SFGV

ETFActive

CCM Global Equity ETF

Category: Other (5,046 funds)

Expense Ratio

0.33%

Annual Cost per $10K

$33.00

30-Year Fee Drag per $10K

$6,737

at 7% annual return

Fund Type

ETF

Active

Trailing 12-Month

+9.25%

Asset Allocation

US Equity

52%

Intl Equity

34%

Cash

15%

Fee Comparison

SFGV

0.33%

Other average

0.99%

Other cheapest

FCDSX

0.00%

Index benchmark

0.03%

67% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of August 2025 · Updated quarterly

+26.79%20 months

Compare to

Fee Impact Calculator

Investment

Years

Annual Return

SFGV at 0.33%$346,928

At index rates (0.03%)$377,424

Zero fees (theoretical)$380,613

Total fee drag$33,685

Cost vs index fund−$30,497

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of August 2025

Ticker	Name	ER	1yr	3yr	5yr
SFGV	CCM Global Equity ETF	0.33%	+9.25%	—	—
FWCGX	Capital World Growth & Income Fund	0.47%	+15.91%	+18.35%	+12.38%
VFIFX	VANGUARD TARGET RETIREMENT 2050 FUND	0.08%	+14.81%	+16.04%	+10.89%
VFFVX	VANGUARD TARGET RETIREMENT 2055 FUND	0.08%	+14.81%	+16.02%	+10.88%
VTIVX	VANGUARD TARGET RETIREMENT 2045 FUND	0.08%	+13.86%	+15.23%	+10.40%
QCSTFX	College Retirement Equities Fund - Stock Account	—	+13.93%	+18.11%	—
VTTSX	VANGUARD TARGET RETIREMENT 2060 FUND	0.08%	+14.78%	+16.03%	+10.88%
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	0.06%	+15.88%	+17.52%	+12.11%
FFFGX	Fidelity Freedom 2045 Fund	0.65%	+14.67%	+16.47%	+11.32%
FFFHX	Fidelity Freedom 2050 Fund	0.65%	+14.67%	+16.48%	+11.31%
FAVPX	Fidelity Freedom Index 2045 Fund	0.05%	+14.25%	—	—
FAVQX	Fidelity Freedom Index 2050 Fund	0.04%	+14.19%	—	—
QCGLFX	College Retirement Equities Fund - Global Equities Account	—	+14.82%	+19.53%	—
VLXVX	VANGUARD TARGET RETIREMENT 2065 FUND	0.08%	+14.77%	+16.03%	+10.90%
FLKSX	Fidelity Low-Priced Stock K6 Fund	0.50%	+8.21%	+13.33%	+13.93%
FFFFX	Fidelity Freedom 2040 Fund	0.63%	+13.62%	+15.66%	+10.86%
VFORX	VANGUARD TARGET RETIREMENT 2040 FUND	0.08%	+12.93%	+14.17%	+9.46%
FSAMX	Strategic Advisers Emerging Markets Fund	0.49%	+17.63%	+12.50%	+5.51%
FLPCX	Fidelity Low-Priced Stock Fund	1.40%	—	—	—
FNNEX	New Economy Fund	0.47%	+19.36%	+21.34%	+11.35%
FAVRX	Fidelity Freedom Index 2055 Fund	0.08%	+14.25%	—	—
ACWI	iShares MSCI ACWI ETF	0.32%	+15.87%	+17.79%	+12.03%
FCTKX	Fidelity Freedom 2055 Fund	0.45%	+14.95%	+16.78%	+11.61%
YACKX	AMG Yacktman Fund$1M min	0.62%	+5.43%	+11.46%	+11.95%
QTUM	Defiance Quantum ETF	0.40%	+53.45%	+33.01%	+23.92%
AMTZX	AB All Market Real Return Portfolio	0.88%	+11.35%	+6.87%	+10.38%
