SDVD vs BUI

Comparison between FT VEST SMID RISING DIVIDEND ACHIEVERS TARGET INCOME ETF (SDVD, ETF) and BlackRock Utility Infrastructure & Power Opportunities Trust (BUI, ETF).

SDVD vs BUI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SDVD(ETF)	BUI(ETF)
Net Assets	$831M	$831M
Expense Ratio	0.85%	N/A
Max Drawdown	26.71%	48.35%
Sharpe Ratio	1.23	1.62
5Y Beta	0.87	0.40
P/E Ratio	16.99	N/A
Forward P/E	15.31	N/A
PEG Ratio	0.25	N/A
5Y Dividends CAGR	N/A	14.17%
5Y EPS CAGR	17.90%	N/A
Debt to Equity	14.05%	N/A
P/S Ratio	2.02	N/A
P/B Ratio	2.45	N/A

Net Assets

Winner

SDVD

$831M

BUI

$831M

Expense Ratio

SDVD

0.85%

BUI

N/A

Max Drawdown

Winner

SDVD

26.71%

BUI

48.35%

Sharpe Ratio

SDVD

1.23

Winner

BUI

1.62

5Y Beta

SDVD

0.87

Winner

BUI

0.40

P/E Ratio

SDVD

16.99

BUI

N/A

Forward P/E

SDVD

15.31

BUI

N/A

PEG Ratio

SDVD

0.25

BUI

N/A

5Y Dividends CAGR

SDVD

N/A

BUI

14.17%

5Y EPS CAGR

SDVD

17.90%

BUI

N/A

Debt to Equity

SDVD

14.05%

BUI

N/A

P/S Ratio

SDVD

2.02

BUI

N/A

P/B Ratio

SDVD

2.45

BUI

N/A

SDVD vs BUI - Historical Returns

Returns include dividend reinvestment.

Period	SDVD	BUI
1 month	+1.99%	+4.23%
3 months	+6.84%	+7.01%
6 months	+8.53%	+20.41%
1 year	+22.59%	+28.98%
5 years(CAGR)	N/A	+9.31%
10 years(CAGR)	N/A	+11.87%
Max(CAGR)	+14.84%	+10.20%

SDVD

+1.99%

Winner

BUI

+4.23%

SDVD

+6.84%

Winner

BUI

+7.01%

SDVD

+8.53%

Winner

BUI

+20.41%

SDVD

+22.59%

Winner

BUI

+28.98%

5Y(CAGR)

SDVD

N/A

BUI

+9.31%

10Y(CAGR)

SDVD

N/A

BUI

+11.87%

Max(CAGR)

Winner

SDVD

+14.84%

BUI

+10.20%

SDVD vs BUI - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	SDVD	BUI
2026	+9.53%	+15.48%
2025	+9.04%	+23.69%
2024	+12.70%	+13.86%
2023	+10.26%	+11.06%
2022	N/A	-16.85%
2021	N/A	+13.57%
2020	N/A	+20.26%
2019	N/A	+21.31%
2018	N/A	-0.51%
2017	N/A	+25.01%
2016	N/A	+18.42%
2015	N/A	-11.82%
2014	N/A	+25.02%
2013	N/A	+6.15%
2012	N/A	-3.51%
2011	N/A	+0.00%

SDVD vs BUI Drawdown Comparison

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

The maximum drawdown for BUI was -46.53%, occurring on Mar 18, 2020. Recovery took 262 trading sessions.

The current SDVD drawdown is -0.73%. The current BUI drawdown is -3.31%.

Rank	SDVD	BUI
#1	-24.15% Nov 25, 2024 - Dec 11, 2025	-46.53% Sep 30, 2019 - Oct 13, 2020
#2	-11.02% Sep 1, 2023 - Dec 1, 2023	-27.42% Nov 15, 2021 - Aug 28, 2024
#3	-9.67% Jul 31, 2024 - Oct 11, 2024	-21.97% Jan 29, 2015 - May 25, 2016
#4	-8.75% Feb 26, 2026 - Mar 30, 2026	-13.69% Sep 30, 2024 - May 12, 2025
#5	-6.86% Mar 28, 2024 - Jul 15, 2024	-13.57% Mar 4, 2026 - Mar 23, 2026
#6	-5.38% Dec 26, 2023 - Feb 29, 2024	-13.56% Sep 11, 2018 - Feb 12, 2019
#7	-3.95% Aug 11, 2023 - Sep 1, 2023	-12.47% Aug 1, 2016 - Feb 8, 2017
#8	-3.92% Oct 17, 2024 - Nov 6, 2024	-12.39% May 8, 2013 - Feb 14, 2014
#9	-2.50% Nov 11, 2024 - Nov 22, 2024	-10.80% Feb 16, 2021 - May 3, 2021
#10	-2.40% Dec 11, 2025 - Jan 5, 2026	-10.38% Jul 29, 2014 - Nov 11, 2014
#11	-2.40% Feb 20, 2026 - Feb 26, 2026	-10.09% Jan 25, 2018 - Aug 13, 2018
#12	-2.36% Jul 16, 2024 - Jul 26, 2024	-9.36% Dec 1, 2011 - Jul 10, 2012
#13	-1.59% Jan 15, 2026 - Jan 21, 2026	-9.19% Sep 7, 2012 - Jan 24, 2013
#14	-1.51% Jan 21, 2026 - Feb 2, 2026	-8.89% Sep 15, 2021 - Nov 12, 2021
#15	-1.37% Dec 19, 2023 - Dec 22, 2023	-8.58% Oct 14, 2020 - Nov 10, 2020

Correlation

Correlation between SDVD and BUI is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2012 - 2026)

SDVD vs BUI dividend yield comparison.

Year	SDVD	BUI
2026	4.12%	2.37%
2025	8.36%	10.40%
2024	9.26%	6.26%
2023	3.18%	6.65%
2022	0.00%	6.99%
2021	0.00%	5.45%
2020	0.00%	5.80%
2019	0.00%	6.51%
2018	0.00%	7.35%
2017	0.00%	6.71%
2016	0.00%	7.88%
2015	0.00%	8.65%
2014	0.00%	6.41%
2013	0.00%	8.12%
2012	0.00%	8.11%