SELV - ETF AI Analysis
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SEI Enhanced Low Volatility U.S. Large Cap ETF (SELV)
SELV, the SEI Enhanced Low Volatility U.S. Large Cap ETF, is supported by high-quality blue-chip holdings like Microsoft, Merck, Apple, and Johnson & Johnson, which bring strong financial performance, solid growth prospects, and strategic focus on areas like cloud, AI, and healthcare innovation. These strengths are partly offset by holdings such as McKesson and Cardinal Health, where leverage, valuation concerns, and weaker technical trends introduce some risk. The main risk factor is the fund’s meaningful exposure to healthcare and large-cap names with debt and valuation pressures, which could weigh on future returns if market conditions turn against these segments.
SELV vs. SPDR S&P 500 ETF (SPY)
- AUM
- 269.23M
- Region
- North America
- Expense Ratio
- 0.15%
- Beta
- 0.44
- Issuer
- SEI
- Inception Date
- May 18, 2022
- Dividend Yield
- 1.62%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
SELV Summary
SELV is the SEI Enhanced Low Volatility U.S. Large Cap ETF, built to invest in large, well-known American companies while aiming for a smoother ride than the overall stock market. It doesn’t track a specific index, but follows a low-volatility theme, focusing on stocks that have been less bumpy in the past. The fund holds big names like Apple, Microsoft, Walmart, and Johnson & Johnson, and spreads money across technology, health care, consumer, and other sectors. Investors might consider SELV for steadier long-term growth and diversification, but it can still go up and down with the U.S. stock market.
How much will it cost me?
This ETF has an expense ratio of 0.15%, which means you’ll pay about $1.50 per year for every $1,000 you invest. That cost is slightly higher than the cheapest broad index ETFs because this fund uses an enhanced, low-volatility strategy rather than simple passive indexing.
What would affect this ETF?
Because this ETF focuses on large U.S. companies in technology, health care, and consumer defensive sectors, it could benefit from steady economic growth, ongoing innovation, and strong demand for essential goods and services, especially in periods of market stress when lower-volatility stocks are often more resilient. On the downside, rising interest rates, slower U.S. economic growth, regulatory changes affecting big tech and health care, or broad market downturns that hit large-cap stocks could weigh on performance even with its low-volatility approach.
SELV Top 10 Holdings
SELV leans heavily on U.S. tech and healthcare, with steady giants like Apple and Microsoft quietly steering returns while avoiding big drama. The real engine lately has been healthcare distributors and pharma names: Cardinal Health, McKesson, Johnson & Johnson, Gilead, and Merck are all rising, giving the fund a defensive, medicine-cabinet feel. Roper Technologies has been sprinting in the short term but shows more mixed signals under the surface. Overall, this is a U.S.-only, low-volatility mix where healthcare strength and mature tech leadership set the tone.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 AAPL | Apple | 3.07% | $8.25M | $5.03T | 26.98% | 79Outperform |
 CAH | Cardinal Health | 3.01% | $8.10M | $58.00B | 31.94% | 66Neutral |
 JNJ | Johnson & Johnson | 2.96% | $7.97M | $657.68B | 44.51% | 78Outperform |
 GILD | Gilead Sciences | 2.97% | $7.98M | $211.64B | 44.11% | 78Outperform |
 MCK | McKesson | 2.73% | $7.34M | $115.96B | 20.48% | 62Neutral |
 MSFT | Microsoft | 2.67% | $7.19M | $3.88T | -0.73% | 79Outperform |
 WMT | Walmart | 2.64% | $7.09M | $979.90B | 20.82% | 78Outperform |
 CSCO | Cisco Systems | 2.48% | $6.66M | $411.45B | 43.34% | 77Outperform |
 ROP | Roper Technologies | 2.58% | $6.95M | $46.15B | 5.23% | 71Outperform |
 MRK | Merck & Company | 2.56% | $6.87M | $368.89B | 73.30% | 80Outperform |
SELV Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SELV, the sentiment is Positive. The current price of 36.31 is above the 20-day moving average (MA) of 35.46, above the 50-day MA of 34.94, and above the 200-day MA of 33.33, indicating a bullish trend. The MACD of 0.45 indicates Negative momentum. The RSI at 66.21 is Neutral, neither overbought nor oversold. The STOCH value of 47.74 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SELV.
SELV Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| SELV | $36.31 | $40.00(10.15% Upside) | $269.23M | 0.15% | 73Outperform |
 INFO | $27.73 | $34.10(22.96% Upside) | $961.91M | 0.35% | 74Outperform |
 AFLG | $44.27 | $53.19(20.15% Upside) | $933.48M | 0.55% | 74Outperform |
 ROCY | $54.69 | $67.21(22.89% Upside) | $890.97M | 0.35% | 73Outperform |
 NBCR | $33.81 | $42.07(24.42% Upside) | $849.51M | 0.29% | 73Outperform |
 ROCQ | $52.46 | $69.43(32.34% Upside) | $797.51M | 0.35% | 73Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| SELV | SEI Enhanced Low Volatility U.S. Large Cap ETF | 36.31 | 5.80 | 18.99% | |
| INFO | Harbor PanAgora Dynamic Large Cap Core ETF | 27.73 | 3.30 | 13.53% | |
| AFLG | First Trust Active Factor Large Cap ETF | 44.27 | 5.48 | 14.14% | |
| ROCY | JPMorgan Equity Premium Yield ETF | 54.69 | 6.65 | 13.83% | |
| NBCR | Neuberger Berman Core Equity ETF | 33.81 | 2.38 | 7.57% | |
| ROCQ | JPMorgan Nasdaq Equity Premium Yield ETF | 52.46 | 5.44 | 11.57% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.