OAKG vs SFGV

OAKGCOakmark Global Large Cap ETF

SFGVASequoia Global Value ETF

In short

OAKG Oakmark's value discipline in an ETF: a global large-cap portfolio picked stock by stock rather than tracked from an index, with long-term capital appreciation as the stated goal. Launched December 2025.

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

OAKG The ETF seeks long-term capital appreciation.

SFGV The Fund seeks long-term growth of capital.

Why people hold it

• OAKG 0.62% a year sits a hair under the 0.63% median for its global-value cohort: active management at the going rate, not a premium.
• Undercuts the cohort's priciest active peers, COPY (0.89%) and FPAG (0.86%), on fee.
• The mandate is spelled out in the filings: global equities, large caps, a value philosophy, long-term capital appreciation. You know what you own.
• Global by design, so the manager can hunt cheap large caps outside the US, not just in the S&P 500.

• 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

• OAKG It opened in December 2025. Short history, and no long record to judge the ETF version against.
• Trading has been light since launch and the asset base is small, which can mean wider spreads than at the cohort's bigger funds.
• Cheaper shelf-mates exist in the same cohort: AVGV at 0.28%, SFGV at 0.38%. The extra fee here buys human stock picking.

• 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 OAKG profile⁠

Full SFGV profile⁠