SEIV vs VOO

SEIV vs VOO

Which is better, SEIV or VOO?

Large Cap Value against Large Cap Blend.

VOO has a lower expense ratio. SEIV led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.91. SEIV is less concentrated, with 25.4% of the fund in its ten largest positions against 37.6%.

Lower Fees: VOOHigher Returns: SEIVLess Concentrated: SEIV

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

MetricSEIVVOO
Expense Ratio0.15%0.03%Best
AUM$1.5B$997.4B
Dividend Yield1.05%1.04%
Holdings124509
YTD Return+21.04%Best+12.25%
1Y Return+31.66%Best+17.03%
3Y Return (annualized)+26.90%Best+21.25%
5Y Return (annualized)-+13.08%
Volatility (annualized)16.3%15.3%Best
Max Drawdown-18.2%Best-18.7%
$10,000 over 4.3 years$21,621Best$20,554
Top 10 Weight25.4%Best37.6%
Fund FamilySEI EXCHANGE TRADED FUNDSVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionMay 18, 2022Sep 7, 2010

Volatility and max drawdown, and the $10,000 over 4.3 years row, are measured over the window both funds cover: May 18, 2022 to Sep 17, 2026 (4.3 years).

SEIV vs VOO 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 4.3 years both funds cover.

SEIV vs VOO Performance

SEI QiM US Large Cap Value Active ETF (SEIV) is an ETF from SEI EXCHANGE TRADED FUNDS and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year SEIV returned +31.66% while VOO returned +17.03%. Year to date, SEIV is up 21.04% versus a gain of 12.25% for VOO.

Over three years, SEIV compounded at +26.90% per year against +21.25% for VOO. Across the full 4-year window we track, SEIV has the edge at +19.64% annualized vs +18.24%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SEIV has been the more volatile fund, with annualized monthly volatility of 16.3% compared with 15.3% for VOO. 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 -18.2% for SEIV and -18.7% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

SEIV charges 0.15% per year while VOO charges 0.03%. On a $10,000 position that is $15 vs $3 annually, a gap of $12 per year that compounds over a long holding period. On income, SEIV currently yields 1.05% against 1.04% for VOO.

Holdings Overlap

SEIV already in VOO72.8%
VOO already in SEIV35.5%

72.8% of SEIV's money is in holdings VOO also owns. 35.5% of VOO's money is in holdings SEIV also owns.

Most of SEIV is already inside VOO. Owning both mostly buys the same companies twice.

66 positions in common, counted across the 123 positions we hold weights for in SEIV and 494 in VOO, against full books of 124 and 509.

What only one of them owns

Our book lists 422 positions for VOO that do not appear in our book for SEIV (63.7% of the fund), and 55 for SEIV that do not appear in VOO (25.8%).

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 SEIVWeight in VOODifference
NVDANvidia Corp3.74%7.55%3.81%
AAPLApple, Inc2.96%7.05%4.09%
MSFTMicrosoft Corp2.17%5.36%3.19%
GOOGAlphabet Inc2.46%2.62%0.16%
AMZNAmazon.Com Inc0.39%4.13%3.74%
MUMicron Technology, Inc.2.45%1.44%1.01%
VZVerizon Communic2.53%0.30%2.23%
GMGeneral Motors Co2.40%0.12%2.28%
CCitigroup Inc.2.15%0.34%1.81%
CAHCardinal Health Inc.2.33%0.08%2.25%

72.8% of SEIV is already inside VOO.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

SEIVVOO

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Frequently Asked Questions

Which is cheaper, SEIV or VOO?

SEIV has an expense ratio of 0.15% while VOO charges 0.03%. VOO is the cheaper option, by $12 a year on a $10,000 investment.

Which performed better, SEIV or VOO?

Over the past year SEIV returned +31.66% vs +17.03% for VOO, so SEIV leads on 1-year performance. Over the longest common window we track (4 years), SEIV annualized +19.64% vs +18.24% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SEIV or VOO?

SEIV has been the more volatile fund at 16.3% annualized versus 15.3% for VOO. Worst drawdown: SEIV -18.2% vs VOO -18.7%.

Should I hold both SEIV and VOO?

SEIV and VOO have a monthly-return correlation of 0.91, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between SEIV and VOO?

72.8% of SEIV's money is in holdings VOO also owns. 35.5% of VOO's is in holdings SEIV also owns. They hold 66 positions in common, counted across the 123 positions we hold weights for in SEIV and 494 in VOO.

Which pays a higher dividend, SEIV or VOO?

SEIV yields 1.05% while VOO yields 1.04%, so SEIV currently pays the higher dividend yield.

Is VOO better than SEIV?

VOO has a lower expense ratio. SEIV led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.91. SEIV is less concentrated, with 25.4% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.