SFGV vs WBIF

SFGVASequoia Global Value ETF

WBIFDWBI BullBear Value 3000 ETF

In short

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.

WBIF A 2014-vintage active value fund with an unusual escape hatch: its sell discipline can park a big slice of the portfolio in cash. Roughly 30 names, a global hunting ground, and a price tag well above the typical value ETF.

Stated mandate

SFGV The Fund seeks long-term growth of capital.

WBIF The Fund seeks long-term capital appreciation and potential current income while attempting to protect principal in unfavorable markets. It actively invests across domestic and foreign companies of all capitalization sizes and may use tactical investments.

Why people hold it

• 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.

• WBIF Cash counts as a position here. The selection process evaluates cash and cash equivalents alongside stocks, and the fund can hold a significant percentage of net assets there.wbietfs.com
• A wide hunting ground: value names across the US, developed international and emerging markets, at every market cap, plus room for tactical positions.
• Concentrated on purpose at about 30 holdings, so individual picks carry real weight instead of getting diluted across hundreds of names.
• Launched in 2014, early in the active equity ETF wave, so it has a live record through several full market cycles rather than a backtest.

Worth knowing

• 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

• WBIF At 1.52% a year it costs more than double the 0.63% median of its global value peer group. Cheaper active options in that cohort include AVGV at 0.28% and FEGE at 0.50%.
• Small and thinly traded, so spreads can run wider and sizable orders can move the price more than in the category's household names.
• The flip side of the cash option: the prospectus flags that extended stretches in cash or equivalents can lag other investments and work against the fund's objective.wbietfs.com

Full SFGV profile⁠

Full WBIF profile⁠