Compare · 2 funds side by side · dividends reinvested

SFGV and URTH

SFGVSequoia Financial Group×URTHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,957URTH · best of the two

02 / 04

SFGV and URTH, 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 World ETFInternational · Global0.24%1.37%+12.6%+13.8%+23.2%+11.1%−9.1%13.2%$9.1B1.6

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 · URTH 2012

Head to Head

Swap sides Versus in desk

Head to Head

Sequoia Global Value ETF · $1.2B[…]

SFGV

URTH

iShares MSCI World ETF · $9.1B$16,957

$10,000 five years ago, dividends reinvested · they hold 19.6% in common

SFGVMeasureURTH

+17.7%Year to dateJan 1 → Nov 4+12.6%

+21.4%1 yearTotal return+13.8%

[…]3 years · per year$10,000 became […] · $18,683+23.2%

[…]5 years · per year$10,000 became […] · $16,957+11.1%

0.38%Expense ratio$38 · $24 a year on $10k · lower is better0.24%

2.19%Trailing 12-mo yield$219 · $137 a year on $10k1.37%

−8.4%Worst dropSmaller is better−9.1%

11.2%VolatilityLower is calmer13.2%

SFGVURTH 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 URTH: Top 5 Holdings

Today

SFGV

40.1%in top 5

URTH

in top 519.4%

SFGVStockURTH

20.1%VEAnot top 5

6.0%VWOnot top 5

not top 5AAPL5.4%

not top 5NVDA5.3%

5.1%AVREnot top 5

5.0%AVDVnot top 5

not top 5MSFT4.1%

4.0%AVESnot top 5

not top 5AMZN2.7%

not top 5GOOGL1.8%

Held in common19.6%

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

SFGV vs URTH Returns, Every Period

Sequoia Financial GroupSFGV

+21.4%

past year

URTHiShares

+13.8%

past year

SFGVURTHFaded: behind in that period

2–0SFGV wins

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

SFGV vs URTH

YTD

Sequoia Financial GroupSFGV

+17.7%

URTHiShares

+12.6%

+17.7%Year to date+12.6%

−8.4%Worst drop · 1Y−9.1%

11.2%Volatility · 1Y13.2%

2.2%Yield1.4%

$1.2BAssets$9.1B

4–0SFGV wins

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

Cost, Income and Risk

Fees: SFGV, URTH

Today

0.24%lowest, URTH

FundExpense ratioFee$10k

URTH0.24%$24

SFGV0.38%$38

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

Yields: SFGV, URTH

2.19%highest, SFGV

FundTrailing yieldYield$10k

SFGV2.19%$219

URTH1.37%$137

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

Income After Fees on $10,000

$181most kept, SFGV

SFGV$219 − $38 = $181

URTH$137 − $24 = $113

KeptFee

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

Overlap: SFGV, URTH

Today

19.6%most shared, SFGV and URTH

SFGVURTH

SFGV—19.6%

URTH19.6%—

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

URTHWorst drop−9.1%13.2% vol

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

Paid More vs Made More

YTD

SFGVURTH

+17.7%Year to date+12.6%

2.2%Yield1.4%

+21.4%Past year+13.8%

0.38%Fee0.24%

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