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FTDS vs SDVY

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

FTDS

First Trust Dividend Strength ETF

First Trust

Annual cost

0.70%

Fund size

$31M

SDVY

First Trust SMID Cap Rising Dividend Achievers ETF

First Trust

Annual cost

0.58%

Fund size

$11.0B

Key differences

  • SDVY costs 0.12% less per year.
  • SDVY is significantly larger than FTDS — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SDVY has delivered higher annualized returns.
  • FTDS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FTDSSDVY
Annual cost (TER)0.70%0.58%
Fund size (AUM)$31M$11.0B
Since20062017
Dividend yield1.60%0.95%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+20.4%+22.6%
CAGR 3Y+17.0%+19.0%
CAGR 5Y+6.9%+8.6%
Sharpe 3Y0.870.81
Volatility 1Y13.16%15.50%
Max drawdown-42.47%-44.70%

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

Similar to FTDS and SDVY