EFIV vs SFGV
Comparison between STATE STREET(R) SPDR(R) S&P 500(R) ESG ETF (EFIV, ETF) and SEQUOIA GLOBAL VALUE ETF (SFGV, ETF).
EFIV vs SFGV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EFIV
$1.10B
Winner
SFGV
$1.20B
Expense Ratio
Winner
EFIV
0.10%
SFGV
0.33%
Max Drawdown
EFIV
25.38%
Winner
SFGV
15.68%
Sharpe Ratio
EFIV
1.60
Winner
SFGV
1.81
5Y Beta
EFIV
0.96
Winner
SFGV
0.67
P/E Ratio
EFIV
26.06
SFGV
N/A
Forward P/E
EFIV
18.66
SFGV
N/A
PEG Ratio
EFIV
0.25
SFGV
N/A
5Y Dividends CAGR
EFIV
12.51%
SFGV
N/A
5Y EPS CAGR
EFIV
34.25%
SFGV
N/A
Debt to Equity
EFIV
74.82%
SFGV
N/A
P/S Ratio
EFIV
3.36
SFGV
N/A
P/B Ratio
EFIV
5.66
SFGV
N/A
EFIV vs SFGV - Holdings Comparison
EFIV and SFGV have 92 common holdings. Overlap is 9.47%
EFIV's top 25 holdings weight is 51.39%. SFGV's top 25 holdings weight is 54.64%.
| Rank | EFIV | SFGV |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 12.57% | ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 9.92% |
| #2 | MICROSOFT CORP (MSFT) - 7.63% | VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) - 9.68% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 5.27% | VANGUARD FTSE EMERGING MARKETS ETF (VWO) - 5.82% |
| #4 | ALPHABET INC CLASS C (GOOG) - 4.24% | AVANTIS REAL ESTATE ETF (AVRE) - 4.96% |
| #5 | MICRON TECHNOLOGY INC (MU) - 2.49% | AVANTIS INTERNATIONAL SMALL CAP VAL ETF (AVDV) - 4.94% |
| #6 | ELI LILLY AND CO (LLY) - 2.32% | AVANTIS EMERGING MARKETS VALUE ETF (AVES) - 3.74% |
| #7 | VISA INC CLASS A (V) - 1.53% | APPLE INC (AAPL) - 1.85% |
| #8 | WALMART INC (WMT) - 1.26% | JOHNSON & JOHNSON (JNJ) - 1.27% |
| #9 | INTEL CORP (INTC) - 1.17% | EXXONMOBIL HOLDINGS CORP (XOM) - 1.22% |
| #10 | ABBVIE INC (ABBV) - 1.14% | CISCO SYSTEMS INC (CSCO) - 1.10% |
| #11 | MASTERCARD INC CLASS A (MA) - 1.13% | MERCK & CO INC (MRK) - 1.01% |
| #12 | CISCO SYSTEMS INC (CSCO) - 1.12% | COCA-COLA CO (KO) - 1.01% |
| #13 | APPLIED MATERIALS INC (AMAT) - 1.07% | CHEVRON CORP (CVX) - 0.94% |
| #14 | COSTCO WHOLESALE CORP (COST) - 1.06% | PROCTER & GAMBLE CO (PG) - 0.89% |
| #15 | CATERPILLAR INC (CAT) - 1.02% | BOOKING HOLDINGS INC (BKNG) - 0.87% |
| #16 | BANK OF AMERICA CORP (BAC) - 1.01% | CATERPILLAR INC (CAT) - 0.85% |
| #17 | UNITEDHEALTH GROUP INC (UNH) - 0.98% | LINDE PLC (LIN) - 0.81% |
| #18 | LAM RESEARCH CORP (LRCX) - 0.98% | GILEAD SCIENCES INC (GILD) - 0.79% |
| #19 | GE AEROSPACE (GE) - 0.91% | CONOCOPHILLIPS (COP) - 0.75% |
| #20 | THE HOME DEPOT INC (HD) - 0.85% | VALERO ENERGY CORP (VLO) - 0.72% |
| #21 | S&P GLOBAL INC (SPGI) - 0.35% | COMCAST CORP CLASS A (CMCSA) - 0.31% |
| #22 | CHUBB LTD (CB) - 0.33% | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 0.30% |
