SEIV vs EPS
Comparison between SEI QIM U.S. LARGE CAP VALUE ACTIVE ETF (SEIV, ETF) and WISDOMTREE U.S. LARGECAP FUND (EPS, ETF).
SEIV vs EPS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SEIV
$1.50B
Winner
EPS
$1.60B
Expense Ratio
SEIV
0.15%
Winner
EPS
0.08%
Max Drawdown
Winner
SEIV
18.44%
EPS
55.60%
Sharpe Ratio
Winner
SEIV
2.59
EPS
1.62
5Y Beta
Winner
SEIV
0.87
EPS
0.91
P/E Ratio
Winner
SEIV
15.38
EPS
22.54
Forward P/E
Winner
SEIV
11.08
EPS
18.83
PEG Ratio
SEIV
0.11
EPS
N/A
5Y Dividends CAGR
SEIV
N/A
EPS
9.06%
5Y EPS CAGR
SEIV
19.89%
Winner
EPS
29.76%
Debt to Equity
Winner
SEIV
-26.48%
EPS
61.69%
P/S Ratio
Winner
SEIV
0.92
EPS
3.41
P/B Ratio
Winner
SEIV
2.34
EPS
4.67
SEIV vs EPS - Holdings Comparison
SEIV and EPS have 52 common holdings. Overlap is 15.94%
SEIV's top 25 holdings weight is 49.94%. EPS's top 25 holdings weight is 49.72%.
| Rank | SEIV | EPS |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 3.76% | NVIDIA CORP (NVDA) - 7.47% |
| #2 | APPLE INC (AAPL) - 3.09% | ALPHABET INC CLASS A (GOOGL) - 5.92% |
| #3 | ALPHABET INC CLASS C (GOOG) - 2.74% | AMAZON.COM INC (AMZN) - 5.82% |
| #4 | MICRON TECHNOLOGY INC (MU) - 2.67% | APPLE INC (AAPL) - 5.69% |
| #5 | CARDINAL HEALTH INC (CAH) - 2.40% | MICROSOFT CORP (MSFT) - 3.54% |
| #6 | GENERAL MOTORS CO (GM) - 2.25% | META PLATFORMS INC CLASS A (META) - 3.19% |
| #7 | NETAPP INC (NTAP) - 2.21% | JPMORGAN CHASE & CO (JPM) - 2.19% |
| #8 | EDISON INTERNATIONAL (EIX) - 2.12% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.65% |
| #9 | PRUDENTIAL FINANCIAL INC (PRU) - 2.12% | BROADCOM INC (AVGO) - 1.61% |
| #10 | VERIZON COMMUNICATIONS INC (VZ) - 2.06% | MICRON TECHNOLOGY INC (MU) - 1.53% |
| #11 | FLEX LTD (FLEX) - 2.04% | EXXONMOBIL HOLDINGS CORP (XOM) - 1.36% |
| #12 | MICROSOFT CORP (MSFT) - 1.97% | JOHNSON & JOHNSON (JNJ) - 1.25% |
| #13 | CITIGROUP INC (C) - 1.91% | BANK OF AMERICA CORP (BAC) - 1.11% |
| #14 | SYNCHRONY FINANCIAL (SYF) - 1.86% | ELI LILLY AND CO (LLY) - 0.98% |
| #15 | FORD MOTOR CO (F) - 1.82% | MERCK & CO INC (MRK) - 0.93% |
| #16 | EXELON CORP (EXC) - 1.75% | CISCO SYSTEMS INC (CSCO) - 0.85% |
| #17 | ADOBE INC (ADBE) - 1.71% | VISA INC CLASS A (V) - 0.83% |
| #18 | DEVON ENERGY CORP (DVN) - 1.53% | UNITEDHEALTH GROUP INC (UNH) - 0.83% |
| #19 | AT&T INC (T) - 1.52% | VERIZON COMMUNICATIONS INC (VZ) - 0.74% |
| #20 | THE KROGER CO (KR) - 1.46% | THE GOLDMAN SACHS GROUP INC (GS) - 0.71% |
| #21 | REGIONS FINANCIAL CORP (RF) - 1.46% | LINDE PLC (LIN) - 0.32% |
| #22 | QUALCOMM INC (QCOM) - 1.41% | AMERICAN EXPRESS CO (AXP) - 0.31% |
| #23 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 1.39% | PROGRESSIVE CORP (PGR) - 0.30% |
| #24 | UNITED AIRLINES HOLDINGS INC (UAL) - 1.37% | ALLSTATE CORP (ALL) - 0.30% |
| #25 | n/a (DELL) - 1.32% | CHARLES SCHWAB CORP (SCHW) - 0.29% |
| Total Holdings | 128 | 447 |
SEIV vs EPS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SEIV
+5.31%
EPS
+3.81%
3M
Winner
SEIV
+12.24%
EPS
+6.70%
6M
Winner
SEIV
+17.75%
EPS
+13.35%
1Y
Winner
SEIV
+43.04%
EPS
+25.82%
5Y(CAGR)
Winner
SEIV
+20.58%
EPS
+13.09%
10Y(CAGR)
SEIV
N/A
EPS
+14.83%
Max(CAGR)
Winner
SEIV
+20.58%
EPS
+10.54%
SEIV vs EPS - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | SEIV | EPS |
|---|---|---|
| 2026 | +22.09% | +15.00% |
| 2025 | +27.69% | +17.52% |
| 2024 | +19.51% | +24.38% |
| 2023 | +21.92% | +23.19% |
| 2022 | -3.73% | -16.52% |
| 2021 | N/A | +29.19% |
| 2020 | N/A | +11.09% |
| 2019 | N/A | +32.16% |
| 2018 | N/A | -7.91% |
| 2017 | N/A | +22.21% |
| 2016 | N/A | +15.33% |
| 2015 | N/A | -1.36% |
| 2014 | N/A | +14.27% |
| 2013 | N/A | +29.44% |
| 2012 | N/A | +12.80% |
| 2011 | N/A | +2.58% |
| 2010 | N/A | +11.74% |
| 2009 | N/A | +23.43% |
| 2008 | N/A | -35.92% |
| 2007 | N/A | +2.94% |
SEIV vs EPS Drawdown Comparison
The maximum drawdown for SEIV was -18.18%, occurring on Sep 30, 2022. Recovery took 263 trading sessions.
