STRV vs SFGV
Comparison between STRIVE 500 ETF (STRV, ETF) and SEQUOIA GLOBAL VALUE ETF (SFGV, ETF).
STRV vs SFGV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
STRV
$1.10B
SFGV
$1.10B
Expense Ratio
Winner
STRV
0.05%
SFGV
0.33%
Max Drawdown
STRV
19.18%
Winner
SFGV
15.68%
Sharpe Ratio
Winner
STRV
1.92
SFGV
1.81
5Y Beta
STRV
0.98
Winner
SFGV
0.68
P/E Ratio
STRV
28.90
Winner
SFGV
21.85
Forward P/E
STRV
21.87
Winner
SFGV
15.93
5Y EPS CAGR
Winner
STRV
25.46%
SFGV
10.53%
Debt to Equity
STRV
24.14%
Winner
SFGV
-24.35%
P/S Ratio
STRV
3.72
Winner
SFGV
1.61
P/B Ratio
STRV
5.57
Winner
SFGV
3.38
STRV vs SFGV - Holdings Comparison
STRV and SFGV have 173 common holdings. Overlap is 27.38%
STRV's top 25 holdings weight is 50.74%. SFGV's top 25 holdings weight is 56.64%.
| Rank | STRV | SFGV |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.54% | VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) - 10.25% |
| #2 | APPLE INC (AAPL) - 6.49% | ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 10.06% |
| #3 | MICROSOFT CORP (MSFT) - 4.98% | VANGUARD FTSE EMERGING MARKETS ETF (VWO) - 6.28% |
| #4 | AMAZON.COM INC (AMZN) - 4.26% | AVANTIS REAL ESTATE ETF (AVRE) - 5.24% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.59% | AVANTIS INTERNATIONAL SMALL CAP VAL ETF (AVDV) - 5.10% |
| #6 | BROADCOM INC (AVGO) - 3.14% | AVANTIS EMERGING MARKETS VALUE ETF (AVES) - 4.14% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.85% | APPLE INC (AAPL) - 1.82% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.15% | EXXON MOBIL CORP (XOM) - 1.02% |
| #9 | TESLA INC (TSLA) - 1.86% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.96% |
| #10 | ELI LILLY AND CO (LLY) - 1.34% | JPMORGAN CHASE & CO (JPM) - 0.94% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.32% | CATERPILLAR INC (CAT) - 0.90% |
| #12 | EXXON MOBIL CORP (XOM) - 1.05% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #13 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.04% | CISCO SYSTEMS INC (CSCO) - 0.83% |
| #14 | MICRON TECHNOLOGY INC (MU) - 1.04% | CHEVRON CORP (CVX) - 0.78% |
| #15 | WALMART INC (WMT) - 0.91% | ABBVIE INC (ABBV) - 0.77% |
| #16 | ADVANCED MICRO DEVICES INC (AMD) - 0.90% | COCA-COLA CO (KO) - 0.71% |
| #17 | VISA INC CLASS A (V) - 0.89% | PROCTER & GAMBLE CO (PG) - 0.70% |
| #18 | JOHNSON & JOHNSON (JNJ) - 0.88% | QUALCOMM INC (QCOM) - 0.67% |
| #19 | COSTCO WHOLESALE CORP (COST) - 0.72% | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.67% |
| #20 | CATERPILLAR INC (CAT) - 0.67% | LINDE PLC (LIN) - 0.66% |
| #21 | MASTERCARD INC CLASS A (MA) - 0.67% | CONOCOPHILLIPS (COP) - 0.66% |
| #22 | INTEL CORP (INTC) - 0.64% | VISA INC CLASS A (V) - 0.66% |
| #23 | NETFLIX INC (NFLX) - 0.62% | MERCK & CO INC (MRK) - 0.66% |
| #24 | ABBVIE INC (ABBV) - 0.60% | THE HOME DEPOT INC (HD) - 0.64% |
| #25 | CHEVRON CORP (CVX) - 0.59% | ALTRIA GROUP INC (MO) - 0.62% |
| Total Holdings | 506 | 468 |
STRV vs SFGV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
STRV
+8.80%
SFGV
+1.83%
3M
Winner
STRV
+7.16%
SFGV
-1.30%
6M
STRV
+8.35%
Winner
SFGV
+11.23%
1Y
Winner
STRV
+27.93%
SFGV
+24.63%
Max(CAGR)
Winner
STRV
+20.92%
SFGV
+17.07%
STRV vs SFGV - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | STRV | SFGV |
|---|---|---|
| 2026 | +8.06% | +8.52% |
| 2025 | +18.17% | +19.10% |
| 2024 | +25.96% | +10.72% |
| 2023 | +28.20% | N/A |
| 2022 | -1.96% | N/A |
STRV vs SFGV Drawdown Comparison
The maximum drawdown for STRV was -18.99%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.
The maximum drawdown for SFGV was -14.50%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.
The current SFGV drawdown is -1.53%.
| Rank | STRV | SFGV |
|---|---|---|
| #1 | -18.99% Feb 19, 2025 - Jun 26, 2025 | -14.50% Oct 14, 2024 - Jun 6, 2025 |
| #2 | -9.84% Jul 31, 2023 - Nov 22, 2023 | -8.36% Feb 27, 2026 - Mar 20, 2026 |
| #3 | -9.29% Jan 27, 2026 - Apr 15, 2026 | -5.88% Jul 16, 2024 - Aug 23, 2024 |
| #4 | -8.59% Jul 16, 2024 - Sep 19, 2024 | -4.87% Mar 28, 2024 - May 15, 2024 |
| #5 | -8.45% Sep 15, 2022 - Nov 10, 2022 | -4.00% Jul 23, 2025 - Aug 13, 2025 |
| #6 | -7.50% Feb 2, 2023 - Apr 28, 2023 | -3.79% Oct 3, 2025 - Oct 27, 2025 |
| #7 | -7.27% Dec 1, 2022 - Jan 27, 2023 | -3.63% Oct 27, 2025 - Nov 26, 2025 |
| #8 | -5.46% Mar 27, 2024 - May 15, 2024 | -3.46% Aug 30, 2024 - Sep 19, 2024 |
| #9 | -5.21% Oct 29, 2025 - Dec 11, 2025 | -3.00% May 17, 2024 - Jul 11, 2024 |
| #10 | -4.17% Dec 11, 2024 - Jan 22, 2025 | -1.91% Jul 10, 2025 - Jul 23, 2025 |
| #11 | -2.92% Oct 8, 2025 - Oct 24, 2025 | -1.76% Feb 12, 2024 - Feb 15, 2024 |
| #12 | -2.71% Oct 14, 2024 - Nov 6, 2024 | -1.51% Jun 12, 2025 - Jun 26, 2025 |
| #13 | -2.69% Jan 12, 2026 - Jan 27, 2026 | -1.39% Jan 15, 2026 - Jan 21, 2026 |
| #14 | -2.63% Dec 11, 2025 - Dec 24, 2025 | -1.28% Jan 29, 2024 - Feb 9, 2024 |
| #15 | -2.55% Apr 28, 2023 - May 17, 2023 | -1.24% Aug 22, 2025 - Sep 8, 2025 |
Correlation
Correlation between STRV and SFGV is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2022 - 2026)
STRV vs SFGV dividend yield comparison.
| Year | STRV | SFGV |
|---|---|---|
| 2026 | 0.25% | 0.26% |
| 2025 | 1.05% | 2.52% |
| 2024 | 1.13% | 2.23% |
| 2023 | 1.21% | 0.00% |
| 2022 | 0.37% | 0.00% |
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