SFGV vs VOO
Sequoia Global Value ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. SFGV delivered stronger 1-year returns. SFGV offers more diversification with 527 holdings.
Side-by-Side Comparison
| Metric | SFGV | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.33% | 0.03% | |
| AUM | $1.2B | $997.4B | |
| Dividend Yield | 2.34% | 1.08% | |
| Holdings | 527 | 509 | |
| YTD Return | +16.40% | +12.38% | |
| 1Y Return | +22.89% | +20.22% | |
| 3Y Return (annualized) | - | +21.79% | |
| 5Y Return (annualized) | - | +12.84% | |
| Volatility (annualized) | 10.8% | 14.1% | |
| Max Drawdown | -15.2% | -34.3% | |
| Fund Family | EA Series Trust | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jan 16, 2024 | Sep 7, 2010 |
SFGV vs VOO Performance
Sequoia Global Value ETF (SFGV) is a ETF from EA Series Trust and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SFGV returned +22.89% while VOO returned +20.22%. Year to date, SFGV is up 16.40% versus a gain of 12.38% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 10.8% 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 -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.65. They move independently enough that combining them can meaningfully diversify a portfolio.
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 2.34% against 1.08% for VOO.
Holdings Overlap
SFGV and VOO share 182 holdings out of 849 unique holdings combined, representing a 24.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $30 per year of difference.
Which performed better, SFGV or VOO?
Over the past year SFGV returned +22.89% vs +20.22% for VOO, so SFGV leads on 1-year performance. Over the longest common window we track (3 years), SFGV annualized +17.81% vs +13.45% for VOO. Past performance does not guarantee future results.
Which is riskier, SFGV or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 10.8% for SFGV. Worst drawdown: SFGV -15.2% vs VOO -34.3%.
Should I hold both SFGV and VOO?
SFGV and VOO have a monthly-return correlation of 0.65, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SFGV and VOO?
SFGV and VOO share 182 common holdings with a 24.3% weight overlap. Combined, they hold 849 unique securities.
Which pays a higher dividend, SFGV or VOO?
SFGV yields 2.34% while VOO yields 1.08%, so SFGV currently pays the higher dividend yield.
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