Compare ETFs
Up to five funds side by side: fees, size, yields, performance, risk, top holdings and sector mix, with a normalized total-return chart.
| Metric |  SFGV Sequoia Global Value ETF |
|---|---|
| Price | 35.73 +0.19% |
| Issuer | Sequoia Financial Group |
| AUM | $1.17B |
| Expense Ratio | 0.38% |
| Yield (TTM) | 2.25% |
| Inception | Jan 17, 2024 |
| Holdings | — |
| Avg Volume | 13.40K |
| YTD | +13.12% |
| 1Y total | +19.10% |
| 3Y total (ann.) | — |
| 5Y total (ann.) | — |
| Volatility 1Y | 10.98% |
| Sharpe 1Y | 1.44 |
| Max drawdown 1Y | -8.39% |
| Beta vs S&P 500 (3Y) | 0.675 |
| Top 10 holdings | VEA 9.83% IDEV 9.81% VWO 6.05% AVDV 4.88% AVRE 4.88% AVES 4.08% AAPL 2.02% XOM 1.54% JNJ 1.43% CVX 1.15% |
| Sector mix | Industrials 15.10% Financial Services 13.92% Technology 12.41% Consumer Cyclical 12.29% Healthcare 12.24% Energy 8.83% |
Total Return, normalized
Dividend-adjusted daily closes over the last 12 months, normalized to 0% at the range start.
Market data delayed approximately 15–20 minutes unless otherwise indicated. Comparison presents measurable characteristics only; it is not advice about which fund suits anyone.