Screener
SEIM vs SVAL
SEI Enhanced US Large Cap Momentum Factor ETF vs iShares US Small Cap Value Factor ETF
Key differences
Both SEIM and SVAL are equity ETFs. SEIM charges 0.15% a year and SVAL 0.20%. The main difference: SEIM follows a active selection strategy; SVAL uses index tracking.
- SEIM follows a active selection strategy; SVAL uses index tracking.
- SEIM costs 0.05% less per year.
- SEIM is much larger than SVAL. 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 | SVAL | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.20% |
| Fund size (AUM) | $1.4B | $187M |
| Since | 2022 | 2020 |
| Dividend yield | 0.52% | 2.26% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +35.3% | +38.5% |
| CAGR 3Y | +29.5% | +17.2% |
| CAGR 5Y | N/A | +7.3% |
| Sharpe 3Y | 1.31 | 0.68 |
| Volatility 1Y | 17.16% | 17.84% |
| Max drawdown | -22.17% | -27.44% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.