SEIV vs CTA
Comparison between SEI QIM U.S. LARGE CAP VALUE ACTIVE ETF (SEIV, ETF) and SIMPLIFY MANAGED FUTURES STRATEGY ETF (CTA, ETF).
SEIV vs CTA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SEIV
$1.50B
CTA
$1.50B
Expense Ratio
Winner
SEIV
0.15%
CTA
0.75%
Max Drawdown
Winner
SEIV
18.44%
CTA
22.46%
Sharpe Ratio
Winner
SEIV
2.59
CTA
-0.03
5Y Beta
SEIV
0.87
Winner
CTA
-0.10
P/E Ratio
SEIV
15.38
CTA
N/A
Forward P/E
SEIV
11.08
CTA
N/A
PEG Ratio
SEIV
0.11
CTA
N/A
5Y EPS CAGR
SEIV
19.89%
CTA
N/A
Debt to Equity
SEIV
-26.48%
CTA
N/A
P/S Ratio
SEIV
0.92
CTA
N/A
P/B Ratio
SEIV
2.34
CTA
N/A
SEIV vs CTA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SEIV
+5.31%
CTA
-0.12%
3M
Winner
SEIV
+12.24%
CTA
-14.86%
6M
Winner
SEIV
+17.75%
CTA
-5.92%
1Y
Winner
SEIV
+43.04%
CTA
-0.48%
5Y(CAGR)
Winner
SEIV
+20.58%
CTA
+6.41%
Max(CAGR)
Winner
SEIV
+20.58%
CTA
+6.41%
SEIV vs CTA - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | SEIV | CTA |
|---|---|---|
| 2026 | +22.09% | -1.52% |
| 2025 | +27.69% | +0.56% |
| 2024 | +19.51% | +22.54% |
| 2023 | +21.92% | -2.92% |
| 2022 | -3.73% | +9.54% |
SEIV vs CTA Drawdown Comparison
The maximum drawdown for SEIV was -18.18%, occurring on Sep 30, 2022. Recovery took 263 trading sessions.
The maximum drawdown for CTA was -20.79%, occurring on Aug 4, 2026. This drawdown has not yet recovered.
The current SEIV drawdown is -0.10%. The current CTA drawdown is -19.48%.
| Rank | SEIV | CTA |
|---|---|---|
| #1 | -18.18% May 27, 2022 - Jun 15, 2023 | -20.79% May 4, 2026 - Aug 4, 2026 |
| #2 | -17.68% Nov 26, 2024 - May 19, 2025 | -18.09% Oct 14, 2022 - Apr 10, 2024 |
| #3 | -9.67% Jul 31, 2023 - Dec 1, 2023 | -11.23% Feb 19, 2025 - Feb 18, 2026 |
| #4 | -8.03% Jul 16, 2024 - Aug 30, 2024 | -8.34% May 20, 2024 - Nov 21, 2024 |
| #5 | -6.95% Feb 11, 2026 - Apr 16, 2026 | -8.33% Apr 6, 2026 - Apr 28, 2026 |
| #6 | -5.27% Mar 28, 2024 - May 15, 2024 | -6.39% Mar 18, 2026 - Apr 2, 2026 |
| #7 | -4.66% Aug 30, 2024 - Sep 19, 2024 | -5.28% Mar 8, 2022 - Apr 18, 2022 |
| #8 | -4.63% Nov 12, 2025 - Nov 26, 2025 | -4.17% May 12, 2022 - Jun 30, 2022 |
| #9 | -4.12% Jun 2, 2026 - Jul 28, 2026 | -4.00% Sep 26, 2022 - Oct 14, 2022 |
| #10 | -3.42% Jan 6, 2026 - Feb 2, 2026 | -3.69% Jul 25, 2022 - Aug 31, 2022 |
| #11 | -3.40% Oct 6, 2025 - Oct 21, 2025 | -3.03% Nov 22, 2024 - Dec 13, 2024 |
| #12 | -3.22% Jul 23, 2025 - Aug 12, 2025 | -2.97% Sep 1, 2022 - Sep 14, 2022 |
| #13 | -2.76% May 19, 2025 - Jun 23, 2025 | -2.63% Dec 18, 2024 - Jan 10, 2025 |
| #14 | -2.46% Nov 11, 2024 - Nov 25, 2024 | -2.42% Jul 6, 2022 - Jul 14, 2022 |
| #15 | -1.99% Jan 8, 2024 - Jan 22, 2024 | -2.35% Apr 26, 2024 - May 13, 2024 |
Correlation
Correlation between SEIV and CTA is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
Dividend Comparison (2022 - 2026)
SEIV vs CTA dividend yield comparison.
| Year | SEIV | CTA |
|---|---|---|
| 2026 | 0.78% | 3.71% |
| 2025 | 1.51% | 3.19% |
| 2024 | 1.66% | 4.80% |
| 2023 | 2.08% | 7.78% |
| 2022 | 1.63% | 6.58% |
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