SFGV vs FFLC
Comparison between SEQUOIA GLOBAL VALUE ETF (SFGV, ETF) and FIDELITY FUNDAMENTAL LARGE CAP CORE ETF (FFLC, ETF).
SFGV vs FFLC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SFGV
$1.10B
FFLC
$1.10B
Expense Ratio
Winner
SFGV
0.33%
FFLC
0.38%
Max Drawdown
Winner
SFGV
15.68%
FFLC
19.93%
Sharpe Ratio
SFGV
1.81
Winner
FFLC
1.91
5Y Beta
Winner
SFGV
0.68
FFLC
0.99
P/E Ratio
Winner
SFGV
21.85
FFLC
26.18
Forward P/E
Winner
SFGV
15.93
FFLC
20.70
PEG Ratio
SFGV
N/A
FFLC
0.35
5Y Dividends CAGR
SFGV
N/A
FFLC
18.33%
5Y EPS CAGR
SFGV
10.53%
Winner
FFLC
31.73%
Debt to Equity
SFGV
-24.35%
FFLC
N/A
P/S Ratio
Winner
SFGV
1.61
FFLC
2.40
P/B Ratio
Winner
SFGV
3.38
FFLC
4.96
SFGV vs FFLC - Holdings Comparison
SFGV and FFLC have 39 common holdings. Overlap is 12.30%
SFGV's top 25 holdings weight is 56.64%. FFLC's top 25 holdings weight is 61.42%.
| Rank | SFGV | FFLC |
|---|---|---|
| #1 | VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) - 10.25% | NVIDIA CORP (NVDA) - 8.76% |
| #2 | ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 10.06% | ALPHABET INC CLASS A (GOOGL) - 6.84% |
| #3 | VANGUARD FTSE EMERGING MARKETS ETF (VWO) - 6.28% | AMAZON.COM INC (AMZN) - 5.20% |
| #4 | AVANTIS REAL ESTATE ETF (AVRE) - 5.24% | META PLATFORMS INC CLASS A (META) - 3.96% |
| #5 | AVANTIS INTERNATIONAL SMALL CAP VAL ETF (AVDV) - 5.10% | APPLE INC (AAPL) - 3.50% |
| #6 | AVANTIS EMERGING MARKETS VALUE ETF (AVES) - 4.14% | MICROSOFT CORP (MSFT) - 3.44% |
| #7 | APPLE INC (AAPL) - 1.82% | BROADCOM INC (AVGO) - 2.37% |
| #8 | EXXON MOBIL CORP (XOM) - 1.02% | EXXON MOBIL CORP (XOM) - 2.31% |
| #9 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.96% | BOEING CO (BA) - 2.08% |
| #10 | JPMORGAN CHASE & CO (JPM) - 0.94% | WESTERN DIGITAL CORP (WDC) - 1.89% |
| #11 | CATERPILLAR INC (CAT) - 0.90% | n/a (TSM) - 1.74% |
| #12 | JOHNSON & JOHNSON (JNJ) - 0.90% | GE VERNOVA INC (GEV) - 1.72% |
| #13 | CISCO SYSTEMS INC (CSCO) - 0.83% | BANK OF AMERICA CORP (BAC) - 1.69% |
| #14 | CHEVRON CORP (CVX) - 0.78% | VISA INC CLASS A (V) - 1.68% |
| #15 | ABBVIE INC (ABBV) - 0.77% | WELLS FARGO & CO (WFC) - 1.60% |
| #16 | COCA-COLA CO (KO) - 0.71% | n/a (n/a) - 1.53% |
| #17 | PROCTER & GAMBLE CO (PG) - 0.70% | GE AEROSPACE (GE) - 1.49% |
| #18 | QUALCOMM INC (QCOM) - 0.67% | n/a (SHEL) - 1.43% |
| #19 | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.67% | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP (WAB) - 1.41% |
| #20 | LINDE PLC (LIN) - 0.66% | CUMMINS INC (CMI) - 1.28% |
| #21 | CONOCOPHILLIPS (COP) - 0.66% | ELI LILLY AND CO (LLY) - 1.28% |
| #22 | VISA INC CLASS A (V) - 0.66% | BANK OF NEW YORK MELLON CORP (BK) - 1.15% |
| #23 | MERCK & CO INC (MRK) - 0.66% | AMPHENOL CORP CLASS A (APH) - 1.11% |
| #24 | THE HOME DEPOT INC (HD) - 0.64% | CHUBB LTD (CB) - 0.99% |
| #25 | ALTRIA GROUP INC (MO) - 0.62% | IMPERIAL OIL LTD (IMO) - 0.97% |
| Total Holdings | 468 | 106 |
SFGV vs FFLC - Historical Returns
Returns include dividend reinvestment.
