SEIV vs SPYM

ASEIV

BSPYM

Measures won4–1SEIV wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income1.61%SEIV · $161 on $10k

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

Held in common17.9%SEIV and SPYM

SEIV

SPYM

SEI QiM U.S. Large Cap Value Active ETF · $1.6BState Street SPDR Portfolio S&P 500 ETF · $182B

+27.7%3 years · per year$20,819 · $18,082+21.8%

[…]5 years · per year[…] · $17,192+11.4%

0.15%Expense ratio$15 · $2 on $10k · lower wins0.02%

1.61%12-mo yield$161 · $105 on $10k1.05%

−6.9%Worst dropSmaller wins−8.9%

13.0%VolatilityLower wins13.6%

4–1SEIV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSEIV · SPYM

3.6%AAPL7.9%

3.2%NVDA6.9%

2.4%MSFT6.3%

2.1%GOOG2.1%

Held in common17.9%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
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 SPYM

SEIV

SEI QiM U.S. Large Cap Value Active

[…]

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureSEIVSPYM

Fee0.15%0.02%

Cost on $10k a year$15$2

Yield1.61%1.05%

5 years, per year[…]+11.4%

3 years, per year+27.7%+21.8%

Worst drop · 1Y−6.9%−8.9%

Volatility · 1Y13.0%13.6%

4–1measures won
SEIV first

17.9%

holdings shared

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

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

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

Overlap: SEIV, SPYM

Today

17.9%most shared, SEIV and SPYM

SEIVSPYM

SEIV—17.9%

SPYM17.9%—

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

Income After Fees on $10,000

$146most kept, SEIV

SEIV$161 − $15 = $146

SPYM$105 − $2 = $103

KeptFee

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