SFGV vs AVLC
Comparison between SEQUOIA GLOBAL VALUE ETF (SFGV, ETF) and AVANTIS U.S. LARGE CAP EQUITY ETF (AVLC, ETF).
SFGV vs AVLC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SFGV
$1.10B
Winner
AVLC
$1.20B
Expense Ratio
SFGV
0.33%
Winner
AVLC
0.15%
Max Drawdown
Winner
SFGV
15.68%
AVLC
19.85%
Sharpe Ratio
SFGV
1.81
Winner
AVLC
2.15
5Y Beta
Winner
SFGV
0.68
AVLC
0.99
P/E Ratio
Winner
SFGV
21.85
AVLC
25.21
Forward P/E
Winner
SFGV
15.93
AVLC
18.92
5Y EPS CAGR
SFGV
10.53%
Winner
AVLC
23.48%
Debt to Equity
SFGV
-24.35%
AVLC
N/A
P/S Ratio
Winner
SFGV
1.61
AVLC
2.63
P/B Ratio
Winner
SFGV
3.38
AVLC
4.38
SFGV vs AVLC - Holdings Comparison
SFGV and AVLC have 267 common holdings. Overlap is 30.25%
SFGV's top 25 holdings weight is 56.64%. AVLC's top 25 holdings weight is 39.43%.
| Rank | SFGV | AVLC |
|---|---|---|
| #1 | VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) - 10.25% | NVIDIA CORP (NVDA) - 4.93% |
| #2 | ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 10.06% | APPLE INC (AAPL) - 4.89% |
| #3 | VANGUARD FTSE EMERGING MARKETS ETF (VWO) - 6.28% | MICROSOFT CORP (MSFT) - 3.93% |
| #4 | AVANTIS REAL ESTATE ETF (AVRE) - 5.24% | AMAZON.COM INC (AMZN) - 3.50% |
| #5 | AVANTIS INTERNATIONAL SMALL CAP VAL ETF (AVDV) - 5.10% | ALPHABET INC CLASS A (GOOGL) - 2.37% |
| #6 | AVANTIS EMERGING MARKETS VALUE ETF (AVES) - 4.14% | META PLATFORMS INC CLASS A (META) - 2.29% |
| #7 | APPLE INC (AAPL) - 1.82% | ALPHABET INC CLASS C (GOOG) - 1.86% |
| #8 | EXXON MOBIL CORP (XOM) - 1.02% | BROADCOM INC (AVGO) - 1.79% |
| #9 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.96% | EXXON MOBIL CORP (XOM) - 1.28% |
| #10 | JPMORGAN CHASE & CO (JPM) - 0.94% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #11 | CATERPILLAR INC (CAT) - 0.90% | MICRON TECHNOLOGY INC (MU) - 1.17% |
| #12 | JOHNSON & JOHNSON (JNJ) - 0.90% | CATERPILLAR INC (CAT) - 0.89% |
| #13 | CISCO SYSTEMS INC (CSCO) - 0.83% | LAM RESEARCH CORP (LRCX) - 0.86% |
| #14 | CHEVRON CORP (CVX) - 0.78% | TESLA INC (TSLA) - 0.82% |
| #15 | ABBVIE INC (ABBV) - 0.77% | WALMART INC (WMT) - 0.79% |
| #16 | COCA-COLA CO (KO) - 0.71% | COSTCO WHOLESALE CORP (COST) - 0.78% |
| #17 | PROCTER & GAMBLE CO (PG) - 0.70% | MERCK & CO INC (MRK) - 0.77% |
| #18 | QUALCOMM INC (QCOM) - 0.67% | VISA INC CLASS A (V) - 0.74% |
| #19 | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.67% | ELI LILLY AND CO (LLY) - 0.73% |
| #20 | LINDE PLC (LIN) - 0.66% | APPLIED MATERIALS INC (AMAT) - 0.71% |
| #21 | CONOCOPHILLIPS (COP) - 0.66% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.68% |
| #22 | VISA INC CLASS A (V) - 0.66% | JOHNSON & JOHNSON (JNJ) - 0.66% |
| #23 | MERCK & CO INC (MRK) - 0.66% | CHEVRON CORP (CVX) - 0.60% |
| #24 | THE HOME DEPOT INC (HD) - 0.64% | CONOCOPHILLIPS (COP) - 0.56% |
| #25 | ALTRIA GROUP INC (MO) - 0.62% | KLA CORP (KLAC) - 0.55% |
| Total Holdings | 468 | 892 |
SFGV vs AVLC - Historical Returns
Returns include dividend reinvestment.
