Screener
SEIV vs SVAL
SEI Enhanced US Large Cap Value Factor ETF vs iShares US Small Cap Value Factor ETF
Key differences
Both SEIV and SVAL are equity ETFs. SEIV charges 0.15% a year and SVAL 0.20%. The main difference: SEIV follows a active selection strategy; SVAL uses index tracking.
- SEIV follows a active selection strategy; SVAL uses index tracking.
- SEIV costs 0.05% less per year.
- SEIV is much larger than SVAL. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SEIV has delivered higher annualized returns.
Side-by-side comparison
| SEIV | SVAL | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.20% |
| Fund size (AUM) | $1.4B | $187M |
| Since | 2022 | 2020 |
| Dividend yield | 1.35% | 2.26% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +43.0% | +38.5% |
| CAGR 3Y | +26.8% | +17.2% |
| CAGR 5Y | N/A | +7.3% |
| Sharpe 3Y | 1.44 | 0.68 |
| Volatility 1Y | 12.79% | 17.84% |
| Max drawdown | -18.18% | -27.44% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.