SMMU vs SFGV
Comparison between PIMCO SHORT TERM MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND (SMMU, ETF) and SEQUOIA GLOBAL VALUE ETF (SFGV, ETF).
SMMU vs SFGV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SMMU
$1.10B
SFGV
$1.10B
Expense Ratio
SMMU
0.35%
Winner
SFGV
0.33%
Max Drawdown
Winner
SMMU
5.87%
SFGV
15.68%
Sharpe Ratio
SMMU
0.40
Winner
SFGV
1.85
5Y Beta
Winner
SMMU
0.00
SFGV
0.68
5Y Dividends CAGR
SMMU
23.53%
SFGV
N/A
SMMU vs SFGV - Historical Returns
Returns include dividend reinvestment.
1M
SMMU
+0.12%
Winner
SFGV
+1.67%
3M
Winner
SMMU
+0.03%
SFGV
-0.44%
6M
SMMU
+1.40%
Winner
SFGV
+13.11%
1Y
SMMU
+4.25%
Winner
SFGV
+27.74%
5Y(CAGR)
SMMU
+1.87%
SFGV
N/A
10Y(CAGR)
SMMU
+1.79%
SFGV
N/A
Max(CAGR)
SMMU
+1.52%
Winner
SFGV
+17.20%
SMMU vs SFGV - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | SMMU | SFGV |
|---|---|---|
| 2026 | +0.78% | +8.65% |
| 2025 | +4.06% | +19.10% |
| 2024 | +2.65% | +10.72% |
| 2023 | +4.19% | N/A |
| 2022 | -2.49% | N/A |
| 2021 | +0.18% | N/A |
| 2020 | +2.85% | N/A |
| 2019 | +3.34% | N/A |
| 2018 | +1.45% | N/A |
| 2017 | +1.72% | N/A |
| 2016 | -0.96% | N/A |
| 2015 | +0.97% | N/A |
| 2014 | +0.38% | N/A |
| 2013 | +0.15% | N/A |
| 2012 | +1.19% | N/A |
| 2011 | +1.90% | N/A |
| 2010 | +0.74% | N/A |
SMMU vs SFGV Drawdown Comparison
The maximum drawdown for SMMU was -5.09%, occurring on Mar 20, 2020. Recovery took 61 trading sessions.
The maximum drawdown for SFGV was -14.50%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.
The current SMMU drawdown is -0.23%. The current SFGV drawdown is -1.42%.
| Rank | SMMU | SFGV |
|---|---|---|
| #1 | -5.09% Mar 9, 2020 - Jun 4, 2020 | -14.50% Oct 14, 2024 - Jun 6, 2025 |
| #2 | -4.76% Aug 3, 2021 - Nov 22, 2023 | -8.36% Feb 27, 2026 - Mar 20, 2026 |
| #3 | -3.53% Aug 31, 2016 - Apr 21, 2017 | -5.88% Jul 16, 2024 - Aug 23, 2024 |
| #4 | -1.95% Apr 4, 2025 - Jun 5, 2025 | -4.87% Mar 28, 2024 - May 15, 2024 |
| #5 | -1.87% Apr 19, 2013 - Feb 28, 2014 | -4.00% Jul 23, 2025 - Aug 13, 2025 |
| #6 | -1.43% Sep 29, 2010 - May 16, 2011 | -3.79% Oct 3, 2025 - Oct 27, 2025 |
| #7 | -1.31% Sep 5, 2017 - Jul 23, 2018 | -3.63% Oct 27, 2025 - Nov 26, 2025 |
| #8 | -1.04% Oct 2, 2024 - Dec 3, 2024 | -3.46% Aug 30, 2024 - Sep 19, 2024 |
| #9 | -1.04% Jun 6, 2017 - Aug 21, 2017 | -3.00% May 17, 2024 - Jul 11, 2024 |
| #10 | -0.98% Dec 6, 2024 - Feb 4, 2025 | -1.91% Jul 10, 2025 - Jul 23, 2025 |
| #11 | -0.84% Aug 19, 2019 - Dec 13, 2019 | -1.76% Feb 12, 2024 - Feb 15, 2024 |
| #12 | -0.78% Sep 10, 2018 - Dec 6, 2018 | -1.51% Jun 12, 2025 - Jun 26, 2025 |
| #13 | -0.77% Feb 27, 2026 - Mar 24, 2026 | -1.39% Jan 15, 2026 - Jan 21, 2026 |
| #14 | -0.71% Aug 3, 2011 - Aug 18, 2011 | -1.28% Jan 29, 2024 - Feb 9, 2024 |
| #15 | -0.68% Mar 13, 2024 - May 15, 2024 | -1.24% Aug 22, 2025 - Sep 8, 2025 |
Correlation
Correlation between SMMU and SFGV is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2010 - 2026)
SMMU vs SFGV dividend yield comparison.
| Year | SMMU | SFGV |
|---|---|---|
| 2026 | 0.91% | 0.26% |
| 2025 | 2.80% | 2.52% |
| 2024 | 3.03% | 2.23% |
| 2023 | 2.79% | 0.00% |
| 2022 | 1.37% | 0.00% |
| 2021 | 0.60% | 0.00% |
| 2020 | 1.19% | 0.00% |
| 2019 | 1.82% | 0.00% |
| 2018 | 1.57% | 0.00% |
| 2017 | 1.41% | 0.00% |
| 2016 | 1.03% | 0.00% |
| 2015 | 0.89% | 0.00% |
| 2014 | 0.67% | 0.00% |
| 2013 | 0.50% | 0.00% |
| 2012 | 1.05% | 0.00% |
| 2011 | 1.04% | 0.00% |
| 2010 | 1.05% | 0.00% |
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