BBAG vs SFGV
Comparison between JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG, ETF) and SEQUOIA GLOBAL VALUE ETF (SFGV, ETF).
BBAG vs SFGV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BBAG
$1.10B
SFGV
$1.10B
Expense Ratio
Winner
BBAG
0.03%
SFGV
0.33%
Max Drawdown
BBAG
23.99%
Winner
SFGV
15.68%
Sharpe Ratio
BBAG
0.36
Winner
SFGV
1.85
5Y Beta
Winner
BBAG
0.04
SFGV
0.68
5Y Dividends CAGR
BBAG
13.34%
SFGV
N/A
BBAG vs SFGV - Historical Returns
Returns include dividend reinvestment.
1M
BBAG
+0.02%
Winner
SFGV
+1.67%
3M
Winner
BBAG
+0.06%
SFGV
-0.44%
6M
BBAG
+0.89%
Winner
SFGV
+13.11%
1Y
BBAG
+5.56%
Winner
SFGV
+27.74%
5Y(CAGR)
BBAG
+0.09%
SFGV
N/A
Max(CAGR)
BBAG
+1.92%
Winner
SFGV
+17.20%
BBAG vs SFGV - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | BBAG | SFGV |
|---|---|---|
| 2026 | +0.60% | +8.65% |
| 2025 | +7.20% | +19.10% |
| 2024 | +1.62% | +10.72% |
| 2023 | +4.81% | N/A |
| 2022 | -12.62% | N/A |
| 2021 | -1.75% | N/A |
| 2020 | +6.90% | N/A |
| 2019 | +8.08% | N/A |
| 2018 | +1.00% | N/A |
BBAG vs SFGV Drawdown Comparison
The maximum drawdown for BBAG was -18.74%, occurring on Oct 21, 2022. This drawdown has not yet recovered.
The maximum drawdown for SFGV was -14.50%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.
The current BBAG drawdown is -2.52%. The current SFGV drawdown is -1.42%.
| Rank | BBAG | SFGV |
|---|---|---|
| #1 | -18.74% Aug 6, 2020 - Oct 21, 2022 | -14.50% Oct 14, 2024 - Jun 6, 2025 |
| #2 | -9.69% Mar 9, 2020 - Jun 10, 2020 | -8.36% Feb 27, 2026 - Mar 20, 2026 |
| #3 | -2.18% Sep 4, 2019 - Jan 22, 2020 | -5.88% Jul 16, 2024 - Aug 23, 2024 |
| #4 | -0.90% Jan 3, 2019 - Jan 31, 2019 | -4.87% Mar 28, 2024 - May 15, 2024 |
| #5 | -0.88% Jul 3, 2019 - Aug 1, 2019 | -4.00% Jul 23, 2025 - Aug 13, 2025 |
| #6 | -0.78% Mar 27, 2019 - May 13, 2019 | -3.79% Oct 3, 2025 - Oct 27, 2025 |
| #7 | -0.74% Jan 31, 2020 - Feb 20, 2020 | -3.63% Oct 27, 2025 - Nov 26, 2025 |
| #8 | -0.63% Aug 15, 2019 - Aug 27, 2019 | -3.46% Aug 30, 2024 - Sep 19, 2024 |
| #9 | -0.60% Feb 26, 2019 - Mar 7, 2019 | -3.00% May 17, 2024 - Jul 11, 2024 |
| #10 | -0.43% Jan 31, 2019 - Feb 7, 2019 | -1.91% Jul 10, 2025 - Jul 23, 2025 |
| #11 | -0.43% Dec 19, 2018 - Dec 28, 2018 | -1.76% Feb 12, 2024 - Feb 15, 2024 |
| #12 | -0.39% Feb 8, 2019 - Feb 19, 2019 | -1.51% Jun 12, 2025 - Jun 26, 2025 |
| #13 | -0.31% May 15, 2019 - May 23, 2019 | -1.39% Jan 15, 2026 - Jan 21, 2026 |
| #14 | -0.29% Jun 11, 2020 - Jun 19, 2020 | -1.28% Jan 29, 2024 - Feb 9, 2024 |
| #15 | -0.27% Jun 3, 2019 - Jun 13, 2019 | -1.24% Aug 22, 2025 - Sep 8, 2025 |
Correlation
Correlation between BBAG and SFGV is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2018 - 2026)
BBAG vs SFGV dividend yield comparison.
| Year | BBAG | SFGV |
|---|---|---|
| 2026 | 1.41% | 0.26% |
| 2025 | 4.29% | 2.52% |
| 2024 | 4.25% | 2.23% |
| 2023 | 3.60% | 0.00% |
| 2022 | 2.23% | 0.00% |
| 2021 | 1.44% | 0.00% |
| 2020 | 2.26% | 0.00% |
| 2019 | 2.92% | 0.00% |
| 2018 | 0.16% | 0.00% |
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