MSCI vs. SEIC
MSCI (MSCI Inc.) and SEIC (SEI Investments Company) are both stocks. Both are in the Financial Services sector — MSCI in Financial Data & Stock Exchanges, SEIC in Asset Management. Over the past 10 years, MSCI returned 24.54%/yr vs 7.60%/yr for SEIC. A 0.51 correlation means they provide meaningful diversification when combined.
Performance
MSCI vs. SEIC - Performance Comparison
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Returns By Period
In the year-to-date period, MSCI achieves a 5.22% return, which is significantly lower than SEIC's 9.64% return. Over the past 10 years, MSCI has outperformed SEIC with an annualized return of 24.54%, while SEIC has yielded a comparatively lower 7.60% annualized return.
MSCI
- 1D
- 0.81%
- 1M
- 5.32%
- YTD
- 5.22%
- 6M
- 9.54%
- 1Y
- 9.42%
- 3Y*
- 9.01%
- 5Y*
- 5.72%
- 10Y*
- 24.54%
SEIC
- 1D
- 1.42%
- 1M
- -2.51%
- YTD
- 9.64%
- 6M
- 9.01%
- 1Y
- 7.48%
- 3Y*
- 16.45%
- 5Y*
- 8.80%
- 10Y*
- 7.60%
MSCI vs. SEIC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MSCI MSCI Inc. | 5.22% | -3.17% | 7.31% | 22.90% | -23.34% | 38.14% | 74.38% | 77.19% | 17.95% | 62.63% |
SEIC SEI Investments Company | 9.64% | 0.63% | 31.47% | 10.59% | -2.94% | 7.38% | -11.10% | 43.35% | -34.92% | 46.99% |
Correlation
The correlation between MSCI and SEIC is 0.41, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.41 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.45 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.53 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.48 |
Correlation (All Time) Calculated using the full available price history since Nov 15, 2007 | 0.51 |
The correlation between MSCI and SEIC shifts across timeframes, from 0.41 (1 year) to 0.53 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
MSCI:
$43.98B
SEIC:
$11.13B
MSCI:
$17.28
SEIC:
$5.85
MSCI:
34.67
SEIC:
15.27
MSCI:
2.15
SEIC:
1.30
MSCI:
14.12
SEIC:
4.76
MSCI:
$3.24B
SEIC:
$2.37B
MSCI:
$2.68B
SEIC:
$925.04M
MSCI:
$1.99B
SEIC:
$928.43M
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Return for Risk
MSCI vs. SEIC — Risk / Return Rank
MSCI
SEIC
MSCI vs. SEIC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MSCI Inc. (MSCI) and SEI Investments Company (SEIC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MSCI | SEIC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.01 | ||
| Sortino ratioReturn per unit of downside risk | 0.00 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.08 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 0.52 | 0.39 | +0.14 |
| Martin ratioReturn relative to average drawdown | 1.37 | 0.75 | +0.62 |
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Drawdowns
MSCI vs. SEIC - Drawdown Comparison
The maximum MSCI drawdown since its inception was -69.06%, roughly equal to the maximum SEIC drawdown of -71.17%. Use the drawdown chart below to compare losses from any high point for MSCI and SEIC.
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Drawdown Indicators
| MSCI | SEIC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.06% | -71.17% | +2.11% |
Max Drawdown (1Y)Largest decline over 1 year | -18.07% | -19.36% | +1.29% |
Max Drawdown (3Y)Largest decline over 3 years | -25.99% | -23.25% | -2.74% |
Max Drawdown (5Y)Largest decline over 5 years | -43.74% | -26.00% | -17.74% |
Max Drawdown (10Y)Largest decline over 10 years | -43.74% | -51.78% | +8.04% |
Current DrawdownCurrent decline from peak | -6.94% | -3.54% | -3.40% |
Average DrawdownAverage peak-to-trough decline | -13.07% | -21.17% | +8.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.92% | 10.04% | -3.12% |
Volatility
MSCI vs. SEIC - Volatility Comparison
MSCI Inc. (MSCI) has a higher volatility of 8.37% compared to SEI Investments Company (SEIC) at 5.42%. This indicates that MSCI's price experiences larger fluctuations and is considered to be riskier than SEIC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MSCI | SEIC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.37% | 5.42% | +2.95% |
Volatility (6M)Calculated over the trailing 6-month period | 20.91% | 18.58% | +2.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.70% | 22.41% | +6.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.72% | 22.40% | +8.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.18% | 25.79% | +5.39% |
Dividends
MSCI vs. SEIC - Dividend Comparison
MSCI's dividend yield for the trailing twelve months is around 1.29%, more than SEIC's 1.16% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSCI MSCI Inc. | 1.29% | 1.25% | 1.07% | 0.98% | 0.98% | 0.59% | 0.65% | 0.98% | 1.30% | 1.04% | 1.27% | 1.11% |
SEIC SEI Investments Company | 1.16% | 1.23% | 1.15% | 1.40% | 1.42% | 1.26% | 1.25% | 1.04% | 1.36% | 0.81% | 1.09% | 0.95% |
Financials
MSCI vs. SEIC - Financials Comparison
This section allows you to compare key financial metrics between MSCI Inc. and SEI Investments Company. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
MSCI vs. SEIC - Profitability Comparison
MSCI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, MSCI Inc. reported a gross profit of 709.00M and revenue of 850.80M. Therefore, the gross margin over that period was 83.3%.
SEIC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, SEI Investments Company reported a gross profit of 0.00 and revenue of 622.18M. Therefore, the gross margin over that period was 0.0%.
MSCI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, MSCI Inc. reported an operating income of 456.90M and revenue of 850.80M, resulting in an operating margin of 53.7%.
SEIC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, SEI Investments Company reported an operating income of 189.49M and revenue of 622.18M, resulting in an operating margin of 30.5%.
MSCI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, MSCI Inc. reported a net income of 406.00M and revenue of 850.80M, resulting in a net margin of 47.7%.
SEIC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, SEI Investments Company reported a net income of 174.49M and revenue of 622.18M, resulting in a net margin of 28.0%.
Frequently Asked Questions
MSCI and SEIC have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MSCI has higher volatility (8.37%) compared to SEIC (5.42%). In terms of maximum drawdown, MSCI dropped -69.06% vs SEIC's -71.17%.
SEIC currently has the higher Sharpe Ratio (0.34 vs 0.33), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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