PEO vs SDVD

Comparison between Adams Natural Resources Fund Inc (PEO, ETF) and FT VEST SMID RISING DIVIDEND ACHIEVERS TARGET INCOME ETF (SDVD, ETF).

PEO vs SDVD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PEO(ETF)	SDVD(ETF)
Net Assets	$835M	$835M
Expense Ratio	N/A	0.85%
Max Drawdown	86.24%	26.71%
Sharpe Ratio	1.78	1.15
5Y Beta	0.54	0.87
P/E Ratio	N/A	17.07
Forward P/E	N/A	15.22
PEG Ratio	N/A	0.26
5Y Dividends CAGR	28.22%	N/A
5Y EPS CAGR	N/A	17.90%
Debt to Equity	N/A	14.27%
P/S Ratio	N/A	2.03
P/B Ratio	N/A	2.43

Net Assets

Winner

PEO

$835M

SDVD

$835M

Expense Ratio

PEO

N/A

SDVD

0.85%

Max Drawdown

PEO

86.24%

Winner

SDVD

26.71%

Sharpe Ratio

Winner

PEO

1.78

SDVD

1.15

5Y Beta

Winner

PEO

0.54

SDVD

0.87

P/E Ratio

PEO

N/A

SDVD

17.07

Forward P/E

PEO

N/A

SDVD

15.22

PEG Ratio

PEO

N/A

SDVD

0.26

5Y Dividends CAGR

PEO

28.22%

SDVD

N/A

5Y EPS CAGR

PEO

N/A

SDVD

17.90%

Debt to Equity

PEO

N/A

SDVD

14.27%

P/S Ratio

PEO

N/A

SDVD

2.03

P/B Ratio

PEO

N/A

SDVD

2.43

PEO vs SDVD - Historical Returns

Returns include dividend reinvestment.

Period	PEO	SDVD
1 month	-3.66%	-2.29%
3 months	-0.16%	+0.43%
6 months	+24.49%	+8.41%
1 year	+39.29%	+21.08%
5 years(CAGR)	+18.52%	N/A
10 years(CAGR)	+10.03%	N/A
Max(CAGR)	+7.87%	+14.08%

PEO

-3.66%

Winner

SDVD

-2.29%

PEO

-0.16%

Winner

SDVD

+0.43%

Winner

PEO

+24.49%

SDVD

+8.41%

Winner

PEO

+39.29%

SDVD

+21.08%

5Y(CAGR)

PEO

+18.52%

SDVD

N/A

10Y(CAGR)

PEO

+10.03%

SDVD

N/A

Max(CAGR)

PEO

+7.87%

Winner

SDVD

+14.08%

PEO vs SDVD - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PEO	SDVD
2026	+23.19%	+7.22%
2025	+8.90%	+9.04%
2024	+11.91%	+12.70%
2023	+3.91%	+10.26%
2022	+39.27%	N/A
2021	+53.52%	N/A
2020	-27.08%	N/A
2019	+18.97%	N/A
2018	-24.05%	N/A
2017	+3.47%	N/A
2016	+21.94%	N/A
2015	-20.12%	N/A
2014	-5.87%	N/A
2013	+19.97%	N/A
2012	+1.70%	N/A
2011	-2.82%	N/A
2010	+16.74%	N/A
2009	+22.89%	N/A
2008	-42.98%	N/A
2007	+32.34%	N/A
2006	+12.95%	N/A
2005	+34.04%	N/A
2004	+15.02%	N/A
2003	+29.79%	N/A
2002	-12.73%	N/A
2001	-9.45%	N/A
2000	+35.62%	N/A
1999	-2.66%	N/A

PEO vs SDVD Drawdown Comparison

The maximum drawdown for PEO was -71.90%, occurring on Mar 18, 2020. Recovery took 1896 trading sessions.

The maximum drawdown for SDVD was -24.15%, occurring on Apr 8, 2025. Recovery took 261 trading sessions.

The current PEO drawdown is -6.18%. The current SDVD drawdown is -2.83%.

Rank	PEO	SDVD
#1	-71.90% Jul 24, 2014 - Feb 2, 2022	-24.15% Nov 25, 2024 - Dec 11, 2025
#2	-59.45% May 20, 2008 - Apr 3, 2014	-11.02% Sep 1, 2023 - Dec 1, 2023
#3	-40.24% May 22, 2001 - Oct 6, 2004	-9.67% Jul 31, 2024 - Oct 11, 2024
#4	-24.30% Jun 8, 2022 - Jan 26, 2023	-8.75% Feb 26, 2026 - Mar 30, 2026
#5	-18.84% Nov 22, 2024 - Dec 1, 2025	-6.86% Mar 28, 2024 - Jul 15, 2024
#6	-16.37% Jan 26, 2023 - Aug 9, 2023	-5.38% Dec 26, 2023 - Feb 29, 2024
#7	-15.32% May 10, 2006 - Aug 9, 2006	-3.95% Aug 11, 2023 - Sep 1, 2023
#8	-15.27% Dec 26, 2007 - Apr 15, 2008	-3.92% Oct 17, 2024 - Nov 6, 2024
#9	-15.23% Sep 19, 2005 - Dec 12, 2005	-2.50% Nov 11, 2024 - Nov 22, 2024
#10	-14.93% Nov 17, 1999 - Mar 31, 2000	-2.40% Dec 11, 2025 - Jan 5, 2026
#11	-13.35% Jul 19, 2007 - Sep 21, 2007	-2.40% Feb 20, 2026 - Feb 26, 2026
#12	-12.60% Aug 9, 2006 - Nov 9, 2006	-2.36% Jul 16, 2024 - Jul 26, 2024
#13	-12.23% Mar 4, 2005 - Jun 20, 2005	-1.59% Jan 15, 2026 - Jan 21, 2026
#14	-11.80% Sep 5, 2023 - Mar 13, 2024	-1.51% Jan 21, 2026 - Feb 2, 2026
#15	-11.79% Oct 12, 2000 - Jan 25, 2001	-1.37% Dec 19, 2023 - Dec 22, 2023

Correlation

Correlation between PEO and SDVD is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2000 - 2026)

PEO vs SDVD dividend yield comparison.

Year	PEO	SDVD
2026	3.87%	4.21%
2025	9.43%	8.36%
2024	8.14%	9.26%
2023	6.54%	3.18%
2022	7.48%	0.00%
2021	5.51%	0.00%
2020	6.42%	0.00%
2019	6.68%	0.00%
2018	5.63%	0.00%
2017	5.95%	0.00%
2016	5.65%	0.00%
2015	7.78%	0.00%
2014	7.84%	0.00%
2013	6.76%	0.00%
2012	6.69%	0.00%
2011	8.21%	0.00%
2010	4.70%	0.00%
2009	5.90%	0.00%
2008	15.20%	0.00%
2007	11.07%	0.00%
2006	11.06%	0.00%
2005	5.50%	0.00%
2004	5.12%	0.00%
2003	5.01%	0.00%
2002	5.79%	0.00%
2001	6.18%	0.00%
2000	5.43%	0.00%