GRID vs SDVY
Comparison between FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX FUND (GRID, ETF) and FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF (SDVY, ETF).
5-Year PerformanceGRID has outperformed SDVY, delivering a return of +14.4% compared to +10.7%
GRID vs SDVY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
GRID
$12B
SDVY
$12B
Expense Ratio
Winner
GRID
0.56%
SDVY
0.58%
Max Drawdown
Winner
GRID
40.56%
SDVY
45.19%
Sharpe Ratio
GRID
1.02
Winner
SDVY
1.05
5Y Beta
GRID
1.09
Winner
SDVY
0.90
P/E Ratio
GRID
N/A
SDVY
17.47
Forward P/E
GRID
N/A
SDVY
15.27
PEG Ratio
GRID
N/A
SDVY
0.32
5Y Dividends CAGR
Winner
GRID
20.78%
SDVY
7.88%
5Y EPS CAGR
GRID
N/A
SDVY
17.37%
Debt to Equity
GRID
N/A
SDVY
-7.62%
P/S Ratio
GRID
N/A
SDVY
2.14
P/B Ratio
GRID
N/A
SDVY
2.63
GRID vs SDVY - Holdings Comparison
GRID and SDVY have 5 common holdings. Overlap is 0.33%
GRID's top 25 holdings weight is 78.91%. SDVY's top 25 holdings weight is 25.45%.
| Rank | GRID | SDVY |
|---|---|---|
| #1 | EATON CORP PLC (ETN) - 8.63% | ENERSYS (ENS) - 1.28% |
| #2 | n/a (JCI) - 8.29% | COMFORT SYSTEMS USA INC (FIX) - 1.24% |
| #3 | SCHNEIDER ELECTRIC SE (n/a) - 8.24% | NATIONAL HEALTHCARE CORP (NHC) - 1.19% |
| #4 | ABB LTD (n/a) - 7.92% | PRICESMART INC (PSMT) - 1.18% |
| #5 | QUANTA SERVICES INC (PWR) - 7.63% | WOODWARD INC (WWD) - 1.11% |
| #6 | NATIONAL GRID PLC (n/a) - 4.54% | WATTS WATER TECHNOLOGIES INC CLASS A (WTS) - 1.08% |
| #7 | E.ON SE (n/a) - 4.48% | CLEAR SECURE INC ORDINARY SHARES CLASS A (YOU) - 1.06% |
| #8 | PRYSMIAN SPA (n/a) - 3.59% | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 1.01% |
| #9 | NVENT ELECTRIC PLC (NVT) - 2.83% | APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 1.00% |
| #10 | HUBBELL INC (HUBB) - 2.63% | ZIONS BANCORP NA (ZION) - 0.98% |
| #11 | NVIDIA CORP (NVDA) - 2.08% | FIRST BANCORP (FBP) - 0.98% |
| #12 | TERNA SPA (n/a) - 1.90% | EMCOR GROUP INC (EME) - 0.98% |
| #13 | TESLA INC (TSLA) - 1.89% | WILLIAMS-SONOMA INC (WSM) - 0.98% |
| #14 | CISCO SYSTEMS INC (CSCO) - 1.72% | SELECTIVE INSURANCE GROUP INC (SIGI) - 0.97% |
| #15 | HYDRO ONE LTD (n/a) - 1.67% | UMB FINANCIAL CORP (UMBF) - 0.97% |
| #16 | HD HYUNDAI ELECTRIC (n/a) - 1.36% | THE HANOVER INSURANCE GROUP INC (THG) - 0.96% |
| #17 | APTIV PLC (APTV) - 1.31% | RALPH LAUREN CORP CLASS A (RL) - 0.95% |
| #18 | BELIMO HOLDING AG (n/a) - 1.12% | INTERPARFUMS INC (IPAR) - 0.95% |
| #19 | EQUATORIAL SA (n/a) - 1.07% | EAST WEST BANCORP INC (EWBC) - 0.95% |
| #20 | SPIE SA (n/a) - 1.04% | ACUITY INC (AYI) - 0.95% |
| #21 | GE VERNOVA INC (GEV) - 1.03% | ASSURANT INC (AIZ) - 0.95% |
| #22 | TEXAS INSTRUMENTS INC (TXN) - 1.01% | TOLL BROTHERS INC (TOL) - 0.94% |
| #23 | LS ELECTRIC CO LTD (n/a) - 0.99% | CINCINNATI FINANCIAL CORP (CINF) - 0.94% |
| #24 | ELIA GROUP SA/NV (n/a) - 0.98% | WINTRUST FINANCIAL CORP (WTFC) - 0.93% |
| #25 | ORACLE CORP (ORCL) - 0.96% | SNAP-ON INC (SNA) - 0.92% |
| Total Holdings | 126 | 174 |
GRID vs SDVY - Historical Returns
Returns include dividend reinvestment.
