WCMI vs SFGV
Comparison between FIRST TRUST WCM INTERNATIONAL EQUITY ETF (WCMI, ETF) and SEQUOIA GLOBAL VALUE ETF (SFGV, ETF).
WCMI vs SFGV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WCMI
$1.10B
SFGV
$1.10B
Expense Ratio
WCMI
0.85%
Winner
SFGV
0.33%
Max Drawdown
WCMI
20.16%
Winner
SFGV
15.68%
Sharpe Ratio
WCMI
1.31
Winner
SFGV
1.85
5Y Beta
WCMI
0.77
Winner
SFGV
0.68
WCMI vs SFGV - Holdings Comparison
WCMI and SFGV have 2 common holdings. Overlap is 0.19%
WCMI's top 25 holdings weight is 72.91%. SFGV's top 25 holdings weight is 54.76%.
| Rank | WCMI | SFGV |
|---|---|---|
| #1 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (n/a) - 8.20% | VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) - 10.22% |
| #2 | ROLLS-ROYCE HOLDINGS PLC (n/a) - 5.59% | ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 10.06% |
| #3 | BABCOCK INTERNATIONAL GROUP PLC (n/a) - 4.24% | VANGUARD FTSE EMERGING MARKETS ETF (VWO) - 6.23% |
| #4 | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 3.78% | AVANTIS REAL ESTATE ETF (AVRE) - 5.24% |
| #5 | COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO ADR (SBS) - 3.50% | AVANTIS INTERNATIONAL SMALL CAP VAL ETF (AVDV) - 5.09% |
| #6 | LOTTOMATICA GROUP SPA (n/a) - 3.42% | AVANTIS EMERGING MARKETS VALUE ETF (AVES) - 4.12% |
| #7 | NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 3.38% | APPLE INC (AAPL) - 1.78% |
| #8 | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 3.27% | EXXON MOBIL CORP (XOM) - 1.00% |
| #9 | TEVA PHARMACEUTICAL INDUSTRIES LTD ADR (TEVA) - 3.11% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.98% |
| #10 | CONSTELLATION SOFTWARE INC (CNSWF) - 2.72% | JPMORGAN CHASE & CO (JPM) - 0.95% |
| #11 | SOCIETE GENERALE SA (n/a) - 2.70% | JOHNSON & JOHNSON (JNJ) - 0.91% |
| #12 | CANADIAN NATURAL RESOURCES LTD (n/a) - 2.55% | CATERPILLAR INC (CAT) - 0.84% |
| #13 | SLB LTD (SLB) - 2.36% | CISCO SYSTEMS INC (CSCO) - 0.77% |
| #14 | BROOKFIELD CORP REGISTERED SHS -A- LIMITED VTG (BN) - 2.35% | CHEVRON CORP (CVX) - 0.77% |
| #15 | KB FINANCIAL GROUP INC (n/a) - 2.26% | ABBVIE INC (ABBV) - 0.73% |
| #16 | JAPAN EXCHANGE GROUP INC (n/a) - 2.26% | PROCTER & GAMBLE CO (PG) - 0.73% |
| #17 | RENTOKIL INITIAL PLC (n/a) - 2.20% | COCA-COLA CO (KO) - 0.71% |
| #18 | TESCO PLC (n/a) - 1.99% | LINDE PLC (LIN) - 0.69% |
| #19 | MIZUHO FINANCIAL GROUP INC (n/a) - 1.98% | THE HOME DEPOT INC (HD) - 0.67% |
| #20 | CAMECO CORP (n/a) - 1.92% | CONOCOPHILLIPS (COP) - 0.66% |
| #21 | WUXI BIOLOGICS (CAYMAN) INC (n/a) - 1.86% | CORTEVA INC (CTVA) - 0.33% |
| #22 | UBS GROUP AG REGISTERED SHARES (n/a) - 1.83% | CITIGROUP INC (C) - 0.32% |
| #23 | BUNGE GLOBAL SA (BG) - 1.82% | MORGAN STANLEY (MS) - 0.32% |
| #24 | HALEON PLC (n/a) - 1.81% | EBAY INC (EBAY) - 0.32% |
| #25 | BAIDU INC ADR (BIDU) - 1.81% | ELECTRONIC ARTS INC (EA) - 0.32% |
| Total Holdings | 51 | 478 |
WCMI vs SFGV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
WCMI
+5.88%
SFGV
+1.67%
3M
Winner
WCMI
+3.90%
SFGV
-0.44%
6M
Winner
WCMI
+15.01%
SFGV
+13.11%
1Y
WCMI
+27.42%
Winner
SFGV
+27.74%
Max(CAGR)
Winner
WCMI
+22.29%
SFGV
+17.20%
WCMI vs SFGV - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | WCMI | SFGV |
|---|---|---|
| 2026 | +9.06% | +8.65% |
| 2025 | +30.97% | +19.10% |
| 2024 | -5.05% | +10.72% |
WCMI vs SFGV Drawdown Comparison
The maximum drawdown for WCMI was -12.79%, occurring on Apr 8, 2025. Recovery took 30 trading sessions.
