IGF vs SDVY
Comparison between ISHARES GLOBAL INFRASTRUCTURE ETF (IGF, ETF) and FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF (SDVY, ETF).
5-Year PerformanceIGF has outperformed SDVY, delivering a return of +10.4% compared to +8.6%
IGF vs SDVY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IGF
$10B
SDVY
$10B
Expense Ratio
Winner
IGF
0.39%
SDVY
0.58%
Max Drawdown
IGF
59.46%
Winner
SDVY
45.19%
Sharpe Ratio
Winner
IGF
1.43
SDVY
1.38
5Y Beta
Winner
IGF
0.41
SDVY
0.94
P/E Ratio
IGF
N/A
SDVY
17.70
Forward P/E
IGF
N/A
SDVY
15.43
PEG Ratio
IGF
N/A
SDVY
0.27
5Y Dividends CAGR
IGF
9.47%
Winner
SDVY
10.72%
5Y EPS CAGR
IGF
N/A
SDVY
22.59%
Debt to Equity
IGF
N/A
SDVY
16.57%
P/S Ratio
IGF
N/A
SDVY
2.16
P/B Ratio
IGF
N/A
SDVY
2.55
IGF vs SDVY - Holdings Comparison
IGF and SDVY have 1 common holdings. Overlap is -0.02%
IGF's top 25 holdings weight is 69.40%. SDVY's top 25 holdings weight is 27.38%.
| Rank | IGF | SDVY |
|---|---|---|
| #1 | AENA SME SA (n/a) - 5.19% | COMFORT SYSTEMS USA INC (FIX) - 1.76% |
| #2 | NEXTERA ENERGY INC (NEE) - 5.00% | ENERSYS (ENS) - 1.41% |
| #3 | TRANSURBAN GROUP (n/a) - 4.95% | POWELL INDUSTRIES INC (POWL) - 1.40% |
| #4 | IBERDROLA SA (n/a) - 3.88% | n/a (WFRD) - 1.33% |
| #5 | n/a (PAC) - 3.84% | CLEAR SECURE INC ORDINARY SHARES CLASS A (YOU) - 1.24% |
| #6 | ENBRIDGE INC (n/a) - 3.81% | PRIMORIS SERVICES CORP (PRIM) - 1.22% |
| #7 | AUCKLAND INTERNATIONAL AIRPORT LTD (n/a) - 3.07% | EMCOR GROUP INC (EME) - 1.15% |
| #8 | WILLIAMS COMPANIES INC (WMB) - 2.90% | MUELLER INDUSTRIES INC (MLI) - 1.10% |
| #9 | SOUTHERN CO (SO) - 2.75% | WOODWARD INC (WWD) - 1.05% |
| #10 | GETLINK SE ACT. PROVENANT REGROUPEMENT (n/a) - 2.70% | NORTHERN TRUST CORP (NTRS) - 1.05% |
| #11 | DUKE ENERGY CORP (DUK) - 2.66% | ALLISON TRANSMISSION HOLDINGS INC (ALSN) - 1.05% |
| #12 | CONSTELLATION ENERGY CORP (CEG) - 2.39% | ATMUS FILTRATION TECHNOLOGIES INC (ATMU) - 1.04% |
| #13 | QUBE HOLDINGS LTD (n/a) - 2.38% | PRICESMART INC (PSMT) - 1.02% |
| #14 | ENEL SPA (n/a) - 2.36% | CACTUS INC CLASS A (WHD) - 1.00% |
| #15 | NATIONAL GRID PLC (n/a) - 2.29% | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 0.99% |
| #16 | FLUGHAFEN ZUERICH AG (n/a) - 2.17% | INSTALLED BUILDING PRODUCTS INC (IBP) - 0.98% |
| #17 | n/a (ASR) - 2.14% | LEMAITRE VASCULAR INC (LMAT) - 0.98% |
| #18 | TC ENERGY CORP (TRP) - 2.11% | EAST WEST BANCORP INC (EWBC) - 0.97% |
| #19 | KINDER MORGAN INC CLASS P (KMI) - 2.09% | ITT INC (ITT) - 0.97% |
| #20 | AMERICAN ELECTRIC POWER CO INC (AEP) - 1.93% | NEW YORK TIMES CO CLASS A (NYT) - 0.97% |
| #21 | AEROPORTS DE PARIS SA (n/a) - 1.91% | INTERDIGITAL INC (IDCC) - 0.96% |
| #22 | CHENIERE ENERGY INC (LNG) - 1.82% | CBOE GLOBAL MARKETS INC (CBOE) - 0.96% |
| #23 | ONEOK INC (OKE) - 1.76% | APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 0.94% |
| #24 | TARGA RESOURCES CORP (TRGP) - 1.66% | FIRST BANCORP (FBP) - 0.93% |
| #25 | ENGIE SA (n/a) - 1.64% | RALPH LAUREN CORP CLASS A (RL) - 0.91% |
| Total Holdings | 95 | 168 |
IGF vs SDVY - Historical Returns
Returns include dividend reinvestment.
