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SEIS vs SCHX

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

SEIS

SEI Select Small Cap ETF

SEI Investments Co

Annual cost

0.55%

Fund size

$509M

SCHX

Schwab U.S. Large-Cap ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$68.2B

Key differences

  • SCHX costs 0.52% less per year.
  • SCHX is significantly larger than SEIS — larger funds tend to be more liquid and less likely to close.
  • SCHX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SEISSCHX
Annual cost (TER)0.55%0.03%
Fund size (AUM)$509M$68.2B
Since20242009
Dividend yield0.38%1.06%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+30.0%+28.6%
CAGR 3YN/A+23.2%
CAGR 5YN/A+13.4%
Sharpe 3YN/A1.23
Volatility 1Y18.94%12.16%
Max drawdown-26.08%-34.33%

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

Similar to SEIS and SCHX