SEIV vs SCHG

ASEIV

BSCHG

Measures won4–1SEIV wins · of 6 · 5Y

$10,000 · 5Y$16,740SCHG

Lowest cost0.04%SCHG · $4 on $10k

Most income1.61%SEIV · $161 on $10k

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

Held in common14.5%SEIV and SCHG

SEIV

SCHG

SEI QiM U.S. Large Cap Value Active ETF · $1.6BSchwab U.S. Large-Cap Growth ETF · $62.5B

+27.7%3 years · per year$20,819 · $18,547+22.9%

[…]5 years · per year[…] · $16,740+10.9%

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

1.61%12-mo yield$161 · $42 on $10k0.42%

−6.9%Worst dropSmaller wins−15.0%

13.0%VolatilityLower wins17.8%

4–1SEIV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSEIV · SCHG

3.6%AAPL12.1%

3.5%NVDA11.5%

2.4%MSFT9.8%

2.0%GOOG3.2%

Held in common14.5%

End-of-day Nov 5, 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	BSCHG	Schwab U.S. Large-Cap Growth ETFRead Desk		0.04%	0.42%	−5.5%	+0.9%	+0.1%	+22.9%	+10.9%	−15.0%	$62.5B
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 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSCHG	Schwab U.S. Large-Cap Growth ETFRead Desk		0.04%	0.42%	−5.5%	+0.9%	+0.1%	+22.9%	+10.9%	−15.0%	$62.5B
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 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SEIV vs SCHG

SEIV

SEI QiM U.S. Large Cap Value Active

[…]

SCHG

Schwab U.S. Large-Cap Growth

$16,740

MeasureSEIVSCHG

Fee0.15%0.04%

Cost on $10k a year$15$4

Yield1.61%0.42%

5 years, per year[…]+10.9%

3 years, per year+27.7%+22.9%

Worst drop · 1Y−6.9%−15.0%

Volatility · 1Y13.0%17.8%

4–1measures won
SEIV first

14.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SEIV, SCHG

Today

14.5%most shared, SEIV and SCHG

SEIVSCHG

SEIV—14.5%

SCHG14.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$146most kept, SEIV

SEIV$161 − $15 = $146

SCHG$42 − $4 = $38

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee