Screener
SDVY vs FDRR
First Trust SMID Cap Rising Dividend Achievers ETF vs Fidelity Dividend ETF for Rising Rates
Key differences
- FDRR costs 0.43% less per year.
- SDVY is significantly larger than FDRR — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, FDRR has delivered higher annualized returns.
Side-by-side comparison
| SDVY | FDRR | |
|---|---|---|
| Annual cost (TER) | 0.58% | 0.15% |
| Fund size (AUM) | $11.0B | $687M |
| Since | 2017 | 2016 |
| Dividend yield | 0.95% | 2.21% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +22.6% | +31.8% |
| CAGR 3Y | +19.0% | +20.9% |
| CAGR 5Y | +8.6% | +11.9% |
| Sharpe 3Y | 0.81 | 1.19 |
| Volatility 1Y | 15.50% | 11.02% |
| Max drawdown | -44.70% | -36.52% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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