PCEF vs SDVD
Comparison between INVESCO CEF INCOME COMPOSITE ETF (PCEF, ETF) and FT VEST SMID RISING DIVIDEND ACHIEVERS TARGET INCOME ETF (SDVD, ETF).
PCEF vs SDVD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
PCEF
$836M
SDVD
$835M
Expense Ratio
PCEF
2.71%
Winner
SDVD
0.85%
Max Drawdown
PCEF
45.96%
Winner
SDVD
26.71%
Sharpe Ratio
PCEF
0.98
Winner
SDVD
1.15
5Y Beta
Winner
PCEF
0.59
SDVD
0.87
P/E Ratio
PCEF
N/A
SDVD
17.07
Forward P/E
PCEF
N/A
SDVD
15.22
PEG Ratio
PCEF
N/A
SDVD
0.26
5Y Dividends CAGR
PCEF
0.53%
SDVD
N/A
5Y EPS CAGR
PCEF
N/A
SDVD
17.90%
Debt to Equity
PCEF
N/A
SDVD
14.27%
P/S Ratio
PCEF
N/A
SDVD
2.03
P/B Ratio
PCEF
N/A
SDVD
2.43
PCEF vs SDVD - Holdings Comparison
PCEF and SDVD have 0 common holdings. Overlap is 0.00%
PCEF's top 25 holdings weight is 48.00%. SDVD's top 25 holdings weight is 28.04%.
| Rank | PCEF | SDVD |
|---|---|---|
| #1 | EATON VANCE TAX-MGD GLBL DIV EQ INC (EXG) - 4.50% | COMFORT SYSTEMS USA INC (FIX) - 1.93% |
| #2 | n/a (JPC) - 2.76% | ENERSYS (ENS) - 1.67% |
| #3 | BLACKROCK CAPITAL ALLOCATION TRUST (BCAT) - 2.46% | POWELL INDUSTRIES INC (POWL) - 1.61% |
| #4 | NUVEEN S&P 500 BUY-WRITE INCOME FUND (BXMX) - 2.45% | CLEAR SECURE INC ORDINARY SHARES CLASS A (YOU) - 1.44% |
| #5 | EATON VANCE TAX-MGD DVSF EQ INC FD (ETY) - 2.40% | n/a (WFRD) - 1.32% |
| #6 | EATON VANCE TAX-MANAGED BUY-WRITE OPP (ETV) - 2.39% | EMCOR GROUP INC (EME) - 1.15% |
| #7 | BLACKROCK ENHANCED EQUITY DIVIDEND TRUST (BDJ) - 2.36% | CACTUS INC CLASS A (WHD) - 1.13% |
| #8 | BLACKROCK ESG CAPITAL ALLOCATION TRUST (ECAT) - 2.33% | CBOE GLOBAL MARKETS INC (CBOE) - 1.12% |
| #9 | n/a (NFJ) - 2.21% | MUELLER INDUSTRIES INC (MLI) - 1.12% |
| #10 | NUVEEN NASDAQ 100 DYNAMIC OVERWRITE FUND (QQQX) - 2.12% | PRICESMART INC (PSMT) - 1.10% |
| #11 | NUVEEN FLOATING RATE INCOME FUND (JFR) - 2.08% | NORTHERN TRUST CORP (NTRS) - 1.07% |
| #12 | BLACKROCK SCIENCE AND TECHNOLOGY TRUST (BST) - 1.82% | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 1.07% |
| #13 | BLACKROCK CORPORATE HIGH YIELD FUND INC (HYT) - 1.66% | WOODWARD INC (WWD) - 1.04% |
| #14 | EATON VANCE TAX-MANGD GLO BUY-WRITE OPPO (ETW) - 1.64% | EAST WEST BANCORP INC (EWBC) - 0.97% |
| #15 | BLACKROCK CREDIT ALLOCATION INCOME TRUST (BTZ) - 1.59% | APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 0.97% |
| #16 | EATON VANCE LTD DURATION INCOME FUND (EVV) - 1.48% | UMB FINANCIAL CORP (UMBF) - 0.96% |
| #17 | ALLIANCEBERNSTEIN GLB HIGH INC FUND INC (AWF) - 1.47% | RALPH LAUREN CORP CLASS A (RL) - 0.95% |
| #18 | JOHN HANCOCK TAX-ADVANTAGED DIV INC FD (HTD) - 1.46% | FIRST BANCORP (FBP) - 0.95% |
| #19 | DOUBLELINE INCOME SOLUTIONS FUND (DSL) - 1.45% | ASSURANT INC (AIZ) - 0.94% |
| #20 | FIRST TRUST INTER DUR PREF& INCOME FUND (FPF) - 1.38% | PRIMORIS SERVICES CORP (PRIM) - 0.94% |
| #21 | n/a (BCX) - 1.28% | NEW YORK TIMES CO CLASS A (NYT) - 0.93% |
| #22 | BLACKROCK ENHANCED CAP&INC FUND, INC (CII) - 1.23% | ITT INC (ITT) - 0.92% |
| #23 | n/a (FFC) - 1.20% | ALLISON TRANSMISSION HOLDINGS INC (ALSN) - 0.92% |
| #24 | NUVEEN CREDIT STRATEGIES INCOME FUND (JQC) - 1.16% | WINTRUST FINANCIAL CORP (WTFC) - 0.91% |
