SFGV vs AVIV
Comparison between SEQUOIA GLOBAL VALUE ETF (SFGV, ETF) and AVANTIS INTERNATIONAL LARGE CAP VALUE ETF (AVIV, ETF).
SFGV vs AVIV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SFGV
$1.10B
Winner
AVIV
$1.20B
Expense Ratio
SFGV
0.33%
Winner
AVIV
0.25%
Max Drawdown
Winner
SFGV
15.68%
AVIV
29.14%
Sharpe Ratio
SFGV
1.85
Winner
AVIV
2.15
5Y Beta
SFGV
0.68
Winner
AVIV
0.67
SFGV vs AVIV - Holdings Comparison
SFGV and AVIV have 1 common holdings. Overlap is 0.00%
SFGV's top 25 holdings weight is 54.76%. AVIV's top 25 holdings weight is 28.21%.
| Rank | SFGV | AVIV |
|---|---|---|
| #1 | VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) - 10.22% | n/a (SHEL) - 2.27% |
| #2 | ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 10.06% | BANCO BILBAO VIZCAYA ARGENTARIA SA ADR (BBVA) - 1.96% |
| #3 | VANGUARD FTSE EMERGING MARKETS ETF (VWO) - 6.23% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.72% |
| #4 | AVANTIS REAL ESTATE ETF (AVRE) - 5.24% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 1.37% |
| #5 | AVANTIS INTERNATIONAL SMALL CAP VAL ETF (AVDV) - 5.09% | HSBC HOLDINGS PLC ADR (HSBC) - 1.36% |
| #6 | AVANTIS EMERGING MARKETS VALUE ETF (AVES) - 4.12% | BHP GROUP LTD ADR (BHP) - 1.35% |
| #7 | APPLE INC (AAPL) - 1.78% | TOTALENERGIES SE (TTE:XPAR) - 1.30% |
| #8 | EXXON MOBIL CORP (XOM) - 1.00% | REPSOL SA (n/a) - 1.28% |
| #9 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.98% | BP PLC ADR (BP) - 1.26% |
| #10 | JPMORGAN CHASE & CO (JPM) - 0.95% | GSK PLC ADR (GSK) - 1.19% |
| #11 | JOHNSON & JOHNSON (JNJ) - 0.91% | ROYAL BANK OF CANADA (RY) - 1.04% |
| #12 | CATERPILLAR INC (CAT) - 0.84% | TOYOTA MOTOR CORP ADR (TM) - 0.98% |
| #13 | CISCO SYSTEMS INC (CSCO) - 0.77% | ASML HOLDING NV ADR (ASML) - 0.97% |
| #14 | CHEVRON CORP (CVX) - 0.77% | SUNCOR ENERGY INC (SU) - 0.97% |
| #15 | ABBVIE INC (ABBV) - 0.73% | UNICREDIT SPA (n/a) - 0.94% |
| #16 | PROCTER & GAMBLE CO (PG) - 0.73% | ENI SPA ADR (E) - 0.92% |
| #17 | COCA-COLA CO (KO) - 0.71% | VINCI SA (n/a) - 0.90% |
| #18 | LINDE PLC (LIN) - 0.69% | ZURICH INSURANCE GROUP AG (n/a) - 0.90% |
| #19 | THE HOME DEPOT INC (HD) - 0.67% | CANADIAN NATURAL RESOURCES LTD (CNQ) - 0.87% |
| #20 | CONOCOPHILLIPS (COP) - 0.66% | ALLIANZ SE (n/a) - 0.83% |
| #21 | CORTEVA INC (CTVA) - 0.33% | RWE AG CLASS A (n/a) - 0.79% |
| #22 | CITIGROUP INC (C) - 0.32% | SAFRAN SA (n/a) - 0.78% |
| #23 | MORGAN STANLEY (MS) - 0.32% | CANADIAN IMPERIAL BANK OF COMMERCE (CM) - 0.77% |
| #24 | EBAY INC (EBAY) - 0.32% | INTESA SANPAOLO (n/a) - 0.75% |
| #25 | ELECTRONIC ARTS INC (EA) - 0.32% | UBS GROUP AG REGISTERED SHARES (n/a) - 0.74% |
| Total Holdings | 478 | 634 |
SFGV vs AVIV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SFGV
+1.67%
AVIV
+0.83%
3M
SFGV
-0.44%
Winner
AVIV
+0.40%
6M
SFGV
+13.11%
Winner
AVIV
+17.86%
1Y
SFGV
+27.74%
Winner
AVIV
+38.61%
5Y(CAGR)
SFGV
N/A
AVIV
+13.89%
Max(CAGR)
Winner
SFGV
+17.20%
AVIV
+13.89%
SFGV vs AVIV - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | SFGV | AVIV |
|---|---|---|
| 2026 | +8.65% | +9.84% |
| 2025 | +19.10% | +42.08% |
| 2024 | +10.72% | +5.24% |
| 2023 | N/A | +18.14% |
| 2022 | N/A | -9.00% |
| 2021 | N/A | +1.92% |
SFGV vs AVIV Drawdown Comparison
The maximum drawdown for SFGV was -14.50%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.
