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IDVY vs SDVY

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

IDVY

First Trust International Rising Dividend Achievers ETF

First Trust

Annual cost

0.60%

Fund size

$1M

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 IDVY — 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

IDVYSDVY
Annual cost (TER)0.60%0.58%
Fund size (AUM)$1M$11.0B
Since20262017
Dividend yield0.95%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+22.6%
CAGR 3YN/A+19.0%
CAGR 5YN/A+8.6%
Sharpe 3YN/A0.81
Volatility 1Y15.50%
Max drawdown-13.50%-44.70%

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

Similar to IDVY and SDVY