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SEIC vs. HOOD
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

SEIC vs. HOOD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SEI Investments Company (SEIC) and Robinhood Markets, Inc. (HOOD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SEIC achieves a 6.08% return, which is significantly higher than HOOD's -26.75% return.


SEIC

1D
-0.87%
1M
-4.67%
YTD
6.08%
6M
8.08%
1Y
3.63%
3Y*
15.64%
5Y*
7.60%
10Y*
6.92%

HOOD

1D
-6.02%
1M
8.23%
YTD
-26.75%
6M
-38.01%
1Y
15.52%
3Y*
107.01%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SEIC vs. HOOD - Yearly Performance Comparison


2026 (YTD)20252024202320222021
SEIC
SEI Investments Company
6.08%0.63%31.47%10.59%-2.94%0.26%
HOOD
Robinhood Markets, Inc.
-26.75%203.54%192.46%56.51%-54.17%-48.99%

Correlation

The correlation between SEIC and HOOD is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.27

Correlation (3Y)
Calculated over the trailing 3-year period

0.39

Correlation (All Time)
Calculated using the full available price history since Jul 30, 2021

0.41

The correlation between SEIC and HOOD shifts across timeframes, from 0.27 (1 year) to 0.41 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

SEIC:

$10.83B

HOOD:

$75.81B

EPS

SEIC:

$5.85

HOOD:

$2.07

PE Ratio

SEIC:

14.86

HOOD:

40.04

PEG Ratio

SEIC:

1.26

HOOD:

0.00

PS Ratio

SEIC:

4.63

HOOD:

19.41

PB Ratio

SEIC:

4.42

HOOD:

7.83

Total Revenue (TTM)

SEIC:

$2.37B

HOOD:

$3.91B

Gross Profit (TTM)

SEIC:

$925.04M

HOOD:

$2.86B

EBITDA (TTM)

SEIC:

$928.43M

HOOD:

$1.80B

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Return for Risk

SEIC vs. HOOD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SEIC
SEIC Risk / Return Rank: 4343
Overall Rank
SEIC Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
SEIC Sortino Ratio Rank: 3939
Sortino Ratio Rank
SEIC Omega Ratio Rank: 3939
Omega Ratio Rank
SEIC Calmar Ratio Rank: 4545
Calmar Ratio Rank
SEIC Martin Ratio Rank: 4545
Martin Ratio Rank

HOOD
HOOD Risk / Return Rank: 4747
Overall Rank
HOOD Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
HOOD Sortino Ratio Rank: 4949
Sortino Ratio Rank
HOOD Omega Ratio Rank: 4747
Omega Ratio Rank
HOOD Calmar Ratio Rank: 4747
Calmar Ratio Rank
HOOD Martin Ratio Rank: 4646
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SEIC vs. HOOD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SEI Investments Company (SEIC) and Robinhood Markets, Inc. (HOOD). 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.


SEICHOODDifference
Sharpe ratioReturn per unit of total volatility

-0.06

Sortino ratioReturn per unit of downside risk

-0.43

Omega ratioGain probability vs. loss probability

1.05

1.10

-0.05

Calmar ratioReturn relative to maximum drawdown

0.19

0.27

-0.08

Martin ratioReturn relative to average drawdown

0.36

0.50

-0.14

SEIC vs. HOOD - Sharpe Ratio Comparison

The current SEIC Sharpe Ratio is 0.16, which is comparable to the HOOD Sharpe Ratio of 0.23. The chart below compares the historical Sharpe Ratios of SEIC and HOOD, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


SEICHOODDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.16

0.23

-0.06

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.34

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.27

Sharpe Ratio (All Time)

Calculated using the full available price history

0.40

0.27

+0.14

Drawdowns

SEIC vs. HOOD - Drawdown Comparison

The maximum SEIC drawdown since its inception was -71.17%, smaller than the maximum HOOD drawdown of -90.21%. Use the drawdown chart below to compare losses from any high point for SEIC and HOOD.


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Drawdown Indicators


SEICHOODDifference

Max Drawdown

Largest peak-to-trough decline

-71.17%

-90.21%

+19.04%

Max Drawdown (1Y)

Largest decline over 1 year

-19.36%

-57.26%

+37.90%

Max Drawdown (3Y)

Largest decline over 3 years

-23.25%

-57.26%

+34.01%

Max Drawdown (5Y)

Largest decline over 5 years

-26.00%

Max Drawdown (10Y)

Largest decline over 10 years

-51.78%

Current Drawdown

Current decline from peak

-6.67%

-45.66%

+38.99%

Average Drawdown

Average peak-to-trough decline

-21.19%

-60.99%

+39.80%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.02%

30.88%

-20.86%

Volatility

SEIC vs. HOOD - Volatility Comparison

The current volatility for SEI Investments Company (SEIC) is 4.29%, while Robinhood Markets, Inc. (HOOD) has a volatility of 21.14%. This indicates that SEIC experiences smaller price fluctuations and is considered to be less risky than HOOD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SEICHOODDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.29%

21.14%

-16.85%

Volatility (6M)

Calculated over the trailing 6-month period

18.35%

50.03%

-31.68%

Volatility (1Y)

Calculated over the trailing 1-year period

22.14%

68.61%

-46.47%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.37%

73.99%

-51.62%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.79%

73.99%

-48.20%

Dividends

SEIC vs. HOOD - Dividend Comparison

SEIC's dividend yield for the trailing twelve months is around 1.16%, while HOOD has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
HOOD
Robinhood Markets, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
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

SEIC vs. HOOD - Financials Comparison

This section allows you to compare key financial metrics between SEI Investments Company and Robinhood Markets, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


200.00M400.00M600.00M800.00M1.00B1.20B20222023202420252026
622.18M
359.00M
(SEIC) Total Revenue
(HOOD) Total Revenue
Values in USD except per share items

SEIC vs. HOOD - Profitability Comparison

The chart below illustrates the profitability comparison between SEI Investments Company and Robinhood Markets, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%2022202320242025202600
Portfolio components
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%.

HOOD - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Robinhood Markets, Inc. reported a gross profit of 0.00 and revenue of 359.00M. Therefore, the gross margin over that period was 0.0%.

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%.

HOOD - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Robinhood Markets, Inc. reported an operating income of 0.00 and revenue of 359.00M, resulting in an operating margin of 0.0%.

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%.

HOOD - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Robinhood Markets, Inc. reported a net income of 346.00M and revenue of 359.00M, resulting in a net margin of 96.4%.


Frequently Asked Questions


SEIC and HOOD have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

HOOD has higher volatility (21.14%) compared to SEIC (4.29%). In terms of maximum drawdown, SEIC dropped -71.17% vs HOOD's -90.21%.

HOOD currently has the higher Sharpe Ratio (0.23 vs 0.16), 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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