The maximum drawdown for AVIV was -27.72%, occurring on Sep 27, 2022. Recovery took 384 trading sessions.
The current SFGV drawdown is -1.42%. The current AVIV drawdown is -1.76%.
| Rank | SFGV | AVIV |
|---|---|---|
| #1 | -14.50% Oct 14, 2024 - Jun 6, 2025 | -27.72% Jan 14, 2022 - Jul 28, 2023 |
| #2 | -8.36% Feb 27, 2026 - Mar 20, 2026 | -14.13% Mar 19, 2025 - Apr 28, 2025 |
| #3 | -5.88% Jul 16, 2024 - Aug 23, 2024 | -10.78% Feb 27, 2026 - Mar 20, 2026 |
| #4 | -4.87% Mar 28, 2024 - May 15, 2024 | -9.85% Jul 31, 2023 - Dec 13, 2023 |
| #5 | -4.00% Jul 23, 2025 - Aug 13, 2025 | -8.07% Sep 26, 2024 - Feb 13, 2025 |
| #6 | -3.79% Oct 3, 2025 - Oct 27, 2025 | -7.53% Jul 17, 2024 - Aug 21, 2024 |
| #7 | -3.63% Oct 27, 2025 - Nov 26, 2025 | -7.09% Nov 8, 2021 - Jan 7, 2022 |
| #8 | -3.46% Aug 30, 2024 - Sep 19, 2024 | -4.75% Nov 12, 2025 - Dec 3, 2025 |
| #9 | -3.00% May 17, 2024 - Jul 11, 2024 | -4.46% May 20, 2024 - Jul 12, 2024 |
| #10 | -1.91% Jul 10, 2025 - Jul 23, 2025 | -4.35% Dec 27, 2023 - Feb 23, 2024 |
| #11 | -1.76% Feb 12, 2024 - Feb 15, 2024 | -4.21% Apr 9, 2024 - May 14, 2024 |
| #12 | -1.51% Jun 12, 2025 - Jun 26, 2025 | -3.92% Aug 30, 2024 - Sep 19, 2024 |
| #13 | -1.39% Jan 15, 2026 - Jan 21, 2026 | -3.48% Jul 23, 2025 - Aug 12, 2025 |
| #14 | -1.28% Jan 29, 2024 - Feb 9, 2024 | -2.97% Oct 6, 2025 - Oct 27, 2025 |
| #15 | -1.24% Aug 22, 2025 - Sep 8, 2025 | -2.34% Mar 7, 2025 - Mar 17, 2025 |
Correlation
Correlation between SFGV and AVIV 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 AVIV dividend yield comparison.
| Year | SFGV | AVIV |
|---|---|---|
| 2026 | 0.26% | 0.13% |
| 2025 | 2.52% | 3.01% |
| 2024 | 2.23% | 3.46% |
| 2023 | 0.00% | 3.64% |
| 2022 | 0.00% | 2.84% |
| 2021 | 0.00% | 0.57% |
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