SEIQ vs SCHD

ASEIQ

BSCHD

Measures won0–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,530IVV · SCHD $16,418

Lowest cost0.03%IVV · $3 on $10k

Most income2.93%SCHD · $293 on $10k

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

Held in common8.1%SEIQ and SCHD

SEI QiM U.S. Large Cap Quality Active ETF · $788MSchwab U.S. Dividend Equity ETF · $123B

+16.4%3 years · per year$15,761 · $17,234+19.9%

[…]5 years · per year[…] · $16,418+10.4%

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

0.95%12-mo yield$95 · $293 on $10k

Cards for this view

SEIQ

SEI QiM U.S. Large Cap Quality Active

[…]

SCHD

Schwab U.S. Dividend Equity

$16,418

MeasureSEIQSCHD

Fee0.15%0.06%

Cost on $10k a year$15$6

Yield0.95%2.93%

5 years, per year[…]+10.4%

3 years, per year+16.4%+19.9%

Worst drop · 1Y−9.7%−6.9%

Volatility · 1Y12.4%

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$871.7B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
3	ASEIQ	SEI QiM U.S. Large Cap Quality Active ETFRead Desk	0.15%	0.95%	+0.6%	+11.5%	+14.2%	+16.4%	new	−9.7%	$788M

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$871.7B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
3	ASEIQ	SEI QiM U.S. Large Cap Quality Active ETFRead Desk	0.15%	0.95%	+0.6%	+11.5%	+14.2%	+16.4%	new	−9.7%	$788M

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