IVES vs SFGV
Comparison between Wedbush ETFMG Global Cloud Technology ETF (IVES, ETF) and SEQUOIA GLOBAL VALUE ETF (SFGV, ETF).
IVES vs SFGV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IVES
$1.10B
Winner
SFGV
$1.20B
Expense Ratio
IVES
0.75%
Winner
SFGV
0.33%
Max Drawdown
IVES
22.95%
Winner
SFGV
15.68%
Sharpe Ratio
IVES
1.17
Winner
SFGV
1.81
5Y Beta
IVES
1.80
Winner
SFGV
0.67
P/E Ratio
IVES
357.08
SFGV
N/A
Forward P/E
IVES
10.84
SFGV
N/A
Debt to Equity
IVES
54.09%
SFGV
N/A
P/S Ratio
IVES
1.56
SFGV
N/A
P/B Ratio
IVES
4.00
SFGV
N/A
IVES vs SFGV - Holdings Comparison
IVES and SFGV have 2 common holdings. Overlap is 0.05%
IVES's top 25 holdings weight is 53.09%. SFGV's top 25 holdings weight is 54.64%.
| Rank | IVES | SFGV |
|---|---|---|
| #1 | ELASTIC NV (ESTC) - 4.43% | ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 9.92% |
| #2 | GDS HOLDINGS LTD ADR (GDS) - 4.08% | VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) - 9.68% |
| #3 | MICROSTRATEGY INC CLASS A (MSTR) - 4.07% | VANGUARD FTSE EMERGING MARKETS ETF (VWO) - 5.82% |
| #4 | SAMSARA INC ORDINARY SHARES CLASS A (IOT) - 3.22% | AVANTIS REAL ESTATE ETF (AVRE) - 4.96% |
| #5 | SUPER MICRO COMPUTER INC (SMCI) - 3.01% | AVANTIS INTERNATIONAL SMALL CAP VAL ETF (AVDV) - 4.94% |
| #6 | DATADOG INC CLASS A (DDOG) - 2.91% | AVANTIS EMERGING MARKETS VALUE ETF (AVES) - 3.74% |
| #7 | PURE STORAGE INC CLASS A (PSTG) - 2.86% | APPLE INC (AAPL) - 1.85% |
| #8 | NETAPP INC (NTAP) - 2.77% | JOHNSON & JOHNSON (JNJ) - 1.27% |
| #9 | CLOUDFLARE INC (NET) - 2.68% | EXXONMOBIL HOLDINGS CORP (XOM) - 1.22% |
| #10 | NUTANIX INC CLASS A (NTNX) - 2.51% | CISCO SYSTEMS INC (CSCO) - 1.10% |
| #11 | MONGODB INC CLASS A (MDB) - 2.34% | MERCK & CO INC (MRK) - 1.01% |
| #12 | OKTA INC CLASS A (OKTA) - 2.21% | COCA-COLA CO (KO) - 1.01% |
| #13 | DROPBOX INC CLASS A (DBX) - 1.49% | CHEVRON CORP (CVX) - 0.94% |
| #14 | APPFOLIO INC CLASS A (APPF) - 1.47% | PROCTER & GAMBLE CO (PG) - 0.89% |
| #15 | GITLAB INC CLASS A (GTLB) - 1.44% | BOOKING HOLDINGS INC (BKNG) - 0.87% |
| #16 | SMARTSHEET INC CLASS A (SMAR) - 1.39% | CATERPILLAR INC (CAT) - 0.85% |
| #17 | INFORMATICA INC (INFA) - 1.38% | LINDE PLC (LIN) - 0.81% |
| #18 | HASHICORP INC ORDINARY SHARES CLASS A (HCP) - 1.25% | GILEAD SCIENCES INC (GILD) - 0.79% |
| #19 | ZETA GLOBAL HOLDINGS CORP CLASS A (ZETA) - 1.21% | CONOCOPHILLIPS (COP) - 0.75% |
| #20 | COMMVAULT SYSTEMS INC (CVLT) - 1.21% | VALERO ENERGY CORP (VLO) - 0.72% |
| #21 | CONFLUENT INC CLASS A (CFLT) - 1.17% | COMCAST CORP CLASS A (CMCSA) - 0.31% |
| #22 | VNET GROUP INC ADR (VNET) - 1.11% | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 0.30% |
| #23 | KINGSOFT CLOUD HOLDINGS LTD ADR (KC) - 1.08% | BANK OF AMERICA CORP (BAC) - 0.30% |
| #24 | KYNDRYL HOLDINGS INC ORDINARY SHARES (KD) - 0.98% | STEEL DYNAMICS INC (STLD) - 0.30% |
| #25 | BOX INC CLASS A (BOX) - 0.82% | PACCAR INC (PCAR) - 0.29% |
| Total Holdings | 46 | 487 |
IVES vs SFGV - Historical Returns
Returns include dividend reinvestment.
