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SEIQ vs QUAL

SEI Enhanced US Large Cap Quality Factor ETF vs iShares MSCI USA Quality Factor ETF

SEIQ

SEI Enhanced US Large Cap Quality Factor ETF

SEI Investments Co

Annual cost

0.15%

Fund size

$605M

QUAL

iShares MSCI USA Quality Factor ETF

iShares

Annual cost

0.15%

Fund size

$50.1B

Key differences

  • QUAL is significantly larger than SEIQ — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, QUAL has delivered higher annualized returns.
  • QUAL has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SEIQQUAL
Annual cost (TER)0.15%0.15%
Fund size (AUM)$605M$50.1B
Since20222013
Dividend yield0.96%0.91%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+12.7%+24.9%
CAGR 3Y+13.9%+20.6%
CAGR 5YN/A+12.6%
Sharpe 3Y0.811.12
Volatility 1Y10.73%12.01%
Max drawdown-14.87%-34.06%

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

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