JSMD vs SFGV
Comparison between JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF (JSMD, ETF) and SEQUOIA GLOBAL VALUE ETF (SFGV, ETF).
JSMD vs SFGV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JSMD
$1.10B
Winner
SFGV
$1.20B
Expense Ratio
Winner
JSMD
0.30%
SFGV
0.33%
Max Drawdown
JSMD
38.98%
Winner
SFGV
15.68%
Sharpe Ratio
JSMD
0.88
Winner
SFGV
1.81
5Y Beta
JSMD
1.14
Winner
SFGV
0.67
P/E Ratio
JSMD
31.58
SFGV
N/A
Forward P/E
JSMD
17.69
SFGV
N/A
5Y Dividends CAGR
JSMD
25.97%
SFGV
N/A
5Y EPS CAGR
JSMD
18.59%
SFGV
N/A
Debt to Equity
JSMD
525.83%
SFGV
N/A
P/S Ratio
JSMD
1.75
SFGV
N/A
P/B Ratio
JSMD
6.71
SFGV
N/A
JSMD vs SFGV - Holdings Comparison
JSMD and SFGV have 19 common holdings. Overlap is 0.58%
JSMD's top 25 holdings weight is 33.80%. SFGV's top 25 holdings weight is 54.64%.
| Rank | JSMD | SFGV |
|---|---|---|
| #1 | STERLING INFRASTRUCTURE INC (STRL) - 2.16% | ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 9.92% |
| #2 | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 1.94% | VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) - 9.68% |
| #3 | COMMVAULT SYSTEMS INC (CVLT) - 1.81% | VANGUARD FTSE EMERGING MARKETS ETF (VWO) - 5.82% |
| #4 | EXELIXIS INC (EXEL) - 1.74% | AVANTIS REAL ESTATE ETF (AVRE) - 4.96% |
| #5 | LANDSTAR SYSTEM INC (LSTR) - 1.70% | AVANTIS INTERNATIONAL SMALL CAP VAL ETF (AVDV) - 4.94% |
| #6 | GEN DIGITAL INC (GEN) - 1.56% | AVANTIS EMERGING MARKETS VALUE ETF (AVES) - 3.74% |
| #7 | PIPER SANDLER COS (PIPR) - 1.54% | APPLE INC (AAPL) - 1.85% |
| #8 | MEDPACE HOLDINGS INC (MEDP) - 1.44% | JOHNSON & JOHNSON (JNJ) - 1.27% |
| #9 | ENOVA INTERNATIONAL INC (ENVA) - 1.33% | EXXONMOBIL HOLDINGS CORP (XOM) - 1.22% |
| #10 | n/a (STEP) - 1.32% | CISCO SYSTEMS INC (CSCO) - 1.10% |
| #11 | n/a (RSI) - 1.30% | MERCK & CO INC (MRK) - 1.01% |
| #12 | LIQUIDIA CORP ORDINARY SHARES (LQDA) - 1.26% | COCA-COLA CO (KO) - 1.01% |
| #13 | CARPENTER TECHNOLOGY CORP (CRS) - 1.21% | CHEVRON CORP (CVX) - 0.94% |
| #14 | n/a (AFRM) - 1.20% | PROCTER & GAMBLE CO (PG) - 0.89% |
| #15 | TRINET GROUP INC (TNET) - 1.19% | BOOKING HOLDINGS INC (BKNG) - 0.87% |
| #16 | WOODWARD INC (WWD) - 1.18% | CATERPILLAR INC (CAT) - 0.85% |
| #17 | ONTO INNOVATION INC (ONTO) - 1.15% | LINDE PLC (LIN) - 0.81% |
| #18 | QUALYS INC (QLYS) - 1.15% | GILEAD SCIENCES INC (GILD) - 0.79% |
| #19 | DIAMONDROCK HOSPITALITY CO (DRH) - 1.14% | CONOCOPHILLIPS (COP) - 0.75% |
| #20 | VAIL RESORTS INC (MTN) - 1.14% | VALERO ENERGY CORP (VLO) - 0.72% |
| #21 | POWELL INDUSTRIES INC (POWL) - 1.11% | COMCAST CORP CLASS A (CMCSA) - 0.31% |
| #22 | HALOZYME THERAPEUTICS INC (HALO) - 1.08% | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 0.30% |
| #23 | GRIFFON CORP (GFF) - 1.06% | BANK OF AMERICA CORP (BAC) - 0.30% |
| #24 | NEUROCRINE BIOSCIENCES INC (NBIX) - 1.05% | STEEL DYNAMICS INC (STLD) - 0.30% |
| #25 | KONTOOR BRANDS INC (KTB) - 1.04% | PACCAR INC (PCAR) - 0.29% |
| Total Holdings | 124 | 487 |
JSMD vs SFGV - Historical Returns
Returns include dividend reinvestment.
