SEIM vs UTES
Comparison between SEI ENHANCED U.S. LARGE CAP MOMENTUM FACTOR ETF (SEIM, ETF) and VIRTUS REAVES UTILITIES ETF (UTES, ETF).
SEIM vs UTES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SEIM
$1.40B
UTES
$1.40B
Expense Ratio
Winner
SEIM
0.15%
UTES
0.49%
Max Drawdown
Winner
SEIM
22.30%
UTES
35.71%
Sharpe Ratio
Winner
SEIM
1.67
UTES
0.51
5Y Beta
SEIM
1.12
Winner
UTES
0.72
P/E Ratio
SEIM
33.18
Winner
UTES
27.29
Forward P/E
SEIM
23.37
Winner
UTES
19.98
PEG Ratio
SEIM
N/A
UTES
1.05
5Y Dividends CAGR
SEIM
N/A
UTES
1.74%
5Y EPS CAGR
Winner
SEIM
26.80%
UTES
8.87%
Debt to Equity
Winner
SEIM
56.42%
UTES
219.65%
P/S Ratio
Winner
SEIM
2.97
UTES
3.09
P/B Ratio
SEIM
7.87
Winner
UTES
3.07
SEIM vs UTES - Holdings Comparison
SEIM and UTES have 1 common holdings. Overlap is 1.41%
SEIM's top 25 holdings weight is 68.41%. UTES's top 25 holdings weight is 99.85%.
| Rank | SEIM | UTES |
|---|---|---|
| #1 | ALPHABET INC CLASS A (GOOGL) - 7.95% | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 12.30% |
| #2 | NVIDIA CORP (NVDA) - 7.00% | CONSTELLATION ENERGY CORP (CEG) - 10.71% |
| #3 | SANDISK CORP ORDINARY SHARES (SNDK) - 3.37% | VISTRA CORP (VST) - 10.05% |
| #4 | APPLE INC (AAPL) - 3.24% | XCEL ENERGY INC (XEL) - 6.73% |
| #5 | MICROSOFT CORP (MSFT) - 3.10% | CENTERPOINT ENERGY INC (CNP) - 6.46% |
| #6 | LAM RESEARCH CORP (LRCX) - 3.01% | ENTERGY CORP (ETR) - 5.01% |
| #7 | CIENA CORP (CIEN) - 2.96% | ALLIANT ENERGY CORP (LNT) - 4.94% |
| #8 | JABIL INC (JBL) - 2.71% | AMERICAN ELECTRIC POWER CO INC (AEP) - 4.84% |
| #9 | BANK OF NEW YORK MELLON CORP (BNY) - 2.51% | SEMPRA (SRE) - 4.73% |
| #10 | MICRON TECHNOLOGY INC (MU) - 2.40% | IDACORP INC (IDA) - 4.38% |
| #11 | JOHNSON & JOHNSON (JNJ) - 2.34% | WEC ENERGY GROUP INC (WEC) - 4.25% |
| #12 | APPLIED MATERIALS INC (AMAT) - 2.21% | NRG ENERGY INC (NRG) - 4.08% |
| #13 | EBAY INC (EBAY) - 2.16% | DTE ENERGY CO (DTE) - 3.91% |
| #14 | NEWMONT CORP (NEM) - 2.14% | AMEREN CORP (AEE) - 3.80% |
| #15 | TAPESTRY INC (TPR) - 2.12% | NEXTERA ENERGY INC (NEE) - 3.75% |
| #16 | NORTHERN TRUST CORP (NTRS) - 2.10% | NISOURCE INC (NI) - 3.57% |
| #17 | FEDEX CORP (FDX) - 2.09% | CMS ENERGY CORP (CMS) - 3.50% |
| #18 | ROSS STORES INC (ROST) - 2.05% | PINNACLE WEST CAPITAL CORP (PNW) - 2.84% |
| #19 | CATERPILLAR INC (CAT) - 2.04% | N/A |
| #20 | CISCO SYSTEMS INC (CSCO) - 1.90% | N/A |
| #21 | NVENT ELECTRIC PLC (NVT) - 1.84% | N/A |
| #22 | THE HERSHEY CO (HSY) - 1.83% | N/A |
| #23 | THE GOLDMAN SACHS GROUP INC (GS) - 1.81% | N/A |
| #24 | PARKER HANNIFIN CORP (PH) - 1.78% | N/A |
| #25 | CARDINAL HEALTH INC (CAH) - 1.75% | N/A |
| Total Holdings | 68 | 18 |
SEIM vs UTES - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SEIM
+2.95%
UTES
+1.78%
3M
Winner
SEIM
+17.84%
UTES
+5.04%
6M
Winner
SEIM
+16.17%
UTES
+4.76%
1Y
Winner
SEIM
+33.03%
UTES
+11.64%
5Y(CAGR)
Winner
SEIM
+21.80%
UTES
+17.40%
10Y(CAGR)
SEIM
N/A
UTES
+12.79%
Max(CAGR)
Winner
SEIM
+21.80%
UTES
+14.28%
SEIM vs UTES - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | SEIM | UTES |
|---|---|---|
| 2026 | +17.13% | +3.46% |
| 2025 | +19.63% | +22.66% |
| 2024 | +40.51% | +43.95% |
| 2023 | +17.79% | -1.97% |
| 2022 | -2.40% | +1.90% |
| 2021 | N/A | +23.82% |
| 2020 | N/A | +1.59% |
| 2019 | N/A | +27.65% |
| 2018 | N/A | +6.28% |
| 2017 | N/A | +14.80% |
| 2016 | N/A | +16.95% |
| 2015 | N/A | +5.54% |
SEIM vs UTES Drawdown Comparison
The maximum drawdown for SEIM was -22.16%, occurring on Apr 8, 2025. Recovery took 104 trading sessions.
