EIPI vs SFGV
Comparison between FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF (EIPI, ETF) and SEQUOIA GLOBAL VALUE ETF (SFGV, ETF).
EIPI vs SFGV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EIPI
$1.10B
SFGV
$1.10B
Expense Ratio
EIPI
1.11%
Winner
SFGV
0.33%
Max Drawdown
Winner
EIPI
14.14%
SFGV
15.68%
Sharpe Ratio
Winner
EIPI
1.92
SFGV
1.85
5Y Beta
Winner
EIPI
0.42
SFGV
0.68
P/E Ratio
EIPI
19.92
SFGV
N/A
Forward P/E
EIPI
15.90
SFGV
N/A
PEG Ratio
EIPI
0.19
SFGV
N/A
5Y EPS CAGR
EIPI
16.54%
SFGV
N/A
P/S Ratio
EIPI
1.29
SFGV
N/A
P/B Ratio
EIPI
2.49
SFGV
N/A
EIPI vs SFGV - Holdings Comparison
EIPI and SFGV have 10 common holdings. Overlap is 2.05%
EIPI's top 25 holdings weight is 64.80%. SFGV's top 25 holdings weight is 54.76%.
| Rank | EIPI | SFGV |
|---|---|---|
| #1 | ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 8.04% | VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) - 10.22% |
| #2 | ENERGY TRANSFER LP (ET) - 6.25% | ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 10.06% |
| #3 | MPLX LP PARTNERSHIP UNITS (MPLX) - 3.91% | VANGUARD FTSE EMERGING MARKETS ETF (VWO) - 6.23% |
| #4 | KINDER MORGAN INC CLASS P (KMI) - 3.89% | AVANTIS REAL ESTATE ETF (AVRE) - 5.24% |
| #5 | WILLIAMS COMPANIES INC (WMB) - 3.10% | AVANTIS INTERNATIONAL SMALL CAP VAL ETF (AVDV) - 5.09% |
| #6 | n/a (SHEL) - 3.06% | AVANTIS EMERGING MARKETS VALUE ETF (AVES) - 4.12% |
| #7 | ONEOK INC (OKE) - 2.87% | APPLE INC (AAPL) - 1.78% |
| #8 | NATIONAL FUEL GAS CO (NFG) - 2.62% | EXXON MOBIL CORP (XOM) - 1.00% |
| #9 | DUKE ENERGY CORP (DUK) - 2.55% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.98% |
| #10 | ENTERGY CORP (ETR) - 2.23% | JPMORGAN CHASE & CO (JPM) - 0.95% |
| #11 | EXXON MOBIL CORP (XOM) - 2.17% | JOHNSON & JOHNSON (JNJ) - 0.91% |
| #12 | ENBRIDGE INC (ENB) - 2.12% | CATERPILLAR INC (CAT) - 0.84% |
| #13 | PLAINS GP HOLDINGS LP CLASS A (PAGP) - 2.11% | CISCO SYSTEMS INC (CSCO) - 0.77% |
| #14 | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.10% | CHEVRON CORP (CVX) - 0.77% |
| #15 | SOUTHERN CO (SO) - 2.02% | ABBVIE INC (ABBV) - 0.73% |
| #16 | MORGAN STANLEY INSTL LQUDTY TRS INSTL (MISXX) - 1.87% | PROCTER & GAMBLE CO (PG) - 0.73% |
| #17 | SEMPRA (SRE) - 1.69% | COCA-COLA CO (KO) - 0.71% |
| #18 | PPL CORP (PPL) - 1.66% | LINDE PLC (LIN) - 0.69% |
| #19 | AMERICAN ELECTRIC POWER CO INC (AEP) - 1.64% | THE HOME DEPOT INC (HD) - 0.67% |
| #20 | TARGA RESOURCES CORP (TRGP) - 1.56% | CONOCOPHILLIPS (COP) - 0.66% |
| #21 | CHENIERE ENERGY PARTNERS LP (CQP) - 1.54% | CORTEVA INC (CTVA) - 0.33% |
| #22 | CUMMINS INC (CMI) - 1.52% | CITIGROUP INC (C) - 0.32% |
| #23 | CENTERPOINT ENERGY INC (CNP) - 1.45% | MORGAN STANLEY (MS) - 0.32% |
| #24 | EOG RESOURCES INC (EOG) - 1.43% | EBAY INC (EBAY) - 0.32% |
| #25 | SUNOCO LP (SUN) - 1.40% | ELECTRONIC ARTS INC (EA) - 0.32% |
| Total Holdings | 127 | 478 |
EIPI vs SFGV - Historical Returns
Returns include dividend reinvestment.
