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SEIS vs IWD

SEI Select Small Cap ETF vs iShares Russell 1000 Value ETF

SEIS

SEI Select Small Cap ETF

SEI Investments Co

Annual cost

0.55%

Fund size

$509M

IWD

iShares Russell 1000 Value ETF

iShares

Annual cost

0.18%

Fund size

$74.3B

Key differences

  • IWD costs 0.37% less per year.
  • IWD is significantly larger than SEIS — larger funds tend to be more liquid and less likely to close.
  • IWD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SEISIWD
Annual cost (TER)0.55%0.18%
Fund size (AUM)$509M$74.3B
Since20242000
Dividend yield0.38%1.55%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+30.0%+28.5%
CAGR 3YN/A+18.3%
CAGR 5YN/A+10.1%
Sharpe 3YN/A1.09
Volatility 1Y18.94%10.88%
Max drawdown-26.08%-38.51%

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

Similar to SEIS and IWD