SFGV vs RLY
Comparison between SEQUOIA GLOBAL VALUE ETF (SFGV, ETF) and STATE STREET(R) MULTI-ASSET REAL RETURN ETF (RLY, ETF).
SFGV vs RLY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SFGV
$1.10B
Winner
RLY
$1.20B
Expense Ratio
Winner
SFGV
0.33%
RLY
0.50%
Max Drawdown
Winner
SFGV
15.68%
RLY
46.18%
Sharpe Ratio
SFGV
1.58
Winner
RLY
1.78
5Y Beta
SFGV
0.68
Winner
RLY
0.41
P/E Ratio
SFGV
21.71
RLY
N/A
Forward P/E
SFGV
15.79
RLY
N/A
5Y Dividends CAGR
SFGV
N/A
RLY
16.06%
5Y EPS CAGR
SFGV
11.06%
RLY
N/A
Debt to Equity
SFGV
35.61%
RLY
N/A
P/S Ratio
SFGV
1.53
RLY
N/A
P/B Ratio
SFGV
3.62
RLY
N/A
SFGV vs RLY - Holdings Comparison
SFGV and RLY have 0 common holdings. Overlap is 0.00%
SFGV's top 25 holdings weight is 57.29%. RLY's top 25 holdings weight is 99.93%.
| Rank | SFGV | RLY |
|---|---|---|
| #1 | VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) - 10.03% | SPDR® S&P® GLOBAL INFRASTRUCTURE ETF (GII) - 24.20% |
| #2 | ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 9.94% | SPDR® S&P GLOBAL NATURAL RESOURCES ETF (GNR) - 22.47% |
| #3 | VANGUARD FTSE EMERGING MARKETS ETF (VWO) - 5.92% | SPDR BLMBRG ENH ROLL Y CMD STGY NOK-1ETF (CERY) - 22.12% |
| #4 | AVANTIS REAL ESTATE ETF (AVRE) - 4.94% | SPDR® BLMBG 1-10 YEAR TIPS ETF (TIPX) - 9.97% |
| #5 | AVANTIS INTERNATIONAL SMALL CAP VAL ETF (AVDV) - 4.85% | THE ENERGY SELECT SECTOR SPDR® ETF (XLE) - 6.46% |
| #6 | AVANTIS EMERGING MARKETS VALUE ETF (AVES) - 3.94% | SPDR® FTSE INTL GOVT INFL-PROTD BD ETF (WIP) - 4.85% |
| #7 | APPLE INC (AAPL) - 1.82% | SPDR® BLMBG 1-3 MTH T-BILL ETF (BIL) - 4.55% |
| #8 | JOHNSON & JOHNSON (JNJ) - 1.22% | SPDR® S&P METALS AND MINING ETF (XME) - 4.29% |
| #9 | EXXON MOBIL CORP (XOM) - 1.20% | SPDR® DOW JONES® REIT ETF (RWR) - 0.51% |
| #10 | CISCO SYSTEMS INC (CSCO) - 1.17% | SPDR® DOW JONES® INTERNATIONAL RELESTETF (RWX) - 0.27% |
| #11 | MERCK & CO INC (MRK) - 0.97% | VANECK AGRIBUSINESS ETF (MOO) - 0.24% |
| #12 | COCA-COLA CO (KO) - 0.97% | N/A |
| #13 | CATERPILLAR INC (CAT) - 0.96% | N/A |
| #14 | QUALCOMM INC (QCOM) - 0.96% | N/A |
| #15 | PROCTER & GAMBLE CO (PG) - 0.94% | N/A |
| #16 | CHEVRON CORP (CVX) - 0.93% | N/A |
| #17 | LINDE PLC (LIN) - 0.89% | N/A |
| #18 | GILEAD SCIENCES INC (GILD) - 0.77% | N/A |
| #19 | BOOKING HOLDINGS INC (BKNG) - 0.76% | N/A |
| #20 | CONOCOPHILLIPS (COP) - 0.75% | N/A |
| #21 | PEPSICO INC (PEP) - 0.72% | N/A |
| #22 | ALTRIA GROUP INC (MO) - 0.70% | N/A |
| #23 | MCKESSON CORP (MCK) - 0.69% | N/A |
| #24 | GENERAL DYNAMICS CORP (GD) - 0.63% | N/A |
| #25 | ILLINOIS TOOL WORKS INC (ITW) - 0.62% | N/A |
| Total Holdings | 526 | 11 |
SFGV vs RLY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SFGV
+2.64%
RLY
-3.95%
3M
Winner
SFGV
+6.05%
RLY
-1.81%
6M
SFGV
+12.13%
Winner
RLY
+14.37%
1Y
Winner
SFGV
+25.27%
RLY
+24.15%
5Y(CAGR)
SFGV
N/A
RLY
+10.24%
10Y(CAGR)
SFGV
N/A
RLY
+8.16%
Max(CAGR)
Winner
SFGV
+17.33%
RLY
+4.59%
SFGV vs RLY - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | SFGV | RLY |
|---|---|---|
| 2026 | +10.86% | +11.85% |
| 2025 | +19.10% | +19.44% |
| 2024 | +10.72% | +2.65% |
| 2023 | N/A | +4.03% |
| 2022 | N/A | +7.15% |
| 2021 | N/A | +22.87% |
| 2020 | N/A | -0.85% |
| 2019 | N/A | +15.37% |
| 2018 | N/A | -12.47% |
| 2017 | N/A | +10.30% |
| 2016 | N/A | +12.88% |
| 2015 | N/A | -15.09% |
| 2014 | N/A | -5.89% |
| 2013 | N/A | -4.17% |
| 2012 | N/A | +3.50% |
SFGV vs RLY Drawdown Comparison
The maximum drawdown for SFGV was -14.50%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.
