VTWV vs SFGV
Comparison between VANGUARD RUSSELL 2000 VALUE INDEX FUND ETF SHARES (VTWV, ETF) and SEQUOIA GLOBAL VALUE ETF (SFGV, ETF).
VTWV vs SFGV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VTWV
$1.10B
SFGV
$1.10B
Expense Ratio
Winner
VTWV
0.06%
SFGV
0.33%
Max Drawdown
VTWV
47.32%
Winner
SFGV
15.68%
Sharpe Ratio
Winner
VTWV
1.98
SFGV
1.85
5Y Beta
VTWV
0.98
Winner
SFGV
0.68
P/E Ratio
VTWV
205.34
SFGV
N/A
Forward P/E
VTWV
12.54
SFGV
N/A
5Y Dividends CAGR
VTWV
15.13%
SFGV
N/A
5Y EPS CAGR
VTWV
9.61%
SFGV
N/A
Debt to Equity
VTWV
36.70%
SFGV
N/A
P/S Ratio
VTWV
1.22
SFGV
N/A
P/B Ratio
VTWV
1.52
SFGV
N/A
VTWV vs SFGV - Holdings Comparison
VTWV and SFGV have 173 common holdings. Overlap is 3.32%
VTWV's top 25 holdings weight is 12.76%. SFGV's top 25 holdings weight is 54.76%.
| Rank | VTWV | SFGV |
|---|---|---|
| #1 | ECHOSTAR CORP CLASS A (SATS) - 1.04% | VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) - 10.22% |
| #2 | HECLA MINING CO (HL) - 0.81% | ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 10.06% |
| #3 | TTM TECHNOLOGIES INC (TTMI) - 0.71% | VANGUARD FTSE EMERGING MARKETS ETF (VWO) - 6.23% |
| #4 | COEUR MINING INC (CDE) - 0.58% | AVANTIS REAL ESTATE ETF (AVRE) - 5.24% |
| #5 | FLUOR CORP (FLR) - 0.56% | AVANTIS INTERNATIONAL SMALL CAP VAL ETF (AVDV) - 5.09% |
| #6 | CARETRUST REIT INC (CTRE) - 0.55% | AVANTIS EMERGING MARKETS VALUE ETF (AVES) - 4.12% |
| #7 | COMMERCIAL METALS CO (CMC) - 0.54% | APPLE INC (AAPL) - 1.78% |
| #8 | VAXCYTE INC ORDINARY SHARES (PCVX) - 0.51% | EXXON MOBIL CORP (XOM) - 1.00% |
| #9 | n/a (PRAX) - 0.51% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.98% |
| #10 | JACKSON FINANCIAL INC (JXN) - 0.51% | JPMORGAN CHASE & CO (JPM) - 0.95% |
| #11 | UMB FINANCIAL CORP (UMBF) - 0.51% | JOHNSON & JOHNSON (JNJ) - 0.91% |
| #12 | OLD NATIONAL BANCORP (ONB) - 0.48% | CATERPILLAR INC (CAT) - 0.84% |
| #13 | TERRENO REALTY CORP (TRNO) - 0.45% | CISCO SYSTEMS INC (CSCO) - 0.77% |
| #14 | ESSENTIAL PROPERTIES REALTY TRUST INC (EPRT) - 0.45% | CHEVRON CORP (CVX) - 0.77% |
| #15 | SSR MINING INC (SSRM) - 0.44% | ABBVIE INC (ABBV) - 0.73% |
| #16 | CYTOKINETICS INC (CYTK) - 0.43% | PROCTER & GAMBLE CO (PG) - 0.73% |
| #17 | SLBBH1142 (n/a) - 0.43% | COCA-COLA CO (KO) - 0.71% |
| #18 | ORMAT TECHNOLOGIES INC (ORA) - 0.42% | LINDE PLC (LIN) - 0.69% |
| #19 | TAYLOR MORRISON HOME CORP (TMHC) - 0.42% | THE HOME DEPOT INC (HD) - 0.67% |
| #20 | PORTLAND GENERAL ELECTRIC CO (POR) - 0.41% | CONOCOPHILLIPS (COP) - 0.66% |
| #21 | GATX CORP (GATX) - 0.41% | CORTEVA INC (CTVA) - 0.33% |
| #22 | n/a (BIPC) - 0.40% | CITIGROUP INC (C) - 0.32% |
| #23 | TRANSOCEAN LTD (RIG) - 0.40% | MORGAN STANLEY (MS) - 0.32% |
| #24 | VALARIS LTD (VAL) - 0.40% | EBAY INC (EBAY) - 0.32% |
| #25 | ENERSYS (ENS) - 0.39% | ELECTRONIC ARTS INC (EA) - 0.32% |
| Total Holdings | 1431 | 478 |
VTWV vs SFGV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VTWV
+6.75%
SFGV
+1.67%
3M
Winner
VTWV
+5.62%
SFGV
-0.44%
6M
Winner
VTWV
+21.59%
SFGV
+13.11%
1Y
Winner
VTWV
+44.75%
SFGV
+27.74%
5Y(CAGR)
VTWV
+7.03%
SFGV
N/A
10Y(CAGR)
VTWV
+10.70%
SFGV
N/A
Max(CAGR)
VTWV
+10.58%
Winner
SFGV
+17.20%
VTWV vs SFGV - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | VTWV | SFGV |
|---|---|---|
| 2026 | +16.26% | +8.65% |
| 2025 | +12.87% | +19.10% |
| 2024 | +8.32% | +10.72% |
| 2023 | +15.35% | N/A |
| 2022 | -15.53% | N/A |
| 2021 | +29.81% | N/A |
| 2020 | +5.33% | N/A |
| 2019 | +21.90% | N/A |
| 2018 | -13.64% | N/A |
| 2017 | +7.38% | N/A |
| 2016 | +34.40% | N/A |
| 2015 | -7.09% | N/A |
| 2014 | +5.36% | N/A |
| 2013 | +30.38% | N/A |
| 2012 | +14.34% | N/A |
| 2011 | -6.79% | N/A |
| 2010 | +18.62% | N/A |
VTWV vs SFGV Drawdown Comparison
The maximum drawdown for VTWV was -45.72%, occurring on Mar 23, 2020. Recovery took 584 trading sessions.
