SGLC vs ATFV
Comparison between SGI U.S. LARGE CAP CORE ETF (SGLC, ETF) and ALGER 35 ETF (ATFV, ETF).
SGLC vs ATFV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SGLC
$198M
Winner
ATFV
$198M
Expense Ratio
SGLC
0.85%
Winner
ATFV
0.56%
Max Drawdown
Winner
SGLC
26.64%
ATFV
45.37%
Sharpe Ratio
Winner
SGLC
1.43
ATFV
0.95
5Y Beta
Winner
SGLC
1.00
ATFV
1.40
P/E Ratio
Winner
SGLC
24.53
ATFV
47.00
Forward P/E
Winner
SGLC
18.97
ATFV
26.36
PEG Ratio
Winner
SGLC
0.15
ATFV
0.34
5Y EPS CAGR
SGLC
29.68%
Winner
ATFV
38.62%
Debt to Equity
SGLC
58.39%
ATFV
N/A
P/S Ratio
Winner
SGLC
2.97
ATFV
4.10
P/B Ratio
Winner
SGLC
4.90
ATFV
9.08
SGLC vs ATFV - Holdings Comparison
SGLC and ATFV have 10 common holdings. Overlap is 28.19%
SGLC's top 25 holdings weight is 67.96%. ATFV's top 25 holdings weight is 89.22%.
| Rank | SGLC | ATFV |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.67% | NVIDIA CORP (NVDA) - 11.96% |
| #2 | APPLE INC (AAPL) - 6.88% | ALPHABET INC CLASS A (GOOGL) - 7.57% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 5.98% | AMAZON.COM INC (AMZN) - 7.17% |
| #4 | MICROSOFT CORP (MSFT) - 5.72% | NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 6.78% |
| #5 | AMAZON.COM INC (AMZN) - 3.52% | MICROSOFT CORP (MSFT) - 5.48% |
| #6 | META PLATFORMS INC CLASS A (META) - 2.99% | WESTERN DIGITAL CORP (WDC) - 4.87% |
| #7 | REGENERON PHARMACEUTICALS INC (REGN) - 2.82% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 4.27% |
| #8 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.38% | META PLATFORMS INC CLASS A (META) - 4.12% |
| #9 | EMCOR GROUP INC (EME) - 2.21% | SPACE EXPLORATION TECHNOLOGIES CORP CLASS A (SPCX) - 3.23% |
| #10 | MICRON TECHNOLOGY INC (MU) - 2.21% | TWILIO INC CLASS A (TWLO) - 3.02% |
| #11 | BROADCOM INC (AVGO) - 2.19% | ASTERA LABS INC (ALAB) - 2.73% |
| #12 | COCA-COLA CO (KO) - 2.09% | FERVO ENERGY CO CLASS A (FRVO) - 2.33% |
| #13 | BANK OF AMERICA CORP (BAC) - 1.96% | THE GOLDMAN SACHS GROUP INC (GS) - 2.22% |
| #14 | MASTERCARD INC CLASS A (MA) - 1.93% | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 2.16% |
| #15 | ELI LILLY AND CO (LLY) - 1.92% | NOVO NORDISK AS ADR (NVO) - 2.11% |
| #16 | JPMORGAN CHASE & CO (JPM) - 1.88% | MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 2.06% |
| #17 | CBRE GROUP INC CLASS A (CBRE) - 1.85% | ANTHROPIC (n/a) - 1.98% |
| #18 | FOX CORP CLASS B (FOX) - 1.75% | ABIVAX SA ADR (ABVX) - 1.97% |
| #19 | BOOKING HOLDINGS INC (BKNG) - 1.71% | SPOTIFY TECHNOLOGY SA (SPOT) - 1.96% |
| #20 | NEWMONT CORP (NEM) - 1.64% | LAM RESEARCH CORP (LRCX) - 1.92% |
| #21 | MERCK & CO INC (MRK) - 1.23% | LUMENTUM HOLDINGS INC (LITE) - 1.92% |
| #22 | TESLA INC (TSLA) - 1.22% | ELI LILLY AND CO (LLY) - 1.90% |
| #23 | FREEPORT-MCMORAN INC (FCX) - 1.21% | NATERA INC (NTRA) - 1.89% |
| #24 | STATE STREET®ENGYSELSECTSPDR®ETF (XLE) - 1.09% | APPLIED OPTOELECTRONICS INC (AAOI) - 1.83% |
| #25 | MONSTER BEVERAGE CORP (MNST) - 0.91% | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 1.77% |
| Total Holdings | 130 | 36 |
SGLC vs ATFV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SGLC
+1.13%
ATFV
-4.18%
3M
Winner
SGLC
+6.11%
ATFV
+5.52%
6M
Winner
SGLC
+10.10%
ATFV
+9.02%
1Y
SGLC
+25.42%
Winner
ATFV
+27.28%
5Y(CAGR)
SGLC
N/A
ATFV
+11.93%
Max(CAGR)
Winner
SGLC
+21.28%
ATFV
+13.76%
SGLC vs ATFV - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | SGLC | ATFV |
|---|---|---|
| 2026 | +12.62% | +8.89% |
| 2025 | +17.30% | +35.72% |
| 2024 | +20.63% | +50.40% |
| 2023 | +18.91% | +34.41% |
| 2022 | N/A | -36.08% |
| 2021 | N/A | +4.19% |
SGLC vs ATFV Drawdown Comparison
The maximum drawdown for SGLC was -20.24%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.
