BBCA vs SDVY

Comparison between JPMORGAN BETABUILDERS CANADA ETF (BBCA, ETF) and FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF (SDVY, ETF).

5-Year PerformanceBBCA has outperformed SDVY, delivering a return of +11.9% compared to +8.6%

BBCA vs SDVY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BBCA(ETF)	SDVY(ETF)
Net Assets	$10B	$10B
Expense Ratio	0.19%	0.58%
Max Drawdown	42.81%	45.19%
Sharpe Ratio	2.06	1.38
5Y Beta	0.68	0.94
P/E Ratio	N/A	17.70
Forward P/E	N/A	15.43
PEG Ratio	N/A	0.27
5Y Dividends CAGR	5.53%	10.72%
5Y EPS CAGR	N/A	22.59%
Debt to Equity	N/A	16.57%
P/S Ratio	N/A	2.16
P/B Ratio	N/A	2.55

Net Assets

BBCA

$10B

Winner

SDVY

$10B

Expense Ratio

Winner

BBCA

0.19%

SDVY

0.58%

Max Drawdown

Winner

BBCA

42.81%

SDVY

45.19%

Sharpe Ratio

Winner

BBCA

2.06

SDVY

1.38

5Y Beta

Winner

BBCA

0.68

SDVY

0.94

P/E Ratio

BBCA

N/A

SDVY

17.70

Forward P/E

BBCA

N/A

SDVY

15.43

PEG Ratio

BBCA

N/A

SDVY

0.27

5Y Dividends CAGR

BBCA

5.53%

Winner

SDVY

10.72%

5Y EPS CAGR

BBCA

N/A

SDVY

22.59%

Debt to Equity

BBCA

N/A

SDVY

16.57%

P/S Ratio

BBCA

N/A

SDVY

2.16

P/B Ratio

BBCA

N/A

SDVY

2.55

BBCA vs SDVY - Holdings Comparison

BBCA and SDVY have 1 common holdings. Overlap is -0.04%

BBCA's top 25 holdings weight is 71.02%. SDVY's top 25 holdings weight is 27.38%.

Rank	BBCA	SDVY
#1	ROYAL BANK OF CANADA (n/a) - 8.34%	COMFORT SYSTEMS USA INC (FIX) - 1.76%
#2	THE TORONTO-DOMINION BANK (n/a) - 5.98%	ENERSYS (ENS) - 1.41%
#3	n/a (SHOP) - 5.12%	POWELL INDUSTRIES INC (POWL) - 1.40%
#4	ENBRIDGE INC (n/a) - 3.86%	n/a (WFRD) - 1.33%
#5	BANK OF MONTREAL (n/a) - 3.63%	CLEAR SECURE INC ORDINARY SHARES CLASS A (YOU) - 1.24%
#6	CANADIAN IMPERIAL BANK OF COMMERCE (n/a) - 3.45%	PRIMORIS SERVICES CORP (PRIM) - 1.22%
#7	AGNICO EAGLE MINES LTD (n/a) - 3.35%	EMCOR GROUP INC (EME) - 1.15%
#8	BANK OF NOVA SCOTIA (n/a) - 3.18%	MUELLER INDUSTRIES INC (MLI) - 1.10%
#9	CANADIAN NATURAL RESOURCES LTD (n/a) - 3.11%	WOODWARD INC (WWD) - 1.05%
#10	n/a (BN) - 2.77%	NORTHERN TRUST CORP (NTRS) - 1.05%
#11	CANADIAN PACIFIC KANSAS CITY LTD (CP) - 2.65%	ALLISON TRANSMISSION HOLDINGS INC (ALSN) - 1.05%
#12	SUNCOR ENERGY INC (n/a) - 2.61%	ATMUS FILTRATION TECHNOLOGIES INC (ATMU) - 1.04%
#13	BARRICK MINING CORP (n/a) - 2.29%	PRICESMART INC (PSMT) - 1.02%
#14	MANULIFE FINANCIAL CORP (MFC) - 2.19%	CACTUS INC CLASS A (WHD) - 1.00%
#15	TC ENERGY CORP (TRP) - 2.17%	INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 0.99%
#16	CANADIAN NATIONAL RAILWAY CO (n/a) - 2.11%	INSTALLED BUILDING PRODUCTS INC (IBP) - 0.98%
#17	WHEATON PRECIOUS METALS CORP (WPM) - 2.09%	LEMAITRE VASCULAR INC (LMAT) - 0.98%
#18	NATIONAL BANK OF CANADA (n/a) - 1.96%	EAST WEST BANCORP INC (EWBC) - 0.97%
#19	CAMECO CORP (n/a) - 1.73%	ITT INC (ITT) - 0.97%
#20	n/a (CLS) - 1.63%	NEW YORK TIMES CO CLASS A (NYT) - 0.97%
#21	FRANCO-NEVADA CORP (FNV) - 1.48%	INTERDIGITAL INC (IDCC) - 0.96%
#22	WASTE CONNECTIONS INC (WCN) - 1.40%	CBOE GLOBAL MARKETS INC (CBOE) - 0.96%
#23	SUN LIFE FINANCIAL INC (SLF) - 1.32%	APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 0.94%
#24	ALIMENTATION COUCHE-TARD INC (n/a) - 1.30%	FIRST BANCORP (FBP) - 0.93%
#25	KINROSS GOLD CORP (n/a) - 1.30%	RALPH LAUREN CORP CLASS A (RL) - 0.91%
Total Holdings	82	168