The maximum drawdown for SFGV was -14.50%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.
The current WCMI drawdown is -1.97%. The current SFGV drawdown is -1.42%.
| Rank | WCMI | SFGV |
|---|---|---|
| #1 | -12.79% Mar 17, 2025 - Apr 29, 2025 | -14.50% Oct 14, 2024 - Jun 6, 2025 |
| #2 | -12.49% Jan 27, 2026 - Apr 14, 2026 | -8.36% Feb 27, 2026 - Mar 20, 2026 |
| #3 | -8.03% Oct 6, 2025 - Dec 26, 2025 | -5.88% Jul 16, 2024 - Aug 23, 2024 |
| #4 | -7.18% Oct 18, 2024 - Jan 28, 2025 | -4.87% Mar 28, 2024 - May 15, 2024 |
| #5 | -3.85% Apr 17, 2026 - May 5, 2026 | -4.00% Jul 23, 2025 - Aug 13, 2025 |
| #6 | -3.29% Jun 12, 2025 - Jun 26, 2025 | -3.79% Oct 3, 2025 - Oct 27, 2025 |
| #7 | -3.22% Mar 5, 2025 - Mar 17, 2025 | -3.63% Oct 27, 2025 - Nov 26, 2025 |
| #8 | -3.08% Jun 30, 2025 - Sep 8, 2025 | -3.46% Aug 30, 2024 - Sep 19, 2024 |
| #9 | -2.49% Feb 18, 2025 - Mar 5, 2025 | -3.00% May 17, 2024 - Jul 11, 2024 |
| #10 | -2.23% May 6, 2026 - May 7, 2026 | -1.91% Jul 10, 2025 - Jul 23, 2025 |
| #11 | -1.99% Jan 12, 2026 - Jan 23, 2026 | -1.76% Feb 12, 2024 - Feb 15, 2024 |
| #12 | -1.83% Jan 30, 2025 - Feb 12, 2025 | -1.51% Jun 12, 2025 - Jun 26, 2025 |
| #13 | -1.33% May 2, 2025 - May 12, 2025 | -1.39% Jan 15, 2026 - Jan 21, 2026 |
| #14 | -1.26% Oct 7, 2024 - Oct 11, 2024 | -1.28% Jan 29, 2024 - Feb 9, 2024 |
| #15 | -1.20% Sep 22, 2025 - Sep 30, 2025 | -1.24% Aug 22, 2025 - Sep 8, 2025 |
Correlation
Correlation between WCMI and SFGV is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2024 - 2026)
WCMI vs SFGV dividend yield comparison.
| Year | WCMI | SFGV |
|---|---|---|
| 2026 | 0.00% | 0.26% |
| 2025 | 0.78% | 2.52% |
| 2024 | 15.26% | 2.23% |
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