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NOBL vs SDVY

Comparison between PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF (NOBL, ETF) and FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF (SDVY, ETF).

5-Year PerformanceSDVY has outperformed NOBL, delivering a return of +10.7% compared to +6.9%

NOBL vs SDVY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
NOBL
$12B
SDVY
$12B
Expense Ratio
Winner
NOBL
0.35%
SDVY
0.58%
Max Drawdown
Winner
NOBL
35.43%
SDVY
45.19%
Sharpe Ratio
NOBL
0.87
Winner
SDVY
1.05
5Y Beta
Winner
NOBL
0.49
SDVY
0.90
P/E Ratio
NOBL
23.98
Winner
SDVY
17.47
Forward P/E
NOBL
19.31
Winner
SDVY
15.27
PEG Ratio
NOBL
0.75
Winner
SDVY
0.32
5Y Dividends CAGR
NOBL
5.76%
Winner
SDVY
7.88%
5Y EPS CAGR
NOBL
6.03%
Winner
SDVY
17.37%
Debt to Equity
Winner
NOBL
-20.48%
SDVY
-7.62%
P/S Ratio
Winner
NOBL
1.90
SDVY
2.14
P/B Ratio
NOBL
3.64
Winner
SDVY
2.63

NOBL vs SDVY - Holdings Comparison

NOBL and SDVY have 7 common holdings. Overlap is 3.51%

NOBL's top 25 holdings weight is 40.16%. SDVY's top 25 holdings weight is 25.45%.

RankNOBLSDVY
#1
WEST PHARMACEUTICAL SERVICES INC (WST) - 1.82%
ENERSYS (ENS) - 1.28%
#2
AUTOMATIC DATA PROCESSING INC (ADP) - 1.70%
COMFORT SYSTEMS USA INC (FIX) - 1.24%
#3
FRANKLIN RESOURCES INC (BEN) - 1.70%
NATIONAL HEALTHCARE CORP (NHC) - 1.19%
#4
ABBVIE INC (ABBV) - 1.67%
PRICESMART INC (PSMT) - 1.18%
#5
n/a (EXPD) - 1.65%
WOODWARD INC (WWD) - 1.11%
#6
ARCHER-DANIELS-MIDLAND CO (ADM) - 1.65%
WATTS WATER TECHNOLOGIES INC CLASS A (WTS) - 1.08%
#7
ESSEX PROPERTY TRUST INC (ESS) - 1.64%
CLEAR SECURE INC ORDINARY SHARES CLASS A (YOU) - 1.06%
#8
W.W. GRAINGER INC (GWW) - 1.64%
INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 1.01%
#9
HORMEL FOODS CORP (HRL) - 1.63%
APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 1.00%
#10
T. ROWE PRICE GROUP INC (TROW) - 1.63%
ZIONS BANCORP NA (ZION) - 0.98%
#11
CATERPILLAR INC (CAT) - 1.63%
FIRST BANCORP (FBP) - 0.98%
#12
STANLEY BLACK & DECKER INC (SWK) - 1.60%
EMCOR GROUP INC (EME) - 0.98%
#13
GENERAL DYNAMICS CORP (GD) - 1.59%
WILLIAMS-SONOMA INC (WSM) - 0.98%
#14
JM SMUCKER CO (SJM) - 1.59%
SELECTIVE INSURANCE GROUP INC (SIGI) - 0.97%
#15
JOHNSON & JOHNSON (JNJ) - 1.57%
UMB FINANCIAL CORP (UMBF) - 0.97%
#16
CARDINAL HEALTH INC (CAH) - 1.57%
THE HANOVER INSURANCE GROUP INC (THG) - 0.96%
#17
NUCOR CORP (NUE) - 1.57%
RALPH LAUREN CORP CLASS A (RL) - 0.95%
#18
EVERSOURCE ENERGY (ES) - 1.56%
INTERPARFUMS INC (IPAR) - 0.95%
#19
COLGATE-PALMOLIVE CO (CL) - 1.55%
EAST WEST BANCORP INC (EWBC) - 0.95%
#20
SYSCO CORP (SYY) - 1.55%
ACUITY INC (AYI) - 0.95%
#21
COCA-COLA CO (KO) - 1.55%
ASSURANT INC (AIZ) - 0.95%
#22
KIMBERLY-CLARK CORP (KMB) - 1.54%
TOLL BROTHERS INC (TOL) - 0.94%
#23
FEDERAL REALTY INVESTMENT TRUST (FRT) - 1.53%
CINCINNATI FINANCIAL CORP (CINF) - 0.94%
#24
C.H. ROBINSON WORLDWIDE INC (CHRW) - 1.52%
WINTRUST FINANCIAL CORP (WTFC) - 0.93%
#25
KENVUE INC (KVUE) - 1.51%
SNAP-ON INC (SNA) - 0.92%
Total Holdings71174