BBCA vs SDVY - Historical Returns

Returns include dividend reinvestment.

Period	BBCA	SDVY
1 month	+2.63%	+1.33%
3 months	+3.18%	-0.72%
6 months	+16.76%	+11.51%
1 year	+35.38%	+25.62%
5 years(CAGR)	+11.91%	+8.57%
10 years(CAGR)	N/A	+11.02%
Max(CAGR)	+12.13%	+11.02%

Winner

BBCA

+2.63%

SDVY

+1.33%

Winner

BBCA

+3.18%

SDVY

-0.72%

Winner

BBCA

+16.76%

SDVY

+11.51%

Winner

BBCA

+35.38%

SDVY

+25.62%

5Y(CAGR)

Winner

BBCA

+11.91%

SDVY

+8.57%

10Y(CAGR)

BBCA

N/A

SDVY

+11.02%

Max(CAGR)

Winner

BBCA

+12.13%

SDVY

+11.02%

BBCA vs SDVY - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	BBCA	SDVY
2026	+6.94%	+8.33%
2025	+34.03%	+9.13%
2024	+13.94%	+11.49%
2023	+15.72%	+28.50%
2022	-12.85%	-12.37%
2021	+27.85%	+29.11%
2020	+5.77%	+11.08%
2019	+27.65%	+24.65%
2018	-15.38%	-15.06%
2017	N/A	+5.78%

BBCA vs SDVY Drawdown Comparison

The maximum drawdown for BBCA was -42.81%, occurring on Mar 23, 2020. Recovery took 196 trading sessions.

The maximum drawdown for SDVY was -44.70%, occurring on Mar 23, 2020. Recovery took 334 trading sessions.

The current BBCA drawdown is -1.09%. The current SDVY drawdown is -1.51%.

Rank	BBCA	SDVY
#1	-42.81% Feb 19, 2020 - Nov 25, 2020	-44.70% Jul 24, 2019 - Nov 17, 2020
#2	-24.44% Mar 30, 2022 - May 17, 2024	-25.92% Nov 25, 2024 - Jan 5, 2026
#3	-19.60% Aug 27, 2018 - Apr 17, 2019	-24.44% Jan 4, 2022 - Jul 19, 2023
#4	-12.37% Dec 5, 2024 - May 2, 2025	-22.58% Aug 21, 2018 - Jul 24, 2019
#5	-8.43% Mar 2, 2026 - Apr 17, 2026	-12.52% Aug 7, 2023 - Dec 4, 2023
#6	-7.66% Nov 12, 2021 - Jan 12, 2022	-9.76% Jul 31, 2024 - Oct 11, 2024
#7	-6.37% Jun 15, 2021 - Sep 2, 2021	-9.27% Feb 20, 2026 - Apr 27, 2026
#8	-6.17% Jul 16, 2024 - Aug 15, 2024	-8.86% May 7, 2021 - Nov 3, 2021
#9	-5.72% Jan 12, 2022 - Mar 17, 2022	-8.09% Jan 23, 2018 - Aug 21, 2018
#10	-5.43% Jul 11, 2019 - Sep 16, 2019	-7.23% Nov 16, 2021 - Jan 4, 2022
#11	-5.24% Sep 3, 2021 - Oct 13, 2021	-7.15% Mar 28, 2024 - May 15, 2024
#12	-5.04% Jan 20, 2021 - Feb 8, 2021	-6.13% Mar 15, 2021 - Apr 5, 2021
#13	-4.55% Apr 22, 2019 - Jun 20, 2019	-6.08% Dec 26, 2023 - Mar 7, 2024
#14	-4.42% May 17, 2024 - Jul 11, 2024	-6.07% May 15, 2024 - Jul 15, 2024
#15	-4.14% Sep 19, 2019 - Nov 4, 2019	-5.95% Jan 20, 2021 - Feb 5, 2021