AVGE vs SFGV

Comparison between AVANTIS ALL EQUITY MARKETS ETF (AVGE, ETF) and SEQUOIA GLOBAL VALUE ETF (SFGV, ETF).

AVGE vs SFGV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AVGE(ETF)	SFGV(ETF)
Net Assets	$1.10B	$1.20B
Expense Ratio	0.23%	0.33%
Max Drawdown	17.80%	15.68%
Sharpe Ratio	1.80	1.78
5Y Beta	0.86	0.67
P/E Ratio	N/A	21.53
Forward P/E	N/A	16.30
5Y EPS CAGR	N/A	12.23%
Debt to Equity	N/A	103.68%
P/S Ratio	N/A	1.59
P/B Ratio	N/A	3.74

Net Assets

AVGE

$1.10B

Winner

SFGV

$1.20B

Expense Ratio

Winner

AVGE

0.23%

SFGV

0.33%

Max Drawdown

AVGE

17.80%

Winner

SFGV

15.68%

Sharpe Ratio

Winner

AVGE

1.80

SFGV

1.78

5Y Beta

AVGE

0.86

Winner

SFGV

0.67

P/E Ratio

AVGE

N/A

SFGV

21.53

Forward P/E

AVGE

N/A

SFGV

16.30

5Y EPS CAGR

AVGE

N/A

SFGV

12.23%

Debt to Equity

AVGE

N/A

SFGV

103.68%

P/S Ratio

AVGE

N/A

SFGV

1.59

P/B Ratio

AVGE

N/A

SFGV

3.74

AVGE vs SFGV - Holdings Comparison

AVGE and SFGV have 3 common holdings. Overlap is 7.19%

AVGE's top 25 holdings weight is 99.90%. SFGV's top 25 holdings weight is 56.59%.

Rank	AVGE	SFGV
#1	AVANTIS US EQUITY ETF (AVUS) - 43.04%	ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 9.92%
#2	AVANTIS US LARGE CAP VALUE ETF (AVLV) - 15.40%	VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) - 9.68%
#3	AVANTIS INTERNATIONAL EQUITY ETF (AVDE) - 10.58%	VANGUARD FTSE EMERGING MARKETS ETF (VWO) - 5.82%
#4	AVANTIS EMERGING MARKETS EQUITY ETF (AVEM) - 6.43%	AVANTIS REAL ESTATE ETF (AVRE) - 4.96%
#5	AVANTIS INTERNATIONAL LARGE CAP VAL ETF (AVIV) - 5.43%	AVANTIS INTERNATIONAL SMALL CAP VAL ETF (AVDV) - 4.94%
#6	AVANTIS US SMALL CAP VALUE ETF (AVUV) - 3.60%	AVANTIS EMERGING MARKETS VALUE ETF (AVES) - 3.74%
#7	AVANTIS US SMALL CAP EQUITY ETF (AVSC) - 3.56%	APPLE INC (AAPL) - 1.85%
#8	AVANTIS EMERGING MARKETS VALUE ETF (AVES) - 3.24%	JOHNSON & JOHNSON (JNJ) - 1.27%
#9	AVANTIS REAL ESTATE ETF (AVRE) - 2.77%	EXXONMOBIL HOLDINGS CORP (XOM) - 1.22%
#10	AVANTIS U.S. MID CAP VALUE ETF (AVMV) - 1.40%	CISCO SYSTEMS INC (CSCO) - 1.10%
#11	AVANTIS U.S. MID CAP EQUITY ETF (AVMC) - 1.37%	MERCK & CO INC (MRK) - 1.01%
#12	AVANTIS INTERNATIONAL SMALL CAP VAL ETF (AVDV) - 1.18%	COCA-COLA CO (KO) - 1.01%
#13	AVANTIS INTERNATIONAL SMALL CP EQ ETF (AVDS) - 1.03%	CHEVRON CORP (CVX) - 0.94%
#14	AVANTIS EMERGING MARKETS SM CP EQ ETF (AVEE) - 0.87%	PROCTER & GAMBLE CO (PG) - 0.89%
#15	N/A	BOOKING HOLDINGS INC (BKNG) - 0.87%
#16	N/A	CATERPILLAR INC (CAT) - 0.85%
#17	N/A	LINDE PLC (LIN) - 0.81%
#18	N/A	GILEAD SCIENCES INC (GILD) - 0.79%
#19	N/A	CONOCOPHILLIPS (COP) - 0.75%
#20	N/A	VALERO ENERGY CORP (VLO) - 0.72%
#21	N/A	MCKESSON CORP (MCK) - 0.71%
#22	N/A	QUALCOMM INC (QCOM) - 0.69%
#23	N/A	PEPSICO INC (PEP) - 0.69%
#24	N/A	GENERAL DYNAMICS CORP (GD) - 0.68%
#25	N/A	ILLINOIS TOOL WORKS INC (ITW) - 0.68%
Total Holdings	14	527

