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SEIM

GradeAChicago Board Options Exchange

SEI QiM U.S. Large Cap Momentum Active ETF

Active Equity · SEI · Inception 2022-05-18 · SEC filings

$53.91−0.26 (−0.48%)

As of Sep 23, 2026, 2:20 PM EDT

History starts May 18, 2022.
Intraday session: down, 54 prints from 54.17 to 53.91. Range 53.81 to 54.07. Use the arrow keys to read each point.$53.80$54.00$54.1010 AM12 PM2 PM4 PM
Expense ratio
0.15%
Fund size
$1.5B
1Y return
+20.1%
Yield · Last 12 months
0.54%
Holdings
78
Volume · 30D
0.1M sh
NAV per share
$54.18
52W range
low $42.86high $56.23

The ETF.net SEIM Grade

A

82/ 100

Rank 2 of 22 in US Active Momentum

Confidence Medium

Six-pillar profile for SEIM. Scores out of 100: Cost 90, Risk 75, Mission not scored, Tradability 86, Holdings 70, Durability 77. Strongest: Cost (90). Weakest: Holdings (70). Based on 5 of 6 pillars.
F< 25
D≥ 25
C≥ 40
B≥ 55
A≥ 70

Score 82 of 100 sits in the A band. Bands: A ≥ 70, B ≥ 55, C ≥ 40, D ≥ 25, F < 25; the scale skips E.

  • Cost

    What you pay to own it — the expense ratio plus trading frictions, ranked within its category.
    AScore 90
    Category rank3/22 · top 14%
  • Mission

    How faithfully it does the job it claims — tracking its mandate or index with minimal slippage.
    Not scored
  • Risk

    How violently it can move — volatility, drawdown depth, and downside capture versus its category.
    AScore 75
    Category rank4/21 · top 19%
  • Tradability

    How cheaply and easily you can get in and out — liquidity, spread, and premium/discount stability.
    AScore 86
    Category rank3/22 · top 14%
  • Holdings

    What it actually owns — the quality, breadth, and concentration of the underlying portfolio.
    AScore 70
    Category rank7/21 · top 33%
  • Durability

    Whether it will still be here — the fund’s assets, age, flows, and issuer staying power.
    AScore 77
    Category rank6/22 · top 27%

Graded as of Sep 22, 2026 · Based on 5 of 6 pillars

Our read on SEIM

ETF.net Research

AMomentum with a chaperone. SEI's quant model buys U.S. large caps that have been running, then leans on quality, value and low volatility to sand off the edges, all for 0.15% a year.

Stated mandate

The Fund seeks long-term capital appreciation by investing primarily in U.S. common stocks with relatively strong recent performance, using quantitative active stock selection and portfolio optimization.

Why people hold it

  1. 01Charges 0.15% a year, a fraction of the typical fund in its active momentum peer group and level with the cheapest brand-name momentum ETFs like MTUM.
  2. 02Not pure chase-the-winners: the prospectus model also weighs quality, value and low volatility, so recent strength gets vetted, not just ranked.
  3. 03Roughly 70 names, concentrated enough for the factor to actually show up, run as an active quant mandate rather than a fixed index rebuild.
  4. 04Stacks up as one of the stronger implementations among the systematic U.S. momentum funds we cover.

Worth knowing

  1. 01Momentum buys what has already moved. When market leadership rotates, this style can turn over quickly and trail the broad market.
  2. 02Launched in 2022, so the live record is short and hasn't spanned many market regimes.
  3. 03Mid-sized and moderately traded, so bid-ask spreads are worth a glance at the moment you trade.

SEIM Holdings

As of Sep 20, 2026, 8:16 AM
Asset class
Stocks
Holdings
78
Top-10 weight
36%
Largest holding
NVDA6.4%

Sectors

  • Technology40.8%
  • Industrials14.6%
  • Financials13.4%
  • Consumer Discr.11.2%
  • Communication7.2%
  • Health Care6.3%
  • Cons. Staples5.2%
  • Utilities1.4%

Geography

  • United States96.84%
  • United Kingdom1.67%
  • Switzerland1.30%
  • Finland0.18%
The fund’s holdings, weight-ordered — page 1 of 6.
#TickerCompanyWeight %SharesMarket valueIn ETFs
001NVDANVIDIA CORP6.40%432,486$96M828
002GOOGLALPHABET INC-CL A6.16%264,736$93M704
003AAPLAPPLE INC3.54%158,137$53M707
004VVISA INC-CLASS A SHARES3.20%130,502$48M550
005DELLDELL TECHNOLOGIES -C3.16%83,399$47M427
006MSFTMICROSOFT CORP2.79%84,837$42M792
007JNJJOHNSON & JOHNSON2.77%153,859$42M521
008BNYBANK OF NEW YORK MELLON CORP2.76%269,221$41M386
009MUMICRON TECHNOLOGY INC2.75%40,634$41M655
010LRCXLAM RESEARCH CORP2.70%140,688$41M591
011FTNTFORTINET INC2.36%208,669$35M465
012NTRSNORTHERN TRUST CORP2.22%187,176$33M304
013KEYSKEYSIGHT TECHNOLOGIES IN2.18%97,749$33M368
014AMATAPPLIED MATERIALS INC2.18%73,485$33M558
015EBAYEBAY INC2.13%285,480$32M370

Showing 1–15 of 79 holdings

SEIM Performance

Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.