1M
EIPI
-1.70%
Winner
SFGV
+1.67%
3M
Winner
EIPI
+4.79%
SFGV
-0.44%
6M
Winner
EIPI
+15.10%
SFGV
+13.11%
1Y
EIPI
+23.37%
Winner
SFGV
+27.74%
Max(CAGR)
Winner
EIPI
+19.88%
SFGV
+17.20%
EIPI vs SFGV - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | EIPI | SFGV |
|---|---|---|
| 2026 | +12.31% | +8.65% |
| 2025 | +10.82% | +19.10% |
| 2024 | +12.84% | +10.72% |
EIPI vs SFGV Drawdown Comparison
The maximum drawdown for EIPI was -12.33%, occurring on Apr 8, 2025. Recovery took 98 trading sessions.
The maximum drawdown for SFGV was -14.50%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.
The current EIPI drawdown is -3.50%. The current SFGV drawdown is -1.42%.
| Rank | EIPI | SFGV |
|---|---|---|
| #1 | -12.33% Apr 2, 2025 - Aug 22, 2025 | -14.50% Oct 14, 2024 - Jun 6, 2025 |
| #2 | -7.32% Nov 29, 2024 - Jan 16, 2025 | -8.36% Feb 27, 2026 - Mar 20, 2026 |
| #3 | -4.95% Feb 19, 2025 - Mar 19, 2025 | -5.88% Jul 16, 2024 - Aug 23, 2024 |
| #4 | -4.08% Jan 21, 2025 - Feb 18, 2025 | -4.87% Mar 28, 2024 - May 15, 2024 |
| #5 | -4.00% Nov 28, 2025 - Jan 14, 2026 | -4.00% Jul 23, 2025 - Aug 13, 2025 |
| #6 | -3.94% Jul 22, 2024 - Aug 16, 2024 | -3.79% Oct 3, 2025 - Oct 27, 2025 |
| #7 | -3.50% Apr 30, 2026 - May 8, 2026 | -3.63% Oct 27, 2025 - Nov 26, 2025 |
| #8 | -3.21% May 20, 2024 - Jul 11, 2024 | -3.46% Aug 30, 2024 - Sep 19, 2024 |
| #9 | -2.72% Mar 27, 2026 - Apr 29, 2026 | -3.00% May 17, 2024 - Jul 11, 2024 |
| #10 | -2.65% Sep 26, 2025 - Nov 10, 2025 | -1.91% Jul 10, 2025 - Jul 23, 2025 |
| #11 | -2.32% Oct 14, 2024 - Nov 6, 2024 | -1.76% Feb 12, 2024 - Feb 15, 2024 |
| #12 | -2.16% Aug 29, 2025 - Sep 24, 2025 | -1.51% Jun 12, 2025 - Jun 26, 2025 |
| #13 | -2.07% Aug 26, 2024 - Sep 16, 2024 | -1.39% Jan 15, 2026 - Jan 21, 2026 |
| #14 | -1.96% Sep 23, 2024 - Oct 2, 2024 | -1.28% Jan 29, 2024 - Feb 9, 2024 |
| #15 | -1.48% Mar 2, 2026 - Mar 19, 2026 | -1.24% Aug 22, 2025 - Sep 8, 2025 |
Correlation
Correlation between EIPI and SFGV is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2024 - 2026)
EIPI vs SFGV dividend yield comparison.
| Year | EIPI | SFGV |
|---|---|---|
| 2026 | 2.27% | 0.26% |
| 2025 | 9.71% | 2.52% |
| 2024 | 6.31% | 2.23% |
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