SEIM vs VIG

ASEIM

BVIG

Measures won1–4VIG wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VIG $16,638

Lowest cost0.03%IVV · $3 on $10k

Most income1.46%VIG · $146 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common19.1%SEIM and VIG

SEIM

VIG

SEI QiM U.S. Large Cap Momentum Active ETF · $1.4BVanguard Dividend Appreciation ETF · $109B

+26.0%3 years · per year$19,992 · $16,775+18.8%

[…]5 years · per year[…] · $16,638+10.7%

0.15%Expense ratio$15 · $4 on $10k · lower wins0.04%

0.64%12-mo yield$64 · $146 on $10k1.46%

−14.6%Worst dropSmaller wins−7.9%

20.6%VolatilityLower wins11.0%

1–4VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSEIM · VIG

4.0%AAPL4.9%

3.3%MSFT4.9%

3.1%JNJ2.8%

4.0%V2.5%

Held in common19.1%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	ASEIM	SEI QiM U.S. Large Cap Momentum Active ETFRead Desk	0.15%	0.64%	+3.3%	+8.9%	+11.5%	+26.0%	new	−14.6%	$1.4B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	ASEIM	SEI QiM U.S. Large Cap Momentum Active ETFRead Desk	0.15%	0.64%	+3.3%	+8.9%	+11.5%	+26.0%	new	−14.6%	$1.4B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SEIM vs VIG

SEIM

SEI QiM U.S. Large Cap Momentum Active

[…]

VIG

Vanguard Dividend Appreciation

$16,638

MeasureSEIMVIG

Fee0.15%0.04%

Cost on $10k a year$15$4

Yield0.64%1.46%

5 years, per year[…]+10.7%

3 years, per year+26.0%+18.8%

Worst drop · 1Y−14.6%−7.9%

Volatility · 1Y20.6%11.0%

4–1measures won
VIG first

19.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

Overlap: SEIM, VIG, IVV

Today

42.6%most shared, VIG and IVV

SEIMVIGIVV

SEIM—19.1%26.5%

VIG19.1%—42.6%

IVV26.5%42.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

IVV$111 − $3 = $108

SEIM$64 − $15 = $49

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee