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SCHX vs SEIV

Schwab U.S. Large-Cap ETF vs SEI Enhanced US Large Cap Value Factor ETF

SCHX

Schwab U.S. Large-Cap ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$68.2B

SEIV

SEI Enhanced US Large Cap Value Factor ETF

SEI Investments Co

Annual cost

0.15%

Fund size

$1.3B

Key differences

  • SCHX costs 0.12% less per year.
  • SCHX is significantly larger than SEIV — larger funds tend to be more liquid and less likely to close.
  • SCHX follows a index tracking strategy; SEIV uses active selection.
  • Over the last 3 years, SEIV has delivered higher annualized returns.
  • SCHX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCHXSEIV
Annual cost (TER)0.03%0.15%
Fund size (AUM)$68.2B$1.3B
Since20092022
Dividend yield1.06%1.48%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+28.6%+40.2%
CAGR 3Y+23.2%+26.9%
CAGR 5Y+13.4%N/A
Sharpe 3Y1.231.46
Volatility 1Y12.16%12.45%
Max drawdown-34.33%-18.18%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to SCHX and SEIV