Screener
PY vs SEIV
Principal Value ETF vs SEI Enhanced US Large Cap Value Factor ETF
Key differences
Both PY and SEIV are equity ETFs. PY charges 0.15% a year and SEIV 0.15%. The main difference: SEIV is much larger than PY. Larger funds are usually more liquid and less likely to close.
- SEIV is much larger than PY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SEIV has delivered higher annualized returns.
- PY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PY | SEIV | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.15% |
| Fund size (AUM) | $220M | $1.4B |
| Since | 2016 | 2022 |
| Dividend yield | 2.11% | 1.35% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +14.5% | +43.0% |
| CAGR 3Y | +12.9% | +26.8% |
| CAGR 5Y | +7.4% | N/A |
| Sharpe 3Y | 0.69 | 1.44 |
| Volatility 1Y | 10.51% | 12.79% |
| Max drawdown | -45.44% | -18.18% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.