Screener
SEIS vs SSPY
SEI Select Small Cap ETF vs Stratified LargeCap Index ETF
Key differences
Both SEIS and SSPY are equity ETFs. SEIS charges 0.55% a year and SSPY 0.45%. The main difference: SEIS follows a active selection strategy; SSPY uses index tracking.
- SEIS follows a active selection strategy; SSPY uses index tracking.
- SSPY costs 0.10% less per year.
- SEIS is much larger than SSPY. Larger funds are usually more liquid and less likely to close.
- SSPY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SEIS | SSPY | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.45% |
| Fund size (AUM) | $530M | $125M |
| Since | 2024 | 2019 |
| Dividend yield | 0.37% | 1.26% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +30.4% | +21.3% |
| CAGR 3Y | N/A | +14.9% |
| CAGR 5Y | N/A | +9.2% |
| Sharpe 3Y | N/A | 0.84 |
| Volatility 1Y | 19.36% | 10.78% |
| Max drawdown | -26.08% | -36.67% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.