Compare · 2 funds side by side · dividends reinvested

SFGV and SPY

SFGVSequoia Financial Group×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,118SPY · best of the two

02 / 04

SFGV and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Sequoia Global Value ETFInternational · Global0.38%2.26%+14.0%+18.0%[…][…]−8.4%11.5%$1.2B1.2

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: SFGV 2024 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Sequoia Global Value ETF · $1.2B[…]

SFGV

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

$10,000 five years ago, dividends reinvested · they hold 24.0% in common

SFGVMeasureSPY

+14.0%Year to dateJan 1 → Nov 6+8.7%

+18.0%1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,039+21.7%

[…]5 years · per year$10,000 became […] · $17,118+11.3%

0.38%Expense ratio$38 · $9 a year on $10k · lower is better0.09%

2.26%Trailing 12-mo yield$226 · $103 a year on $10k1.03%

−8.4%Worst dropSmaller is better−8.9%

11.5%VolatilityLower is calmer13.6%

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

5–1SFGV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SFGV vs SPY: Top 5 Holdings

Today

SFGV

39.8%in top 5

SPY

in top 527.8%

SFGVStockSPY

19.8%VEAnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

5.9%VWOnot top 5

5.2%AVREnot top 5

5.0%AVDVnot top 5

not top 5AMZN4.0%

3.9%AVESnot top 5

not top 5GOOGL2.6%

Held in common24.0%

End-of-day Nov 6, 2026 · share of each fund

SFGV vs SPY Returns, Every Period

Sequoia Financial GroupSFGV

+18.0%

past year

SPYSPDR

+9.7%

past year

SFGVSPYFaded: behind in that period

2–0SFGV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

International vs Core: SFGV vs SPY

YTD

Sequoia Financial GroupSFGV

+14.0%

SPYSPDR

+8.7%

+14.0%Year to date+8.7%

−8.4%Worst drop · 1Y−8.9%

11.5%Volatility · 1Y13.6%

2.3%Yield1.0%

$1.2BAssets$819B

4–0SFGV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SFGV, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

SFGV0.38%$38

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SFGV, SPY

2.26%highest, SFGV

FundTrailing yieldYield$10k

SFGV2.26%$226

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$188most kept, SFGV

SFGV$226 − $38 = $188

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SFGV, SPY

Today

24.0%most shared, SFGV and SPY

SFGVSPY

SFGV—24.0%

SPY24.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.0%SFGV, at 11.5% volatility

SFGVWorst drop−8.4%11.5% vol

SPYWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SFGVSPY

+14.0%Year to date+8.7%

2.3%Yield1.0%

+18.0%Past year+9.7%

0.38%Fee0.09%

3–1SFGV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026