IUS vs SDVD
Comparison between INVESCO RAFI(TM) STRATEGIC US ETF (IUS, ETF) and FT VEST SMID RISING DIVIDEND ACHIEVERS TARGET INCOME ETF (SDVD, ETF).
IUS vs SDVD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IUS
$882M
Winner
SDVD
$893M
Expense Ratio
Winner
IUS
0.19%
SDVD
0.85%
Max Drawdown
IUS
35.17%
Winner
SDVD
26.71%
Sharpe Ratio
Winner
IUS
2.27
SDVD
1.16
5Y Beta
Winner
IUS
0.77
SDVD
0.85
P/E Ratio
IUS
22.67
Winner
SDVD
17.84
Forward P/E
IUS
16.21
Winner
SDVD
15.58
PEG Ratio
IUS
0.37
Winner
SDVD
0.27
5Y Dividends CAGR
IUS
9.63%
SDVD
N/A
5Y EPS CAGR
IUS
16.29%
Winner
SDVD
18.49%
Debt to Equity
IUS
26.34%
Winner
SDVD
14.66%
P/S Ratio
Winner
IUS
1.23
SDVD
2.15
P/B Ratio
IUS
3.35
Winner
SDVD
2.67
IUS vs SDVD - Holdings Comparison
IUS and SDVD have 41 common holdings. Overlap is 2.11%
IUS's top 25 holdings weight is 38.98%. SDVD's top 25 holdings weight is 28.04%.
| Rank | IUS | SDVD |
|---|---|---|
| #1 | APPLE INC (AAPL) - 4.28% | COMFORT SYSTEMS USA INC (FIX) - 1.93% |
| #2 | ALPHABET INC CLASS A (GOOGL) - 3.92% | ENERSYS (ENS) - 1.67% |
| #3 | MICROSOFT CORP (MSFT) - 3.23% | POWELL INDUSTRIES INC (POWL) - 1.61% |
| #4 | META PLATFORMS INC CLASS A (META) - 2.93% | CLEAR SECURE INC ORDINARY SHARES CLASS A (YOU) - 1.44% |
| #5 | AMAZON.COM INC (AMZN) - 2.74% | n/a (WFRD) - 1.32% |
| #6 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.61% | EMCOR GROUP INC (EME) - 1.15% |
| #7 | NVIDIA CORP (NVDA) - 2.11% | CACTUS INC CLASS A (WHD) - 1.13% |
| #8 | EXXONMOBIL HOLDINGS CORP (XOM) - 2.08% | CBOE GLOBAL MARKETS INC (CBOE) - 1.12% |
| #9 | UNITEDHEALTH GROUP INC (UNH) - 1.45% | MUELLER INDUSTRIES INC (MLI) - 1.12% |
| #10 | CHEVRON CORP (CVX) - 1.35% | PRICESMART INC (PSMT) - 1.10% |
| #11 | CVS HEALTH CORP (CVS) - 1.01% | NORTHERN TRUST CORP (NTRS) - 1.07% |
| #12 | VERIZON COMMUNICATIONS INC (VZ) - 0.95% | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 1.07% |
| #13 | AT&T INC (T) - 0.95% | WOODWARD INC (WWD) - 1.04% |
| #14 | JOHNSON & JOHNSON (JNJ) - 0.93% | EAST WEST BANCORP INC (EWBC) - 0.97% |
| #15 | WALMART INC (WMT) - 0.90% | APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 0.97% |
| #16 | COMCAST CORP CLASS A (CMCSA) - 0.88% | UMB FINANCIAL CORP (UMBF) - 0.96% |
| #17 | VISA INC CLASS A (V) - 0.86% | RALPH LAUREN CORP CLASS A (RL) - 0.95% |
| #18 | GENERAL MOTORS CO (GM) - 0.84% | FIRST BANCORP (FBP) - 0.95% |
| #19 | BROADCOM INC (AVGO) - 0.81% | ASSURANT INC (AIZ) - 0.94% |
| #20 | PROCTER & GAMBLE CO (PG) - 0.74% | PRIMORIS SERVICES CORP (PRIM) - 0.94% |
| #21 | MCKESSON CORP (MCK) - 0.72% | NEW YORK TIMES CO CLASS A (NYT) - 0.93% |
| #22 | THE CIGNA GROUP (CI) - 0.69% | ITT INC (ITT) - 0.92% |
| #23 | THE HOME DEPOT INC (HD) - 0.68% | ALLISON TRANSMISSION HOLDINGS INC (ALSN) - 0.92% |