1M
SFGV
+1.83%
Winner
FFLC
+6.71%
3M
SFGV
-1.30%
Winner
FFLC
+5.55%
6M
Winner
SFGV
+11.23%
FFLC
+9.70%
1Y
SFGV
+24.63%
Winner
FFLC
+28.34%
5Y(CAGR)
SFGV
N/A
FFLC
+16.07%
Max(CAGR)
SFGV
+17.07%
Winner
FFLC
+20.53%
SFGV vs FFLC - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | SFGV | FFLC |
|---|---|---|
| 2026 | +8.52% | +8.03% |
| 2025 | +19.10% | +17.56% |
| 2024 | +10.72% | +29.25% |
| 2023 | N/A | +25.99% |
| 2022 | N/A | -0.92% |
| 2021 | N/A | +25.91% |
| 2020 | N/A | +18.76% |
SFGV vs FFLC Drawdown Comparison
The maximum drawdown for SFGV was -14.50%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.
The maximum drawdown for FFLC was -19.72%, occurring on Apr 8, 2025. Recovery took 106 trading sessions.
The current SFGV drawdown is -1.53%. The current FFLC drawdown is -0.40%.
| Rank | SFGV | FFLC |
|---|---|---|
| #1 | -14.50% Oct 14, 2024 - Jun 6, 2025 | -19.72% Jan 23, 2025 - Jun 26, 2025 |
| #2 | -8.36% Feb 27, 2026 - Mar 20, 2026 | -15.86% Apr 20, 2022 - Jan 26, 2023 |
| #3 | -5.88% Jul 16, 2024 - Aug 23, 2024 | -11.19% Jun 8, 2020 - Nov 5, 2020 |
| #4 | -4.87% Mar 28, 2024 - May 15, 2024 | -9.98% Feb 9, 2026 - Apr 14, 2026 |
| #5 | -4.00% Jul 23, 2025 - Aug 13, 2025 | -9.39% Aug 1, 2023 - Nov 20, 2023 |
| #6 | -3.79% Oct 3, 2025 - Oct 27, 2025 | -8.94% Jul 16, 2024 - Sep 19, 2024 |
| #7 | -3.63% Oct 27, 2025 - Nov 26, 2025 | -8.03% Oct 26, 2021 - Jan 4, 2022 |
| #8 | -3.46% Aug 30, 2024 - Sep 19, 2024 | -7.67% Feb 15, 2023 - May 18, 2023 |
| #9 | -3.00% May 17, 2024 - Jul 11, 2024 | -6.79% Jun 8, 2021 - Oct 19, 2021 |
| #10 | -1.91% Jul 10, 2025 - Jul 23, 2025 | -6.59% Jan 11, 2022 - Mar 25, 2022 |
| #11 | -1.76% Feb 12, 2024 - Feb 15, 2024 | -6.38% Mar 8, 2021 - Apr 28, 2021 |
| #12 | -1.51% Jun 12, 2025 - Jun 26, 2025 | -5.83% Oct 29, 2025 - Dec 23, 2025 |
| #13 | -1.39% Jan 15, 2026 - Jan 21, 2026 | -5.32% Jan 14, 2021 - Feb 8, 2021 |
| #14 | -1.28% Jan 29, 2024 - Feb 9, 2024 | -4.89% Mar 28, 2024 - May 9, 2024 |
| #15 | -1.24% Aug 22, 2025 - Sep 8, 2025 | -4.52% Dec 4, 2024 - Jan 22, 2025 |
Correlation
Correlation between SFGV and FFLC is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2020 - 2026)
SFGV vs FFLC dividend yield comparison.
| Year | SFGV | FFLC |
|---|---|---|
| 2026 | 0.26% | 0.20% |
| 2025 | 2.52% | 1.10% |
| 2024 | 2.23% | 0.82% |
| 2023 | 0.00% | 0.57% |
| 2022 | 0.00% | 1.67% |
| 2021 | 0.00% | 1.68% |
| 2020 | 0.00% | 0.89% |
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