OAKM vs SEIV

OAKMCOakmark U.S. Large Cap ETF

SEIVASEI QiM U.S. Large Cap Value Active ETF

In short

OAKM Oakmark's value playbook, ETF-wrapped since 2024: an active manager hunting cheap US large caps, with the Russell 1000 Value as a yardstick rather than a blueprint. Active-manager pricing comes with it.

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

OAKM The fund seeks long-term capital appreciation.

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

• OAKM Genuinely active: picks run on Oakmark's own value philosophy, aiming at long-term capital appreciation, with the Russell 1000 Value as the measuring stick, not the shopping list.
• No black box: the value screen is named and advertised in the fund's own filings, so you know which process you are hiring.
• Easy to deal in for a young active fund: it changes hands regularly and ranks near the top of its large-cap value cohort on the cost of getting in and out.
• One job, plainly stated: US large-cap equity with a value tilt, seeking long-term capital appreciation. Nothing exotic bolted on.

• 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

• OAKM At 0.59% a year it costs more than the typical fund in its value cohort, and rules-based rivals like WTV (0.12%) and AVLV (0.15%) charge a fraction of that.
• Launched in December 2024, so the live record is short and there is limited history behind the risk picture.
• It currently sits in the lower half of its large-cap value peer group, where cheaper systematic funds hold the top spots.

• 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 OAKM profile⁠

Full SEIV profile⁠