FFNOX	Fidelity Multi-Asset Index Fund	0.11%	+13.40%	+14.96%	+10.03%
VASGX	VANGUARD LIFESTRATEGY GROWTH FUND	0.14%	+13.50%	+14.55%	+9.57%
PRJAX	PGIM Jennison Global Opportunities Fund	1.08%	+3.90%	+18.81%	+5.90%
FAVUX	Fidelity Freedom Index 2060 Fund	0.08%	+14.22%	—	—
GGMBX	Goldman Sachs Global Managed Beta Fund$1M min	0.37%	+13.82%	+15.96%	+11.60%
TRGLX	T. Rowe Price Global Stock Fund	0.66%	+10.68%	+16.56%	+8.98%
FDKVX	Fidelity Freedom 2060 Fund	0.45%	+14.69%	+16.46%	+11.32%
JAFVX	Strategic Equity Allocation Trust	0.92%	+13.72%	+17.30%	+12.37%
OWLSX	Old Westbury Large Cap Strategies Fund	1.09%	+14.43%	+17.21%	+10.14%
FAVOX	Fidelity Freedom Index 2040 Fund	0.12%	+13.16%	—	—
TLLIX	Nuveen Lifecycle Index 2050 Fund	0.18%	+13.36%	+15.81%	+10.82%
IDNA	iShares Genomics Immunology and Healthcare ETF	0.47%	-10.38%	-8.43%	-9.64%
OWSMX	Old Westbury Small & Mid Cap Strategies Fund	1.13%	+12.78%	+11.29%	+5.91%
TRZRX	T. Rowe Price Real Assets Fund, Inc.	0.65%	+9.26%	+9.33%	+10.28%
DRIV	Global X Autonomous & Electric Vehicles ETF	0.68%	+16.78%	+5.10%	+9.80%
CGGEX	American Funds Global Growth Portfolio	1.07%	+15.32%	+17.19%	+9.12%
AGVDX	American Funds Global Insight Fund	1.53%	+12.05%	+14.90%	+8.86%
XT	iShares Future Exponential Technologies ETF	0.46%	+14.71%	+11.97%	+7.23%
TTIIX	Nuveen Lifecycle Index 2055 Fund	0.25%	+13.51%	+16.01%	+10.99%
PFLJX	Principal LifeTime 2050 Fund	0.88%	+12.16%	+14.88%	+10.07%
TLMPX	Nuveen Lifecycle Index 2045 Fund	0.35%	+12.74%	+15.20%	+10.35%
VGHAX	VANGUARD HEALTH CARE FUND	0.32%	-16.45%	+4.11%	+3.81%
FTGFX	Templeton Growth Fund, Inc.	1.03%	+11.76%	+16.34%	+9.48%
ACWV	iShares MSCI Global Min Vol Factor ETF	0.20%	+7.48%	+10.42%	+7.35%
AGGPX	MFS Aggressive Growth Allocation Fund	0.69%	+10.90%	+13.58%	—
FFBUX	Fidelity Freedom Blend 2045 Fund	0.27%	+14.38%	+16.20%	—
VHGEX	VANGUARD GLOBAL EQUITY FUND	0.39%	+15.30%	+16.84%	+9.95%
MGORX	Global Opportunity Portfolio	0.85%	+25.34%	+26.49%	+7.55%
FFBWX	Fidelity Freedom Blend 2050 Fund	0.20%	+14.31%	+16.21%	—
TTFIX	Nuveen Lifecycle 2045 Fund	0.68%	+10.73%	+14.58%	+9.87%
EAGRX	First Eagle Global Fund	1.10%	+5.76%	+6.49%	—
VSVNX	VANGUARD TARGET RETIREMENT 2070 FUND	0.08%	+14.75%	+16.04%	—
FAVVX	Fidelity Freedom Index 2065 Fund	0.08%	+14.20%	—	—
TVIIX	Nuveen Lifecycle Index 2060 Fund	0.10%	+13.62%	+16.19%	+11.13%
SGMAX	SIIT GLOBAL MANAGED VOLATILITY FUND	0.72%	+13.00%	+14.00%	+11.35%
IXC	iShares Global Energy ETF	0.40%	+3.90%	+8.79%	+22.08%
TCLPX	Nuveen Lifecycle 2050 Fund	0.69%	+10.95%	+14.86%	+10.00%
FFPKX	Fidelity Freedom 2065 Fund	0.45%	—	—	—
