$9

Yield0.63%1.00%

5 years, per year[…]+11.8%

3 years, per year+26.3%+21.8%

Worst drop · 1Y−14.6%−8.9%

Volatility · 1Y20.6%

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.06%	+1.3%	+12.3%	+12.8%	+21.9%	+11.9%	−8.9%	$1.00T
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$793.2B
3	ASEIM	SEI QiM U.S. Large Cap Momentum Active ETFRead Desk	0.15%	0.63%	+2.2%	+10.7%	+10.7%	+26.3%	new	−14.6%	$1.5B

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.06%	+1.3%	+12.3%	+12.8%	+21.9%	+11.9%	−8.9%	$1.00T
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$793.2B
3	ASEIM	SEI QiM U.S. Large Cap Momentum Active ETFRead Desk	0.15%	0.63%	+2.2%	+10.7%	+10.7%	+26.3%	new	−14.6%	$1.5B

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