SFGV vs WCMG

SFGVASequoia Global Value ETF

WCMGDFirst Trust WCM Global Equity 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.

WCMG A stock picker's take on global equity: WCM hunts industry leaders with widening competitive advantages at prices it finds attractive, across US, developed, emerging and frontier markets. MSCI ACWI is the yardstick here, not the rulebook.

Stated mandate

SFGV The Fund seeks long-term growth of capital.

WCMG The fund seeks long-term capital appreciation by investing at least 80% of net assets in equity securities of companies worldwide, including the United States.

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.

• WCMG Active by design: bottom-up fundamental research aimed at global industry leaders with expanding competitive advantages, bought at valuations the manager finds attractive.yahoo.com
• One ticker reaches US, developed international, emerging and frontier markets, with MSCI ACWI as the reference point rather than a basket to replicate.ftportfolios.com
• Sub-advised by global equity specialist WCM Investment Management inside First Trust's world equity lineup, which Barron's named top fund family in that category for 2025.yahoo.com

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

• WCMG The 0.85% fee sits above the roughly 0.69% median for active global peers, and cheaper shelf-mates exist: GSWO at 0.15%, DFAW at 0.24%.
• It launched in April 2026, so live history is short, and trading was light out of the gate, which can mean wider bid-ask spreads until volume builds.
• The mandate is long-term capital appreciation, at least 80% of net assets in stocks. Income isn't part of the design; no regular distribution has been paid.

Full SFGV profile⁠

Full WCMG profile⁠