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SEIS vs IWR

SEI Select Small Cap ETF vs iShares Russell Mid-Cap ETF

SEIS

SEI Select Small Cap ETF

SEI Investments Co

Annual cost

0.55%

Fund size

$509M

IWR

iShares Russell Mid-Cap ETF

iShares

Annual cost

0.18%

Fund size

$52.6B

Key differences

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

Side-by-side comparison

SEISIWR
Annual cost (TER)0.55%0.18%
Fund size (AUM)$509M$52.6B
Since20242001
Dividend yield0.38%1.19%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+30.0%+21.8%
CAGR 3YN/A+17.2%
CAGR 5YN/A+8.1%
Sharpe 3YN/A0.86
Volatility 1Y18.94%13.50%
Max drawdown-26.08%-40.59%

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

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