SEIC vs. SPY
Compare and contrast key facts about SEI Investments Company (SEIC) and SPDR S&P 500 ETF (SPY).
SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SEIC or SPY.
Correlation
The correlation between SEIC and SPY is 0.56, 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.
Performance
SEIC vs. SPY - Performance Comparison
Key characteristics
SEIC:
0.40
SPY:
0.30
SEIC:
0.73
SPY:
0.56
SEIC:
1.10
SPY:
1.08
SEIC:
0.40
SPY:
0.31
SEIC:
1.49
SPY:
1.40
SEIC:
6.23%
SPY:
4.18%
SEIC:
23.51%
SPY:
19.64%
SEIC:
-71.17%
SPY:
-55.19%
SEIC:
-17.23%
SPY:
-13.86%
Returns By Period
In the year-to-date period, SEIC achieves a -13.12% return, which is significantly lower than SPY's -9.91% return. Over the past 10 years, SEIC has underperformed SPY with an annualized return of 6.09%, while SPY has yielded a comparatively higher 11.57% annualized return.
SEIC
-13.12%
-4.39%
-1.75%
9.85%
8.85%
6.09%
SPY
-9.91%
-5.89%
-9.03%
6.50%
14.62%
11.57%
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Risk-Adjusted Performance
SEIC vs. SPY — Risk-Adjusted Performance Rank
SEIC
SPY
SEIC vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SEI Investments Company (SEIC) and SPDR S&P 500 ETF (SPY). 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.
Dividends
SEIC vs. SPY - Dividend Comparison
SEIC's dividend yield for the trailing twelve months is around 1.33%, less than SPY's 1.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SEIC SEI Investments Company | 1.33% | 1.15% | 1.40% | 1.42% | 1.26% | 1.25% | 1.04% | 1.36% | 0.81% | 1.09% | 1.41% | 1.15% |
SPY SPDR S&P 500 ETF | 1.36% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
SEIC vs. SPY - Drawdown Comparison
The maximum SEIC drawdown since its inception was -71.17%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for SEIC and SPY. For additional features, visit the drawdowns tool.
Volatility
SEIC vs. SPY - Volatility Comparison
SEI Investments Company (SEIC) and SPDR S&P 500 ETF (SPY) have volatilities of 14.18% and 14.52%, 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.