The maximum drawdown for ATFV was -45.34%, occurring on Dec 28, 2022. Recovery took 736 trading sessions.
The current SGLC drawdown is -2.23%. The current ATFV drawdown is -8.49%.
| Rank | SGLC | ATFV |
|---|---|---|
| #1 | -20.24% Nov 27, 2024 - Jul 24, 2025 | -45.34% Nov 8, 2021 - Oct 14, 2024 |
| #2 | -10.03% Aug 1, 2023 - Nov 22, 2023 | -29.01% Jan 22, 2025 - Jun 16, 2025 |
| #3 | -9.67% Jan 28, 2026 - Apr 14, 2026 | -18.29% Oct 29, 2025 - Apr 22, 2026 |
| #4 | -8.97% Jul 10, 2024 - Oct 11, 2024 | -10.43% Jun 1, 2026 - Jul 17, 2026 |
| #5 | -5.03% Apr 1, 2024 - May 10, 2024 | -8.42% Sep 10, 2021 - Oct 19, 2021 |
| #6 | -4.64% Nov 12, 2025 - Dec 5, 2025 | -6.61% May 4, 2021 - May 26, 2021 |
| #7 | -4.33% Jun 2, 2026 - Jul 10, 2026 | -5.42% Oct 9, 2025 - Oct 27, 2025 |
| #8 | -4.00% Oct 14, 2024 - Nov 7, 2024 | -5.35% Aug 12, 2025 - Sep 8, 2025 |
| #9 | -3.49% Jan 12, 2026 - Jan 27, 2026 | -5.07% Dec 16, 2024 - Jan 6, 2025 |
| #10 | -3.32% Apr 28, 2023 - May 18, 2023 | -4.73% Jan 6, 2025 - Jan 21, 2025 |
| #11 | -2.89% Apr 13, 2023 - Apr 28, 2023 | -4.65% Jul 6, 2021 - Jul 23, 2021 |
| #12 | -2.60% Dec 11, 2025 - Dec 22, 2025 | -4.52% Jul 23, 2021 - Aug 27, 2021 |
| #13 | -2.59% May 14, 2026 - May 26, 2026 | -4.25% May 14, 2026 - May 21, 2026 |
| #14 | -2.51% Oct 2, 2025 - Oct 24, 2025 | -3.77% Oct 29, 2024 - Nov 6, 2024 |
| #15 | -2.47% Oct 28, 2025 - Nov 11, 2025 | -3.23% Jun 30, 2025 - Jul 17, 2025 |
Correlation
Correlation between SGLC and ATFV is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2022 - 2025)
SGLC vs ATFV dividend yield comparison.
| Year | SGLC | ATFV |
|---|---|---|
| 2025 | 0.23% | 0.20% |
| 2024 | 8.68% | 0.16% |
| 2023 | 1.49% | 0.01% |
| 2022 | 0.00% | 0.06% |
Select Stocks to Compare
Popular: SGLC vs SPYATFV vs SPY
More Comparisons
Compare with similar stocks