PMBS vs SFGV
Comparison between PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS, ETF) and SEQUOIA GLOBAL VALUE ETF (SFGV, ETF).
PMBS vs SFGV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PMBS
$1.10B
SFGV
$1.10B
Expense Ratio
PMBS
0.71%
Winner
SFGV
0.33%
Max Drawdown
Winner
PMBS
5.84%
SFGV
15.68%
Sharpe Ratio
PMBS
0.86
Winner
SFGV
1.85
5Y Beta
Winner
PMBS
0.03
SFGV
0.68
PMBS vs SFGV - Historical Returns
Returns include dividend reinvestment.
1M
PMBS
+0.17%
Winner
SFGV
+1.67%
3M
Winner
PMBS
+0.31%
SFGV
-0.44%
6M
PMBS
+2.25%
Winner
SFGV
+13.11%
1Y
PMBS
+8.02%
Winner
SFGV
+27.74%
Max(CAGR)
PMBS
+4.52%
Winner
SFGV
+17.20%
PMBS vs SFGV - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | PMBS | SFGV |
|---|---|---|
| 2026 | +1.55% | +8.65% |
| 2025 | +8.91% | +19.10% |
| 2024 | -2.75% | +10.72% |
PMBS vs SFGV Drawdown Comparison
The maximum drawdown for PMBS was -4.35%, occurring on Jan 13, 2025. Recovery took 104 trading sessions.
The maximum drawdown for SFGV was -14.50%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.
The current PMBS drawdown is -1.04%. The current SFGV drawdown is -1.42%.
| Rank | PMBS | SFGV |
|---|---|---|
| #1 | -4.35% Sep 27, 2024 - Feb 28, 2025 | -14.50% Oct 14, 2024 - Jun 6, 2025 |
| #2 | -3.04% Apr 4, 2025 - Jun 26, 2025 | -8.36% Feb 27, 2026 - Mar 20, 2026 |
| #3 | -2.83% Feb 27, 2026 - Mar 26, 2026 | -5.88% Jul 16, 2024 - Aug 23, 2024 |
| #4 | -1.06% Jun 30, 2025 - Aug 1, 2025 | -4.87% Mar 28, 2024 - May 15, 2024 |
| #5 | -0.88% Oct 28, 2025 - Nov 25, 2025 | -4.00% Jul 23, 2025 - Aug 13, 2025 |
| #6 | -0.79% Sep 15, 2025 - Oct 10, 2025 | -3.79% Oct 3, 2025 - Oct 27, 2025 |
| #7 | -0.77% Mar 3, 2025 - Apr 1, 2025 | -3.63% Oct 27, 2025 - Nov 26, 2025 |
| #8 | -0.70% Nov 26, 2025 - Dec 18, 2025 | -3.46% Aug 30, 2024 - Sep 19, 2024 |
| #9 | -0.51% Jan 14, 2026 - Jan 26, 2026 | -3.00% May 17, 2024 - Jul 11, 2024 |
| #10 | -0.42% Aug 13, 2025 - Aug 22, 2025 | -1.91% Jul 10, 2025 - Jul 23, 2025 |
| #11 | -0.35% Jun 26, 2025 - Jun 30, 2025 | -1.76% Feb 12, 2024 - Feb 15, 2024 |
| #12 | -0.35% Aug 6, 2025 - Aug 13, 2025 | -1.51% Jun 12, 2025 - Jun 26, 2025 |
| #13 | -0.34% Sep 8, 2025 - Sep 11, 2025 | -1.39% Jan 15, 2026 - Jan 21, 2026 |
| #14 | -0.32% Dec 30, 2025 - Jan 7, 2026 | -1.28% Jan 29, 2024 - Feb 9, 2024 |
| #15 | -0.30% Sep 24, 2024 - Sep 27, 2024 | -1.24% Aug 22, 2025 - Sep 8, 2025 |
Correlation
Correlation between PMBS and SFGV is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2024 - 2026)
PMBS vs SFGV dividend yield comparison.
| Year | PMBS | SFGV |
|---|---|---|
| 2026 | 1.59% | 0.26% |
| 2025 | 4.73% | 2.52% |
| 2024 | 1.59% | 2.23% |
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