| #24 | FORD MOTOR CO (F) - 0.66% | WINTRUST FINANCIAL CORP (WTFC) - 0.91% |
| #25 | MERCK & CO INC (MRK) - 0.66% | NOV INC (NOV) - 0.91% |
| Total Holdings | 542 | 169 |
IUS vs SDVD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IUS
+3.13%
SDVD
+2.64%
3M
Winner
IUS
+9.36%
SDVD
+2.40%
6M
Winner
IUS
+14.39%
SDVD
+6.96%
1Y
Winner
IUS
+31.02%
SDVD
+21.95%
5Y(CAGR)
IUS
+14.21%
SDVD
N/A
Max(CAGR)
Winner
IUS
+15.33%
SDVD
+15.23%
IUS vs SDVD - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | IUS | SDVD |
|---|---|---|
| 2026 | +17.39% | +12.27% |
| 2025 | +17.23% | +9.04% |
| 2024 | +16.56% | +12.70% |
| 2023 | +21.21% | +10.26% |
| 2022 | -8.85% | N/A |
| 2021 | +33.59% | N/A |
| 2020 | +14.43% | N/A |
| 2019 | +29.34% | N/A |
| 2018 | -12.48% | N/A |
IUS vs SDVD Drawdown Comparison
The maximum drawdown for IUS was -34.66%, occurring on Mar 23, 2020. Recovery took 141 trading sessions.
The maximum drawdown for SDVD was -24.15%, occurring on Apr 8, 2025. Recovery took 261 trading sessions.
The current IUS drawdown is -0.44%. The current SDVD drawdown is -1.97%.
| Rank | IUS | SDVD |
|---|---|---|
| #1 | -34.66% Feb 12, 2020 - Sep 2, 2020 | -24.15% Nov 25, 2024 - Dec 11, 2025 |
| #2 | -18.73% Mar 29, 2022 - Jun 30, 2023 | -11.02% Sep 1, 2023 - Dec 1, 2023 |
| #3 | -15.62% Nov 29, 2024 - Jul 1, 2025 | -9.67% Jul 31, 2024 - Oct 11, 2024 |
| #4 | -14.49% Oct 2, 2018 - May 1, 2019 | -8.75% Feb 26, 2026 - Jun 24, 2026 |
| #5 | -9.03% Jul 31, 2023 - Dec 11, 2023 | -6.86% Mar 28, 2024 - Jul 15, 2024 |
| #6 | -8.08% Sep 2, 2020 - Nov 9, 2020 | -5.38% Dec 26, 2023 - Feb 29, 2024 |
| #7 | -7.80% Jan 4, 2022 - Mar 28, 2022 | -3.95% Aug 11, 2023 - Sep 1, 2023 |
| #8 | -7.05% Jul 24, 2019 - Sep 11, 2019 | -3.92% Oct 17, 2024 - Nov 6, 2024 |
| #9 | -6.91% May 1, 2019 - Jun 21, 2019 | -2.50% Nov 11, 2024 - Nov 22, 2024 |
| #10 | -6.23% Jul 16, 2024 - Aug 23, 2024 | -2.40% Dec 11, 2025 - Jan 5, 2026 |
| #11 | -6.15% Feb 11, 2026 - Apr 14, 2026 | -2.40% Feb 20, 2026 - Feb 26, 2026 |
| #12 | -4.97% Mar 28, 2024 - Jun 17, 2024 | -2.36% Jul 16, 2024 - Jul 26, 2024 |
| #13 | -4.60% Sep 12, 2019 - Oct 25, 2019 | -2.20% Jul 6, 2026 - Jul 16, 2026 |
| #14 | -4.52% Nov 16, 2021 - Dec 10, 2021 | -2.16% Jul 17, 2026 - Jul 20, 2026 |
| #15 | -4.52% Sep 2, 2021 - Oct 20, 2021 | -1.59% Jan 15, 2026 - Jan 21, 2026 |
Correlation
Correlation between IUS and SDVD is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2018 - 2026)
IUS vs SDVD dividend yield comparison.
| Year | IUS | SDVD |
|---|---|---|
| 2026 | 0.63% | 5.46% |
| 2025 | 1.48% | 8.36% |
| 2024 | 1.52% | 9.26% |
| 2023 | 1.72% | 3.18% |
| 2022 | 1.78% | 0.00% |
| 2021 | 1.46% | 0.00% |
| 2020 | 1.74% | 0.00% |
| 2019 | 1.77% | 0.00% |
| 2018 | 0.73% | 0.00% |
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