XAGG vs SFGV
Comparison between EATON VANCE INCOME OPPORTUNITIES ETF (XAGG, ETF) and SEQUOIA GLOBAL VALUE ETF (SFGV, ETF).
XAGG vs SFGV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XAGG
$1.10B
SFGV
$1.10B
Expense Ratio
XAGG
0.50%
Winner
SFGV
0.33%
Max Drawdown
Winner
XAGG
3.39%
SFGV
15.68%
Sharpe Ratio
XAGG
0.69
Winner
SFGV
1.68
5Y Beta
Winner
XAGG
0.17
SFGV
0.68
P/E Ratio
XAGG
N/A
SFGV
21.36
Forward P/E
XAGG
N/A
SFGV
15.54
5Y EPS CAGR
XAGG
N/A
SFGV
10.94%
Debt to Equity
XAGG
N/A
SFGV
35.53%
XAGG vs SFGV - Historical Returns
Returns include dividend reinvestment.
1M
XAGG
+1.08%
Winner
SFGV
+2.90%
3M
XAGG
+1.40%
Winner
SFGV
+8.03%
6M
XAGG
+2.33%
Winner
SFGV
+12.43%
1Y
XAGG
N/A
SFGV
+25.77%
Max(CAGR)
XAGG
+6.23%
Winner
SFGV
+17.44%
XAGG vs SFGV - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | XAGG | SFGV |
|---|---|---|
| 2026 | +1.86% | +11.14% |
| 2025 | +1.61% | +19.10% |
| 2024 | N/A | +10.72% |
XAGG vs SFGV Drawdown Comparison
The maximum drawdown for XAGG was -2.88%, occurring on Mar 30, 2026. Recovery took 75 trading sessions.
The maximum drawdown for SFGV was -14.50%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.
The current XAGG drawdown is -0.54%. The current SFGV drawdown is -0.89%.
| Rank | XAGG | SFGV |
|---|---|---|
| #1 | -2.88% Feb 27, 2026 - Jun 16, 2026 | -14.50% Oct 14, 2024 - Jun 6, 2025 |
| #2 | -0.71% Dec 4, 2025 - Dec 22, 2025 | -8.36% Feb 27, 2026 - May 26, 2026 |
| #3 | -0.54% Jun 16, 2026 - Jun 18, 2026 | -5.88% Jul 16, 2024 - Aug 23, 2024 |
| #4 | -0.36% Nov 13, 2025 - Nov 21, 2025 | -4.87% Mar 28, 2024 - May 15, 2024 |
| #5 | -0.31% Jan 14, 2026 - Jan 22, 2026 | -4.00% Jul 23, 2025 - Aug 13, 2025 |
| #6 | -0.22% Nov 28, 2025 - Dec 3, 2025 | -3.79% Oct 3, 2025 - Oct 27, 2025 |
| #7 | -0.22% Feb 10, 2026 - Feb 12, 2026 | -3.63% Oct 27, 2025 - Nov 26, 2025 |
| #8 | -0.19% Jan 30, 2026 - Feb 6, 2026 | -3.46% Aug 30, 2024 - Sep 19, 2024 |
| #9 | -0.16% Dec 24, 2025 - Jan 2, 2026 | -3.00% May 17, 2024 - Jul 11, 2024 |
| #10 | -0.13% Jan 6, 2026 - Jan 9, 2026 | -1.91% Jul 10, 2025 - Jul 23, 2025 |
| #11 | -0.08% Nov 10, 2025 - Nov 12, 2025 | -1.86% Jun 4, 2026 - Jun 11, 2026 |
| #12 | -0.06% Jan 9, 2026 - Jan 14, 2026 | -1.76% Feb 12, 2024 - Feb 15, 2024 |
| #13 | -0.04% Feb 17, 2026 - Feb 24, 2026 | -1.51% Jun 12, 2025 - Jun 26, 2025 |
| #14 | -0.02% Feb 24, 2026 - Feb 27, 2026 | -1.39% Jan 15, 2026 - Jan 21, 2026 |
| #15 | N/A | -1.28% Jan 29, 2024 - Feb 9, 2024 |
Correlation
Correlation between XAGG and SFGV is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2024 - 2026)
XAGG vs SFGV dividend yield comparison.
| Year | XAGG | SFGV |
|---|---|---|
| 2026 | 2.83% | 0.26% |
| 2025 | 1.02% | 2.52% |
| 2024 | 0.00% | 2.23% |
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