SEIV vs VIG

ASEIV

BVIG

Measures won3–2SEIV wins · of 6 · 5Y

$10,000 · 5Y$17,398IVV · VIG $16,596

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 common8.5%SEIV and VIG

SEI QiM U.S. Large Cap Value Active ETF · $1.6BVanguard Dividend Appreciation ETF · $109B

+26.8%3 years · per year$20,395 · $16,806+18.9%

[…]5 years · per year[…] · $16,596+10.7%

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

1.58%12-mo yield$158 · $145 on $10k

Cards for this view

SEIV

SEI QiM U.S. Large Cap Value Active

[…]

VIG

Vanguard Dividend Appreciation

$16,596

MeasureSEIVVIG

Fee0.15%0.04%

Cost on $10k a year$15$4

Yield1.58%1.45%

5 years, per year[…]+10.7%

3 years, per year+26.8%+18.9%

Worst drop · 1Y−6.9%−7.9%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
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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