SEIQ vs SCHV

ASEIQ

BSCHV

Measures won0–5SCHV wins · of 6 · 5Y

$10,000 · 5Y$17,398IVV · SCHV $16,274

Lowest cost0.03%IVV · $3 on $10k

Most income1.80%SCHV · $180 on $10k

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

Held in common12.8%SEIQ and SCHV

SEI QiM U.S. Large Cap Quality Active ETF · $789MSchwab U.S. Large-Cap Value ETF · $15.8B

+16.0%3 years · per year$15,597 · $17,405+20.3%

[…]5 years · per year[…] · $16,274+10.2%

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

0.95%12-mo yield$95 · $180 on $10k

Cards for this view

SEIQ

SEI QiM U.S. Large Cap Quality Active

[…]

SCHV

Schwab U.S. Large-Cap Value

$16,274

MeasureSEIQSCHV

Fee0.15%0.04%

Cost on $10k a year$15$4

Yield0.95%1.80%

5 years, per year[…]+10.2%

3 years, per year+16.0%+20.3%

Worst drop · 1Y−9.7%−6.9%

Volatility · 1Y12.4%

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$879.1B
2	BSCHV	Schwab U.S. Large-Cap Value ETFRead Desk	0.04%	1.80%	−0.6%	+19.2%	+21.2%	+20.3%	+10.2%	−6.9%	$15.8B
3	ASEIQ	SEI QiM U.S. Large Cap Quality Active ETFRead Desk	0.15%	0.95%	−0.3%	+11.2%	+13.1%	+16.0%	new	−9.7%	$789M

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$879.1B
2	BSCHV	Schwab U.S. Large-Cap Value ETFRead Desk	0.04%	1.80%	−0.6%	+19.2%	+21.2%	+20.3%	+10.2%	−6.9%	$15.8B
3	ASEIQ	SEI QiM U.S. Large Cap Quality Active ETFRead Desk	0.15%	0.95%	−0.3%	+11.2%	+13.1%	+16.0%	new	−9.7%	$789M

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