The maximum drawdown for SFGV was -14.50%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.
The current VTWV drawdown is -0.47%. The current SFGV drawdown is -1.42%.
| Rank | VTWV | SFGV |
|---|---|---|
| #1 | -45.72% Aug 21, 2018 - Dec 15, 2020 | -14.50% Oct 14, 2024 - Jun 6, 2025 |
| #2 | -28.07% Apr 29, 2011 - Sep 7, 2012 | -8.36% Feb 27, 2026 - Mar 20, 2026 |
| #3 | -26.72% Nov 25, 2024 - Sep 18, 2025 | -5.88% Jul 16, 2024 - Aug 23, 2024 |
| #4 | -25.74% Nov 8, 2021 - Jul 16, 2024 | -4.87% Mar 28, 2024 - May 15, 2024 |
| #5 | -22.20% Jun 23, 2015 - Aug 5, 2016 | -4.00% Jul 23, 2025 - Aug 13, 2025 |
| #6 | -12.42% Jul 1, 2014 - Dec 29, 2014 | -3.79% Oct 3, 2025 - Oct 27, 2025 |
| #7 | -11.92% Jun 8, 2021 - Nov 3, 2021 | -3.63% Oct 27, 2025 - Nov 26, 2025 |
| #8 | -11.01% Sep 14, 2012 - Jan 2, 2013 | -3.46% Aug 30, 2024 - Sep 19, 2024 |
| #9 | -9.88% Jul 26, 2024 - Oct 16, 2024 | -3.00% May 17, 2024 - Jul 11, 2024 |
| #10 | -9.72% Mar 12, 2021 - Jun 1, 2021 | -1.91% Jul 10, 2025 - Jul 23, 2025 |
| #11 | -9.24% Jan 23, 2018 - May 17, 2018 | -1.76% Feb 12, 2024 - Feb 15, 2024 |
| #12 | -8.64% Feb 9, 2026 - Apr 13, 2026 | -1.51% Jun 12, 2025 - Jun 26, 2025 |
| #13 | -7.26% Jan 22, 2014 - Feb 28, 2014 | -1.39% Jan 15, 2026 - Jan 21, 2026 |
| #14 | -7.01% Oct 24, 2025 - Nov 26, 2025 | -1.28% Jan 29, 2024 - Feb 9, 2024 |
| #15 | -6.84% Mar 1, 2017 - Sep 25, 2017 | -1.24% Aug 22, 2025 - Sep 8, 2025 |
Correlation
Correlation between VTWV and SFGV is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2010 - 2026)
VTWV vs SFGV dividend yield comparison.
| Year | VTWV | SFGV |
|---|---|---|
| 2026 | 0.33% | 0.26% |
| 2025 | 1.79% | 2.52% |
| 2024 | 1.78% | 2.23% |
| 2023 | 2.02% | 0.00% |
| 2022 | 2.07% | 0.00% |
| 2021 | 1.60% | 0.00% |
| 2020 | 1.49% | 0.00% |
| 2019 | 1.82% | 0.00% |
| 2018 | 2.04% | 0.00% |
| 2017 | 1.63% | 0.00% |
| 2016 | 1.57% | 0.00% |
| 2015 | 2.03% | 0.00% |
| 2014 | 1.71% | 0.00% |
| 2013 | 1.42% | 0.00% |
| 2012 | 1.92% | 0.00% |
| 2011 | 1.27% | 0.00% |
| 2010 | 0.70% | 0.00% |
Select Stocks to Compare
Popular: VTWV vs SPYSFGV vs SPY
More Comparisons
Compare with similar stocks