SFGV vs. AVGV

Last updated Jun 24, 2026

SFGV (Sequoia Global Value ETF) and AVGV (Avantis All Equity Markets Value ETF) are both Global Equities funds. Both are actively managed. Over the past year, SFGV returned 24.39% vs 35.25% for AVGV. Their correlation of 0.94 suggests significant overlap in exposure. SFGV charges 0.33%/yr vs 0.26%/yr for AVGV.

Performance

SFGV vs. AVGV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sequoia Global Value ETF (SFGV) and Avantis All Equity Markets Value ETF (AVGV). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SFGV achieves a 11.40% return, which is significantly lower than AVGV's 16.61% return.

SFGV

• 1D: -0.26%
• 1M: 0.60%
• YTD: 11.40%
• 6M: 11.08%
• 1Y: 24.39%
• 3Y*: —
• 5Y*: —
• 10Y*: —

AVGV

• 1D: -1.36%
• 1M: 0.85%
• YTD: 16.61%
• 6M: 15.61%
• 1Y: 35.25%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

SFGV vs. AVGV - Yearly Performance Comparison

	2026 (YTD)	2025	2024
SFGV Sequoia Global Value ETF	11.40%	18.84%	11.04%
AVGV Avantis All Equity Markets Value ETF	16.61%	22.57%	15.63%

Correlation

The correlation between SFGV and AVGV is 0.93, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.93
Correlation (All Time) Calculated using the full available price history since Jan 18, 2024	0.94

The correlation between SFGV and AVGV has been stable across timeframes, ranging from 0.93 to 0.94 - a consistent structural relationship.

SFGV vs. AVGV - Sectors Allocation Comparison

Sectors	SFGV	AVGV
Consumer Cyclical	15.3%	14.7%
Industrials	13.7%	16.2%
Healthcare	12.7%	4.5%
Energy	11.4%	12.4%
Technology	11.4%	12.1%
Financial Services	10.5%	21.3%
Consumer Defensive	8.8%	5.2%
Basic Materials	6.0%	7.2%
Real Estate	5.9%	0.7%
Communication Services	3.4%	5.0%
Utilities	1.0%	0.7%

Return for Risk

SFGV vs. AVGV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SFGV

SFGV Risk / Return Rank: 69
SFGV Sharpe Ratio Rank: 71
SFGV Sortino Ratio Rank: 74
SFGV Omega Ratio Rank: 69
SFGV Calmar Ratio Rank: 65
SFGV Martin Ratio Rank: 66

AVGV

AVGV Risk / Return Rank: 84
AVGV Sharpe Ratio Rank: 85
AVGV Sortino Ratio Rank: 85
AVGV Omega Ratio Rank: 82
AVGV Calmar Ratio Rank: 84
AVGV Martin Ratio Rank: 85

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SFGV vs. AVGV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sequoia Global Value ETF (SFGV) and Avantis All Equity Markets Value ETF (AVGV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	SFGV	AVGV	Difference
Sharpe ratio: Return per unit of total volatility	2.08	2.64	-0.56
Sortino ratio: Return per unit of downside risk	3.00	3.64	-0.64
Omega ratio: Gain probability vs. loss probability	1.37	1.47	-0.10
Calmar ratio: Return relative to maximum drawdown	2.93	4.36	-1.43
Martin ratio: Return relative to average drawdown	10.93	16.95	-6.02

SFGV vs. AVGV - Sharpe Ratio Comparison

The current SFGV Sharpe Ratio is 2.08, which is comparable to the AVGV Sharpe Ratio of 2.64. The chart below compares the historical Sharpe Ratios of SFGV and AVGV, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

SFGV vs. AVGV - Drawdown Comparison

The maximum SFGV drawdown since its inception was -14.51%, smaller than the maximum AVGV drawdown of -17.03%. Use the drawdown chart below to compare losses from any high point for SFGV and AVGV.

Drawdown Indicators

	SFGV	AVGV	Difference
Max Drawdown Largest peak-to-trough decline	-14.51%	-17.03%	+2.52%
Max Drawdown (1Y) Largest decline over 1 year	-8.36%	-8.12%	-0.24%
Current Drawdown Current decline from peak	-1.46%	-1.88%	+0.42%
Average Drawdown Average peak-to-trough decline	-1.87%	-2.27%	+0.40%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.24%	2.09%	+0.15%

Volatility

SFGV vs. AVGV - Volatility Comparison

The current volatility for Sequoia Global Value ETF (SFGV) is 3.31%, while Avantis All Equity Markets Value ETF (AVGV) has a volatility of 4.56%. This indicates that SFGV experiences smaller price fluctuations and is considered to be less risky than AVGV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SFGV	AVGV	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.31%	4.56%	-1.25%
Volatility (6M) Calculated over the trailing 6-month period	8.88%	10.46%	-1.58%
Volatility (1Y) Calculated over the trailing 1-year period	11.79%	13.41%	-1.62%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.25%	15.03%	-1.78%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.25%	15.03%	-1.78%

SFGV vs. AVGV - Expense Ratio Comparison

SFGV has a 0.33% expense ratio, which is higher than AVGV's 0.26% expense ratio.

Dividends

SFGV vs. AVGV - Dividend Comparison

SFGV's dividend yield for the trailing twelve months is around 2.25%, less than AVGV's 2.49% yield.

Position	TTM	2025	2024	2023
AVGV Avantis All Equity Markets Value ETF	2.49%	1.98%	2.32%	1.14%
SFGV Sequoia Global Value ETF	2.25%	2.52%	2.23%	0.00%

Frequently Asked Questions

Can I hold both SFGV and AVGV in my portfolio?

With a correlation of 0.93, SFGV and AVGV move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, SFGV or AVGV?

AVGV has higher volatility (4.56%) compared to SFGV (3.31%). In terms of maximum drawdown, SFGV dropped -14.51% vs AVGV's -17.03%.

Which ETF is better, SFGV or AVGV?

On 1-year performance, AVGV leads with 35.25% vs 24.39% for SFGV. On fees, AVGV is cheaper at 0.26% per year. On volatility, SFGV has been the lower-risk option at 3.31%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, SFGV or AVGV?

Over the 1-year period, AVGV has performed better with a 35.25% return vs 24.39%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, SFGV or AVGV?

AVGV is cheaper with a 0.26% expense ratio, compared with 0.33% for SFGV.

Which ETF pays a higher dividend yield, SFGV or AVGV?

AVGV has the higher dividend yield at 2.49%, compared with 2.25% for SFGV.

What is the main difference between SFGV and AVGV?

They also come from different issuers: Sequoia and Avantis. Their fees differ too: 0.33% for SFGV and 0.26% for AVGV.

Which has better risk-adjusted returns?

AVGV currently has the higher Sharpe Ratio (2.64 vs 2.08), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.