SEIC vs. TBBK
SEIC (SEI Investments Company) and TBBK (The Bancorp, Inc.) are both stocks. Both are in the Financial Services sector — SEIC in Asset Management, TBBK in Banks - Regional. Over the past 10 years, SEIC returned 7.22%/yr vs 23.13%/yr for TBBK. At a 0.42 correlation, their price movements are largely independent.
Performance
SEIC vs. TBBK - Performance Comparison
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Returns By Period
In the year-to-date period, SEIC achieves a 8.21% return, which is significantly higher than TBBK's -19.68% return. Over the past 10 years, SEIC has underperformed TBBK with an annualized return of 7.22%, while TBBK has yielded a comparatively higher 23.13% annualized return.
SEIC
- 1D
- -0.74%
- 1M
- -2.66%
- YTD
- 8.21%
- 6M
- 10.39%
- 1Y
- 4.88%
- 3Y*
- 15.91%
- 5Y*
- 8.46%
- 10Y*
- 7.22%
TBBK
- 1D
- 0.22%
- 1M
- -4.86%
- YTD
- -19.68%
- 6M
- -18.32%
- 1Y
- 3.89%
- 3Y*
- 14.79%
- 5Y*
- 15.92%
- 10Y*
- 23.13%
SEIC vs. TBBK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SEIC SEI Investments Company | 8.21% | 0.63% | 31.47% | 10.59% | -2.94% | 7.38% | -11.10% | 43.35% | -34.92% | 46.99% |
TBBK The Bancorp, Inc. | -19.68% | 28.29% | 36.49% | 35.87% | 12.13% | 85.42% | 5.24% | 62.94% | -19.43% | 25.70% |
Correlation
The correlation between SEIC and TBBK 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 | 0.52 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.49 |
Correlation (All Time) Calculated using the full available price history since Feb 3, 2004 | 0.42 |
The correlation between SEIC and TBBK shifts across timeframes, from 0.41 (1 year) to 0.52 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
SEIC:
$10.99B
TBBK:
$2.31B
SEIC:
$5.85
TBBK:
$5.09
SEIC:
15.07
TBBK:
10.64
SEIC:
1.28
TBBK:
0.38
SEIC:
4.70
TBBK:
3.59
SEIC:
4.48
TBBK:
3.31
SEIC:
$2.37B
TBBK:
$686.06M
SEIC:
$925.04M
TBBK:
$394.85M
SEIC:
$928.43M
TBBK:
$230.08M
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Return for Risk
SEIC vs. TBBK — Risk / Return Rank
SEIC
TBBK
SEIC vs. TBBK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SEI Investments Company (SEIC) and The Bancorp, Inc. (TBBK). 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 | TBBK | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.13 | ||
| Sortino ratioReturn per unit of downside risk | +0.09 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 1.06 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 0.25 | 0.11 | +0.14 |
| Martin ratioReturn relative to average drawdown | 0.49 | 0.19 | +0.29 |
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 | TBBK | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.22 | 0.09 | +0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.35 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.28 | 0.46 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.11 | +0.30 |
Drawdowns
SEIC vs. TBBK - Drawdown Comparison
The maximum SEIC drawdown since its inception was -71.17%, smaller than the maximum TBBK drawdown of -92.68%. Use the drawdown chart below to compare losses from any high point for SEIC and TBBK.
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Drawdown Indicators
| SEIC | TBBK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.17% | -92.68% | +21.51% |
Max Drawdown (1Y)Largest decline over 1 year | -19.36% | -35.92% | +16.56% |
Max Drawdown (3Y)Largest decline over 3 years | -23.25% | -36.28% | +13.03% |
Max Drawdown (5Y)Largest decline over 5 years | -26.00% | -48.94% | +22.94% |
Max Drawdown (10Y)Largest decline over 10 years | -51.78% | -73.77% | +21.99% |
Current DrawdownCurrent decline from peak | -4.79% | -32.50% | +27.71% |
Average DrawdownAverage peak-to-trough decline | -21.18% | -47.55% | +26.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.03% | 20.10% | -10.07% |
Volatility
SEIC vs. TBBK - Volatility Comparison
The current volatility for SEI Investments Company (SEIC) is 4.67%, while The Bancorp, Inc. (TBBK) has a volatility of 10.13%. This indicates that SEIC experiences smaller price fluctuations and is considered to be less risky than TBBK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SEIC | TBBK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.67% | 10.13% | -5.46% |
Volatility (6M)Calculated over the trailing 6-month period | 18.42% | 31.05% | -12.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.28% | 43.37% | -21.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.38% | 46.08% | -23.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.79% | 50.81% | -25.02% |
Dividends
SEIC vs. TBBK - Dividend Comparison
SEIC's dividend yield for the trailing twelve months is around 1.73%, while TBBK has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SEIC SEI Investments Company | 1.73% | 1.23% | 1.15% | 1.40% | 1.42% | 1.26% | 1.25% | 1.04% | 1.36% | 0.81% | 1.09% | 0.95% |
TBBK The Bancorp, 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% |
Financials
SEIC vs. TBBK - Financials Comparison
This section allows you to compare key financial metrics between SEI Investments Company and The Bancorp, 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.
Total Revenue: Total amount of money received from sales and other business activities
SEIC vs. TBBK - Profitability Comparison
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%.
TBBK - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Bancorp, Inc. reported a gross profit of 0.00 and revenue of 72.53M. 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%.
TBBK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Bancorp, Inc. reported an operating income of 0.00 and revenue of 72.53M, 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%.
TBBK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Bancorp, Inc. reported a net income of 60.07M and revenue of 72.53M, resulting in a net margin of 82.8%.
Frequently Asked Questions
SEIC and TBBK 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.
TBBK has higher volatility (10.13%) compared to SEIC (4.67%). In terms of maximum drawdown, SEIC dropped -71.17% vs TBBK's -92.68%.
SEIC currently has the higher Sharpe Ratio (0.22 vs 0.09), 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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