SFGV vs VYM
SFGV vs VYM
Sequoia Global Value ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. SFGV delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | SFGV | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.33% | 0.04% | |
| AUM | $1.2B | $79.0B | |
| Dividend Yield | 2.38% | 2.86% | |
| Holdings | 527 | 568 | |
| YTD Return | +15.14% | +15.20% | |
| 1Y Return | +26.17% | +25.56% | |
| 3Y Return (annualized) | - | +17.86% | |
| 5Y Return (annualized) | - | +12.35% | |
| Volatility (annualized) | 10.8% | 14.6% | |
| Max Drawdown | -15.2% | -58.8% | |
| Fund Family | EA Series Trust | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jan 16, 2024 | Nov 10, 2006 |
SFGV vs VYM Performance
Sequoia Global Value ETF (SFGV) is a ETF from EA Series Trust and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year SFGV returned +26.17% while VYM returned +25.56%. Year to date, SFGV is up 15.14% versus a gain of 15.20% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% 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 -58.8% for VYM. 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 0.91. 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 2.38% against 2.86% for VYM.
Holdings Overlap
SFGV and VYM share 220 holdings out of 835 unique holdings combined, representing a 33.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in SFGV | Weight in VYM | Difference |
|---|---|---|---|
| XOM | 1.27% | 2.83% | 1.56% |
| JPM:US | 0.56% | 3.36% | 2.80% |
| JNJ | 1.18% | 2.62% | 1.44% |
| PG | Pro | Pro | Pro |
| CVX | Pro | Pro | Pro |
| CAT | Pro | Pro | Pro |
| KO | Pro | Pro | Pro |
| CSCO | Pro | Pro | Pro |
| MRK | Pro | Pro | Pro |
| ABBV | Pro | Pro | Pro |
See all 10 holdings SFGV shares with VYM Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
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. On a $10,000 investment, that is $29 per year of difference.
Which performed better, SFGV or VYM?
Over the past year SFGV returned +26.17% vs +25.56% for VYM, so SFGV leads on 1-year performance. Over the longest common window we track (3 years), SFGV annualized +17.68% vs +7.05% for VYM. Past performance does not guarantee future results.
Which is riskier, SFGV or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 10.8% for SFGV. Worst drawdown: SFGV -15.2% vs VYM -58.8%.
Should I hold both SFGV and VYM?
SFGV and VYM have a monthly-return correlation of 0.91, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between SFGV and VYM?
SFGV and VYM share 220 common holdings with a 33.3% weight overlap. Combined, they hold 835 unique securities.
Which pays a higher dividend, SFGV or VYM?
SFGV yields 2.38% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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