FTC vs SFGV

Comparison between First Trust Large Capital Growth AlphaDEX Fund (FTC, ETF) and SEQUOIA GLOBAL VALUE ETF (SFGV, ETF).

FTC vs SFGV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FTC(ETF)	SFGV(ETF)
Net Assets	$1.10B	$1.10B
Expense Ratio	0.58%	0.33%
Max Drawdown	54.49%	15.68%
Sharpe Ratio	1.37	1.85
5Y Beta	1.07	0.68
P/E Ratio	38.25	N/A
Forward P/E	23.02	N/A
PEG Ratio	0.12	N/A
5Y Dividends CAGR	-0.43%	N/A
5Y EPS CAGR	20.45%	N/A
Debt to Equity	1.27%	N/A
P/S Ratio	3.44	N/A
P/B Ratio	7.05	N/A

Net Assets

FTC

$1.10B

SFGV

$1.10B

Expense Ratio

FTC

0.58%

Winner

SFGV

0.33%

Max Drawdown

FTC

54.49%

Winner

SFGV

15.68%

Sharpe Ratio

FTC

1.37

Winner

SFGV

1.85

5Y Beta

FTC

1.07

Winner

SFGV

0.68

P/E Ratio

FTC

38.25

SFGV

N/A

Forward P/E

FTC

23.02

SFGV

N/A

PEG Ratio

FTC

0.12

SFGV

N/A

5Y Dividends CAGR

FTC

-0.43%

SFGV

N/A

5Y EPS CAGR

FTC

20.45%

SFGV

N/A

Debt to Equity

FTC

1.27%

SFGV

N/A

P/S Ratio

FTC

3.44

SFGV

N/A

P/B Ratio

FTC

7.05

SFGV

N/A

FTC vs SFGV - Holdings Comparison

FTC and SFGV have 32 common holdings. Overlap is 7.34%

FTC's top 25 holdings weight is 24.92%. SFGV's top 25 holdings weight is 54.76%.

Rank	FTC	SFGV
#1	SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.15%	VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) - 10.22%
#2	SANDISK CORP ORDINARY SHARES (SNDK) - 1.15%	ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 10.06%
#3	WESTERN DIGITAL CORP (WDC) - 1.14%	VANGUARD FTSE EMERGING MARKETS ETF (VWO) - 6.23%
#4	MICRON TECHNOLOGY INC (MU) - 1.07%	AVANTIS REAL ESTATE ETF (AVRE) - 5.24%
#5	BLOOM ENERGY CORP CLASS A (BE) - 1.05%	AVANTIS INTERNATIONAL SMALL CAP VAL ETF (AVDV) - 5.09%
#6	CIENA CORP (CIEN) - 1.05%	AVANTIS EMERGING MARKETS VALUE ETF (AVES) - 4.12%
#7	n/a (DELL) - 1.04%	APPLE INC (AAPL) - 1.78%
#8	MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.04%	EXXON MOBIL CORP (XOM) - 1.00%
#9	TERADYNE INC (TER) - 1.03%	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.98%
#10	VERTIV HOLDINGS CO CLASS A (VRT) - 1.01%	JPMORGAN CHASE & CO (JPM) - 0.95%
#11	MARVELL TECHNOLOGY INC (MRVL) - 0.99%	JOHNSON & JOHNSON (JNJ) - 0.91%
#12	COMFORT SYSTEMS USA INC (FIX) - 0.98%	CATERPILLAR INC (CAT) - 0.84%
#13	CORNING INC (GLW) - 0.98%	CISCO SYSTEMS INC (CSCO) - 0.77%
#14	API GROUP CORP (APG) - 0.97%	CHEVRON CORP (CVX) - 0.77%
#15	KEYSIGHT TECHNOLOGIES INC (KEYS) - 0.97%	ABBVIE INC (ABBV) - 0.73%
#16	LUMENTUM HOLDINGS INC (LITE) - 0.96%	PROCTER & GAMBLE CO (PG) - 0.73%
#17	MKS INC (MKSI) - 0.96%	COCA-COLA CO (KO) - 0.71%
#18	XPO INC (XPO) - 0.94%	LINDE PLC (LIN) - 0.69%
#19	COHERENT CORP (COHR) - 0.93%	THE HOME DEPOT INC (HD) - 0.67%
#20	QXO INC (QXO) - 0.93%	CONOCOPHILLIPS (COP) - 0.66%
#21	MASTEC INC (MTZ) - 0.93%	CORTEVA INC (CTVA) - 0.33%
#22	EMCOR GROUP INC (EME) - 0.92%	CITIGROUP INC (C) - 0.32%
#23	GE VERNOVA INC (GEV) - 0.92%	MORGAN STANLEY (MS) - 0.32%
#24	CATERPILLAR INC (CAT) - 0.91%	EBAY INC (EBAY) - 0.32%
#25	MONOLITHIC POWER SYSTEMS INC (MPWR) - 0.90%	ELECTRONIC ARTS INC (EA) - 0.32%
Total Holdings	189	478

FTC vs SFGV - Historical Returns

Returns include dividend reinvestment.