NOBL vs SDVY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
NOBL
+4.31%
SDVY
+1.62%
3M
Winner
NOBL
+10.09%
SDVY
+6.29%
6M
Winner
NOBL
+4.44%
SDVY
+3.62%
1Y
NOBL
+14.87%
Winner
SDVY
+19.91%
5Y(CAGR)
NOBL
+6.86%
Winner
SDVY
+10.69%
10Y(CAGR)
NOBL
+10.08%
Winner
SDVY
+11.26%
Max(CAGR)
NOBL
+10.82%
Winner
SDVY
+11.26%

NOBL vs SDVY - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

YearNOBLSDVY
2026+13.65%+13.82%
2025+7.59%+9.13%
2024+6.48%+11.49%
2023+8.00%+28.50%
2022-6.00%-12.37%
2021+27.46%+29.11%
2020+8.22%+11.08%
2019+28.20%+24.65%
2018-3.36%-15.06%
2017+20.64%+5.78%
2016+13.46%N/A
2015+0.50%N/A
2014+16.55%N/A
2013+8.60%N/A

NOBL vs SDVY Drawdown Comparison

The maximum drawdown for NOBL was -35.43%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.

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

The current NOBL drawdown is -0.03%. The current SDVY drawdown is -2.38%.

RankNOBLSDVY
#1-35.43%
Jan 17, 2020 - Oct 8, 2020
-44.70%
Jul 24, 2019 - Nov 17, 2020
#2-17.91%
Jan 4, 2022 - Jul 20, 2023
-25.92%
Nov 25, 2024 - Jan 5, 2026
#3-15.37%
Nov 29, 2024 - Jan 6, 2026
-24.44%
Jan 4, 2022 - Jul 19, 2023
#4-15.27%
Sep 21, 2018 - Mar 28, 2019
-22.58%
Aug 21, 2018 - Jul 24, 2019
#5-12.92%
Jul 26, 2023 - Feb 22, 2024
-12.52%
Aug 7, 2023 - Dec 4, 2023
#6-10.39%
Jan 26, 2018 - Sep 12, 2018
-9.76%
Jul 31, 2024 - Oct 11, 2024
#7-9.84%
Aug 17, 2015 - Mar 3, 2016
-9.27%
Feb 20, 2026 - Apr 27, 2026
#8-9.11%
Feb 27, 2026 - Jul 2, 2026
-8.86%
May 7, 2021 - Nov 3, 2021
#9-7.85%
Jul 20, 2016 - Feb 13, 2017
-8.09%
Jan 23, 2018 - Aug 21, 2018
#10-7.09%
Oct 12, 2020 - Nov 9, 2020
-7.23%
Nov 16, 2021 - Jan 4, 2022
#11-7.05%
Dec 30, 2013 - Mar 4, 2014
-7.15%
Mar 28, 2024 - May 15, 2024
#12-6.33%
Aug 16, 2021 - Nov 2, 2021
-6.13%
Mar 15, 2021 - Apr 5, 2021
#13-5.69%
Mar 28, 2024 - Jul 30, 2024
-6.08%
Dec 26, 2023 - Mar 7, 2024
#14-5.50%
Apr 30, 2019 - Jun 13, 2019
-6.07%
May 15, 2024 - Jul 15, 2024
#15-5.45%
Jul 30, 2019 - Sep 6, 2019
-5.95%
Jan 20, 2021 - Feb 5, 2021

Correlation

Correlation between NOBL and SDVY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (2013 - 2026)

NOBL vs SDVY dividend yield comparison.

YearNOBLSDVY
20260.95%0.43%
20252.14%1.69%
20242.05%1.60%
20232.09%1.90%
20221.94%2.28%
20211.89%1.09%
20202.14%1.48%
20191.89%1.69%
20182.37%1.57%
20171.74%0.29%
20162.13%0.00%
20152.02%0.00%
20141.60%0.00%
20130.30%0.00%

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