SEIV vs TEQI

SEIVASEI QiM U.S. Large Cap Value Active ETF

TEQIBT. Rowe Price Equity Income ETF

In short

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.

TEQI A stock-picker's take on value: T. Rowe Price's equity income strategy in ETF form, hunting out-of-favor dividend payers. Roughly 120 names, quarterly payouts, measured against the Russell 1000 Value rather than cloning it.

Stated mandate

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.

TEQI The fund seeks a high level of dividend income and long-term capital growth.

Why people hold it

• 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.

• TEQI Genuinely active. The stated job is a high level of dividend income plus long-term capital growth, run as a manageable book of roughly 120 stocks.
• 0.54% a year sits mid-pack for active value, and undercuts several rivals judged against the same Russell 1000 Value benchmark.
• Pays quarterly, has been trading since 2020, and lands in the stronger half of the active large-cap value group on our review.
• Stays on its stated lane: a value portfolio that behaves like one, rather than a growth book wearing a value label.

Worth knowing

• 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.

• TEQI One of the quieter tickers in its category. Thin volume means the price you pay can drift from the value of what's inside.
• You're paying for human judgment: systematic value funds like AVLV and WTV charge a fraction of 0.54%.
• The income mandate is a goal, not a fixed rate. There's no declared target yield, and distributions can include return of capital.

Full SEIV profile⁠

Full TEQI profile⁠