Period	FTC	SFGV
1 month	+8.29%	+1.67%
3 months	+7.28%	-0.44%
6 months	+10.37%	+13.11%
1 year	+29.32%	+27.74%
5 years(CAGR)	+12.09%	N/A
10 years(CAGR)	+14.33%	N/A
Max(CAGR)	+10.46%	+17.20%

Winner

FTC

+8.29%

SFGV

+1.67%

Winner

FTC

+7.28%

SFGV

-0.44%

FTC

+10.37%

Winner

SFGV

+13.11%

Winner

FTC

+29.32%

SFGV

+27.74%

5Y(CAGR)

FTC

+12.09%

SFGV

N/A

10Y(CAGR)

FTC

+14.33%

SFGV

N/A

Max(CAGR)

FTC

+10.46%

Winner

SFGV

+17.20%

FTC vs SFGV - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	FTC	SFGV
2026	+8.98%	+8.65%
2025	+15.49%	+19.10%
2024	+28.37%	+10.72%
2023	+21.81%	N/A
2022	-22.27%	N/A
2021	+26.15%	N/A
2020	+32.41%	N/A
2019	+29.20%	N/A
2018	-6.53%	N/A
2017	+24.30%	N/A
2016	+4.41%	N/A
2015	+4.44%	N/A
2014	+15.51%	N/A
2013	+34.78%	N/A
2012	+10.25%	N/A
2011	-3.90%	N/A
2010	+21.87%	N/A
2009	+26.60%	N/A
2008	-40.02%	N/A
2007	+2.58%	N/A

FTC vs SFGV Drawdown Comparison

The maximum drawdown for FTC was -54.05%, occurring on Mar 9, 2009. Recovery took 1317 trading sessions.

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

The current FTC drawdown is -1.09%. The current SFGV drawdown is -1.42%.

Rank	FTC	SFGV
#1	-54.05% Oct 11, 2007 - Jan 4, 2013	-14.50% Oct 14, 2024 - Jun 6, 2025
#2	-34.66% Feb 19, 2020 - Jul 8, 2020	-8.36% Feb 27, 2026 - Mar 20, 2026
#3	-31.18% Nov 16, 2021 - Mar 4, 2024	-5.88% Jul 16, 2024 - Aug 23, 2024
#4	-24.68% Sep 14, 2018 - Jun 19, 2019	-4.87% Mar 28, 2024 - May 15, 2024
#5	-21.41% Feb 18, 2025 - Jun 27, 2025	-4.00% Jul 23, 2025 - Aug 13, 2025
#6	-15.07% Aug 17, 2015 - Jul 1, 2016	-3.79% Oct 3, 2025 - Oct 27, 2025
#7	-13.32% Feb 12, 2021 - Jun 14, 2021	-3.63% Oct 27, 2025 - Nov 26, 2025
#8	-12.09% Jul 19, 2007 - Oct 5, 2007	-3.46% Aug 30, 2024 - Sep 19, 2024
#9	-10.36% Jan 6, 2026 - Apr 14, 2026	-3.00% May 17, 2024 - Jul 11, 2024
#10	-9.67% Jan 26, 2018 - Mar 9, 2018	-1.91% Jul 10, 2025 - Jul 23, 2025
#11	-9.15% Sep 2, 2020 - Oct 12, 2020	-1.76% Feb 12, 2024 - Feb 15, 2024
#12	-9.14% Sep 5, 2014 - Oct 31, 2014	-1.51% Jun 12, 2025 - Jun 26, 2025
#13	-8.91% Oct 27, 2025 - Jan 6, 2026	-1.39% Jan 15, 2026 - Jan 21, 2026
#14	-8.76% Jul 16, 2024 - Aug 30, 2024	-1.28% Jan 29, 2024 - Feb 9, 2024
#15	-8.48% Mar 27, 2024 - Jul 8, 2024	-1.24% Aug 22, 2025 - Sep 8, 2025

Correlation

Correlation between FTC and SFGV is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2007 - 2026)

FTC vs SFGV dividend yield comparison.

Year	FTC	SFGV
2026	0.03%	0.26%
2025	0.20%	2.52%
2024	0.32%	2.23%
2023	0.65%	0.00%
2022	0.90%	0.00%
2020	0.40%	0.00%
2019	0.64%	0.00%
2018	0.35%	0.00%
2017	0.40%	0.00%
2016	0.86%	0.00%
2015	0.52%	0.00%
2014	0.76%	0.00%
2013	0.46%	0.00%
2012	2.00%	0.00%
2011	0.70%	0.00%
2010	0.53%	0.00%
2009	0.30%	0.00%
2008	0.64%	0.00%
2007	0.37%	0.00%