SFGV vs AVES
Comparison between SEQUOIA GLOBAL VALUE ETF (SFGV, ETF) and AVANTIS EMERGING MARKETS VALUE ETF (AVES, ETF).
SFGV vs AVES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SFGV
$1.10B
Winner
AVES
$1.20B
Expense Ratio
Winner
SFGV
0.33%
AVES
0.36%
Max Drawdown
Winner
SFGV
15.68%
AVES
28.22%
Sharpe Ratio
SFGV
1.85
Winner
AVES
2.12
5Y Beta
SFGV
0.68
Winner
AVES
0.66
SFGV vs AVES - Holdings Comparison
SFGV and AVES have 1 common holdings. Overlap is -0.04%
SFGV's top 25 holdings weight is 54.76%. AVES's top 25 holdings weight is 18.21%.
| Rank | SFGV | AVES |
|---|---|---|
| #1 | VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) - 10.22% | ASE TECHNOLOGY HOLDING CO LTD ADR (ASX) - 1.19% |
| #2 | ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 10.06% | VALE SA ADR (VALE) - 1.15% |
| #3 | VANGUARD FTSE EMERGING MARKETS ETF (VWO) - 6.23% | HYUNDAI MOTOR CO (n/a) - 1.09% |
| #4 | AVANTIS REAL ESTATE ETF (AVRE) - 5.24% | HANA FINANCIAL GROUP INC (n/a) - 1.04% |
| #5 | AVANTIS INTERNATIONAL SMALL CAP VAL ETF (AVDV) - 5.09% | CTBC FINANCIAL HOLDING CO LTD (n/a) - 0.91% |
| #6 | AVANTIS EMERGING MARKETS VALUE ETF (AVES) - 4.12% | WOORI FINANCIAL GROUP INC (n/a) - 0.82% |
| #7 | APPLE INC (AAPL) - 1.78% | SHINHAN FINANCIAL GROUP CO LTD ADR (SHG) - 0.80% |
| #8 | EXXON MOBIL CORP (XOM) - 1.00% | KB FINANCIAL GROUP INC ADR (KB) - 0.79% |
| #9 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.98% | KIA CORP (n/a) - 0.78% |
| #10 | JPMORGAN CHASE & CO (JPM) - 0.95% | CHINA HONGQIAO GROUP LTD (n/a) - 0.78% |
| #11 | JOHNSON & JOHNSON (JNJ) - 0.91% | n/a (n/a) - 0.76% |
| #12 | CATERPILLAR INC (CAT) - 0.84% | FUBON FINANCIAL HOLDINGS CO LTD (n/a) - 0.75% |
| #13 | CISCO SYSTEMS INC (CSCO) - 0.77% | LG ELECTRONICS INC (n/a) - 0.72% |
| #14 | CHEVRON CORP (CVX) - 0.77% | INNOLUX CORP (n/a) - 0.69% |
| #15 | ABBVIE INC (ABBV) - 0.73% | GOLD CIRCUIT ELECTRONICS LTD (n/a) - 0.68% |
| #16 | PROCTER & GAMBLE CO (PG) - 0.73% | ANTA SPORTS PRODUCTS LTD (n/a) - 0.67% |
| #17 | COCA-COLA CO (KO) - 0.71% | CATHAY FINANCIAL HOLDING CO LTD (n/a) - 0.66% |
| #18 | LINDE PLC (LIN) - 0.69% | n/a (n/a) - 0.66% |
| #19 | THE HOME DEPOT INC (HD) - 0.67% | n/a (n/a) - 0.65% |
| #20 | CONOCOPHILLIPS (COP) - 0.66% | n/a (n/a) - 0.64% |
| #21 | CORTEVA INC (CTVA) - 0.33% | NTPC LTD (n/a) - 0.40% |
| #22 | CITIGROUP INC (C) - 0.32% | HINDALCO INDUSTRIES LTD (n/a) - 0.40% |
| #23 | MORGAN STANLEY (MS) - 0.32% | L & K ENGINEERING CO LTD (n/a) - 0.40% |
| #24 | EBAY INC (EBAY) - 0.32% | SK TELECOM CO LTD ADR (SKM) - 0.39% |
| #25 | ELECTRONIC ARTS INC (EA) - 0.32% | KOREA INVESTMENT HOLDINGS CO LTD (n/a) - 0.39% |
| Total Holdings | 478 | 1670 |
SFGV vs AVES - Historical Returns
Returns include dividend reinvestment.
