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 +9.9% compared to +6.3%
NOBL vs SDVY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
NOBL vs SDVY - Holdings Comparison
NOBL and SDVY have 7 common holdings. Overlap is 3.29%
NOBL's top 25 holdings weight is 39.30%. SDVY's top 25 holdings weight is 24.53%.
| Rank | NOBL | SDVY |
|---|---|---|
| #1 | ERIE INDEMNITY CO CLASS A (ERIE) - 1.76% | NATIONAL HEALTHCARE CORP (NHC) - 1.29% |
| #2 | BECTON DICKINSON & CO (BDX) - 1.70% | FIRST BANCORP (FBP) - 1.05% |
| #3 | FACTSET RESEARCH SYSTEMS INC (FDS) - 1.69% | COMFORT SYSTEMS USA INC (FIX) - 1.04% |
| #4 | ROPER TECHNOLOGIES INC (ROP) - 1.68% | PRICESMART INC (PSMT) - 1.04% |
| #5 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.60% | ENERSYS (ENS) - 1.04% |
| #6 | TARGET CORP (TGT) - 1.60% | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 1.03% |
| #7 | MEDTRONIC PLC (MDT) - 1.60% | WATTS WATER TECHNOLOGIES INC CLASS A (WTS) - 1.01% |
| #8 | ALBEMARLE CORP (ALB) - 1.59% | APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 1.00% |
| #9 | ABBOTT LABORATORIES (ABT) - 1.58% | WILLIAMS-SONOMA INC (WSM) - 1.00% |
| #10 | FASTENAL CO (FAST) - 1.58% | UMB FINANCIAL CORP (UMBF) - 0.98% |
| #11 | AUTOMATIC DATA PROCESSING INC (ADP) - 1.58% | ASSURANT INC (AIZ) - 0.97% |
| #12 | CLOROX CO (CLX) - 1.57% | THE HANOVER INSURANCE GROUP INC (THG) - 0.97% |
| #13 | EMERSON ELECTRIC CO (EMR) - 1.57% | INTERPARFUMS INC (IPAR) - 0.97% |
| #14 | STANLEY BLACK & DECKER INC (SWK) - 1.55% | OFG BANCORP (OFG) - 0.96% |
| #15 | GENUINE PARTS CO (GPC) - 1.55% | REINSURANCE GROUP OF AMERICA INC (RGA) - 0.96% |
| #16 | SHERWIN-WILLIAMS CO (SHW) - 1.54% | CACTUS INC CLASS A (WHD) - 0.95% |
| #17 | AMCOR PLC ORDINARY SHARES (AMCR) - 1.53% | ZIONS BANCORP NA (ZION) - 0.95% |
| #18 | COCA-COLA CO (KO) - 1.53% | EAST WEST BANCORP INC (EWBC) - 0.94% |
| #19 | BROWN & BROWN INC (BRO) - 1.52% | EMCOR GROUP INC (EME) - 0.93% |
| #20 | n/a (MKC) - 1.51% | WOODWARD INC (WWD) - 0.92% |
| #21 | n/a (BF-B) - 1.50% | MGIC INVESTMENT CORP (MTG) - 0.92% |
| #22 | LOWE'S COMPANIES INC (LOW) - 1.50% | PRIMERICA INC (PRI) - 0.92% |
| #23 | A.O. SMITH CORP (AOS) - 1.49% | INTERDIGITAL INC (IDCC) - 0.91% |
| #24 | JOHNSON & JOHNSON (JNJ) - 1.49% | MUELLER INDUSTRIES INC (MLI) - 0.89% |
| #25 | ECOLAB INC (ECL) - 1.49% | FOX CORP CLASS A (FOXA) - 0.89% |
| Total Holdings | 71 | 175 |
NOBL vs SDVY - Historical Returns
Returns include dividend reinvestment.
NOBL vs SDVY - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | NOBL | SDVY |
|---|---|---|
| 2026 | +11.62% | +12.68% |
| 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 -2.32%. The current SDVY drawdown is -3.36%.
| Rank | NOBL | SDVY |
|---|---|---|
| #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.
Dividend Comparison (2013 - 2026)
NOBL vs SDVY dividend yield comparison.
| Year | NOBL | SDVY |
|---|---|---|
| 2026 | 0.97% | 0.43% |
| 2025 | 2.14% | 1.69% |
| 2024 | 2.05% | 1.60% |
| 2023 | 2.09% | 1.90% |
| 2022 | 1.94% | 2.28% |
| 2021 | 1.89% | 1.09% |
| 2020 | 2.14% | 1.48% |
| 2019 | 1.89% | 1.69% |
| 2018 | 2.37% | 1.57% |
| 2017 | 1.74% | 0.29% |
| 2016 | 2.13% | 0.00% |
| 2015 | 2.02% | 0.00% |
| 2014 | 1.60% | 0.00% |
| 2013 | 0.30% | 0.00% |
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