| #23 | CAPITAL ONE FINANCIAL CORP (COF) - 0.33% | BANK OF AMERICA CORP (BAC) - 0.30% |
| #24 | DANAHER CORP (DHR) - 0.32% | STEEL DYNAMICS INC (STLD) - 0.30% |
| #25 | CORNING INC (GLW) - 0.31% | PACCAR INC (PCAR) - 0.29% |
| Total Holdings | 291 | 487 |
EFIV vs SFGV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EFIV
+4.39%
SFGV
+3.29%
3M
EFIV
+6.76%
Winner
SFGV
+6.97%
6M
Winner
EFIV
+12.07%
SFGV
+6.62%
1Y
Winner
EFIV
+26.80%
SFGV
+26.68%
5Y(CAGR)
EFIV
+14.22%
SFGV
N/A
Max(CAGR)
EFIV
+18.05%
Winner
SFGV
+18.36%
EFIV vs SFGV - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | EFIV | SFGV |
|---|---|---|
| 2026 | +14.18% | +15.92% |
| 2025 | +18.92% | +19.10% |
| 2024 | +24.68% | +10.72% |
| 2023 | +28.49% | N/A |
| 2022 | -18.34% | N/A |
| 2021 | +33.60% | N/A |
| 2020 | +16.69% | N/A |
EFIV vs SFGV Drawdown Comparison
The maximum drawdown for EFIV was -24.53%, occurring on Sep 30, 2022. Recovery took 394 trading sessions.
The maximum drawdown for SFGV was -14.50%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.
| Rank | EFIV | SFGV |
|---|---|---|
| #1 | -24.53% Jan 3, 2022 - Jul 31, 2023 | -14.50% Oct 14, 2024 - Jun 6, 2025 |
| #2 | -19.24% Dec 4, 2024 - Jun 30, 2025 | -8.36% Feb 27, 2026 - May 26, 2026 |
| #3 | -10.16% Sep 2, 2020 - Nov 16, 2020 | -5.88% Jul 16, 2024 - Aug 23, 2024 |
| #4 | -9.90% Jul 31, 2023 - Nov 30, 2023 | -4.87% Mar 28, 2024 - May 15, 2024 |
| #5 | -9.44% Feb 9, 2026 - Apr 15, 2026 | -4.00% Jul 23, 2025 - Aug 13, 2025 |
| #6 | -9.00% Jul 16, 2024 - Sep 24, 2024 | -3.79% Oct 3, 2025 - Oct 27, 2025 |
| #7 | -5.50% Mar 27, 2024 - May 14, 2024 | -3.63% Oct 27, 2025 - Nov 26, 2025 |
| #8 | -4.97% Sep 3, 2021 - Oct 19, 2021 | -3.46% Aug 30, 2024 - Sep 19, 2024 |
| #9 | -4.48% Oct 29, 2025 - Dec 5, 2025 | -3.00% May 17, 2024 - Jul 11, 2024 |
| #10 | -4.19% May 7, 2021 - Jun 10, 2021 | -1.91% Jul 10, 2025 - Jul 23, 2025 |
| #11 | -4.08% Jun 15, 2026 - Aug 3, 2026 | -1.86% Jun 4, 2026 - Jun 11, 2026 |
| #12 | -4.06% Feb 16, 2021 - Mar 11, 2021 | -1.76% Feb 12, 2024 - Feb 15, 2024 |
| #13 | -3.74% Jun 4, 2026 - Jun 15, 2026 | -1.51% Jun 12, 2025 - Jun 26, 2025 |
| #14 | -3.66% Nov 24, 2021 - Dec 8, 2021 | -1.46% Jun 16, 2026 - Jul 6, 2026 |
| #15 | -3.45% Dec 10, 2021 - Dec 23, 2021 | -1.39% Jan 15, 2026 - Jan 21, 2026 |
Correlation
Correlation between EFIV and SFGV is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2020 - 2026)
EFIV vs SFGV dividend yield comparison.
| Year | EFIV | SFGV |
|---|---|---|
| 2026 | 0.47% | 0.83% |
| 2025 | 1.03% | 2.52% |
| 2024 | 1.20% | 2.23% |
| 2023 | 1.37% | 0.00% |
| 2022 | 1.64% | 0.00% |
| 2021 | 1.19% | 0.00% |
| 2020 | 0.65% | 0.00% |
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