SFGV vs BBRE
Comparison between SEQUOIA GLOBAL VALUE ETF (SFGV, ETF) and JPMORGAN BETABUILDERS MSCI US REIT ETF (BBRE, ETF).
SFGV vs BBRE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SFGV
$1.10B
Winner
BBRE
$1.20B
Expense Ratio
SFGV
0.33%
Winner
BBRE
0.11%
Max Drawdown
Winner
SFGV
15.68%
BBRE
43.61%
Sharpe Ratio
Winner
SFGV
1.66
BBRE
1.05
5Y Beta
SFGV
0.68
Winner
BBRE
0.54
P/E Ratio
SFGV
N/A
BBRE
34.77
Forward P/E
SFGV
N/A
BBRE
35.48
5Y Dividends CAGR
SFGV
N/A
BBRE
4.87%
5Y EPS CAGR
SFGV
N/A
BBRE
9.34%
Debt to Equity
SFGV
N/A
BBRE
38.17%
P/S Ratio
SFGV
N/A
BBRE
7.40
P/B Ratio
SFGV
N/A
BBRE
2.40
SFGV vs BBRE - Holdings Comparison
SFGV and BBRE have 3 common holdings. Overlap is 0.00%
SFGV's top 25 holdings weight is 55.50%. BBRE's top 25 holdings weight is 71.11%.
| Rank | SFGV | BBRE |
|---|---|---|
| #1 | VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) - 10.03% | WELLTOWER INC (WELL) - 10.69% |
| #2 | ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 9.94% | PROLOGIS INC (PLD) - 9.78% |
| #3 | VANGUARD FTSE EMERGING MARKETS ETF (VWO) - 5.92% | SIMON PROPERTY GROUP INC (SPG) - 4.43% |
| #4 | AVANTIS REAL ESTATE ETF (AVRE) - 4.94% | DIGITAL REALTY TRUST INC (DLR) - 4.34% |
| #5 | AVANTIS INTERNATIONAL SMALL CAP VAL ETF (AVDV) - 4.85% | EQUINIX INC (EQIX) - 4.33% |
| #6 | AVANTIS EMERGING MARKETS VALUE ETF (AVES) - 3.94% | REALTY INCOME CORP (O) - 4.00% |
| #7 | APPLE INC (AAPL) - 1.82% | PUBLIC STORAGE (PSA) - 3.74% |
| #8 | JOHNSON & JOHNSON (JNJ) - 1.22% | IRON MOUNTAIN INC (IRM) - 3.00% |
| #9 | EXXON MOBIL CORP (XOM) - 1.20% | VENTAS INC (VTR) - 3.00% |
| #10 | CISCO SYSTEMS INC (CSCO) - 1.17% | EXTRA SPACE STORAGE INC (EXR) - 2.42% |
| #11 | COCA-COLA CO (KO) - 0.97% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.39% |
| #12 | MERCK & CO INC (MRK) - 0.97% | AVALONBAY COMMUNITIES INC (AVB) - 2.11% |
| #13 | QUALCOMM INC (QCOM) - 0.96% | EQUITY RESIDENTIAL (EQR) - 1.87% |
| #14 | CATERPILLAR INC (CAT) - 0.96% | ESSEX PROPERTY TRUST INC (ESS) - 1.48% |
| #15 | PROCTER & GAMBLE CO (PG) - 0.94% | INVITATION HOMES INC (INVH) - 1.42% |
| #16 | CHEVRON CORP (CVX) - 0.93% | KIMCO REALTY CORP (KIM) - 1.39% |
| #17 | LINDE PLC (LIN) - 0.89% | W.P. CAREY INC (WPC) - 1.35% |
| #18 | GILEAD SCIENCES INC (GILD) - 0.77% | HOST HOTELS & RESORTS INC (HST) - 1.35% |
| #19 | BOOKING HOLDINGS INC (BKNG) - 0.76% | SUN COMMUNITIES INC (SUI) - 1.29% |
| #20 | CONOCOPHILLIPS (COP) - 0.75% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.28% |
| #21 | VERIZON COMMUNICATIONS INC (VZ) - 0.33% | HEALTHPEAK PROPERTIES INC (DOC) - 1.19% |
| #22 | STEEL DYNAMICS INC (STLD) - 0.32% | REGENCY CENTERS CORP (REG) - 1.15% |
| #23 | COMCAST CORP CLASS A (CMCSA) - 0.31% | GAMING AND LEISURE PROPERTIES INC (GLPI) - 1.08% |
| #24 | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 0.31% | UDR INC (UDR) - 1.03% |
| #25 | NORTHROP GRUMMAN CORP (NOC) - 0.30% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.00% |
| Total Holdings | 486 | 111 |
SFGV vs BBRE - Historical Returns
Returns include dividend reinvestment.
