Screener
SVAL vs SEIV
iShares US Small Cap Value Factor ETF vs SEI Enhanced US Large Cap Value Factor ETF
Key differences
Both SVAL and SEIV are equity ETFs. SVAL charges 0.20% a year and SEIV 0.15%. The main difference: SVAL follows a index tracking strategy; SEIV uses active selection.
- SVAL follows a index tracking strategy; SEIV uses active selection.
- 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
| SVAL | SEIV | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.15% |
| Fund size (AUM) | $187M | $1.4B |
| Since | 2020 | 2022 |
| Dividend yield | 2.26% | 1.35% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +38.5% | +43.0% |
| CAGR 3Y | +17.2% | +26.8% |
| CAGR 5Y | +7.3% | N/A |
| Sharpe 3Y | 0.68 | 1.44 |
| Volatility 1Y | 17.84% | 12.79% |
| Max drawdown | -27.44% | -18.18% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.