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. The two have moved almost in lockstep, correlation 0.91. VYM is less concentrated, with 26.1% 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 | VYM |
|---|---|---|
| Expense Ratio | 0.33% | 0.04%Best |
| AUM | $1.2B | $81.6B |
| Dividend Yield | 2.29% | 2.22% |
| Holdings | 527 | 613 |
| YTD Return | +13.51%Best | +11.71% |
| 1Y Return | +18.23%Best | +16.24% |
| 3Y Return (annualized) | - | +17.24% |
| 5Y Return (annualized) | - | +11.86% |
| Volatility (annualized) | 10.8% | 10.4%Best |
| Max Drawdown | -15.2% | -14.5%Best |
| $10,000 over 2.7 years | $15,016 | $15,567Best |
| Top 10 Weight | 46.0% | 26.1%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 2.7 years row, are measured over the window both funds cover: Jan 18, 2024 to Sep 16, 2026 (2.7 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 2.7 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 +18.23% while VYM returned +16.24%. Year to date, SFGV is up 13.51% versus a gain of 11.71% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SFGV has been the more volatile fund, with annualized monthly volatility of 10.8% compared with 10.4% for VYM. 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 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.
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 2.29% against 2.22% for VYM.
Holdings Overlap
41.6% of SFGV's money is in holdings VYM also owns. 61.5% of VYM's money is in holdings SFGV also owns.
The two portfolios partly overlap.
255 positions in common, counted across the 527 positions we hold weights for in SFGV and 557 in VYM, against full books of 527 and 613.
What only one of them owns
Our book lists 284 positions for VYM that do not appear in our book for SFGV (35.6% of the fund), and 258 for SFGV that do not appear in VYM (58.1%).
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 | 0.56% | 3.82% | 3.26% |
| XOMExxon Mobil Corp. | 1.41% | 2.63% | 1.22% |
| JNJJohnson & Johnson - Common | 1.42% | 2.51% | 1.09% |
| CSCOCisco Systems Inc. - Ordinary Shares | 0.96% | 1.86% | 0.90% |
| CVXChevron Corp | 1.08% | 1.48% | 0.40% |
| CATCaterpillar, Inc. | 0.94% | 1.50% | 0.56% |
| MRKMerck & Company Inc | 1.11% | 1.31% | 0.20% |
| KOCoca Cola Co. | 1.00% | 1.38% | 0.38% |
| ABBVAbbvie Inc. | 0.54% | 1.80% | 1.26% |
| PGProcter & Gamble Company | 0.96% | 1.37% | 0.41% |
61.5% 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 +18.23% vs +16.24% 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?
SFGV has been the more volatile fund at 10.8% annualized versus 10.4% for VYM. 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 0.91, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between SFGV and VYM?
61.5% of VYM's money is in holdings SFGV also owns. 61.5% of VYM's is in holdings SFGV also owns. They hold 255 positions in common, counted across the 527 positions we hold weights for in SFGV and 557 in VYM.
Which pays a higher dividend, SFGV or VYM?
SFGV yields 2.29% while VYM yields 2.22%, so SFGV 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. The two have moved almost in lockstep, correlation 0.91. VYM is less concentrated, with 26.1% 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.