SEIV vs SPY

ASEIV

BSPY

Measures won4–1SEIV wins · of 6 · 5Y

$10,000 · 5Y$17,398IVV · SPY $17,337

Lowest cost0.03%IVV · $3 on $10k

Most income1.58%SEIV · $158 on $10k

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

Held in common17.8%SEIV and SPY

SEI QiM U.S. Large Cap Value Active ETF · $1.6BState Street SPDR S&P 500 ETF · $806B

+26.8%3 years · per year$20,395 · $17,968+21.6%

[…]5 years · per year[…] · $17,337+11.6%

0.15%Expense ratio$15 · $9 on $10k · lower wins0.09%

1.58%12-mo yield$158 · $100 on $10k

Cards for this view

SEIV

SEI QiM U.S. Large Cap Value Active

[…]

SPY

SPDR S&P 500

$17,337

MeasureSEIVSPY

Fee0.15%0.09%

Cost on $10k a year$15$9

Yield1.58%1.00%

5 years, per year[…]+11.6%

3 years, per year+26.8%+21.6%

Worst drop · 1Y−6.9%−8.9%

Volatility · 1Y13.1%

#
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	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$805.7B
3	ASEIV	SEI QiM U.S. Large Cap Value Active ETFRead Desk	0.15%	1.58%	−0.9%	+20.9%	+25.8%	+26.8%	new	−6.9%	$1.6B

#
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	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$805.7B
3	ASEIV	SEI QiM U.S. Large Cap Value Active ETFRead Desk	0.15%	1.58%	−0.9%	+20.9%	+25.8%	+26.8%	new	−6.9%	$1.6B

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