SEIC vs. BK
Compare and contrast key facts about SEI Investments Company (SEIC) and The Bank of New York Mellon Corporation (BK).
Performance
SEIC vs. BK - Performance Comparison
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SEIC vs. BK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SEIC SEI Investments Company | -4.33% | 0.63% | 31.47% | 10.59% | -2.94% | 7.38% | -11.10% | 43.35% | -34.92% | 46.99% |
BK The Bank of New York Mellon Corporation | 2.64% | 54.45% | 51.90% | 18.52% | -19.14% | 40.55% | -12.91% | 9.56% | -10.85% | 15.68% |
Fundamentals
SEIC:
$9.83B
BK:
$83.60B
SEIC:
$5.65
BK:
$7.82
SEIC:
13.89
BK:
15.18
SEIC:
1.18
BK:
0.98
SEIC:
4.33
BK:
2.15
SEIC:
4.02
BK:
2.12
SEIC:
$2.30B
BK:
$39.24B
SEIC:
$1.05B
BK:
$19.86B
SEIC:
$859.29M
BK:
$8.36B
Returns By Period
In the year-to-date period, SEIC achieves a -4.33% return, which is significantly lower than BK's 2.64% return. Over the past 10 years, SEIC has underperformed BK with an annualized return of 7.37%, while BK has yielded a comparatively higher 15.29% annualized return.
SEIC
- 1D
- 1.63%
- 1M
- -3.50%
- YTD
- -4.33%
- 6M
- -6.95%
- 1Y
- 2.29%
- 3Y*
- 12.35%
- 5Y*
- 6.25%
- 10Y*
- 7.37%
BK
- 1D
- 3.00%
- 1M
- -0.39%
- YTD
- 2.64%
- 6M
- 9.90%
- 1Y
- 44.42%
- 3Y*
- 41.57%
- 5Y*
- 23.54%
- 10Y*
- 15.29%
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Return for Risk
SEIC vs. BK — Risk / Return Rank
SEIC
BK
SEIC vs. BK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SEI Investments Company (SEIC) and The Bank of New York Mellon Corporation (BK). 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.
| SEIC | BK | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.09 | 1.89 | -1.80 |
Sortino ratioReturn per unit of downside risk | 0.32 | 2.37 | -2.05 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.35 | -0.31 |
Calmar ratioReturn relative to maximum drawdown | 0.16 | 3.59 | -3.43 |
Martin ratioReturn relative to average drawdown | 0.32 | 11.09 | -10.77 |
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
| SEIC | BK | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.09 | 1.89 | -1.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.96 | -0.68 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.29 | 0.57 | -0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.35 | +0.05 |
Correlation
The correlation between SEIC and BK is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
SEIC vs. BK - Dividend Comparison
SEIC's dividend yield for the trailing twelve months is around 1.29%, less than BK's 1.74% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SEIC SEI Investments Company | 1.29% | 1.23% | 1.15% | 1.40% | 1.42% | 1.26% | 1.25% | 1.04% | 1.36% | 0.81% | 1.09% | 0.95% |
BK The Bank of New York Mellon Corporation | 1.74% | 1.72% | 2.32% | 3.04% | 3.12% | 2.24% | 2.92% | 2.34% | 2.21% | 1.60% | 1.52% | 1.65% |
Drawdowns
SEIC vs. BK - Drawdown Comparison
The maximum SEIC drawdown since its inception was -71.17%, roughly equal to the maximum BK drawdown of -72.28%. Use the drawdown chart below to compare losses from any high point for SEIC and BK.
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Drawdown Indicators
| SEIC | BK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.17% | -72.28% | +1.11% |
Max Drawdown (1Y)Largest decline over 1 year | -18.78% | -12.95% | -5.83% |
Max Drawdown (5Y)Largest decline over 5 years | -26.00% | -40.45% | +14.45% |
Max Drawdown (10Y)Largest decline over 10 years | -51.78% | -50.49% | -1.29% |
Current DrawdownCurrent decline from peak | -15.83% | -7.04% | -8.79% |
Average DrawdownAverage peak-to-trough decline | -21.25% | -18.77% | -2.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.44% | 4.19% | +5.25% |
Volatility
SEIC vs. BK - Volatility Comparison
SEI Investments Company (SEIC) and The Bank of New York Mellon Corporation (BK) have volatilities of 5.14% and 5.35%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SEIC | BK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.14% | 5.35% | -0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 16.60% | 15.87% | +0.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.79% | 23.69% | +2.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.58% | 24.62% | -2.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.76% | 27.11% | -1.35% |
Financials
SEIC vs. BK - Financials Comparison
This section allows you to compare key financial metrics between SEI Investments Company and The Bank of New York Mellon Corporation. 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
SEIC vs. BK - Profitability Comparison
SEIC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, SEI Investments Company reported a gross profit of 0.00 and revenue of 607.93M. Therefore, the gross margin over that period was 0.0%.
BK - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, The Bank of New York Mellon Corporation reported a gross profit of 5.21B and revenue of 8.87B. Therefore, the gross margin over that period was 58.7%.
SEIC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, SEI Investments Company reported an operating income of 161.62M and revenue of 607.93M, resulting in an operating margin of 26.6%.
BK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, The Bank of New York Mellon Corporation reported an operating income of 1.85B and revenue of 8.87B, resulting in an operating margin of 20.8%.
SEIC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, SEI Investments Company reported a net income of 172.50M and revenue of 607.93M, resulting in a net margin of 28.4%.
BK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, The Bank of New York Mellon Corporation reported a net income of 1.46B and revenue of 8.87B, resulting in a net margin of 16.5%.