LSVD vs SEIV

LSVDBLSV Disciplined Value ETF

SEIVASEI QiM U.S. Large Cap Value Active ETF

In short

LSVD An institutional quant value shop's process in an ETF wrapper: a model built on fundamental value measures picks the stocks, the fee sits under the active-value norm, and the yardstick is the S&P 500 rather than a value index.

SEIV Active quant value stock-picking at an index-fund price. SEIV screens U.S. large caps for cheap valuations plus quality, momentum and low volatility, then runs a concentrated book of roughly 80 names for 0.15% a year.

Stated mandate

LSVD The Fund seeks long-term capital growth. It is an actively managed ETF that invests at least 80% of net assets in equity securities and uses a quantitative model based on fundamental value measures.

SEIV The Fund seeks long-term capital appreciation through primarily U.S. common stocks priced below fundamental valuation measures, using a quantitative, active stock-selection approach.

Why people hold it

• LSVD Charges 0.40% a year, below the typical active US value ETF, which is unusual for a fund where a proprietary model, not an index, picks the names.
• Measures itself against the S&P 500, not a value index. You can see whether the value tilt is earning its keep against the plain broad market.
• The mandate is tight: at least 80% of net assets in equities, selected by a quantitative model built on fundamental value measures. Not much room for style drift.
• Cheaper than other active funds benchmarked to the same S&P 500, including GSPY at 0.50% and VNSE at 1.34%.

• SEIV 0.15% a year for genuine active selection, against a 0.55% median in its U.S. value peer group. It matches the cheapest large-value quant funds rather than charging active prices.
• Value is not the only screen. The model also weighs quality, momentum and low volatility, which is how a cheap-stock strategy tries to avoid the cheap-for-a-reason trap.
• Other funds measured against the S&P 500 in this cohort charge far more (LSVD 0.40%, GSPY 0.50%, VNSE 1.34%). SEIV runs its version at 0.15%.
• Sits among the strongest implementations in a crowded U.S. value field, and trades with enough regular activity to be workable for ordinary retail order sizes.

Worth knowing

• LSVD Thinly traded. Spreads and limit orders matter more here than with the category's household names.
• Launched in December 2024, so there is no long live record to judge the model across a full market cycle.
• Systematic value rivals run cheaper, with AVLV at 0.15% and DFLV at 0.21%, so this model carries a wider cost gap to close.

• SEIV About 80 stocks measured against a 500-name benchmark. That concentration means stretches where it looks nothing like the S&P 500, in either direction.
• Launched in 2022, so the live record is short, and the asset base is mid-sized rather than among the giants of the value aisle.
• You get the factor recipe, not the trade-by-trade logic: selection sits inside a quantitative model. Distributions land quarterly, not monthly.

Full LSVD profile⁠

Full SEIV profile⁠