Screener
SDVY vs FVD
First Trust SMID Cap Rising Dividend Achievers ETF vs First Trust Value Line Dividend Index Fund
Key differences
- Over the last 3 years, SDVY has delivered higher annualized returns.
- FVD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SDVY | FVD | |
|---|---|---|
| Annual cost (TER) | 0.58% | 0.62% |
| Fund size (AUM) | $11.0B | $8.2B |
| Since | 2017 | 2003 |
| Dividend yield | 0.95% | 2.26% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +22.6% | +10.4% |
| CAGR 3Y | +19.0% | +8.9% |
| CAGR 5Y | +8.6% | +5.9% |
| Sharpe 3Y | 0.81 | 0.50 |
| Volatility 1Y | 15.50% | 9.61% |
| Max drawdown | -44.70% | -35.25% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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