1M
SFGV
+4.50%
Winner
BBRE
+4.51%
3M
SFGV
+7.53%
Winner
BBRE
+8.39%
6M
SFGV
+12.13%
Winner
BBRE
+15.77%
1Y
Winner
SFGV
+25.59%
BBRE
+18.76%
5Y(CAGR)
SFGV
N/A
BBRE
+4.84%
Max(CAGR)
Winner
SFGV
+17.91%
BBRE
+7.57%
SFGV vs BBRE - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | SFGV | BBRE |
|---|---|---|
| 2026 | +12.08% | +16.42% |
| 2025 | +19.10% | +3.06% |
| 2024 | +10.72% | +7.20% |
| 2023 | N/A | +14.06% |
| 2022 | N/A | -24.16% |
| 2021 | N/A | +48.23% |
| 2020 | N/A | -6.02% |
| 2019 | N/A | +28.24% |
| 2018 | N/A | -2.56% |
SFGV vs BBRE Drawdown Comparison
The maximum drawdown for SFGV was -14.50%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.
The maximum drawdown for BBRE was -43.61%, occurring on Mar 23, 2020. Recovery took 292 trading sessions.
The current BBRE drawdown is -0.63%.
| Rank | SFGV | BBRE |
|---|---|---|
| #1 | -14.50% Oct 14, 2024 - Jun 6, 2025 | -43.61% Feb 21, 2020 - Apr 20, 2021 |
| #2 | -8.36% Feb 27, 2026 - May 26, 2026 | -31.13% Dec 31, 2021 - Nov 26, 2024 |
| #3 | -5.88% Jul 16, 2024 - Aug 23, 2024 | -18.92% Nov 27, 2024 - Feb 10, 2026 |
| #4 | -4.87% Mar 28, 2024 - May 15, 2024 | -14.30% Aug 6, 2018 - Feb 5, 2019 |
| #5 | -4.00% Jul 23, 2025 - Aug 13, 2025 | -8.07% Mar 2, 2026 - Apr 16, 2026 |
| #6 | -3.79% Oct 3, 2025 - Oct 27, 2025 | -7.40% Sep 3, 2021 - Oct 26, 2021 |
| #7 | -3.63% Oct 27, 2025 - Nov 26, 2025 | -6.11% Oct 24, 2019 - Jan 21, 2020 |
| #8 | -3.46% Aug 30, 2024 - Sep 19, 2024 | -5.67% Nov 24, 2021 - Dec 8, 2021 |
| #9 | -3.00% May 17, 2024 - Jul 11, 2024 | -5.07% Jun 20, 2019 - Jul 10, 2019 |
| #10 | -1.91% Jul 10, 2025 - Jul 23, 2025 | -4.26% Apr 30, 2021 - May 24, 2021 |
| #11 | -1.86% Jun 4, 2026 - Jun 11, 2026 | -4.06% Apr 12, 2019 - May 3, 2019 |
| #12 | -1.76% Feb 12, 2024 - Feb 15, 2024 | -4.04% Jul 10, 2019 - Aug 19, 2019 |
| #13 | -1.51% Jun 12, 2025 - Jun 26, 2025 | -3.86% Jun 10, 2021 - Jul 12, 2021 |
| #14 | -1.39% Jan 15, 2026 - Jan 21, 2026 | -3.74% May 26, 2026 - Jun 9, 2026 |
| #15 | -1.28% Jan 29, 2024 - Feb 9, 2024 | -2.73% Apr 20, 2026 - May 6, 2026 |
Correlation
Correlation between SFGV and BBRE is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2018 - 2026)
SFGV vs BBRE dividend yield comparison.
| Year | SFGV | BBRE |
|---|---|---|
| 2026 | 0.26% | 0.38% |
| 2025 | 2.52% | 3.24% |
| 2024 | 2.23% | 3.19% |
| 2023 | 0.00% | 3.68% |
| 2022 | 0.00% | 2.62% |
| 2021 | 0.00% | 1.70% |
| 2020 | 0.00% | 3.17% |
| 2019 | 0.00% | 2.19% |
| 2018 | 0.00% | 1.96% |
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