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SDVY vs FTDS

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

SDVY

First Trust SMID Cap Rising Dividend Achievers ETF

First Trust

Annual cost

0.58%

Fund size

$11.0B

FTDS

First Trust Dividend Strength ETF

First Trust

Annual cost

0.70%

Fund size

$31M

Key differences

  • SDVY costs 0.12% less per year.
  • SDVY is significantly larger than FTDS — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SDVY has delivered higher annualized returns.
  • FTDS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SDVYFTDS
Annual cost (TER)0.58%0.70%
Fund size (AUM)$11.0B$31M
Since20172006
Dividend yield0.95%1.60%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+22.6%+20.4%
CAGR 3Y+19.0%+17.0%
CAGR 5Y+8.6%+6.9%
Sharpe 3Y0.810.87
Volatility 1Y15.50%13.16%
Max drawdown-44.70%-42.47%

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

Similar to SDVY and FTDS