SELV - ETF AI Analysis
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SEI Enhanced Low Volatility U.S. Large Cap ETF (SELV)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Overall Performance
The ETF has delivered steady gains over the year and in recent months, showing solid momentum for investors.
Low Expense Ratio
The fund’s relatively low fee means more of the investment returns stay in investors’ pockets instead of going to costs.
Quality, Low-Volatility Large Cap Holdings
The portfolio focuses on well-known, stable U.S. large companies with several top holdings showing strong or steady performance, which can help smooth out market ups and downs.
Negative Factors
Heavy U.S. Concentration
Almost all of the ETF’s assets are invested in U.S. companies, offering little geographic diversification if the U.S. market struggles.
Sector Tilts May Limit Diversification
Large weights in technology and health care mean the fund is more exposed to swings in these sectors than a more evenly spread portfolio.
Some Top Holdings Are Lagging
A few major positions, such as Walmart, have shown weaker recent performance, which can drag on the fund’s returns.
SELV vs. SPDR S&P 500 ETF (SPY)
AUM258.46M
RegionNorth America
Expense Ratio0.15%
Beta0.47
IssuerSEI
Inception DateMay 18, 2022
Dividend Yield1.66%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume13,922
30 Day Avg. Volume17,824
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
39.30Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering76
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SELV Summary
The SEI Enhanced Low Volatility U.S. Large Cap ETF (SELV) invests in large U.S. companies while trying to keep price swings smaller than the overall stock market. It doesn’t track a single index, but follows a “low volatility” theme, focusing on steadier stocks across sectors like technology, health care, and consumer staples. Well-known holdings include Apple and Johnson & Johnson. Investors might consider SELV for smoother long-term growth and diversification across many big U.S. companies. A key risk is that it still invests in stocks, so its value can go up and down with the market and may lag during strong rallies in riskier stocks.
How much will it cost me?The SEI Enhanced Low Volatility U.S. Large Cap ETF (Ticker: SELV) has an expense ratio of 0.15%, meaning you’ll pay $1.50 per year for every $1,000 invested. This is lower than average for actively managed ETFs, as it aims to balance cost efficiency with its enhanced strategy of selecting low-volatility large-cap stocks.
What would affect this ETF?The SELV ETF, with its focus on U.S. large-cap stocks and low volatility, could benefit from stable economic growth and advancements in sectors like technology and healthcare, which make up a significant portion of its holdings. However, it may face challenges from rising interest rates or economic slowdowns, which could impact consumer spending and defensive sectors. Regulatory changes or sector-specific disruptions, particularly in technology or healthcare, could also influence its performance.
SELV Top 10 Holdings
SELV leans heavily into U.S. health care and Big Tech, with steady medical powerhouses like Merck, Johnson & Johnson, Gilead, Cardinal Health, and McKesson quietly pulling the fund forward. On the tech side, Microsoft is rising on the back of cloud and AI strength, while Cisco is also contributing, though its momentum has cooled a bit. Apple looks to be losing steam near term, and Alphabet’s mixed recent trading adds some wobble. Overall, performance is driven by a defensive health care core, complemented by a selective, low-volatility tech tilt.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Johnson & Johnson | 3.05% | $8.09M | $663.28B | 55.53% | 78 Outperform | |
| Cardinal Health | 3.03% | $8.02M | $57.49B | 64.48% | 66 Neutral | |
| Apple | 2.93% | $7.76M | $4.67T | 34.93% | 79 Outperform | |
| Gilead Sciences | 2.75% | $7.29M | $187.23B | 30.44% | 78 Outperform | |
| Merck & Company | 2.70% | $7.16M | $370.89B | 77.67% | 80 Outperform | |
| Microsoft | 2.63% | $6.97M | $3.71T | -0.89% | 79 Outperform | |
| McKesson | 2.61% | $6.90M | $105.86B | 30.27% | 62 Neutral | |
| Cisco Systems | 2.52% | $6.68M | $430.53B | 62.16% | 77 Outperform | |
| Roper Technologies | 2.48% | $6.57M | $40.28B | -21.63% | 71 Outperform | |
| Alphabet Class C | 2.42% | $6.41M | $4.12T | 39.75% | 82 Outperform |
SELV Technical Analysis
Neutral
―
Price Trends
34.27
Positive
33.39
Positive
32.90
Positive
Market Momentum
0.19
Positive
42.82
Neutral
1.13
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SELV, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 35.08, equal to the 50-day MA of 34.27, and equal to the 200-day MA of 32.90, indicating a neutral trend. The MACD of 0.19 indicates Positive momentum. The RSI at 42.82 is Neutral, neither overbought nor oversold. The STOCH value of 1.13 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for SELV.
SELV Peer Comparison
Comparison Results
Performance Comparison
SELV
SEI Enhanced Low Volatility U.S. Large Cap ETF
34.47
3.62
11.73%
FTQI
First Trust Hedged BuyWrite Income ETF
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―
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INFO
Harbor PanAgora Dynamic Large Cap Core ETF
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―
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NBCR
Neuberger Berman Core Equity ETF
―
―
―
AFLG
First Trust Active Factor Large Cap ETF
―
―
―
GSPY
Gotham Enhanced 500 ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis 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.Date of analysis: ―
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