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FTCS vs SDVY

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

FTCS

First Trust Capital Strength ETF

First Trust

Annual cost

0.53%

Fund size

$7.9B

SDVY

First Trust SMID Cap Rising Dividend Achievers ETF

First Trust

Annual cost

0.58%

Fund size

$11.0B

Key differences

  • Over the last 3 years, SDVY has delivered higher annualized returns.
  • FTCS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FTCSSDVY
Annual cost (TER)0.53%0.58%
Fund size (AUM)$7.9B$11.0B
Since20062017
Dividend yield1.10%0.95%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.5%+24.1%
CAGR 3Y+10.0%+18.9%
CAGR 5Y+6.1%+9.2%
Sharpe 3Y0.590.81
Volatility 1Y9.95%15.55%
Max drawdown-31.93%-44.70%

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

Similar to FTCS and SDVY