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SEIV vs. IWD
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

SEIV vs. IWD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SEI Enhanced US Large Cap Value Factor ETF (SEIV) and iShares Russell 1000 Value ETF (IWD). The values are adjusted to include any dividend payments, if applicable.

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SEIV vs. IWD - Yearly Performance Comparison


2026 (YTD)2025202420232022
SEIV
SEI Enhanced US Large Cap Value Factor ETF
0.66%27.43%19.73%21.90%-3.71%
IWD
iShares Russell 1000 Value ETF
2.58%15.68%14.17%11.34%1.27%

Returns By Period

In the year-to-date period, SEIV achieves a 0.66% return, which is significantly lower than IWD's 2.58% return.


SEIV

1D
0.52%
1M
-2.94%
YTD
0.66%
6M
7.86%
1Y
30.43%
3Y*
22.31%
5Y*
10Y*

IWD

1D
0.59%
1M
-4.17%
YTD
2.58%
6M
6.34%
1Y
16.41%
3Y*
14.33%
5Y*
9.14%
10Y*
10.39%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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SEIV vs. IWD - Expense Ratio Comparison

SEIV has a 0.15% expense ratio, which is lower than IWD's 0.18% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Return for Risk

SEIV vs. IWD — Risk / Return Rank

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

SEIV
SEIV Risk / Return Rank: 8585
Overall Rank
SEIV Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
SEIV Sortino Ratio Rank: 8585
Sortino Ratio Rank
SEIV Omega Ratio Rank: 8787
Omega Ratio Rank
SEIV Calmar Ratio Rank: 8181
Calmar Ratio Rank
SEIV Martin Ratio Rank: 8989
Martin Ratio Rank

IWD
IWD Risk / Return Rank: 5757
Overall Rank
IWD Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
IWD Sortino Ratio Rank: 5656
Sortino Ratio Rank
IWD Omega Ratio Rank: 6060
Omega Ratio Rank
IWD Calmar Ratio Rank: 5151
Calmar Ratio Rank
IWD Martin Ratio Rank: 6363
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.

SEIV vs. IWD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SEI Enhanced US Large Cap Value Factor ETF (SEIV) and iShares Russell 1000 Value ETF (IWD). 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.


SEIVIWDDifference

Sharpe ratio

Return per unit of total volatility

1.68

1.05

+0.63

Sortino ratio

Return per unit of downside risk

2.34

1.51

+0.83

Omega ratio

Gain probability vs. loss probability

1.37

1.23

+0.14

Calmar ratio

Return relative to maximum drawdown

2.41

1.38

+1.03

Martin ratio

Return relative to average drawdown

11.96

6.45

+5.51

SEIV vs. IWD - Sharpe Ratio Comparison

The current SEIV Sharpe Ratio is 1.68, which is higher than the IWD Sharpe Ratio of 1.05. The chart below compares the historical Sharpe Ratios of SEIV and IWD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


SEIVIWDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.68

1.05

+0.63

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.62

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.60

Sharpe Ratio (All Time)

Calculated using the full available price history

0.98

0.40

+0.58

Correlation

The correlation between SEIV and IWD is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

SEIV vs. IWD - Dividend Comparison

SEIV's dividend yield for the trailing twelve months is around 1.50%, less than IWD's 1.66% yield.


TTM20252024202320222021202020192018201720162015
SEIV
SEI Enhanced US Large Cap Value Factor ETF
1.50%1.51%1.66%2.08%1.63%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
IWD
iShares Russell 1000 Value ETF
1.66%1.69%1.87%2.02%2.15%1.62%2.05%2.45%2.71%2.09%2.25%2.47%

Drawdowns

SEIV vs. IWD - Drawdown Comparison

The maximum SEIV drawdown since its inception was -18.18%, smaller than the maximum IWD drawdown of -60.10%. Use the drawdown chart below to compare losses from any high point for SEIV and IWD.


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Drawdown Indicators


SEIVIWDDifference

Max Drawdown

Largest peak-to-trough decline

-18.18%

-60.10%

+41.92%

Max Drawdown (1Y)

Largest decline over 1 year

-12.82%

-11.80%

-1.02%

Max Drawdown (5Y)

Largest decline over 5 years

-19.04%

Max Drawdown (10Y)

Largest decline over 10 years

-38.51%

Current Drawdown

Current decline from peak

-4.19%

-4.33%

+0.14%

Average Drawdown

Average peak-to-trough decline

-3.60%

-8.71%

+5.11%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.58%

2.52%

+0.06%

Volatility

SEIV vs. IWD - Volatility Comparison

SEI Enhanced US Large Cap Value Factor ETF (SEIV) and iShares Russell 1000 Value ETF (IWD) have volatilities of 4.40% and 4.26%, 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


SEIVIWDDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.40%

4.26%

+0.14%

Volatility (6M)

Calculated over the trailing 6-month period

9.50%

8.28%

+1.22%

Volatility (1Y)

Calculated over the trailing 1-year period

18.25%

15.74%

+2.51%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.81%

14.80%

+2.01%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.81%

17.28%

-0.47%