SFGV vs VYM
Sequoia Global Value ETF vs Vanguard High Dividend Yield ETF
Which is better, SFGV or VYM?
Large Cap Blend against Large Cap Value.
VYM has a lower expense ratio. SFGV led over 1Y, VYM over the full window. VYM is less concentrated, with 25.8% of the fund in its ten largest positions against 45.4%.
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 | VYM |
|---|---|---|
| Expense Ratio | 0.33% | 0.04%Best |
| AUM | $1.2B | $95.8B |
| Dividend Yield | 2.23% | 2.23% |
| Holdings | 1,059 | 610 |
| YTD Return | +15.67%Best | +14.40% |
| 1Y Return | +19.64%Best | +18.20% |
| 3Y Return (annualized) | - | +19.83% |
| 5Y Return (annualized) | - | +11.26% |
| Volatility (annualized) | 10.6%Best | 10.9% |
| Max Drawdown | -15.2% | -14.5%Best |
| $10,000 over 2.8 years | $15,193 | $15,816Best |
| Top 10 Weight | 45.4% | 25.8%Best |
| Fund Family | EA Series Trust | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Jan 16, 2024 | Nov 10, 2006 |
Volatility and max drawdown, and the $10,000 over 2.8 years row, are measured over the window both funds cover: Jan 18, 2024 to Nov 9, 2026 (2.8 years).
SFGV vs VYM 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 2.8 years both funds cover.
SFGV vs VYM Performance
Sequoia Global Value ETF (SFGV) is an ETF from EA Series Trust and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year SFGV returned +19.64% while VYM returned +18.20%. Year to date, SFGV is up 15.67% versus a gain of 14.40% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 10.9% compared with 10.6% 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 -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.89. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SFGV charges 0.33% per year while VYM charges 0.04%. On a $10,000 position that is $33 vs $4 annually, a gap of $29 per year that compounds over a long holding period. On income, SFGV currently yields 2.23% against 2.23% for VYM.
Holdings Overlap
42.6% of SFGV's money is in holdings VYM also owns. 62.2% of VYM's money is in holdings SFGV also owns.
The two portfolios partly overlap.
262 positions in common, counted across the 526 positions we hold weights for in SFGV and 602 in VYM, against full books of 1,059 and 610.
What only one of them owns
Our book lists 324 positions for VYM that do not appear in our book for SFGV (36.4% of the fund), and 251 for SFGV that do not appear in VYM (56.9%).
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 VYM | Difference |
|---|---|---|---|
| JPMJpmorgan Chase | 0.54% | 3.83% | 3.29% |
| XOMExxonmobil Corp. | 1.58% | 2.70% | 1.12% |
| JNJJohnson & Johnson - Common | 1.38% | 2.58% | 1.20% |
| CSCOCisco Systems Inc. - Ordinary Shares | 1.01% | 1.76% | 0.75% |
| CVXChevron Corp | 1.19% | 1.54% | 0.35% |
| MRKMerck & Company Inc | 1.13% | 1.47% | 0.34% |
| KOCoca Cola Co. | 1.05% | 1.39% | 0.34% |
| ABBVAbbvie Inc. | 0.61% | 1.83% | 1.22% |
| PGProcter & Gamble Company | 1.06% | 1.36% | 0.30% |
| CATCaterpillar Inc | 0.90% | 1.46% | 0.56% |
62.2% of VYM is already inside SFGV.
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 VYM?
SFGV has an expense ratio of 0.33% while VYM charges 0.04%. VYM is the cheaper option, by $29 a year on a $10,000 investment.
Which performed better, SFGV or VYM?
Over the past year SFGV returned +19.64% vs +18.20% for VYM, 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 VYM?
VYM has been the more volatile fund at 10.9% annualized versus 10.6% for SFGV. Worst drawdown: SFGV -15.2% vs VYM -14.5%.
Should I hold both SFGV and VYM?
SFGV and VYM have a monthly-return correlation of 0.89, 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 VYM?
62.2% of VYM's money is in holdings SFGV also owns. 62.2% of VYM's is in holdings SFGV also owns. They hold 262 positions in common, counted across the 526 positions we hold weights for in SFGV and 602 in VYM.
Which pays a higher dividend, SFGV or VYM?
SFGV yields 2.23% while VYM yields 2.23%, so VYM currently pays the higher dividend yield.
Is VYM better than SFGV?
VYM has a lower expense ratio. SFGV led over 1Y, VYM over the full window. VYM is less concentrated, with 25.8% of the fund in its ten largest positions against 45.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.