1M
IGF
-2.57%
Winner
SDVY
+1.33%
3M
Winner
IGF
+0.83%
SDVY
-0.72%
6M
IGF
+10.43%
Winner
SDVY
+11.51%
1Y
IGF
+20.96%
Winner
SDVY
+25.62%
5Y(CAGR)
Winner
IGF
+10.37%
SDVY
+8.57%
10Y(CAGR)
IGF
+8.66%
Winner
SDVY
+11.02%
Max(CAGR)
IGF
+4.91%
Winner
SDVY
+11.02%
IGF vs SDVY - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | IGF | SDVY |
|---|---|---|
| 2026 | +8.14% | +8.33% |
| 2025 | +20.40% | +9.13% |
| 2024 | +14.99% | +11.49% |
| 2023 | +6.19% | +28.50% |
| 2022 | -1.73% | -12.37% |
| 2021 | +12.40% | +29.11% |
| 2020 | -6.32% | +11.08% |
| 2019 | +25.62% | +24.65% |
| 2018 | -10.45% | -15.06% |
| 2017 | +18.88% | +5.78% |
| 2016 | +12.88% | N/A |
| 2015 | -12.25% | N/A |
| 2014 | +12.98% | N/A |
| 2013 | +11.61% | N/A |
| 2012 | +10.62% | N/A |
| 2011 | -1.82% | N/A |
| 2010 | +3.73% | N/A |
| 2009 | +17.05% | N/A |
| 2008 | -40.35% | N/A |
| 2007 | +1.11% | N/A |
IGF vs SDVY Drawdown Comparison
The maximum drawdown for IGF was -58.32%, occurring on Mar 9, 2009. Recovery took 1569 trading sessions.
The maximum drawdown for SDVY was -44.70%, occurring on Mar 23, 2020. Recovery took 334 trading sessions.
The current IGF drawdown is -3.45%. The current SDVY drawdown is -1.51%.
| Rank | IGF | SDVY |
|---|---|---|
| #1 | -58.32% Jan 2, 2008 - Mar 27, 2014 | -44.70% Jul 24, 2019 - Nov 17, 2020 |
| #2 | -42.11% Feb 18, 2020 - Oct 20, 2021 | -25.92% Nov 25, 2024 - Jan 5, 2026 |
| #3 | -23.03% Apr 28, 2015 - Sep 8, 2016 | -24.44% Jan 4, 2022 - Jul 19, 2023 |
| #4 | -20.80% Apr 20, 2022 - May 7, 2024 | -22.58% Aug 21, 2018 - Jul 24, 2019 |
| #5 | -14.74% Jan 26, 2018 - Mar 19, 2019 | -12.52% Aug 7, 2023 - Dec 4, 2023 |
| #6 | -11.38% Sep 8, 2016 - Mar 22, 2017 | -9.76% Jul 31, 2024 - Oct 11, 2024 |
| #7 | -9.83% Sep 5, 2014 - Apr 28, 2015 | -9.27% Feb 20, 2026 - Apr 27, 2026 |
| #8 | -8.74% Apr 2, 2025 - Apr 17, 2025 | -8.86% May 7, 2021 - Nov 3, 2021 |
| #9 | -7.05% Nov 5, 2021 - Jan 12, 2022 | -8.09% Jan 23, 2018 - Aug 21, 2018 |
| #10 | -6.97% Nov 29, 2024 - Jan 21, 2025 | -7.23% Nov 16, 2021 - Jan 4, 2022 |
| #11 | -6.28% Jul 11, 2019 - Oct 22, 2019 | -7.15% Mar 28, 2024 - May 15, 2024 |
| #12 | -6.27% Jul 24, 2014 - Sep 5, 2014 | -6.13% Mar 15, 2021 - Apr 5, 2021 |
| #13 | -5.87% Feb 27, 2026 - Mar 20, 2026 | -6.08% Dec 26, 2023 - Mar 7, 2024 |
| #14 | -4.67% Jan 21, 2025 - Apr 1, 2025 | -6.07% May 15, 2024 - Jul 15, 2024 |
| #15 | -4.48% May 17, 2024 - Jul 12, 2024 | -5.95% Jan 20, 2021 - Feb 5, 2021 |
Correlation
Correlation between IGF and SDVY is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2007 - 2026)
IGF vs SDVY dividend yield comparison.
| Year | IGF | SDVY |
|---|---|---|
| 2026 | 0.00% | 0.23% |
| 2025 | 3.23% | 1.69% |
| 2024 | 3.21% | 1.60% |
| 2023 | 3.36% | 1.90% |
| 2022 | 2.67% | 2.28% |
| 2021 | 2.42% | 1.09% |
| 2020 | 2.33% | 1.48% |
| 2019 | 3.27% | 1.69% |
| 2018 | 3.52% | 1.57% |
| 2017 | 2.95% | 0.29% |
| 2016 | 2.98% | 0.00% |
| 2015 | 3.25% | 0.00% |
| 2014 | 3.00% | 0.00% |
| 2013 | 3.45% | 0.00% |
| 2012 | 4.10% | 0.00% |
| 2011 | 4.36% | 0.00% |
| 2010 | 3.70% | 0.00% |
| 2009 | 3.35% | 0.00% |
| 2008 | 3.10% | 0.00% |
| 2007 | 0.36% | 0.00% |
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