The maximum drawdown for RLY was -37.74%, occurring on Mar 18, 2020. Recovery took 1673 trading sessions.
The current SFGV drawdown is -1.14%. The current RLY drawdown is -5.08%.
| Rank | SFGV | RLY |
|---|---|---|
| #1 | -14.50% Oct 14, 2024 - Jun 6, 2025 | -37.74% Jul 2, 2014 - Feb 24, 2021 |
| #2 | -8.36% Feb 27, 2026 - May 26, 2026 | -18.95% Jun 7, 2022 - Oct 1, 2024 |
| #3 | -5.88% Jul 16, 2024 - Aug 23, 2024 | -12.53% Sep 14, 2012 - May 14, 2014 |
| #4 | -4.87% Mar 28, 2024 - May 15, 2024 | -10.07% Oct 7, 2024 - May 20, 2025 |
| #5 | -4.00% Jul 23, 2025 - Aug 13, 2025 | -9.23% May 1, 2012 - Sep 7, 2012 |
| #6 | -3.79% Oct 3, 2025 - Oct 27, 2025 | -8.50% Apr 18, 2022 - Jun 7, 2022 |
| #7 | -3.63% Oct 27, 2025 - Nov 26, 2025 | -7.10% Oct 20, 2021 - Jan 7, 2022 |
| #8 | -3.46% Aug 30, 2024 - Sep 19, 2024 | -6.47% Jun 11, 2021 - Oct 5, 2021 |
| #9 | -3.00% May 17, 2024 - Jul 11, 2024 | -5.08% May 12, 2026 - Jun 17, 2026 |
| #10 | -1.91% Jul 10, 2025 - Jul 23, 2025 | -4.38% Mar 11, 2021 - Apr 15, 2021 |
| #11 | -1.86% Jun 4, 2026 - Jun 11, 2026 | -4.08% Mar 8, 2022 - Mar 21, 2022 |
| #12 | -1.76% Feb 12, 2024 - Feb 15, 2024 | -3.71% Jan 29, 2026 - Feb 9, 2026 |
| #13 | -1.51% Jun 12, 2025 - Jun 26, 2025 | -3.23% Feb 24, 2021 - Mar 10, 2021 |
| #14 | -1.39% Jan 15, 2026 - Jan 21, 2026 | -3.22% Mar 2, 2026 - Apr 2, 2026 |
| #15 | -1.28% Jan 29, 2024 - Feb 9, 2024 | -2.87% Nov 12, 2025 - Nov 28, 2025 |
Correlation
Correlation between SFGV and RLY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2012 - 2026)
SFGV vs RLY dividend yield comparison.
| Year | SFGV | RLY |
|---|---|---|
| 2026 | 0.26% | 0.10% |
| 2025 | 2.52% | 3.24% |
| 2024 | 2.23% | 3.31% |
| 2023 | 0.00% | 3.71% |
| 2022 | 0.00% | 5.66% |
| 2021 | 0.00% | 12.15% |
| 2020 | 0.00% | 2.16% |
| 2019 | 0.00% | 3.45% |
| 2018 | 0.00% | 2.76% |
| 2017 | 0.00% | 1.85% |
| 2016 | 0.00% | 2.07% |
| 2015 | 0.00% | 1.80% |
| 2014 | 0.00% | 1.89% |
| 2013 | 0.00% | 2.15% |
| 2012 | 0.00% | 1.83% |
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