| #25 | ABERDEEN ASIA-PACIFIC INCOME FUND INC (FAX) - 1.12% | NOV INC (NOV) - 0.91% |
| Total Holdings | 100 | 169 |
PCEF vs SDVD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PCEF
+0.29%
SDVD
-2.29%
3M
Winner
PCEF
+2.98%
SDVD
+0.43%
6M
PCEF
+3.80%
Winner
SDVD
+8.41%
1Y
PCEF
+12.53%
Winner
SDVD
+21.08%
5Y(CAGR)
PCEF
+4.55%
SDVD
N/A
10Y(CAGR)
PCEF
+7.14%
SDVD
N/A
Max(CAGR)
PCEF
+6.83%
Winner
SDVD
+14.08%
PCEF vs SDVD - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | PCEF | SDVD |
|---|---|---|
| 2026 | +3.57% | +7.22% |
| 2025 | +12.41% | +9.04% |
| 2024 | +16.34% | +12.70% |
| 2023 | +8.35% | +10.26% |
| 2022 | -18.65% | N/A |
| 2021 | +16.44% | N/A |
| 2020 | +4.56% | N/A |
| 2019 | +22.63% | N/A |
| 2018 | -9.18% | N/A |
| 2017 | +13.66% | N/A |
| 2016 | +14.58% | N/A |
| 2015 | -1.55% | N/A |
| 2014 | +5.21% | N/A |
| 2013 | +2.76% | N/A |
| 2012 | +14.15% | N/A |
| 2011 | +0.18% | N/A |
| 2010 | +8.37% | N/A |
PCEF vs SDVD Drawdown Comparison
The maximum drawdown for PCEF was -38.59%, occurring on Mar 23, 2020. Recovery took 209 trading sessions.
The maximum drawdown for SDVD was -24.15%, occurring on Apr 8, 2025. Recovery took 261 trading sessions.
The current PCEF drawdown is -2.07%. The current SDVD drawdown is -2.83%.
| Rank | PCEF | SDVD |
|---|---|---|
| #1 | -38.59% Feb 20, 2020 - Dec 16, 2020 | -24.15% Nov 25, 2024 - Dec 11, 2025 |
| #2 | -24.21% Nov 8, 2021 - Aug 21, 2024 | -11.02% Sep 1, 2023 - Dec 1, 2023 |
| #3 | -14.90% Jul 7, 2011 - Feb 7, 2012 | -9.67% Jul 31, 2024 - Oct 11, 2024 |
| #4 | -14.09% Feb 19, 2025 - Jun 12, 2025 | -8.75% Feb 26, 2026 - Mar 30, 2026 |
| #5 | -13.67% Aug 29, 2018 - Mar 15, 2019 | -6.86% Mar 28, 2024 - Jul 15, 2024 |
| #6 | -13.62% Apr 28, 2015 - May 27, 2016 | -5.38% Dec 26, 2023 - Feb 29, 2024 |
| #7 | -11.76% Apr 26, 2010 - Sep 9, 2010 | -3.95% Aug 11, 2023 - Sep 1, 2023 |
| #8 | -10.50% May 21, 2013 - Mar 31, 2014 | -3.92% Oct 17, 2024 - Nov 6, 2024 |
| #9 | -8.30% Feb 25, 2026 - Apr 30, 2026 | -2.50% Nov 11, 2024 - Nov 22, 2024 |
| #10 | -7.29% Oct 8, 2012 - Jan 2, 2013 | -2.40% Dec 11, 2025 - Jan 5, 2026 |
| #11 | -6.77% Jul 23, 2014 - Apr 10, 2015 | -2.40% Feb 20, 2026 - Feb 26, 2026 |
| #12 | -6.53% Sep 8, 2016 - Jan 4, 2017 | -2.36% Jul 16, 2024 - Jul 26, 2024 |
| #13 | -6.00% Nov 8, 2010 - Mar 30, 2011 | -1.59% Jan 15, 2026 - Jan 21, 2026 |
| #14 | -5.42% May 1, 2012 - Jul 11, 2012 | -1.51% Jan 21, 2026 - Feb 2, 2026 |
| #15 | -5.03% Jan 12, 2018 - Aug 27, 2018 | -1.37% Dec 19, 2023 - Dec 22, 2023 |
Correlation
Correlation between PCEF and SDVD is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2010 - 2026)
PCEF vs SDVD dividend yield comparison.
| Year | PCEF | SDVD |
|---|---|---|
| 2026 | 3.24% | 4.21% |
| 2025 | 7.96% | 8.36% |
| 2024 | 8.79% | 9.26% |
| 2023 | 9.86% | 3.18% |
| 2022 | 8.93% | 0.00% |
| 2021 | 6.67% | 0.00% |
| 2020 | 7.54% | 0.00% |
| 2019 | 7.12% | 0.00% |
| 2018 | 8.21% | 0.00% |
| 2017 | 6.96% | 0.00% |
| 2016 | 7.72% | 0.00% |
| 2015 | 9.18% | 0.00% |
| 2014 | 8.02% | 0.00% |
| 2013 | 8.13% | 0.00% |
| 2012 | 7.39% | 0.00% |
| 2011 | 8.80% | 0.00% |
| 2010 | 7.59% | 0.00% |
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