1M
IVES
+3.06%
Winner
SFGV
+3.29%
3M
Winner
IVES
+9.50%
SFGV
+6.97%
6M
Winner
IVES
+27.13%
SFGV
+6.62%
1Y
Winner
IVES
+39.26%
SFGV
+26.68%
Max(CAGR)
Winner
IVES
+43.75%
SFGV
+18.36%
IVES vs SFGV - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | IVES | SFGV |
|---|---|---|
| 2026 | +20.97% | +15.92% |
| 2025 | +25.06% | +19.10% |
| 2024 | N/A | +10.72% |
IVES vs SFGV Drawdown Comparison
The maximum drawdown for IVES was -22.64%, occurring on Mar 30, 2026. Recovery took 129 trading sessions.
The maximum drawdown for SFGV was -14.50%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.
The current IVES drawdown is -7.24%.
| Rank | IVES | SFGV |
|---|---|---|
| #1 | -22.64% Oct 29, 2025 - May 6, 2026 | -14.50% Oct 14, 2024 - Jun 6, 2025 |
| #2 | -18.60% Jun 1, 2026 - Jul 29, 2026 | -8.36% Feb 27, 2026 - May 26, 2026 |
| #3 | -4.63% Aug 13, 2025 - Aug 28, 2025 | -5.88% Jul 16, 2024 - Aug 23, 2024 |
| #4 | -4.26% Jul 28, 2025 - Aug 13, 2025 | -4.87% Mar 28, 2024 - May 15, 2024 |
| #5 | -4.20% Oct 8, 2025 - Oct 24, 2025 | -4.00% Jul 23, 2025 - Aug 13, 2025 |
| #6 | -3.33% May 14, 2026 - May 21, 2026 | -3.79% Oct 3, 2025 - Oct 27, 2025 |
| #7 | -2.61% Jul 3, 2025 - Jul 17, 2025 | -3.63% Oct 27, 2025 - Nov 26, 2025 |
| #8 | -2.49% Sep 22, 2025 - Oct 1, 2025 | -3.46% Aug 30, 2024 - Sep 19, 2024 |
| #9 | -1.81% Jun 30, 2025 - Jul 3, 2025 | -3.00% May 17, 2024 - Jul 11, 2024 |
| #10 | -1.64% Jun 12, 2025 - Jun 16, 2025 | -1.91% Jul 10, 2025 - Jul 23, 2025 |
| #11 | -1.61% May 11, 2026 - May 14, 2026 | -1.86% Jun 4, 2026 - Jun 11, 2026 |
| #12 | -1.57% Aug 28, 2025 - Sep 5, 2025 | -1.76% Feb 12, 2024 - Feb 15, 2024 |
| #13 | -1.41% Jun 16, 2025 - Jun 24, 2025 | -1.51% Jun 12, 2025 - Jun 26, 2025 |
| #14 | -1.32% Oct 6, 2025 - Oct 8, 2025 | -1.46% Jun 16, 2026 - Jul 6, 2026 |
| #15 | -1.04% Jul 18, 2025 - Jul 23, 2025 | -1.39% Jan 15, 2026 - Jan 21, 2026 |
Correlation
Correlation between IVES and SFGV is 0.74 which considered as a strong positive correlation - the stocks tend to move together.
0.74
-101
Dividend Comparison (2024 - 2026)
IVES vs SFGV dividend yield comparison.
| Year | IVES | SFGV |
|---|---|---|
| 2026 | 0.00% | 0.83% |
| 2025 | 0.41% | 2.52% |
| 2024 | 0.00% | 2.23% |
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