QVAL vs SEIV

QVALAAlpha Architect U.S. Quantitative Value ETF

SEIVASEI QiM U.S. Large Cap Value Active ETF

In short

QVAL Deep value with no hedging: about 50 US stocks chosen by a rules-based quality-and-value screen, run by a boutique quant shop since 2014, at roughly half the fee of the typical active value fund.

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

QVAL The fund aims to grow investors' capital over the long term.

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

• QVAL 0.28% a year against a 0.55% median for active US value funds. Cheap for a specialist quant strategy.
• About 50 names, screened on cheapness and quality together. A real bet, not a closet index in value clothing.
• Live since 2014, so the record spans value's long drought and its recoveries rather than a backtest.
• Top quartile of its US value peer group in our review, and it undercuts ITAN, the other fund drawn from the same Solactive US 1000 universe, on fee.

• 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

• QVAL Thinly traded next to the category's giants, so spreads can widen and limit orders matter more than with a mega-fund.
• Concentration cuts both ways. Roughly 50 deep-value names can drift far from the broad market, in either direction, for long stretches.
• The stated goal is long-term capital growth, with distributions paid quarterly rather than monthly.

• 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 QVAL profile⁠

Full SEIV profile⁠