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SDVY vs FSCS

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

SDVY

First Trust SMID Cap Rising Dividend Achievers ETF

First Trust

Annual cost

0.58%

Fund size

$11.0B

FSCS

First Trust SMID Capital Strength ETF

First Trust

Annual cost

0.60%

Fund size

$58M

Key differences

  • SDVY is significantly larger than FSCS — 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

SDVYFSCS
Annual cost (TER)0.58%0.60%
Fund size (AUM)$11.0B$58M
Since20172017
Dividend yield0.95%0.88%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+22.6%+1.4%
CAGR 3Y+19.0%+11.1%
CAGR 5Y+8.6%+5.5%
Sharpe 3Y0.810.52
Volatility 1Y15.50%13.01%
Max drawdown-44.70%-43.57%

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

Similar to SDVY and FSCS