SFGV vs VOO
Sequoia Global Value ETF vs Vanguard S&P 500 ETF
Which is better, SFGV or VOO?
Each has led over a different period.
VOO has a lower expense ratio. SFGV led over 1Y, VOO over the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 46.0%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | SFGV | VOO |
|---|---|---|
| Expense Ratio | 0.33% | 0.03%Best |
| AUM | $1.2B | $997.4B |
| Dividend Yield | 2.29% | 1.04% |
| Holdings | 527 | 509 |
| YTD Return | +14.18%Best | +11.48% |
| 1Y Return | +19.12%Best | +15.94% |
| 3Y Return (annualized) | - | +21.01% |
| 5Y Return (annualized) | - | +12.66% |
| Volatility (annualized) | 10.7%Best | 12.1% |
| Max Drawdown | -15.2%Best | -18.7% |
| $10,000 over 2.7 years | $15,114 | $16,530Best |
| Top 10 Weight | 46.0% | 37.6%Best |
| Fund Family | EA Series Trust | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jan 16, 2024 | Sep 7, 2010 |
Volatility and max drawdown, and the $10,000 over 2.7 years row, are measured over the window both funds cover: Jan 18, 2024 to Sep 15, 2026 (2.7 years).
SFGV vs VOO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.7 years both funds cover.
SFGV vs VOO Performance
Sequoia Global Value ETF (SFGV) is an ETF from EA Series Trust and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year SFGV returned +19.12% while VOO returned +15.94%. Year to date, SFGV is up 14.18% versus a gain of 11.48% for VOO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 12.1% compared with 10.7% for SFGV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -15.2% for SFGV and -18.7% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.66. They move together some of the time, and apart the rest.
Fees and Cost Over Time
SFGV charges 0.33% per year while VOO charges 0.03%. On a $10,000 position that is $33 vs $3 annually, a gap of $30 per year that compounds over a long holding period. On income, SFGV currently yields 2.29% against 1.04% for VOO.
Holdings Overlap
49.1% of SFGV's money is in holdings VOO also owns. 32.8% of VOO's money is in holdings SFGV also owns.
The two portfolios partly overlap.
176 positions in common, counted across the 527 positions we hold weights for in SFGV and 494 in VOO, against full books of 527 and 509.
What only one of them owns
Our book lists 312 positions for VOO that do not appear in our book for SFGV (66.4% of the fund), and 332 for SFGV that do not appear in VOO (50.7%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in SFGV | Weight in VOO | Difference |
|---|---|---|---|
| AAPLApple, Inc | 1.84% | 7.05% | 5.21% |
| XOMExxon Mobil Corp. | 1.41% | 1.00% | 0.41% |
| JNJJohnson & Johnson - Common | 1.42% | 0.96% | 0.46% |
| JPMJpmorgan Chase | 0.56% | 1.46% | 0.90% |
| CSCOCisco Systems Inc. - Ordinary Shares | 0.96% | 0.71% | 0.25% |
| CVXChevron Corp | 1.08% | 0.57% | 0.51% |
| MRKMerck & Company Inc | 1.11% | 0.50% | 0.61% |
| KOCoca Cola Co. | 1.00% | 0.53% | 0.47% |
| CATCaterpillar, Inc. | 0.94% | 0.58% | 0.36% |
| PGProcter & Gamble Company | 0.96% | 0.52% | 0.44% |
49.1% of SFGV is already inside VOO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, SFGV or VOO?
SFGV has an expense ratio of 0.33% while VOO charges 0.03%. VOO is the cheaper option, by $30 a year on a $10,000 investment.
Which performed better, SFGV or VOO?
Over the past year SFGV returned +19.12% vs +15.94% for VOO, so SFGV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SFGV or VOO?
VOO has been the more volatile fund at 12.1% annualized versus 10.7% for SFGV. Worst drawdown: SFGV -15.2% vs VOO -18.7%.
Should I hold both SFGV and VOO?
SFGV and VOO have a monthly-return correlation of 0.66, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between SFGV and VOO?
49.1% of SFGV's money is in holdings VOO also owns. 32.8% of VOO's is in holdings SFGV also owns. They hold 176 positions in common, counted across the 527 positions we hold weights for in SFGV and 494 in VOO.
Which pays a higher dividend, SFGV or VOO?
SFGV yields 2.29% while VOO yields 1.04%, so SFGV currently pays the higher dividend yield.
Is VOO better than SFGV?
VOO has a lower expense ratio. SFGV led over 1Y, VOO over the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 46.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.