Compare · 2 funds side by side · dividends reinvested

SFGV and IOO

SFGVSequoia Financial Group×IOOiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,135IOO · best of the two

02 / 04

SFGV and IOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Sequoia Global Value ETFInternational · Global0.38%2.23%+15.1%+18.4%[…][…]−8.4%11.0%$1.2B1.0

iShares Global 100 ETFInternational · Global0.40%0.83%+11.3%+12.3%+26.8%+15.0%−9.9%14.5%$9.0B1.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: SFGV 2024 · IOO 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global 100 ETF · $9.0B$20,135

IOO

SFGV

Sequoia Global Value ETF · $1.2B[…]

$10,000 five years ago, dividends reinvested · they hold 10.0% in common

IOOMeasureSFGV

+11.3%Year to dateJan 1 → Nov 3+15.1%

+12.3%1 yearTotal return+18.4%

+26.8%3 years · per year$10,000 became $20,410 · […][…]

+15.0%5 years · per year$10,000 became $20,135 · […][…]

0.40%Expense ratio$40 · $38 a year on $10k · lower is better0.38%

0.83%Trailing 12-mo yield$83 · $223 a year on $10k2.23%

−9.9%Worst dropSmaller is better−8.4%

14.5%VolatilityLower is calmer11.0%

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

0–6SFGV wins

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

More Ways to See the Pairs

IOO vs SFGV: Top 5 Holdings

Today

IOO

44.0%in top 5

SFGV

in top 540.0%

IOOStockSFGV

not top 5VEA20.0%

12.4%AAPLnot top 5

12.2%NVDAnot top 5

9.5%MSFTnot top 5

not top 5VWO6.0%

5.8%AMZNnot top 5

not top 5AVRE5.1%

not top 5AVDV5.0%

4.0%GOOGLnot top 5

not top 5AVES4.0%

Held in common10.0%

End-of-day Nov 3, 2026 · share of each fund

IOO vs SFGV Returns, Every Period

iSharesIOO

+12.3%

past year

SFGVSequoia Financial Group

+18.4%

past year

IOOSFGVFaded: behind in that period

0–2SFGV wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

IOO vs SFGV

YTD

iSharesIOO

+11.3%

SFGVSequoia Financial Group

+15.1%

+11.3%Year to date+15.1%

−9.9%Worst drop · 1Y−8.4%

14.5%Volatility · 1Y11.0%

0.8%Yield2.2%

$9.0BAssets$1.2B

4–0SFGV wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SFGV, IOO

Today

0.38%lowest, SFGV

FundExpense ratioFee$10k

SFGV0.38%$38

IOO0.40%$40

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SFGV, IOO

2.23%highest, SFGV

FundTrailing yieldYield$10k

SFGV2.23%$223

IOO0.83%$83

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$185most kept, SFGV

SFGV$223 − $38 = $185

IOO$83 − $40 = $43

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SFGV, IOO

Today

10.0%most shared, SFGV and IOO

SFGVIOO

SFGV—10.0%

IOO10.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.4%SFGV, at 11.0% volatility

SFGVWorst drop−8.4%11.0% vol

IOOWorst drop−9.9%14.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SFGVIOO

+15.1%Year to date+11.3%

2.2%Yield0.8%

+18.4%Past year+12.3%

0.38%Fee0.40%

4–0SFGV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026