The maximum drawdown for UTES was -35.37%, occurring on Mar 23, 2020. Recovery took 295 trading sessions.
The current SEIM drawdown is -2.24%. The current UTES drawdown is -4.27%.
| Rank | SEIM | UTES |
|---|---|---|
| #1 | -22.16% Jan 23, 2025 - Jun 24, 2025 | -35.37% Feb 18, 2020 - Apr 20, 2021 |
| #2 | -14.14% Aug 18, 2022 - Jul 17, 2023 | -20.39% Sep 12, 2022 - Apr 25, 2024 |
| #3 | -13.98% Jun 7, 2022 - Aug 12, 2022 | -17.62% Jan 24, 2025 - May 19, 2025 |
| #4 | -10.22% Jul 18, 2023 - Dec 11, 2023 | -15.99% Apr 8, 2022 - Aug 12, 2022 |
| #5 | -10.07% Feb 25, 2026 - Apr 13, 2026 | -13.88% Oct 15, 2025 - Feb 4, 2026 |
| #6 | -9.32% Jul 16, 2024 - Aug 19, 2024 | -13.20% Nov 27, 2017 - Jul 6, 2018 |
| #7 | -8.14% Mar 21, 2024 - Jun 5, 2024 | -12.43% Jul 6, 2016 - Mar 24, 2017 |
| #8 | -7.75% Oct 29, 2025 - Dec 23, 2025 | -10.42% Nov 26, 2024 - Jan 16, 2025 |
| #9 | -6.20% Dec 4, 2024 - Jan 23, 2025 | -9.80% Dec 31, 2021 - Mar 24, 2022 |
| #10 | -5.33% Jun 2, 2026 - Jun 15, 2026 | -8.97% Dec 13, 2018 - Feb 21, 2019 |
| #11 | -5.15% Aug 23, 2024 - Sep 13, 2024 | -8.59% Sep 2, 2021 - Dec 6, 2021 |
| #12 | -4.58% Jan 27, 2026 - Feb 9, 2026 | -7.78% Oct 4, 2024 - Nov 18, 2024 |
| #13 | -3.55% Oct 21, 2024 - Nov 6, 2024 | -6.74% Aug 4, 2025 - Oct 1, 2025 |
| #14 | -3.06% May 14, 2026 - May 26, 2026 | -6.63% Sep 30, 2019 - Jan 15, 2020 |
| #15 | -2.92% Oct 8, 2025 - Oct 23, 2025 | -6.45% May 31, 2024 - Aug 15, 2024 |
Correlation
Correlation between SEIM and UTES is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2015 - 2026)
SEIM vs UTES dividend yield comparison.
| Year | SEIM | UTES |
|---|---|---|
| 2026 | 0.16% | 0.69% |
| 2025 | 0.56% | 1.42% |
| 2024 | 0.48% | 1.51% |
| 2023 | 0.89% | 2.44% |
| 2022 | 1.01% | 2.13% |
| 2021 | 0.00% | 1.94% |
| 2020 | 0.00% | 2.09% |
| 2019 | 0.00% | 1.84% |
| 2018 | 0.00% | 2.09% |
| 2017 | 0.00% | 3.44% |
| 2016 | 0.00% | 3.53% |
| 2015 | 0.00% | 0.61% |
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