Screener
SEIV vs PY
SEI Enhanced US Large Cap Value Factor ETF vs Principal Value ETF
Key differences
Both SEIV and PY are equity ETFs. SEIV charges 0.15% a year and PY 0.15%. The main difference: SEIV is much larger than PY. Larger funds are usually more liquid and less likely to close.
- SEIV is much larger than PY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SEIV has delivered higher annualized returns.
- PY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SEIV | PY | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.15% |
| Fund size (AUM) | $1.4B | $220M |
| Since | 2022 | 2016 |
| Dividend yield | 1.35% | 2.11% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +43.0% | +14.5% |
| CAGR 3Y | +26.8% | +12.9% |
| CAGR 5Y | N/A | +7.4% |
| Sharpe 3Y | 1.44 | 0.69 |
| Volatility 1Y | 12.79% | 10.51% |
| Max drawdown | -18.18% | -45.44% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.