AVGE vs SFGV - Historical Returns

Returns include dividend reinvestment.

Period	AVGE	SFGV
1 month	+2.16%	+3.28%
3 months	+4.62%	+6.82%
6 months	+10.17%	+6.05%
1 year	+29.99%	+26.47%
Max(CAGR)	+22.15%	+18.30%

AVGE

+2.16%

Winner

SFGV

+3.28%

AVGE

+4.62%

Winner

SFGV

+6.82%

Winner

AVGE

+10.17%

SFGV

+6.05%

Winner

AVGE

+29.99%

SFGV

+26.47%

Max(CAGR)

Winner

AVGE

+22.15%

SFGV

+18.30%

AVGE vs SFGV - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	AVGE	SFGV
2026	+17.61%	+15.93%
2025	+21.04%	+19.10%
2024	+14.68%	+10.72%
2023	+19.49%	N/A
2022	+11.19%	N/A

AVGE vs SFGV Drawdown Comparison

The maximum drawdown for AVGE was -17.13%, occurring on Apr 8, 2025. Recovery took 76 trading sessions.

The maximum drawdown for SFGV was -14.50%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.

The current AVGE drawdown is -0.10%.

Rank	AVGE	SFGV
#1	-17.13% Feb 18, 2025 - Jun 6, 2025	-14.50% Oct 14, 2024 - Jun 6, 2025
#2	-11.12% Jul 31, 2023 - Dec 13, 2023	-8.36% Feb 27, 2026 - May 26, 2026
#3	-9.72% Feb 2, 2023 - Jul 11, 2023	-5.88% Jul 16, 2024 - Aug 23, 2024
#4	-8.59% Feb 25, 2026 - Apr 16, 2026	-4.87% Mar 28, 2024 - May 15, 2024
#5	-8.26% Jul 16, 2024 - Sep 19, 2024	-4.00% Jul 23, 2025 - Aug 13, 2025
#6	-5.99% Dec 2, 2022 - Jan 12, 2023	-3.79% Oct 3, 2025 - Oct 27, 2025
#7	-5.47% Dec 3, 2024 - Feb 18, 2025	-3.63% Oct 27, 2025 - Nov 26, 2025
#8	-4.93% Mar 28, 2024 - May 14, 2024	-3.46% Aug 30, 2024 - Sep 19, 2024
#9	-4.52% Oct 4, 2022 - Oct 25, 2022	-3.00% May 17, 2024 - Jul 11, 2024
#10	-4.47% Nov 12, 2025 - Nov 28, 2025	-1.91% Jul 10, 2025 - Jul 23, 2025
#11	-3.45% Oct 6, 2025 - Oct 24, 2025	-1.86% Jun 4, 2026 - Jun 11, 2026
#12	-3.44% Dec 27, 2023 - Jan 29, 2024	-1.76% Feb 12, 2024 - Feb 15, 2024
#13	-3.30% Jun 2, 2026 - Jun 15, 2026	-1.51% Jun 12, 2025 - Jun 26, 2025
#14	-3.12% Jul 23, 2025 - Aug 12, 2025	-1.46% Jun 16, 2026 - Jul 6, 2026
#15	-2.83% Jun 15, 2026 - Aug 4, 2026	-1.39% Jan 15, 2026 - Jan 21, 2026