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FTGS vs SDVY

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

FTGS

First Trust Growth Strength ETF

First Trust

Annual cost

0.60%

Fund size

$1.2B

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 FTGS — larger funds tend to be more liquid and less likely to close.
  • SDVY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FTGSSDVY
Annual cost (TER)0.60%0.58%
Fund size (AUM)$1.2B$11.0B
Since20222017
Dividend yield0.09%0.95%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+12.9%+22.6%
CAGR 3Y+19.9%+19.0%
CAGR 5YN/A+8.6%
Sharpe 3Y0.970.81
Volatility 1Y13.50%15.50%
Max drawdown-19.99%-44.70%

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

Similar to FTGS and SDVY