The maximum drawdown for EPS was -54.41%, occurring on Mar 6, 2009. Recovery took 1115 trading sessions.
The current SEIV drawdown is -0.10%.
| Rank | SEIV | EPS |
|---|---|---|
| #1 | -18.18% May 27, 2022 - Jun 15, 2023 | -54.41% Oct 10, 2007 - Mar 14, 2012 |
| #2 | -17.68% Nov 26, 2024 - May 19, 2025 | -35.79% Feb 12, 2020 - Sep 2, 2020 |
| #3 | -9.67% Jul 31, 2023 - Dec 1, 2023 | -23.56% Jan 4, 2022 - Dec 13, 2023 |
| #4 | -8.03% Jul 16, 2024 - Aug 30, 2024 | -18.98% Sep 20, 2018 - Apr 8, 2019 |
| #5 | -6.95% Feb 11, 2026 - Apr 16, 2026 | -17.65% Feb 19, 2025 - Jun 27, 2025 |
| #6 | -5.27% Mar 28, 2024 - May 15, 2024 | -15.09% May 21, 2015 - Jul 14, 2016 |
| #7 | -4.66% Aug 30, 2024 - Sep 19, 2024 | -10.72% Apr 2, 2012 - Aug 21, 2012 |
| #8 | -4.63% Nov 12, 2025 - Nov 26, 2025 | -10.31% Jul 13, 2007 - Oct 9, 2007 |
| #9 | -4.12% Jun 2, 2026 - Jul 28, 2026 | -10.19% Jan 26, 2018 - Aug 29, 2018 |
| #10 | -3.42% Jan 6, 2026 - Feb 2, 2026 | -8.98% Sep 2, 2020 - Nov 9, 2020 |
| #11 | -3.40% Oct 6, 2025 - Oct 21, 2025 | -8.39% Feb 2, 2026 - Apr 14, 2026 |
| #12 | -3.22% Jul 23, 2025 - Aug 12, 2025 | -7.84% May 3, 2019 - Jul 1, 2019 |
| #13 | -2.76% May 19, 2025 - Jun 23, 2025 | -7.82% Jul 16, 2024 - Aug 30, 2024 |
| #14 | -2.46% Nov 11, 2024 - Nov 25, 2024 | -7.47% Sep 18, 2014 - Oct 31, 2014 |
| #15 | -1.99% Jan 8, 2024 - Jan 22, 2024 | -7.30% Sep 14, 2012 - Jan 2, 2013 |
Correlation
Correlation between SEIV and EPS is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2007 - 2026)
SEIV vs EPS dividend yield comparison.
| Year | SEIV | EPS |
|---|---|---|
| 2026 | 0.78% | 0.52% |
| 2025 | 1.51% | 1.26% |
| 2024 | 1.66% | 1.47% |
| 2023 | 2.08% | 1.73% |
| 2022 | 1.63% | 1.95% |
| 2021 | 0.00% | 1.51% |
| 2020 | 0.00% | 1.85% |
| 2019 | 0.00% | 1.70% |
| 2018 | 0.00% | 2.02% |
| 2017 | 0.00% | 1.59% |
| 2016 | 0.00% | 1.99% |
| 2015 | 0.00% | 2.15% |
| 2014 | 0.00% | 1.66% |
| 2013 | 0.00% | 1.63% |
| 2012 | 0.00% | 2.17% |
| 2011 | 0.00% | 1.95% |
| 2010 | 0.00% | 1.70% |
| 2009 | 0.00% | 1.93% |
| 2008 | 0.00% | 2.73% |
| 2007 | 0.00% | 1.41% |
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