Compare · 2 funds side by side · dividends reinvested

SFGV and ACWI

SFGVSequoia Financial Group×ACWIiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,513ACWI · best of the two

02 / 04

SFGV and ACWI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Sequoia Global Value ETFInternational · Global0.38%2.19%+17.7%+21.4%[…][…]−8.4%11.2%$1.2B1.2

iShares MSCI ACWI ETFInternational · Global0.32%1.42%+12.7%+13.5%+22.9%+10.6%−9.7%14.2%$32.2B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: SFGV 2024 · ACWI 2008

Head to Head

Swap sides Versus in desk

Head to Head

Sequoia Global Value ETF · $1.2B[…]

SFGV

ACWI

iShares MSCI ACWI ETF · $32.2B$16,513

$10,000 five years ago, dividends reinvested · they hold 18.0% in common

SFGVMeasureACWI

+17.7%Year to dateJan 1 → Nov 4+12.7%

+21.4%1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $18,581+22.9%

[…]5 years · per year$10,000 became […] · $16,513+10.6%

0.38%Expense ratio$38 · $32 a year on $10k · lower is better0.32%

2.19%Trailing 12-mo yield$219 · $142 a year on $10k1.42%

−8.4%Worst dropSmaller is better−9.7%

11.2%VolatilityLower is calmer14.2%

SFGVACWI Winner of the row, in its colourEach row: the bigger of the two fills its side

5–1SFGV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SFGV vs ACWI: Top 5 Holdings

Today

SFGV

40.1%in top 5

ACWI

in top 517.3%

SFGVStockACWI

20.1%VEAnot top 5

6.0%VWOnot top 5

5.1%AVREnot top 5

5.0%AVDVnot top 5

not top 5AAPL4.8%

not top 5NVDA4.7%

4.0%AVESnot top 5

not top 5MSFT3.6%

not top 5AMZN2.4%

not top 52330.TW1.7%

Held in common18.0%

End-of-day Nov 4, 2026 · share of each fund

SFGV vs ACWI Returns, Every Period

Sequoia Financial GroupSFGV

+21.4%

past year

ACWIiShares

+13.5%

past year

SFGVACWIFaded: behind in that period

2–0SFGV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SFGV vs ACWI

YTD

Sequoia Financial GroupSFGV

+17.7%

ACWIiShares

+12.7%

+17.7%Year to date+12.7%

−8.4%Worst drop · 1Y−9.7%

11.2%Volatility · 1Y14.2%

2.2%Yield1.4%

$1.2BAssets$32.2B

4–0SFGV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SFGV, ACWI

Today

0.32%lowest, ACWI

FundExpense ratioFee$10k

ACWI0.32%$32

SFGV0.38%$38

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SFGV, ACWI

2.19%highest, SFGV

FundTrailing yieldYield$10k

SFGV2.19%$219

ACWI1.42%$142

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$181most kept, SFGV

SFGV$219 − $38 = $181

ACWI$142 − $32 = $110

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SFGV, ACWI

Today

18.0%most shared, SFGV and ACWI

SFGVACWI

SFGV—18.0%

ACWI18.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.4%SFGV, at 11.2% volatility

SFGVWorst drop−8.4%11.2% vol

ACWIWorst drop−9.7%14.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SFGVACWI

+17.7%Year to date+12.7%

2.2%Yield1.4%

+21.4%Past year+13.5%

0.38%Fee0.32%

3–1SFGV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026