1M
GRID
+0.44%
Winner
SDVY
+1.62%
3M
GRID
-4.89%
Winner
SDVY
+6.29%
6M
GRID
+3.38%
Winner
SDVY
+3.62%
1Y
Winner
GRID
+28.93%
SDVY
+19.91%
5Y(CAGR)
Winner
GRID
+14.40%
SDVY
+10.69%
10Y(CAGR)
Winner
GRID
+18.01%
SDVY
+11.26%
Max(CAGR)
Winner
GRID
+12.51%
SDVY
+11.26%
GRID vs SDVY - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | GRID | SDVY |
|---|---|---|
| 2026 | +16.65% | +13.82% |
| 2025 | +29.86% | +9.13% |
| 2024 | +16.50% | +11.49% |
| 2023 | +21.63% | +28.50% |
| 2022 | -14.08% | -12.37% |
| 2021 | +28.22% | +29.11% |
| 2020 | +46.19% | +11.08% |
| 2019 | +42.24% | +24.65% |
| 2018 | -22.93% | -15.06% |
| 2017 | +28.47% | +5.78% |
| 2016 | +25.59% | N/A |
| 2015 | -4.90% | N/A |
| 2014 | +0.55% | N/A |
| 2013 | +23.35% | N/A |
| 2012 | +15.17% | N/A |
| 2011 | -21.53% | N/A |
| 2010 | -2.49% | N/A |
| 2009 | +6.58% | N/A |
GRID vs SDVY Drawdown Comparison
The maximum drawdown for GRID was -40.56%, occurring on Mar 18, 2020. Recovery took 116 trading sessions.
The maximum drawdown for SDVY was -44.70%, occurring on Mar 23, 2020. Recovery took 334 trading sessions.
The current GRID drawdown is -9.08%. The current SDVY drawdown is -2.38%.
| Rank | GRID | SDVY |
|---|---|---|
| #1 | -40.56% Feb 20, 2020 - Aug 5, 2020 | -44.70% Jul 24, 2019 - Nov 17, 2020 |
| #2 | -35.42% Apr 4, 2011 - Sep 24, 2013 | -25.92% Nov 25, 2024 - Jan 5, 2026 |
| #3 | -29.65% Jan 26, 2018 - Nov 4, 2019 | -24.44% Jan 4, 2022 - Jul 19, 2023 |
| #4 | -29.64% Nov 19, 2021 - Jun 13, 2023 | -22.58% Aug 21, 2018 - Jul 24, 2019 |
| #5 | -26.65% Mar 6, 2014 - Aug 16, 2016 | -12.52% Aug 7, 2023 - Dec 4, 2023 |
| #6 | -20.76% Jul 18, 2023 - Feb 22, 2024 | -9.76% Jul 31, 2024 - Oct 11, 2024 |
| #7 | -20.62% Sep 26, 2024 - May 15, 2025 | -9.27% Feb 20, 2026 - Apr 27, 2026 |
| #8 | -18.68% Jan 8, 2010 - Jan 24, 2011 | -8.86% May 7, 2021 - Nov 3, 2021 |
| #9 | -15.82% May 11, 2026 - Jul 29, 2026 | -8.09% Jan 23, 2018 - Aug 21, 2018 |
| #10 | -11.72% Feb 25, 2026 - Apr 13, 2026 | -7.23% Nov 16, 2021 - Jan 4, 2022 |
| #11 | -10.62% Jul 16, 2024 - Sep 17, 2024 | -7.15% Mar 28, 2024 - May 15, 2024 |
| #12 | -8.34% Sep 2, 2020 - Oct 5, 2020 | -6.13% Mar 15, 2021 - Apr 5, 2021 |
| #13 | -7.91% Feb 18, 2011 - Mar 30, 2011 | -6.08% Dec 26, 2023 - Mar 7, 2024 |
| #14 | -7.80% Oct 29, 2025 - Jan 16, 2026 | -6.07% May 15, 2024 - Jul 15, 2024 |
| #15 | -7.40% Sep 2, 2021 - Oct 28, 2021 | -5.95% Jan 20, 2021 - Feb 5, 2021 |
Correlation
Correlation between GRID and SDVY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2009 - 2026)
GRID vs SDVY dividend yield comparison.
| Year | GRID | SDVY |
|---|---|---|
| 2026 | 0.47% | 0.43% |
| 2025 | 1.01% | 1.69% |
| 2024 | 1.06% | 1.60% |
| 2023 | 1.23% | 1.90% |
| 2022 | 1.26% | 2.28% |
| 2021 | 0.63% | 1.09% |
| 2020 | 0.68% | 1.48% |
| 2019 | 1.26% | 1.69% |
| 2018 | 1.28% | 1.57% |
| 2017 | 1.07% | 0.29% |
| 2016 | 1.07% | 0.00% |
| 2015 | 1.23% | 0.00% |
| 2014 | 1.46% | 0.00% |
| 2013 | 1.33% | 0.00% |
| 2012 | 0.89% | 0.00% |
| 2011 | 1.02% | 0.00% |
| 2010 | 0.68% | 0.00% |
| 2009 | 0.07% | 0.00% |
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