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SEIM vs IMTM

SEI Enhanced US Large Cap Momentum Factor ETF vs iShares MSCI Intl Momentum Factor ETF

SEIM

SEI Enhanced US Large Cap Momentum Factor ETF

Annual cost

0.15%

Fund size

$1.4B

IMTM

iShares MSCI Intl Momentum Factor ETF

Annual cost

0.30%

Fund size

$4.0B

Key differences

Both SEIM and IMTM are equity ETFs. SEIM charges 0.15% a year and IMTM 0.30%. The main difference: SEIM follows a active selection strategy; IMTM uses index tracking.

  • SEIM follows a active selection strategy; IMTM uses index tracking.
  • SEIM covers North America; IMTM covers global markets excluding the US.
  • SEIM costs 0.15% less per year.
  • Over the last three years, SEIM has delivered higher annualized returns.
  • IMTM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SEIMIMTM
Annual cost (TER)0.15%0.30%
Fund size (AUM)$1.4B$4.0B
Since20222015
Dividend yield0.52%2.09%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyactive selectionindex tracking
CAGR 1Y+35.3%+25.1%
CAGR 3Y+29.5%+22.0%
CAGR 5YN/A+9.7%
Sharpe 3Y1.311.04
Volatility 1Y17.16%17.97%
Max drawdown-22.17%-30.68%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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