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SEIS vs USPX

SEI Select Small Cap ETF vs Franklin U.S. Equity Index ETF

SEIS

SEI Select Small Cap ETF

SEI Investments Co

Annual cost

0.55%

Fund size

$509M

USPX

Franklin U.S. Equity Index ETF

Franklin Templeton Investments

Annual cost

0.03%

Fund size

$1.8B

Key differences

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

Side-by-side comparison

SEISUSPX
Annual cost (TER)0.55%0.03%
Fund size (AUM)$509M$1.8B
Since20242016
Dividend yield0.38%1.09%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+30.0%+28.8%
CAGR 3YN/A+23.3%
CAGR 5YN/A+12.6%
Sharpe 3YN/A1.22
Volatility 1Y18.94%12.24%
Max drawdown-26.08%-31.21%

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

Similar to SEIS and USPX