SFGV vs VT

ASFGV

BVT

Measures won3–1SFGV wins · of 6 · 5Y

$10,000 · 5Y$16,384VT

Lowest cost0.06%VT · $6 on $10k

Most income2.19%SFGV · $219 on $10k

Smallest drop−8.4%SFGV · worst fall in 1Y

Held in common16.2%SFGV and VT

SFGV

Sequoia Global Value ETF · $1.2BVanguard Total World Stock ETF · $81.8B

[…]3 years · per year[…] · $18,538+22.8%

[…]5 years · per year[…] · $16,384+10.4%

0.38%Expense ratio$38 · $6 on $10k · lower wins0.06%

2.19%12-mo yield$219 · $153 on $10k1.53%

−8.4%Worst dropSmaller wins−9.7%

11.2%VolatilityLower wins14.1%

3–1SFGV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSFGV · VT

1.8%META1.4%

1.3%AAPL4.1%

0.6%XOM0.6%

0.5%JPM0.7%

Held in common16.2%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.53%	+1.7%	+12.8%	+14.0%	+22.8%	+10.4%	−9.7%	$81.8B
2	ASFGV	Sequoia Global Value ETFRead Desk		0.38%	2.19%	+2.3%	+17.7%	+21.4%	new	new	−8.4%	$1.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.53%	+1.7%	+12.8%	+14.0%	+22.8%	+10.4%	−9.7%	$81.8B
2	ASFGV	Sequoia Global Value ETFRead Desk		0.38%	2.19%	+2.3%	+17.7%	+21.4%	new	new	−8.4%	$1.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SFGV vs VT

SFGV

Sequoia Global Value

[…]

Vanguard Total World Stock

$16,384

MeasureSFGVVT

Fee0.38%0.06%

Cost on $10k a year$38$6

Yield2.19%1.53%

5 years, per year[…]+10.4%

3 years, per year[…]+22.8%

Worst drop · 1Y−8.4%−9.7%

Volatility · 1Y11.2%14.1%

3–1measures won
SFGV first

16.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SFGV, VT

Today

16.2%most shared, SFGV and VT

SFGVVT

SFGV—16.2%

VT16.2%—

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

Income After Fees on $10,000

$181most kept, SFGV

SFGV$219 − $38 = $181

VT$153 − $6 = $147

KeptFee

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