Screener
SEIQ vs SVAL
SEI Enhanced US Large Cap Quality Factor ETF vs iShares US Small Cap Value Factor ETF
Key differences
Both SEIQ and SVAL are equity ETFs. SEIQ charges 0.15% a year and SVAL 0.20%. The main difference: SEIQ follows a active selection strategy; SVAL uses index tracking.
- SEIQ follows a active selection strategy; SVAL uses index tracking.
- SEIQ costs 0.05% less per year.
- SEIQ is much larger than SVAL. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SVAL has delivered higher annualized returns.
Side-by-side comparison
| SEIQ | SVAL | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.20% |
| Fund size (AUM) | $647M | $187M |
| Since | 2022 | 2020 |
| Dividend yield | 0.92% | 2.26% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +7.8% | +38.5% |
| CAGR 3Y | +13.4% | +17.2% |
| CAGR 5Y | N/A | +7.3% |
| Sharpe 3Y | 0.78 | 0.68 |
| Volatility 1Y | 10.79% | 17.84% |
| Max drawdown | -14.87% | -27.44% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.