SFGV vs XAGG
Comparison between SEQUOIA GLOBAL VALUE ETF (SFGV, ETF) and EATON VANCE INCOME OPPORTUNITIES ETF (XAGG, ETF).
SFGV vs XAGG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SFGV
$1.20B
Winner
XAGG
$1.30B
Expense Ratio
Winner
SFGV
0.33%
XAGG
0.50%
Max Drawdown
SFGV
15.68%
Winner
XAGG
3.58%
Sharpe Ratio
Winner
SFGV
1.81
XAGG
0.68
5Y Beta
SFGV
0.67
Winner
XAGG
0.16
SFGV vs XAGG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SFGV
+3.29%
XAGG
+0.32%
3M
Winner
SFGV
+6.97%
XAGG
+0.98%
6M
Winner
SFGV
+6.62%
XAGG
+0.97%
1Y
SFGV
+26.68%
XAGG
N/A
Max(CAGR)
Winner
SFGV
+18.36%
XAGG
+6.20%
SFGV vs XAGG - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | SFGV | XAGG |
|---|---|---|
| 2026 | +15.92% | +2.69% |
| 2025 | +19.10% | +1.61% |
| 2024 | +10.72% | N/A |
SFGV vs XAGG Drawdown Comparison
The maximum drawdown for SFGV was -14.50%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.
The maximum drawdown for XAGG was -2.88%, occurring on Mar 30, 2026. Recovery took 75 trading sessions.
| Rank | SFGV | XAGG |
|---|---|---|
| #1 | -14.50% Oct 14, 2024 - Jun 6, 2025 | -2.88% Feb 27, 2026 - Jun 16, 2026 |
| #2 | -8.36% Feb 27, 2026 - May 26, 2026 | -1.02% Jul 6, 2026 - Aug 5, 2026 |
| #3 | -5.88% Jul 16, 2024 - Aug 23, 2024 | -0.71% Dec 4, 2025 - Dec 22, 2025 |
| #4 | -4.87% Mar 28, 2024 - May 15, 2024 | -0.60% Jun 16, 2026 - Jun 29, 2026 |
| #5 | -4.00% Jul 23, 2025 - Aug 13, 2025 | -0.36% Nov 13, 2025 - Nov 21, 2025 |
| #6 | -3.79% Oct 3, 2025 - Oct 27, 2025 | -0.31% Jan 14, 2026 - Jan 22, 2026 |
| #7 | -3.63% Oct 27, 2025 - Nov 26, 2025 | -0.22% Nov 28, 2025 - Dec 3, 2025 |
| #8 | -3.46% Aug 30, 2024 - Sep 19, 2024 | -0.22% Feb 10, 2026 - Feb 12, 2026 |
| #9 | -3.00% May 17, 2024 - Jul 11, 2024 | -0.19% Jan 30, 2026 - Feb 6, 2026 |
| #10 | -1.91% Jul 10, 2025 - Jul 23, 2025 | -0.18% Jun 29, 2026 - Jul 6, 2026 |
| #11 | -1.86% Jun 4, 2026 - Jun 11, 2026 | -0.16% Aug 5, 2026 - Aug 7, 2026 |
| #12 | -1.76% Feb 12, 2024 - Feb 15, 2024 | -0.16% Dec 24, 2025 - Jan 2, 2026 |
| #13 | -1.51% Jun 12, 2025 - Jun 26, 2025 | -0.13% Jan 6, 2026 - Jan 9, 2026 |
| #14 | -1.46% Jun 16, 2026 - Jul 6, 2026 | -0.08% Nov 10, 2025 - Nov 12, 2025 |
| #15 | -1.39% Jan 15, 2026 - Jan 21, 2026 | -0.06% Jan 9, 2026 - Jan 14, 2026 |
Correlation
Correlation between SFGV and XAGG is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2024 - 2026)
SFGV vs XAGG dividend yield comparison.
| Year | SFGV | XAGG |
|---|---|---|
| 2026 | 0.83% | 4.00% |
| 2025 | 2.52% | 1.02% |
| 2024 | 2.23% | 0.00% |
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