Compare · 2 funds side by side · dividends reinvested

SFGV and VIG

SFGVSequoia Financial Group×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,331VIG · best of the two

02 / 04

SFGV and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.4

Sequoia Global Value ETFInternational · Global0.38%2.24%+14.7%+19.2%[…][…]−8.4%11.5%$1.2B1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: SFGV 2024 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Sequoia Global Value ETF · $1.2B[…]

SFGV

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested · they hold 20.4% in common

SFGVMeasureVIG

+14.7%Year to dateJan 1 → Nov 5+12.5%

+19.2%1 yearTotal return+15.2%

[…]3 years · per year$10,000 became […] · $16,814+18.9%

[…]5 years · per year$10,000 became […] · $16,331+10.3%

0.38%Expense ratio$38 · $4 a year on $10k · lower is better0.04%

2.24%Trailing 12-mo yield$224 · $149 a year on $10k1.49%

−8.4%Worst dropSmaller is better−7.9%

11.5%VolatilityLower is calmer10.8%

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

3–3Level

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

More Ways to See the Pairs

SFGV vs VIG: Top 5 Holdings

Today

SFGV

40.0%in top 5

VIG

in top 522.1%

SFGVStockVIG

20.0%VEAnot top 5

5.9%VWOnot top 5

5.1%AVREnot top 5

5.0%AVDVnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

4.0%AVESnot top 5

not top 5JPM3.9%

Held in common20.4%

End-of-day Nov 5, 2026 · share of each fund

SFGV vs VIG Returns, Every Period

Sequoia Financial GroupSFGV

+19.2%

past year

VIGVanguard

+15.2%

past year

SFGVVIGFaded: behind in that period

2–0SFGV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

International vs Income: SFGV vs VIG

YTD

Sequoia Financial GroupSFGV

+14.7%

VIGVanguard

+12.5%

+14.7%Year to date+12.5%

−8.4%Worst drop · 1Y−7.9%

11.5%Volatility · 1Y10.8%

2.2%Yield1.5%

$1.2BAssets$109B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SFGV, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SFGV0.38%$38

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SFGV, VIG

2.24%highest, SFGV

FundTrailing yieldYield$10k

SFGV2.24%$224

VIG1.49%$149

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$186most kept, SFGV

SFGV$224 − $38 = $186

VIG$149 − $4 = $145

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SFGV, VIG

Today

20.4%most shared, SFGV and VIG

SFGVVIG

SFGV—20.4%

VIG20.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.2%SFGV, at 11.5% volatility

VIGWorst drop−7.9%10.8% vol

SFGVWorst drop−8.4%11.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SFGVVIG

+14.7%Year to date+12.5%

2.2%Yield1.5%

+19.2%Past year+15.2%

0.38%Fee0.04%

3–1SFGV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026