SEIV vs SCHX

ASEIV

BSCHX

Measures won4–1SEIV wins · of 6 · 5Y

$10,000 · 5Y$16,645SCHX

Lowest cost0.03%SCHX · $3 on $10k

Most income1.61%SEIV · $161 on $10k

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

Held in common18.2%SEIV and SCHX

SEIV

SCHX

SEI QiM U.S. Large Cap Value Active ETF · $1.6BSchwab U.S. Large-Cap ETF · $74.3B

+27.7%3 years · per year$20,819 · $18,166+22.0%

[…]5 years · per year[…] · $16,646+10.7%

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

1.61%12-mo yield$161 · $108 on $10k1.08%

−6.9%Worst dropSmaller wins−9.0%

13.0%VolatilityLower wins13.7%

4–1SEIV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSEIV · SCHX

3.6%AAPL7.3%

3.5%NVDA6.9%

2.4%MSFT5.9%

2.0%GOOG1.9%

Held in common18.2%

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	BSCHX	Schwab U.S. Large-Cap ETFRead Desk		0.03%	1.08%	−4.3%	+8.0%	+9.2%	+22.0%	+10.7%	−9.0%	$74.3B
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	BSCHX	Schwab U.S. Large-Cap ETFRead Desk		0.03%	1.08%	−4.3%	+8.0%	+9.2%	+22.0%	+10.7%	−9.0%	$74.3B
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 SCHX

SEIV

SEI QiM U.S. Large Cap Value Active

[…]

SCHX

Schwab U.S. Large-Cap

$16,646

MeasureSEIVSCHX

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.61%1.08%

5 years, per year[…]+10.7%

3 years, per year+27.7%+22.0%

Worst drop · 1Y−6.9%−9.0%

Volatility · 1Y13.0%13.7%

4–1measures won
SEIV first

18.2%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SEIV, SCHX

Today

18.2%most shared, SEIV and SCHX

SEIVSCHX

SEIV—18.2%

SCHX18.2%—

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

SCHX$108 − $3 = $105

KeptFee

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