AVGV vs SFGV

AVGVAAvantis All Equity Markets Value ETF 9

SFGVASequoia Global Value ETF

In short

AVGV One ticker for the world's value stocks: AVGV stacks six Avantis value funds into a 60% US, 30% developed, 10% emerging mix, small caps included, for 0.26% all in.

SFGV A wealth manager's global value model in ETF clothing: SFGV hunts profitable companies with cheap cash flows and a habit of paying shareholders back, at 0.33% net of a waiver through March 31, 2027, below most global value rivals.

Stated mandate

AVGV The fund seeks long-term capital appreciation through a fund-of-funds structure investing in other Avantis ETFs. Those underlying funds are broadly diversified equity portfolios that select or overweight securities expected to offer higher returns or better risk characteristics than a passive market-cap-weighted index.

SFGV The Fund seeks long-term growth of capital.

Why people hold it

• AVGV Holds US large, mid and small value plus developed and emerging value in one ticker, at 60/30/10 target weights the managers can flex within stated ranges.sec.gov
• The 0.26% headline covers the underlying Avantis funds too, and sits below the category median and below SFGV's 0.33% net of a waiver through March 31, 2027.sec.gov
• Small and mid caps ride alongside large caps, so the value tilt reaches corners of the market a large-cap-only value fund leaves out.sec.gov

• SFGV Value here means cash, not book value: the US sleeve starts with roughly the 3,000 largest American companies, then ranks them on shareholder yield and free cash flow yield.etfarchitect.com
• 0.33% net of a waiver through March 31, 2027 (0.38% gross), below the category median and under peers like FEGE at 0.50% net of a waiver through December 31, 2026, and GKAT at 0.59%.
• One ticket spans US, developed-international and emerging-market stocks across large, mid and small caps, held through individual names plus ETFs. Pays quarterly.etfarchitect.com
• Trading since January 2024 and already a billion-dollar-plus fund, it sits in the upper tier of its global value peer group.

Worth knowing

• AVGV Value and size tilts are built in, so results can diverge from a market-cap global index for long stretches.sec.gov
• Every holding is an Avantis fund, so one firm's definition of value and one team's allocation calls drive the whole portfolio.sec.gov
• Around 40% of the target sits outside the US, bringing currency moves and emerging market risk; the fund also only launched in 2023.sec.gov

• SFGV It trades thinly, so spreads can be wider than on the big index names. That cost sits outside the expense ratio.
• Part of the portfolio is held through other ETFs, whose own expenses stack on top of this fund's fee.etfarchitect.com
• The name is younger than the fund: it traded as CCM Global Equity ETF until October 29, 2025, so part of the record predates the Sequoia label.etfarchitect.com

Full AVGV profile⁠

Full SFGV profile⁠