Screener
STXD vs SDVY
Strive 1000 Dividend Growth ETF vs First Trust SMID Cap Rising Dividend Achievers ETF
Key differences
Both STXD and SDVY are equity ETFs. STXD charges 0.35% a year and SDVY 0.58%. The main difference: STXD costs 0.23% less per year.
- STXD costs 0.23% less per year.
- SDVY is much larger than STXD. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SDVY has delivered higher annualized returns.
- SDVY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| STXD | SDVY | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.58% |
| Fund size (AUM) | $66M | $10.8B |
| Since | 2022 | 2017 |
| Dividend yield | 1.21% | 0.97% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +16.6% | +23.0% |
| CAGR 3Y | +15.5% | +16.6% |
| CAGR 5Y | N/A | +9.1% |
| Sharpe 3Y | 0.85 | 0.72 |
| Volatility 1Y | 11.84% | 15.46% |
| Max drawdown | -14.87% | -44.70% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.