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FSCS vs SDVY

First Trust SMID Capital Strength ETF vs First Trust SMID Cap Rising Dividend Achievers ETF

FSCS

First Trust SMID Capital Strength ETF

First Trust

Annual cost

0.60%

Fund size

$58M

SDVY

First Trust SMID Cap Rising Dividend Achievers ETF

First Trust

Annual cost

0.58%

Fund size

$11.0B

Key differences

  • SDVY is significantly larger than FSCS — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SDVY has delivered higher annualized returns.

Side-by-side comparison

FSCSSDVY
Annual cost (TER)0.60%0.58%
Fund size (AUM)$58M$11.0B
Since20172017
Dividend yield0.88%0.95%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+1.4%+22.6%
CAGR 3Y+11.1%+19.0%
CAGR 5Y+5.5%+8.6%
Sharpe 3Y0.520.81
Volatility 1Y13.01%15.50%
Max drawdown-43.57%-44.70%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to FSCS and SDVY