SEIM$12,012
SPY tracks large US stocks. It provides market context, rather than representing this fund’s strategy, asset class or investment benchmark.$11,723
Sep 22, 2025 to Sep 22, 2026. SEIM $12,012. SPY $11,723. Use the arrow keys to read each point.$9,299$10,982$12,665Sep 2025Mar 2026Sep 2026

Sep 22, 2025 – Sep 22, 2026

Returns run to the Sep 22, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.

Trailing total return for SEIM. Periods over one year show the average yearly return.
PeriodSEIM
Year to date+17.8%
1 month+0.1%
3 months−2.7%
1 year+20.1%
3 years+29.7%per year
5 yearsFund is under 5 years oldper year
10 yearsFund is under 10 years oldper year

As of the close, with distributions reinvested.

Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.

Annual total returns for SEIM
YearReturn barSEIM
2026 YTD+17.8%
2025+20.2%
2024+39.1%
2023+16.3%
2022−2.4%

Since listing, May 18, 2022

SEIM in the news

ETF.net Research hasn’t filed on SEIM yet — coverage lands here as it’s written.

SEIM Dividends

Adds up every distribution paid per share over the last 12 months, divided by the last completed close. Distributions are counted by ex-date. Data through Sep 22, 2026.
0.54%Last 12 months
Payout per share
$0.29Last 12 months
Last payment
$0.08 per share
Paid on
Shares bought on or after this date do not qualify for this distribution.
Frequency
Quarterly

Distribution history

2022–2026

One bar per payment. 17 payments from 2022 to 2026 YTD. Jul 5, 2022 $0.06; Oct 4, 2022 $0.10; Dec 27, 2022 $0.09; Apr 3, 2023 $0.09; Jul 3, 2023 $0.06; Oct 3, 2023 $0.05; Dec 26, 2023 $0.05; Apr 3, 2024 $0.03; Jul 8, 2024 $0.03; Oct 4, 2024 $0.04; Dec 27, 2024 $0.08; Apr 3, 2025 $0.06; Jul 7, 2025 $0.07; Oct 3, 2025 $0.06; Dec 29, 2025 $0.06; Apr 6, 2026 $0.09; Jul 6, 2026 $0.08. Use the arrow keys to read each point.20222023202420252026YTD
Ex-datePay dateAmount per share
Jul 6, 2026Jul 7, 2026$0.08
Apr 6, 2026Apr 7, 2026$0.09
Dec 29, 2025Dec 30, 2025$0.06
Oct 3, 2025Oct 6, 2025$0.06
Jul 7, 2025Jul 8, 2025$0.07
Apr 3, 2025Apr 4, 2025$0.06
Dec 27, 2024Dec 30, 2024$0.08
Oct 4, 2024Oct 7, 2024$0.04
Jul 8, 2024Jul 9, 2024$0.03
Apr 3, 2024Apr 5, 2024$0.03
Dec 26, 2023Dec 28, 2023$0.05
Oct 3, 2023Oct 5, 2023$0.05

SEIM Risk

How much the fund’s monthly returns vary, scaled to a year.
16.8%
Annualised · 36 months to Aug 2026
How it’s calculated: standard deviation

The sample standard deviation of monthly total returns, multiplied by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.

Return above 3-month US Treasury bills per unit of volatility.
1.29
vs 3-month T-bills · to Aug 2026
How it’s calculated: Sharpe ratio

Subtract each month’s Treasury-bill return from the fund’s monthly total return.

Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.

The largest fall from a peak to the low that followed.
−22.2%
52 months · trough Apr 2025
How it’s calculated: maximum drawdown

The largest percentage decline from an earlier peak, using total returns with reinvested distributions.

Uses up to five years through the last close, with at least 12 months required.

How strongly the fund’s returns move with its asset-class index.
1.08
vs its asset-class index
How it’s calculated: beta

The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.

SEIM Cost

Expense ratio0.15%
  • The middle half of US Active Momentum funds
  • Median 0.63%

2 of the 21 US Active Momentum funds charge less.

SEIM costs $15.00 a year on $10,000. The median US Active Momentum fund costs $63.00.