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SDVY vs FDVV

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

SDVY

First Trust SMID Cap Rising Dividend Achievers ETF

First Trust

Annual cost

0.58%

Fund size

$11.0B

FDVV

Fidelity High Dividend ETF

Fidelity Investments

Annual cost

0.15%

Fund size

$9.2B

Key differences

  • FDVV costs 0.43% less per year.
  • Over the last 3 years, FDVV has delivered higher annualized returns.

Side-by-side comparison

SDVYFDVV
Annual cost (TER)0.58%0.15%
Fund size (AUM)$11.0B$9.2B
Since20172016
Dividend yield0.95%2.81%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+22.6%+25.7%
CAGR 3Y+19.0%+20.7%
CAGR 5Y+8.6%+13.5%
Sharpe 3Y0.811.28
Volatility 1Y15.50%10.10%
Max drawdown-44.70%-40.25%

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

Similar to SDVY and FDVV