SFGV vs CHPY
Comparison between SEQUOIA GLOBAL VALUE ETF (SFGV, ETF) and YIELDMAX(R) SEMICONDUCTOR PORTFOLIO OPTION INCOME ETF (CHPY, ETF).
SFGV vs CHPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SFGV
$1.20B
CHPY
$1.20B
Expense Ratio
Winner
SFGV
0.33%
CHPY
1.03%
Max Drawdown
Winner
SFGV
15.68%
CHPY
31.07%
Sharpe Ratio
SFGV
1.81
Winner
CHPY
1.96
5Y Beta
Winner
SFGV
0.67
CHPY
1.77
P/E Ratio
SFGV
N/A
CHPY
53.15
Forward P/E
SFGV
N/A
CHPY
25.24
PEG Ratio
SFGV
N/A
CHPY
0.05
5Y EPS CAGR
SFGV
N/A
CHPY
23.82%
P/S Ratio
SFGV
N/A
CHPY
1.38
P/B Ratio
SFGV
N/A
CHPY
8.16
SFGV vs CHPY - Holdings Comparison
SFGV and CHPY have 3 common holdings. Overlap is -1.64%
SFGV's top 25 holdings weight is 54.64%. CHPY's top 25 holdings weight is 93.93%.
| Rank | SFGV | CHPY |
|---|---|---|
| #1 | ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 9.92% | NVIDIA CORP (NVDA) - 5.33% |
| #2 | VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) - 9.68% | LAM RESEARCH CORP (LRCX) - 5.13% |
| #3 | VANGUARD FTSE EMERGING MARKETS ETF (VWO) - 5.82% | ADVANCED MICRO DEVICES INC (AMD) - 5.13% |
| #4 | AVANTIS REAL ESTATE ETF (AVRE) - 4.96% | MARVELL TECHNOLOGY INC (MRVL) - 4.99% |
| #5 | AVANTIS INTERNATIONAL SMALL CAP VAL ETF (AVDV) - 4.94% | BROADCOM INC (AVGO) - 4.96% |
| #6 | AVANTIS EMERGING MARKETS VALUE ETF (AVES) - 3.74% | INTEL CORP (INTC) - 4.90% |
| #7 | APPLE INC (AAPL) - 1.85% | ASTERA LABS INC (ALAB) - 4.74% |
| #8 | JOHNSON & JOHNSON (JNJ) - 1.27% | UNITED MICROELECTRONICS CORP ADR (UMC) - 4.48% |
| #9 | EXXONMOBIL HOLDINGS CORP (XOM) - 1.22% | MICRON TECHNOLOGY INC (MU) - 4.36% |
| #10 | CISCO SYSTEMS INC (CSCO) - 1.10% | ASML HOLDING NV ADR (ASML) - 3.90% |
| #11 | MERCK & CO INC (MRK) - 1.01% | KLA CORP (KLAC) - 3.86% |
| #12 | COCA-COLA CO (KO) - 1.01% | ACM RESEARCH INC CLASS A (ACMR) - 3.81% |
| #13 | CHEVRON CORP (CVX) - 0.94% | ASE TECHNOLOGY HOLDING CO LTD ADR (ASX) - 3.78% |
| #14 | PROCTER & GAMBLE CO (PG) - 0.89% | ARM HOLDINGS PLC ADR (ARM) - 3.75% |
| #15 | BOOKING HOLDINGS INC (BKNG) - 0.87% | APPLIED MATERIALS INC (AMAT) - 3.65% |
| #16 | CATERPILLAR INC (CAT) - 0.85% | STMICROELECTRONICS NV ADR (STM) - 3.64% |
| #17 | LINDE PLC (LIN) - 0.81% | n/a (TSM) - 3.16% |
| #18 | GILEAD SCIENCES INC (GILD) - 0.79% | TEXAS INSTRUMENTS INC (TXN) - 2.87% |
| #19 | CONOCOPHILLIPS (COP) - 0.75% | NXP SEMICONDUCTORS NV (NXPI) - 2.74% |
| #20 | VALERO ENERGY CORP (VLO) - 0.72% | ANALOG DEVICES INC (ADI) - 2.65% |
| #21 | COMCAST CORP CLASS A (CMCSA) - 0.31% | QUALCOMM INC (QCOM) - 2.65% |
| #22 | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 0.30% | LATTICE SEMICONDUCTOR CORP (LSCC) - 2.50% |
