SEIS vs VYM

SEIS vs VYM

Which is better, SEIS or VYM?

Small Cap Blend against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y and the full window. SEIS is less concentrated, with 11.1% of the fund in its ten largest positions against 26.1%.

Lower Fees: VYMHigher Returns: VYMLess Concentrated: SEIS

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricSEISVYM
Expense Ratio0.55%0.04%Best
AUM$589M$81.6B
Dividend Yield0.33%2.22%
Holdings373613
YTD Return+11.37%Best+10.23%
1Y Return+11.02%+14.28%Best
3Y Return (annualized)-+17.50%
5Y Return (annualized)-+11.60%
Volatility (annualized)18.7%11.1%Best
Max Drawdown-25.7%-14.5%Best
$10,000 over 2 years$12,614$12,891Best
Top 10 Weight11.1%Best26.1%
Fund FamilySEI EXCHANGE TRADED FUNDSVanguard (US)
CategoryEquityEquity
StyleSmall Cap BlendLarge Cap Value
InceptionOct 8, 2024Nov 10, 2006

Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Oct 10, 2024 to Sep 23, 2026 (2 years).

SEIS vs VYM growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2 years both funds cover.

SEIS vs VYM Performance

SEI Select Small Cap ETF (SEIS) is an ETF from SEI EXCHANGE TRADED FUNDS and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year SEIS returned +11.02% while VYM returned +14.28%. Year to date, SEIS is up 11.37% versus a gain of 10.23% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SEIS has been the more volatile fund, with annualized monthly volatility of 18.7% compared with 11.1% for VYM. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -25.7% for SEIS and -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.81. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

SEIS charges 0.55% per year while VYM charges 0.04%. On a $10,000 position that is $55 vs $4 annually, a gap of $51 per year that compounds over a long holding period. On income, SEIS currently yields 0.33% against 2.22% for VYM.

Holdings Overlap

SEIS already in VYM18.4%
VYM already in SEIS0.9%

18.4% of SEIS's money is in holdings VYM also owns. 0.9% of VYM's money is in holdings SEIS also owns.

SEIS and VYM share little of their money.

52 positions in common, counted across the 375 positions we hold weights for in SEIS and 557 in VYM, against full books of 373 and 613.

What only one of them owns

Our book lists 481 positions for VYM that do not appear in our book for SEIS (96.2% of the fund), and 306 for SEIS that do not appear in VYM (76.1%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in SEISWeight in VYMDifference
CNOCno Financial Group Inc1.31%0.02%1.29%
TEXTerex Corp1.17%0.03%1.14%
JXNJackson Financial Inc USD1.05%0.03%1.02%
ONBOld National Bancorp/In Common Stock0.80%0.04%0.76%
ZIONZions Bancorp Na0.72%0.04%0.68%
YOUClear Secure Inc -Class A0.73%0.02%0.71%
DKDelek Us Holdings Inc0.73%0.02%0.71%
UMBFUmb Financial Corp.0.71%0.04%0.67%
BFHBread Financial Holdings, Inc.0.67%0.02%0.65%
AEOAmerican Eagle Outfitters Inc0.63%0.01%0.62%

You are not choosing between two funds in isolation.

Whichever of SEIS and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

SEISVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SEIS or VYM?

SEIS has an expense ratio of 0.55% while VYM charges 0.04%. VYM is the cheaper option, by $51 a year on a $10,000 investment.

Which performed better, SEIS or VYM?

Over the past year SEIS returned +11.02% vs +14.28% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), SEIS annualized +12.31% vs +13.54% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SEIS or VYM?

SEIS has been the more volatile fund at 18.7% annualized versus 11.1% for VYM. Worst drawdown: SEIS -25.7% vs VYM -14.5%.

Should I hold both SEIS and VYM?

SEIS and VYM have a monthly-return correlation of 0.81, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between SEIS and VYM?

18.4% of SEIS's money is in holdings VYM also owns. 0.9% of VYM's is in holdings SEIS also owns. They hold 52 positions in common, counted across the 375 positions we hold weights for in SEIS and 557 in VYM.

Which pays a higher dividend, SEIS or VYM?

SEIS yields 0.33% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than SEIS?

VYM has a lower expense ratio. VYM led over 1Y and the full window. SEIS is less concentrated, with 11.1% of the fund in its ten largest positions against 26.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.