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SDVY vs FID

First Trust SMID Cap Rising Dividend Achievers ETF vs First Trust S&P International Dividend Aristocrats ETF

SDVY

First Trust SMID Cap Rising Dividend Achievers ETF

First Trust

Annual cost

0.58%

Fund size

$11.0B

FID

First Trust S&P International Dividend Aristocrats ETF

First Trust

Annual cost

0.60%

Fund size

$161M

Key differences

  • SDVY is significantly larger than FID — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SDVY has delivered higher annualized returns.

Side-by-side comparison

SDVYFID
Annual cost (TER)0.58%0.60%
Fund size (AUM)$11.0B$161M
Since20172013
Dividend yield0.95%4.09%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+22.6%+24.8%
CAGR 3Y+19.0%+16.6%
CAGR 5Y+8.6%+8.0%
Sharpe 3Y0.811.03
Volatility 1Y15.50%10.17%
Max drawdown-44.70%-39.79%

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

Similar to SDVY and FID