Screener
SEIM vs MTUM
SEI Enhanced US Large Cap Momentum Factor ETF vs iShares MSCI USA Momentum Factor ETF
Key differences
Both SEIM and MTUM are equity ETFs. SEIM charges 0.15% a year and MTUM 0.15%. The main difference: SEIM follows a active selection strategy; MTUM uses index tracking.
- SEIM follows a active selection strategy; MTUM uses index tracking.
- MTUM is much larger than SEIM. Larger funds are usually more liquid and less likely to close.
- Over the last three years, MTUM has delivered higher annualized returns.
- MTUM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SEIM | MTUM | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.15% |
| Fund size (AUM) | $1.4B | $26.7B |
| Since | 2022 | 2013 |
| Dividend yield | 0.52% | 0.62% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +35.3% | +40.7% |
| CAGR 3Y | +29.5% | +34.5% |
| CAGR 5Y | N/A | +14.8% |
| Sharpe 3Y | 1.31 | 1.36 |
| Volatility 1Y | 17.16% | 20.87% |
| Max drawdown | -22.17% | -34.08% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.