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SDVY vs RDVY

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

SDVY

First Trust SMID Cap Rising Dividend Achievers ETF

First Trust

Annual cost

0.58%

Fund size

$11.0B

RDVY

First Trust Rising Dividend Achievers ETF

First Trust

Annual cost

0.47%

Fund size

$22.0B

Key differences

  • RDVY costs 0.11% less per year.
  • Over the last 3 years, RDVY has delivered higher annualized returns.

Side-by-side comparison

SDVYRDVY
Annual cost (TER)0.58%0.47%
Fund size (AUM)$11.0B$22.0B
Since20172014
Dividend yield0.95%0.94%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+22.6%+26.4%
CAGR 3Y+19.0%+21.2%
CAGR 5Y+8.6%+11.1%
Sharpe 3Y0.811.02
Volatility 1Y15.50%14.09%
Max drawdown-44.70%-40.60%

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

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