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SEIS vs SCHV

SEI Select Small Cap ETF vs Schwab U.S. Large-Cap Value ETF

SEIS

SEI Select Small Cap ETF

SEI Investments Co

Annual cost

0.55%

Fund size

$509M

SCHV

Schwab U.S. Large-Cap Value ETF

Schwab ETFs

Annual cost

0.04%

Fund size

$15.2B

Key differences

  • SCHV costs 0.51% less per year.
  • SCHV is significantly larger than SEIS — larger funds tend to be more liquid and less likely to close.
  • SCHV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SEISSCHV
Annual cost (TER)0.55%0.04%
Fund size (AUM)$509M$15.2B
Since20242009
Dividend yield0.38%1.85%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+30.0%+28.0%
CAGR 3YN/A+18.2%
CAGR 5YN/A+10.2%
Sharpe 3YN/A1.10
Volatility 1Y18.94%10.69%
Max drawdown-26.08%-37.08%

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

Similar to SEIS and SCHV