SEIV vs VTI

SEIV vs VTI

Which is better, SEIV or VTI?

Large Cap Value against Large Cap Blend.

VTI has a lower expense ratio. SEIV led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.93. SEIV is less concentrated, with 25.4% of the fund in its ten largest positions against 33.3%.

Lower Fees: VTIHigher 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

MetricSEIVVTI
Expense Ratio0.15%0.03%Best
AUM$1.5B$666.9B
Dividend Yield1.05%1.03%
Holdings1243,543
YTD Return+20.06%Best+12.30%
1Y Return+29.55%Best+16.08%
3Y Return (annualized)+26.48%Best+21.01%
5Y Return (annualized)-+12.36%
Volatility (annualized)16.3%15.5%Best
Max Drawdown-18.2%Best-19.3%
$10,000 over 4.3 years$21,435Best$20,205
Top 10 Weight25.4%Best33.3%
Fund FamilySEI EXCHANGE TRADED FUNDSVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionMay 18, 2022May 24, 2001

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 18, 2026 (4.3 years).

SEIV vs VTI 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 VTI Performance

SEI QiM US Large Cap Value Active ETF (SEIV) is an ETF from SEI EXCHANGE TRADED FUNDS and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year SEIV returned +29.55% while VTI returned +16.08%. Year to date, SEIV is up 20.06% versus a gain of 12.30% for VTI.

Over three years, SEIV compounded at +26.48% per year against +21.01% for VTI. Across the full 4-year window we track, SEIV has the edge at +19.40% annualized vs +17.77%.

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 15.5% for VTI. 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 -19.3% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.93. 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 VTI 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 1.03% for VTI.

Holdings Overlap

SEIV already in VTI97.7%
VTI already in SEIV32.0%

97.7% of SEIV's money is in holdings VTI also owns. 32.0% of VTI's money is in holdings SEIV also owns.

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

119 positions in common, counted across the 123 positions we hold weights for in SEIV and 3,463 in VTI, against full books of 124 and 3,543.

What only one of them owns

Our book lists 1,039 positions for VTI that do not appear in our book for SEIV (65.5% of the fund), and 2 for SEIV that do not appear in VTI (1.0%).

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 VTIDifference
NVDANvidia Corp3.74%6.40%2.66%
AAPLApple, Inc2.96%6.29%3.33%
MSFTMicrosoft Corp2.17%4.79%2.62%
GOOGAlphabet Inc2.46%2.31%0.15%
AMZNAmazon.Com Inc0.39%3.65%3.26%
MUMicron Technology, Inc.2.45%1.29%1.16%
VZVerizon Communic2.53%0.24%2.29%
GMGeneral Motors Co2.40%0.11%2.29%
CCitigroup Inc.2.15%0.30%1.85%
CAHCardinal Health Inc.2.33%0.07%2.26%

97.7% of SEIV is already inside VTI.

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

SEIVVTI

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Frequently Asked Questions

Which is cheaper, SEIV or VTI?

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

Which performed better, SEIV or VTI?

Over the past year SEIV returned +29.55% vs +16.08% for VTI, so SEIV leads on 1-year performance. Over the longest common window we track (4 years), SEIV annualized +19.40% vs +17.77% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SEIV or VTI?

SEIV has been the more volatile fund at 16.3% annualized versus 15.5% for VTI. Worst drawdown: SEIV -18.2% vs VTI -19.3%.

Should I hold both SEIV and VTI?

SEIV and VTI have a monthly-return correlation of 0.93, 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 VTI?

97.7% of SEIV's money is in holdings VTI also owns. 32.0% of VTI's is in holdings SEIV also owns. They hold 119 positions in common, counted across the 123 positions we hold weights for in SEIV and 3,463 in VTI.

Which pays a higher dividend, SEIV or VTI?

SEIV yields 1.05% while VTI yields 1.03%, so SEIV currently pays the higher dividend yield.

Is VTI better than SEIV?

VTI has a lower expense ratio. SEIV led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.93. SEIV is less concentrated, with 25.4% of the fund in its ten largest positions against 33.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.