SEIV vs IAK

ASEIV

BIAK

Measures won4–1SEIV wins · of 6 · 5Y

$10,000 · 5Y$19,545IAK

Lowest cost0.15%SEIV · $15 on $10k

Most income2.40%IAK · $240 on $10k

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

Held in common4.4%SEIV and IAK

SEIV

IAK

SEI QiM U.S. Large Cap Value Active ETF · $1.6BiShares U.S. Insurance ETF · $483M

+27.7%3 years · per year$20,819 · $16,555+18.3%

[…]5 years · per year[…] · $19,545+14.3%

0.15%Expense ratio$15 · $37 on $10k · lower wins0.37%

1.61%12-mo yield$161 · $240 on $10k2.40%

−6.9%Worst dropSmaller wins−10.5%

13.0%VolatilityLower wins16.3%

4–1SEIV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSEIV · IAK

2.2%PRU4.4%

0.9%UNM1.1%

0.5%AXS0.7%

0.4%LNC0.5%

Held in common4.4%

End-of-day Nov 6, 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	BIAK	iShares U.S. Insurance ETFRead Desk		0.37%	2.40%	−2.0%	+11.6%	+18.9%	+18.3%	+14.3%	−10.5%	$483M
2	ASEIV	SEI QiM U.S. Large Cap Value Active ETFRead Desk		0.15%	1.61%	−3.0%	+18.6%	+25.8%	+27.7%	new	−6.9%	$1.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIAK	iShares U.S. Insurance ETFRead Desk		0.37%	2.40%	−2.0%	+11.6%	+18.9%	+18.3%	+14.3%	−10.5%	$483M
2	ASEIV	SEI QiM U.S. Large Cap Value Active ETFRead Desk		0.15%	1.61%	−3.0%	+18.6%	+25.8%	+27.7%	new	−6.9%	$1.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SEIV vs IAK

SEIV

SEI QiM U.S. Large Cap Value Active

[…]

IAK

iShares U.S. Insurance

$19,545

MeasureSEIVIAK

Fee0.15%0.37%

Cost on $10k a year$15$37

Yield1.61%2.40%

5 years, per year[…]+14.3%

3 years, per year+27.7%+18.3%

Worst drop · 1Y−6.9%−10.5%

Volatility · 1Y13.0%16.3%

4–1measures won
SEIV first

4.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SEIV, IAK

Today

4.4%most shared, SEIV and IAK

SEIVIAK

SEIV—4.4%

IAK4.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$203most kept, IAK

IAK$240 − $37 = $203

SEIV$161 − $15 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee