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RDVY vs SDVY

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

RDVY

First Trust Rising Dividend Achievers ETF

First Trust

Annual cost

0.47%

Fund size

$22.0B

SDVY

First Trust SMID Cap Rising Dividend Achievers ETF

First Trust

Annual cost

0.58%

Fund size

$11.0B

Key differences

  • RDVY costs 0.11% less per year.
  • Over the last 3 years, RDVY has delivered higher annualized returns.

Side-by-side comparison

RDVYSDVY
Annual cost (TER)0.47%0.58%
Fund size (AUM)$22.0B$11.0B
Since20142017
Dividend yield0.94%0.95%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.4%+22.6%
CAGR 3Y+21.2%+19.0%
CAGR 5Y+11.1%+8.6%
Sharpe 3Y1.020.81
Volatility 1Y14.09%15.50%
Max drawdown-40.60%-44.70%

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

Similar to RDVY and SDVY