Screener
SEIM vs ISVL
SEI Enhanced US Large Cap Momentum Factor ETF vs iShares International Developed Small Cap Value Factor ETF
Key differences
Both SEIM and ISVL are equity ETFs. SEIM charges 0.15% a year and ISVL 0.31%. The main difference: SEIM follows a active selection strategy; ISVL uses index tracking.
- SEIM follows a active selection strategy; ISVL uses index tracking.
- SEIM covers North America; ISVL covers global markets excluding the US.
- SEIM costs 0.16% less per year.
- SEIM is much larger than ISVL. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SEIM has delivered higher annualized returns.
Side-by-side comparison
| SEIM | ISVL | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.31% |
| Fund size (AUM) | $1.4B | $326M |
| Since | 2022 | 2021 |
| Dividend yield | 0.52% | 2.43% |
| Asset class | equity | equity |
| Region | north america | global ex us |
| Strategy | active selection | index tracking |
| CAGR 1Y | +35.3% | +29.6% |
| CAGR 3Y | +29.5% | +22.1% |
| CAGR 5Y | N/A | +10.5% |
| Sharpe 3Y | 1.31 | 1.14 |
| Volatility 1Y | 17.16% | 14.80% |
| Max drawdown | -22.17% | -30.48% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.