1M
SFGV
+1.67%
Winner
AVES
+7.49%
3M
SFGV
-0.44%
Winner
AVES
+5.81%
6M
SFGV
+13.11%
Winner
AVES
+19.70%
1Y
SFGV
+27.74%
Winner
AVES
+44.36%
5Y(CAGR)
SFGV
N/A
AVES
+10.39%
Max(CAGR)
Winner
SFGV
+17.20%
AVES
+10.39%
SFGV vs AVES - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | SFGV | AVES |
|---|---|---|
| 2026 | +8.65% | +14.57% |
| 2025 | +19.10% | +30.47% |
| 2024 | +10.72% | +5.94% |
| 2023 | N/A | +16.19% |
| 2022 | N/A | -16.49% |
| 2021 | N/A | +1.32% |
SFGV vs AVES Drawdown Comparison
The maximum drawdown for SFGV was -14.50%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.
The maximum drawdown for AVES was -27.41%, occurring on Oct 24, 2022. Recovery took 560 trading sessions.
The current SFGV drawdown is -1.42%.
| Rank | SFGV | AVES |
|---|---|---|
| #1 | -14.50% Oct 14, 2024 - Jun 6, 2025 | -27.41% Jan 12, 2022 - Apr 8, 2024 |
| #2 | -8.36% Feb 27, 2026 - Mar 20, 2026 | -18.49% Oct 2, 2024 - Jun 4, 2025 |
| #3 | -5.88% Jul 16, 2024 - Aug 23, 2024 | -12.90% Feb 25, 2026 - May 6, 2026 |
| #4 | -4.87% Mar 28, 2024 - May 15, 2024 | -8.51% Jul 12, 2024 - Sep 24, 2024 |
| #5 | -4.00% Jul 23, 2025 - Aug 13, 2025 | -5.43% Oct 25, 2021 - Jan 11, 2022 |
| #6 | -3.79% Oct 3, 2025 - Oct 27, 2025 | -4.76% Apr 9, 2024 - May 2, 2024 |
| #7 | -3.63% Oct 27, 2025 - Nov 26, 2025 | -4.68% May 17, 2024 - Jul 11, 2024 |
| #8 | -3.46% Aug 30, 2024 - Sep 19, 2024 | -4.55% Sep 17, 2025 - Oct 23, 2025 |
| #9 | -3.00% May 17, 2024 - Jul 11, 2024 | -3.87% Nov 12, 2025 - Dec 22, 2025 |
| #10 | -1.91% Jul 10, 2025 - Jul 23, 2025 | -3.72% Jul 23, 2025 - Aug 13, 2025 |
| #11 | -1.76% Feb 12, 2024 - Feb 15, 2024 | -2.63% Jun 12, 2025 - Jun 24, 2025 |
| #12 | -1.51% Jun 12, 2025 - Jun 26, 2025 | -2.40% Jan 28, 2026 - Feb 9, 2026 |
| #13 | -1.39% Jan 15, 2026 - Jan 21, 2026 | -2.21% Oct 27, 2025 - Nov 10, 2025 |
| #14 | -1.28% Jan 29, 2024 - Feb 9, 2024 | -1.92% Oct 1, 2021 - Oct 14, 2021 |
| #15 | -1.24% Aug 22, 2025 - Sep 8, 2025 | -1.85% Aug 22, 2025 - Sep 8, 2025 |
Correlation
Correlation between SFGV and AVES is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2021 - 2026)
SFGV vs AVES dividend yield comparison.
| Year | SFGV | AVES |
|---|---|---|
| 2026 | 0.26% | 0.10% |
| 2025 | 2.52% | 3.17% |
| 2024 | 2.23% | 4.09% |
| 2023 | 0.00% | 3.96% |
| 2022 | 0.00% | 3.70% |
| 2021 | 0.00% | 0.62% |
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