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SDVY vs FTCS

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

SDVY

First Trust SMID Cap Rising Dividend Achievers ETF

First Trust

Annual cost

0.58%

Fund size

$11.0B

FTCS

First Trust Capital Strength ETF

First Trust

Annual cost

0.53%

Fund size

$7.9B

Key differences

  • Over the last 3 years, SDVY has delivered higher annualized returns.
  • FTCS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SDVYFTCS
Annual cost (TER)0.58%0.53%
Fund size (AUM)$11.0B$7.9B
Since20172006
Dividend yield0.95%1.10%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.1%+5.5%
CAGR 3Y+18.9%+10.0%
CAGR 5Y+9.2%+6.1%
Sharpe 3Y0.810.59
Volatility 1Y15.55%9.95%
Max drawdown-44.70%-31.93%

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

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