BAB vs SFGV
Comparison between INVESCO TAXABLE MUNICIPAL BOND ETF (BAB, ETF) and SEQUOIA GLOBAL VALUE ETF (SFGV, ETF).
BAB vs SFGV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BAB
$1.10B
SFGV
$1.10B
Expense Ratio
Winner
BAB
0.28%
SFGV
0.33%
Max Drawdown
BAB
29.50%
Winner
SFGV
15.68%
Sharpe Ratio
BAB
0.47
Winner
SFGV
1.58
5Y Beta
Winner
BAB
0.04
SFGV
0.68
P/E Ratio
BAB
N/A
SFGV
21.71
Forward P/E
BAB
N/A
SFGV
15.79
5Y Dividends CAGR
BAB
5.51%
SFGV
N/A
5Y EPS CAGR
BAB
N/A
SFGV
11.06%
Debt to Equity
BAB
N/A
SFGV
35.61%
P/S Ratio
BAB
N/A
SFGV
1.53
P/B Ratio
BAB
N/A
SFGV
3.62
BAB vs SFGV - Historical Returns
Returns include dividend reinvestment.
1M
BAB
+1.44%
Winner
SFGV
+2.64%
3M
BAB
-0.31%
Winner
SFGV
+6.05%
6M
BAB
+0.47%
Winner
SFGV
+12.13%
1Y
BAB
+6.38%
Winner
SFGV
+25.27%
5Y(CAGR)
BAB
-0.55%
SFGV
N/A
10Y(CAGR)
BAB
+2.19%
SFGV
N/A
Max(CAGR)
BAB
+4.72%
Winner
SFGV
+17.33%
BAB vs SFGV - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | BAB | SFGV |
|---|---|---|
| 2026 | +0.46% | +10.86% |
| 2025 | +8.22% | +19.10% |
| 2024 | +1.68% | +10.72% |
| 2023 | +7.83% | N/A |
| 2022 | -18.48% | N/A |
| 2021 | +1.06% | N/A |
| 2020 | +8.66% | N/A |
| 2019 | +10.85% | N/A |
| 2018 | +1.36% | N/A |
| 2017 | +9.76% | N/A |
| 2016 | +4.06% | N/A |
| 2015 | -0.61% | N/A |
| 2014 | +16.75% | N/A |
| 2013 | -5.13% | N/A |
| 2012 | +11.26% | N/A |
| 2011 | +21.17% | N/A |
| 2010 | +9.24% | N/A |
| 2009 | -2.68% | N/A |
BAB vs SFGV Drawdown Comparison
The maximum drawdown for BAB was -27.80%, occurring on Mar 19, 2020. Recovery took 224 trading sessions.
The maximum drawdown for SFGV was -14.50%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.
The current BAB drawdown is -5.41%. The current SFGV drawdown is -1.14%.
| Rank | BAB | SFGV |
|---|---|---|
| #1 | -27.80% Mar 9, 2020 - Jan 27, 2021 | -14.50% Oct 14, 2024 - Jun 6, 2025 |
| #2 | -24.94% Aug 3, 2021 - Oct 24, 2022 | -8.36% Feb 27, 2026 - May 26, 2026 |
| #3 | -12.13% May 1, 2013 - May 28, 2014 | -5.88% Jul 16, 2024 - Aug 23, 2024 |
| #4 | -8.31% Jul 29, 2016 - Aug 23, 2017 | -4.87% Mar 28, 2024 - May 15, 2024 |
| #5 | -7.40% Jan 30, 2015 - Feb 2, 2016 | -4.00% Jul 23, 2025 - Aug 13, 2025 |
| #6 | -6.99% Aug 26, 2010 - May 4, 2011 | -3.79% Oct 3, 2025 - Oct 27, 2025 |
| #7 | -6.51% Aug 4, 2011 - Aug 18, 2011 | -3.63% Oct 27, 2025 - Nov 26, 2025 |
| #8 | -5.52% Oct 3, 2011 - Nov 23, 2011 | -3.46% Aug 30, 2024 - Sep 19, 2024 |
| #9 | -5.40% Jan 27, 2021 - Jul 6, 2021 | -3.00% May 17, 2024 - Jul 11, 2024 |
| #10 | -4.65% Jul 25, 2012 - Nov 8, 2012 | -1.91% Jul 10, 2025 - Jul 23, 2025 |
| #11 | -4.26% Aug 28, 2019 - Jan 27, 2020 | -1.86% Jun 4, 2026 - Jun 11, 2026 |
| #12 | -3.75% Dec 29, 2017 - Dec 19, 2018 | -1.76% Feb 12, 2024 - Feb 15, 2024 |
| #13 | -3.62% Nov 30, 2009 - Feb 5, 2010 | -1.51% Jun 12, 2025 - Jun 26, 2025 |
| #14 | -3.20% Mar 7, 2012 - Apr 9, 2012 | -1.39% Jan 15, 2026 - Jan 21, 2026 |
| #15 | -2.95% Sep 22, 2011 - Oct 3, 2011 | -1.28% Jan 29, 2024 - Feb 9, 2024 |
Correlation
Correlation between BAB and SFGV is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2010 - 2026)
BAB vs SFGV dividend yield comparison.
| Year | BAB | SFGV |
|---|---|---|
| 2026 | 1.73% | 0.26% |
| 2025 | 3.96% | 2.52% |
| 2024 | 3.97% | 2.23% |
| 2023 | 3.65% | 0.00% |
| 2022 | 3.40% | 0.00% |
| 2021 | 2.63% | 0.00% |
| 2020 | 2.96% | 0.00% |
| 2019 | 3.77% | 0.00% |
| 2018 | 4.20% | 0.00% |
| 2017 | 3.96% | 0.00% |
| 2016 | 4.26% | 0.00% |
| 2015 | 4.71% | 0.00% |
| 2014 | 4.59% | 0.00% |
| 2013 | 5.18% | 0.00% |
| 2012 | 4.87% | 0.00% |
| 2011 | 5.21% | 0.00% |
| 2010 | 5.89% | 0.00% |
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