HERD	Pacer Cash Cows Fund of Funds ETF	0.74%	+8.89%	+13.27%	+14.20%
WSML	iShares MSCI World Small-Cap ETF	0.30%	—	—	—
FFBTX	Fidelity Freedom Blend 2040 Fund	0.47%	+13.37%	+15.46%	—
FCGLX	Fidelity Advisor Freedom 2045 Fund	0.65%	+14.74%	+16.39%	+11.16%
FFBZX	Fidelity Freedom Blend 2055 Fund	0.37%	+14.50%	+16.22%	—
BRBCX	BlackRock Tactical Opportunities Fund	1.04%	+11.38%	+8.46%	+5.38%
RGGIX	T. Rowe Price Global Growth Stock Fund	0.68%	+11.19%	+14.39%	+7.22%
llglx	Longleaf Partners Global Fund	1.05%	+11.02%	+13.50%	+7.29%
PGRNX	Impax Global Environmental Markets Fund	1.14%	+6.39%	+21.77%	+10.10%
TCLOX	Nuveen Lifecycle 2040 Fund	0.50%	+9.79%	+13.36%	+8.78%
FTWRX	Templeton World Fund	1.05%	+14.62%	+20.53%	+10.77%
BOTZ	Global X Robotics & Artificial Intelligence ETF	0.68%	+7.05%	+17.80%	+4.67%
NGREX	Global Real Estate Index Fund	0.47%	+2.89%	+5.21%	+4.57%
BIALX	Brown Advisory Global Leaders Fund	0.76%	+11.21%	+17.57%	+10.76%
SRVR	Pacer Data & Infrastructure Real Estate ETF	0.55%	+5.53%	+0.03%	-0.98%
RIFSX	Global Real Estate Securities Fund	0.91%	+0.43%	+4.34%	+4.38%
VGSR	Vert Global Sustainable Real Estate ETF$1M min	0.45%	+1.63%	—	—
FSTEX	Invesco Energy Fund	0.83%	+6.73%	+7.95%	+25.41%
MAGEX	MFS Growth Allocation Fund	1.19%	+9.74%	+11.71%	+8.24%
FIQOX	Fidelity Worldwide Fund	1.06%	+12.94%	+19.67%	+11.06%
GQRE	FlexShares Global Quality Real Estate Index Fund	0.45%	+4.60%	+5.20%	+5.44%
DGEIX	GLOBAL EQUITY PORTFOLIO$1M min	0.26%	+14.05%	+16.75%	+13.61%
DOXWX	Dodge & Cox Global Stock Fund	0.52%	+11.80%	+15.15%	—
IGMAX	Voya Global Insights Portfolio	1.01%	+18.42%	+16.79%	+9.04%
TRNEX	T. Rowe Price New Era Fund	0.57%	+7.45%	+8.00%	+13.03%
CGW	Invesco S&P Global Water Index ETF	0.59%	+9.50%	+13.70%	+11.21%
METV	Roundhill Ball Metaverse ETF	0.59%	+48.15%	+30.53%	—
SSDLX	State Street Target Retirement 2050 Fund	0.09%	+13.74%	+14.76%	+9.64%
GCEYX	AB Global Core Equity Portfolio	0.79%	+10.60%	+14.55%	+9.20%
TAN	Invesco Solar ETF	0.70%	+1.14%	-20.79%	-5.87%
FBGLX	Fidelity Advisor Freedom 2055 Fund	0.46%	+14.74%	+16.40%	+11.16%
FAFFX	Fidelity Advisor Freedom 2040 Fund	0.63%	-20.70%	-36.40%	-41.90%
AAANX	Horizon Active Asset Allocation Fund	1.34%	+9.16%	+12.86%	+10.25%
VEIGX	VANGUARD GLOBAL ESG SELECT STOCK FUND	0.48%	+6.91%	+16.01%	+12.52%
FDIG	Fidelity Crypto Industry and Digital Payments ETF	0.40%	+53.31%	+38.01%	—
FDCPX	Select Tech Hardware Portfolio	0.69%	+24.81%	+23.98%	+16.93%
ALTFX	AB SUSTAINABLE GLOBAL THEMATIC FUND, INC.	1.03%	+1.58%	+9.42%	+6.25%

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