| #23 | BANK OF AMERICA CORP (BAC) - 0.30% | MICROCHIP TECHNOLOGY INC (MCHP) - 2.38% |
| #24 | STEEL DYNAMICS INC (STLD) - 0.30% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.37% |
| #25 | PACCAR INC (PCAR) - 0.29% | OTHER ASSETS AND LIABILITIES (n/a) - 2.20% |
| Total Holdings | 487 | 99 |
SFGV vs CHPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SFGV
+3.29%
CHPY
-2.43%
3M
SFGV
+6.97%
Winner
CHPY
+9.98%
6M
SFGV
+6.62%
Winner
CHPY
+47.41%
1Y
SFGV
+26.68%
Winner
CHPY
+103.73%
Max(CAGR)
SFGV
+18.36%
Winner
CHPY
+109.05%
SFGV vs CHPY - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | SFGV | CHPY |
|---|---|---|
| 2026 | +15.92% | +59.66% |
| 2025 | +19.10% | +62.71% |
| 2024 | +10.72% | N/A |
SFGV vs CHPY Drawdown Comparison
The maximum drawdown for SFGV was -14.50%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.
The maximum drawdown for CHPY was -27.57%, occurring on Jul 29, 2026. This drawdown has not yet recovered.
The current CHPY drawdown is -15.49%.
| Rank | SFGV | CHPY |
|---|---|---|
| #1 | -14.50% Oct 14, 2024 - Jun 6, 2025 | -27.57% Jun 22, 2026 - Jul 29, 2026 |
| #2 | -8.36% Feb 27, 2026 - May 26, 2026 | -12.19% Feb 25, 2026 - Apr 8, 2026 |
| #3 | -5.88% Jul 16, 2024 - Aug 23, 2024 | -10.94% Jun 3, 2026 - Jun 15, 2026 |
| #4 | -4.87% Mar 28, 2024 - May 15, 2024 | -10.62% Oct 29, 2025 - Dec 5, 2025 |
| #5 | -4.00% Jul 23, 2025 - Aug 13, 2025 | -8.76% Apr 9, 2025 - Apr 25, 2025 |
| #6 | -3.79% Oct 3, 2025 - Oct 27, 2025 | -8.75% Apr 3, 2025 - Apr 9, 2025 |
| #7 | -3.63% Oct 27, 2025 - Nov 26, 2025 | -8.36% Dec 10, 2025 - Jan 2, 2026 |
| #8 | -3.46% Aug 30, 2024 - Sep 19, 2024 | -6.28% Jan 28, 2026 - Feb 11, 2026 |
| #9 | -3.00% May 17, 2024 - Jul 11, 2024 | -5.75% Oct 8, 2025 - Oct 16, 2025 |
| #10 | -1.91% Jul 10, 2025 - Jul 23, 2025 | -4.78% May 14, 2026 - May 21, 2026 |
| #11 | -1.86% Jun 4, 2026 - Jun 11, 2026 | -4.51% Jun 15, 2026 - Jun 18, 2026 |
| #12 | -1.76% Feb 12, 2024 - Feb 15, 2024 | -4.25% Apr 24, 2026 - Apr 30, 2026 |
| #13 | -1.51% Jun 12, 2025 - Jun 26, 2025 | -4.00% Aug 14, 2025 - Sep 10, 2025 |
| #14 | -1.46% Jun 16, 2026 - Jul 6, 2026 | -3.46% Jul 30, 2025 - Aug 12, 2025 |
| #15 | -1.39% Jan 15, 2026 - Jan 21, 2026 | -3.01% May 14, 2025 - Jun 3, 2025 |
Correlation
Correlation between SFGV and CHPY is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (2024 - 2026)
SFGV vs CHPY dividend yield comparison.
| Year | SFGV | CHPY |
|---|---|---|
| 2026 | 0.83% | 24.22% |
| 2025 | 2.52% | 28.19% |
| 2024 | 2.23% | 0.00% |
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