1M
JSMD
-0.75%
Winner
SFGV
+3.29%
3M
JSMD
+6.31%
Winner
SFGV
+6.97%
6M
Winner
JSMD
+12.06%
SFGV
+6.62%
1Y
JSMD
+23.35%
Winner
SFGV
+26.68%
5Y(CAGR)
JSMD
+7.92%
SFGV
N/A
10Y(CAGR)
JSMD
+13.08%
SFGV
N/A
Max(CAGR)
JSMD
+14.20%
Winner
SFGV
+18.36%
JSMD vs SFGV - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | JSMD | SFGV |
|---|---|---|
| 2026 | +17.55% | +15.92% |
| 2025 | +9.39% | +19.10% |
| 2024 | +15.97% | +10.72% |
| 2023 | +27.26% | N/A |
| 2022 | -23.04% | N/A |
| 2021 | +10.82% | N/A |
| 2020 | +29.98% | N/A |
| 2019 | +30.77% | N/A |
| 2018 | -4.60% | N/A |
| 2017 | +24.45% | N/A |
| 2016 | +24.38% | N/A |
JSMD vs SFGV Drawdown Comparison
The maximum drawdown for JSMD was -38.98%, occurring on Mar 23, 2020. Recovery took 126 trading sessions.
The maximum drawdown for SFGV was -14.50%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.
The current JSMD drawdown is -4.46%.
| Rank | JSMD | SFGV |
|---|---|---|
| #1 | -38.98% Jan 23, 2020 - Jul 23, 2020 | -14.50% Oct 14, 2024 - Jun 6, 2025 |
| #2 | -32.18% Nov 16, 2021 - Mar 28, 2024 | -8.36% Feb 27, 2026 - May 26, 2026 |
| #3 | -27.05% Sep 14, 2018 - Nov 26, 2019 | -5.88% Jul 16, 2024 - Aug 23, 2024 |
| #4 | -24.02% Dec 4, 2024 - Aug 22, 2025 | -4.87% Mar 28, 2024 - May 15, 2024 |
| #5 | -14.86% Jan 22, 2026 - Apr 17, 2026 | -4.00% Jul 23, 2025 - Aug 13, 2025 |
| #6 | -11.27% Jul 14, 2017 - Nov 29, 2017 | -3.79% Oct 3, 2025 - Oct 27, 2025 |
| #7 | -10.49% Sep 18, 2025 - Jan 15, 2026 | -3.63% Oct 27, 2025 - Nov 26, 2025 |
| #8 | -9.96% Jun 30, 2026 - Jul 29, 2026 | -3.46% Aug 30, 2024 - Sep 19, 2024 |
| #9 | -9.09% Jul 16, 2024 - Sep 19, 2024 | -3.00% May 17, 2024 - Jul 11, 2024 |
| #10 | -8.68% Jan 26, 2018 - Mar 9, 2018 | -1.91% Jul 10, 2025 - Jul 23, 2025 |
| #11 | -8.52% Feb 9, 2021 - Apr 16, 2021 | -1.86% Jun 4, 2026 - Jun 11, 2026 |
| #12 | -8.51% Apr 26, 2021 - Nov 3, 2021 | -1.76% Feb 12, 2024 - Feb 15, 2024 |
| #13 | -8.13% Sep 2, 2020 - Oct 7, 2020 | -1.51% Jun 12, 2025 - Jun 26, 2025 |
| #14 | -7.87% Jun 7, 2016 - Jul 11, 2016 | -1.46% Jun 16, 2026 - Jul 6, 2026 |
| #15 | -7.34% Mar 28, 2024 - Jul 15, 2024 | -1.39% Jan 15, 2026 - Jan 21, 2026 |
Correlation
Correlation between JSMD and SFGV is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2016 - 2026)
JSMD vs SFGV dividend yield comparison.
| Year | JSMD | SFGV |
|---|---|---|
| 2026 | 0.17% | 0.83% |
| 2025 | 0.54% | 2.52% |
| 2024 | 0.76% | 2.23% |
| 2023 | 0.44% | 0.00% |
| 2022 | 0.40% | 0.00% |
| 2021 | 0.28% | 0.00% |
| 2020 | 0.24% | 0.00% |
| 2019 | 0.32% | 0.00% |
| 2018 | 0.53% | 0.00% |
| 2017 | 0.30% | 0.00% |
| 2016 | 0.36% | 0.00% |
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