1M
SFGV
+1.83%
Winner
AVLC
+8.05%
3M
SFGV
-1.30%
Winner
AVLC
+7.07%
6M
SFGV
+11.23%
Winner
AVLC
+12.49%
1Y
SFGV
+24.63%
Winner
AVLC
+31.47%
Max(CAGR)
SFGV
+17.07%
Winner
AVLC
+25.30%
SFGV vs AVLC - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | SFGV | AVLC |
|---|---|---|
| 2026 | +8.52% | +10.80% |
| 2025 | +19.10% | +17.70% |
| 2024 | +10.72% | +23.60% |
| 2023 | N/A | +12.04% |
SFGV vs AVLC Drawdown Comparison
The maximum drawdown for SFGV was -14.50%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.
The maximum drawdown for AVLC was -19.64%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.
The current SFGV drawdown is -1.53%.
| Rank | SFGV | AVLC |
|---|---|---|
| #1 | -14.50% Oct 14, 2024 - Jun 6, 2025 | -19.64% Feb 19, 2025 - Jun 27, 2025 |
| #2 | -8.36% Feb 27, 2026 - Mar 20, 2026 | -8.83% Jul 16, 2024 - Sep 19, 2024 |
| #3 | -5.88% Jul 16, 2024 - Aug 23, 2024 | -8.00% Feb 25, 2026 - Apr 14, 2026 |
| #4 | -4.87% Mar 28, 2024 - May 15, 2024 | -6.11% Oct 17, 2023 - Nov 10, 2023 |
| #5 | -4.00% Jul 23, 2025 - Aug 13, 2025 | -5.70% Mar 28, 2024 - May 15, 2024 |
| #6 | -3.79% Oct 3, 2025 - Oct 27, 2025 | -5.18% Oct 29, 2025 - Dec 3, 2025 |
| #7 | -3.63% Oct 27, 2025 - Nov 26, 2025 | -4.82% Dec 4, 2024 - Jan 23, 2025 |
| #8 | -3.46% Aug 30, 2024 - Sep 19, 2024 | -3.22% Oct 8, 2025 - Oct 24, 2025 |
| #9 | -3.00% May 17, 2024 - Jul 11, 2024 | -2.80% Dec 11, 2025 - Dec 24, 2025 |
| #10 | -1.91% Jul 10, 2025 - Jul 23, 2025 | -2.56% Oct 18, 2024 - Nov 6, 2024 |
| #11 | -1.76% Feb 12, 2024 - Feb 15, 2024 | -2.44% Jul 25, 2025 - Aug 12, 2025 |
| #12 | -1.51% Jun 12, 2025 - Jun 26, 2025 | -2.18% Dec 28, 2023 - Jan 19, 2024 |
| #13 | -1.39% Jan 15, 2026 - Jan 21, 2026 | -2.14% Nov 11, 2024 - Nov 22, 2024 |
| #14 | -1.28% Jan 29, 2024 - Feb 9, 2024 | -2.09% Jan 12, 2026 - Jan 26, 2026 |
| #15 | -1.24% Aug 22, 2025 - Sep 8, 2025 | -2.00% Feb 2, 2026 - Feb 6, 2026 |
Correlation
Correlation between SFGV and AVLC is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2023 - 2026)
SFGV vs AVLC dividend yield comparison.
| Year | SFGV | AVLC |
|---|---|---|
| 2026 | 0.26% | 0.18% |
| 2025 | 2.52% | 0.92% |
| 2024 | 2.23% | 1.09% |
| 2023 | 0.00% | 0.38% |
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