SEATX vs. SLCAX
Compare and contrast key facts about SEI Tax Exempt Trust Tax-Advantaged Income Fund (SEATX) and SEI Institutional Investments Trust Large Cap Fund (SLCAX).
SEATX is managed by SEI. It was launched on Sep 4, 2007. SLCAX is managed by SEI. It was launched on Jun 14, 1996.
Performance
SEATX vs. SLCAX - Performance Comparison
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SEATX vs. SLCAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SEATX SEI Tax Exempt Trust Tax-Advantaged Income Fund | -0.47% | 2.12% | 5.75% | 5.57% | -13.10% | 4.00% | 6.20% | 10.58% | 0.56% | 8.54% |
SLCAX SEI Institutional Investments Trust Large Cap Fund | -5.17% | 17.94% | 20.89% | 18.93% | -14.21% | 26.47% | 11.66% | 28.06% | -6.91% | 20.99% |
Returns By Period
In the year-to-date period, SEATX achieves a -0.47% return, which is significantly higher than SLCAX's -5.17% return. Over the past 10 years, SEATX has underperformed SLCAX with an annualized return of 2.77%, while SLCAX has yielded a comparatively higher 11.75% annualized return.
SEATX
- 1D
- 0.22%
- 1M
- -2.62%
- YTD
- -0.47%
- 6M
- 0.21%
- 1Y
- 1.38%
- 3Y*
- 3.83%
- 5Y*
- 0.39%
- 10Y*
- 2.77%
SLCAX
- 1D
- -0.41%
- 1M
- -7.52%
- YTD
- -5.17%
- 6M
- -2.78%
- 1Y
- 15.10%
- 3Y*
- 15.60%
- 5Y*
- 9.88%
- 10Y*
- 11.75%
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SEATX vs. SLCAX - Expense Ratio Comparison
SEATX has a 0.86% expense ratio, which is higher than SLCAX's 0.47% expense ratio.
Return for Risk
SEATX vs. SLCAX — Risk / Return Rank
SEATX
SLCAX
SEATX vs. SLCAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SEI Tax Exempt Trust Tax-Advantaged Income Fund (SEATX) and SEI Institutional Investments Trust Large Cap Fund (SLCAX). 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.
| SEATX | SLCAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.37 | 0.95 | -0.59 |
Sortino ratioReturn per unit of downside risk | 0.51 | 1.44 | -0.93 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.21 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.42 | 1.19 | -0.77 |
Martin ratioReturn relative to average drawdown | 1.26 | 5.77 | -4.51 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SEATX | SLCAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.37 | 0.95 | -0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | 0.48 | -0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.59 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.82 | 0.41 | +0.41 |
Correlation
The correlation between SEATX and SLCAX is 0.13, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
SEATX vs. SLCAX - Dividend Comparison
SEATX's dividend yield for the trailing twelve months is around 4.17%, less than SLCAX's 39.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SEATX SEI Tax Exempt Trust Tax-Advantaged Income Fund | 4.17% | 4.52% | 4.63% | 3.38% | 3.16% | 3.37% | 4.28% | 5.63% | 4.76% | 4.65% | 4.10% | 4.25% |
SLCAX SEI Institutional Investments Trust Large Cap Fund | 39.51% | 37.47% | 12.36% | 7.46% | 13.40% | 20.97% | 6.89% | 11.19% | 31.44% | 23.33% | 5.33% | 17.76% |
Drawdowns
SEATX vs. SLCAX - Drawdown Comparison
The maximum SEATX drawdown since its inception was -28.46%, smaller than the maximum SLCAX drawdown of -56.24%. Use the drawdown chart below to compare losses from any high point for SEATX and SLCAX.
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Drawdown Indicators
| SEATX | SLCAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.46% | -56.24% | +27.78% |
Max Drawdown (1Y)Largest decline over 1 year | -4.65% | -11.56% | +6.91% |
Max Drawdown (5Y)Largest decline over 5 years | -17.71% | -33.95% | +16.24% |
Max Drawdown (10Y)Largest decline over 10 years | -17.71% | -35.87% | +18.16% |
Current DrawdownCurrent decline from peak | -2.62% | -8.08% | +5.46% |
Average DrawdownAverage peak-to-trough decline | -3.52% | -10.66% | +7.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.56% | 2.39% | -0.83% |
Volatility
SEATX vs. SLCAX - Volatility Comparison
The current volatility for SEI Tax Exempt Trust Tax-Advantaged Income Fund (SEATX) is 1.08%, while SEI Institutional Investments Trust Large Cap Fund (SLCAX) has a volatility of 4.08%. This indicates that SEATX experiences smaller price fluctuations and is considered to be less risky than SLCAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SEATX | SLCAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.08% | 4.08% | -3.00% |
Volatility (6M)Calculated over the trailing 6-month period | 1.91% | 8.54% | -6.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.80% | 16.67% | -11.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.24% | 20.77% | -16.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.54% | 20.09% | -15.55% |