SDVD vs FDMO
Comparison between FT VEST SMID RISING DIVIDEND ACHIEVERS TARGET INCOME ETF (SDVD, ETF) and FIDELITY MOMENTUM FACTOR ETF (FDMO, ETF).
SDVD vs FDMO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SDVD
$910M
FDMO
$904M
Expense Ratio
SDVD
0.85%
Winner
FDMO
0.15%
Max Drawdown
Winner
SDVD
26.71%
FDMO
34.17%
Sharpe Ratio
Winner
SDVD
1.07
FDMO
0.94
5Y Beta
Winner
SDVD
0.83
FDMO
1.19
P/E Ratio
Winner
SDVD
18.01
FDMO
28.25
Forward P/E
Winner
SDVD
15.64
FDMO
20.31
PEG Ratio
SDVD
0.38
Winner
FDMO
0.18
5Y Dividends CAGR
SDVD
N/A
FDMO
12.96%
5Y EPS CAGR
SDVD
18.86%
Winner
FDMO
28.63%
Debt to Equity
Winner
SDVD
12.66%
FDMO
23.77%
P/S Ratio
Winner
SDVD
2.19
FDMO
4.36
P/B Ratio
Winner
SDVD
2.68
FDMO
5.88
SDVD vs FDMO - Holdings Comparison
SDVD and FDMO have 8 common holdings. Overlap is 1.75%
SDVD's top 25 holdings weight is 28.04%. FDMO's top 25 holdings weight is 59.43%.
| Rank | SDVD | FDMO |
|---|---|---|
| #1 | COMFORT SYSTEMS USA INC (FIX) - 1.93% | NVIDIA CORP (NVDA) - 8.00% |
| #2 | ENERSYS (ENS) - 1.67% | APPLE INC (AAPL) - 7.21% |
| #3 | POWELL INDUSTRIES INC (POWL) - 1.61% | ALPHABET INC CLASS A (GOOGL) - 5.70% |
| #4 | CLEAR SECURE INC ORDINARY SHARES CLASS A (YOU) - 1.44% | AMAZON.COM INC (AMZN) - 3.50% |
| #5 | n/a (WFRD) - 1.32% | BROADCOM INC (AVGO) - 3.39% |
| #6 | EMCOR GROUP INC (EME) - 1.15% | MICRON TECHNOLOGY INC (MU) - 3.07% |
| #7 | CACTUS INC CLASS A (WHD) - 1.13% | n/a (n/a) - 2.18% |
| #8 | CBOE GLOBAL MARKETS INC (CBOE) - 1.12% | META PLATFORMS INC CLASS A (META) - 2.11% |
| #9 | MUELLER INDUSTRIES INC (MLI) - 1.12% | ELI LILLY AND CO (LLY) - 1.95% |
| #10 | PRICESMART INC (PSMT) - 1.10% | APPLIED MATERIALS INC (AMAT) - 1.75% |
| #11 | NORTHERN TRUST CORP (NTRS) - 1.07% | LAM RESEARCH CORP (LRCX) - 1.75% |
| #12 | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 1.07% | SANDISK CORP ORDINARY SHARES (SNDK) - 1.75% |
| #13 | WOODWARD INC (WWD) - 1.04% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.74% |
| #14 | EAST WEST BANCORP INC (EWBC) - 0.97% | TESLA INC (TSLA) - 1.70% |
| #15 | APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 0.97% | JPMORGAN CHASE & CO (JPM) - 1.65% |
| #16 | UMB FINANCIAL CORP (UMBF) - 0.96% | KLA CORP (KLAC) - 1.55% |
| #17 | RALPH LAUREN CORP CLASS A (RL) - 0.95% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.39% |
| #18 | FIRST BANCORP (FBP) - 0.95% | JOHNSON & JOHNSON (JNJ) - 1.38% |
| #19 | ASSURANT INC (AIZ) - 0.94% | WESTERN DIGITAL CORP (WDC) - 1.29% |
| #20 | PRIMORIS SERVICES CORP (PRIM) - 0.94% | CORNING INC (GLW) - 1.15% |
| #21 | NEW YORK TIMES CO CLASS A (NYT) - 0.93% | COHERENT CORP (COHR) - 1.13% |
| #22 | ITT INC (ITT) - 0.92% | EXXON MOBIL CORP (XOM) - 1.09% |
| #23 | ALLISON TRANSMISSION HOLDINGS INC (ALSN) - 0.92% | TERADYNE INC (TER) - 1.02% |
| #24 | WINTRUST FINANCIAL CORP (WTFC) - 0.91% | MERCK & CO INC (MRK) - 1.00% |
| #25 | NOV INC (NOV) - 0.91% | BANK OF AMERICA CORP (BAC) - 0.98% |
| Total Holdings | 169 | 139 |
SDVD vs FDMO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SDVD
+1.58%
FDMO
-0.36%
3M
Winner
SDVD
+6.27%
FDMO
+1.06%
6M
SDVD
+3.54%
Winner
FDMO
+11.82%
1Y
SDVD
+20.16%
Winner
FDMO
+22.63%
5Y(CAGR)
SDVD
N/A
FDMO
+14.63%
10Y(CAGR)
SDVD
N/A
FDMO
+15.39%
Max(CAGR)
SDVD
+15.37%
Winner
FDMO
+15.39%
SDVD vs FDMO - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | SDVD | FDMO |
|---|---|---|
| 2026 | +14.05% | +12.41% |
| 2025 | +9.04% | +21.00% |
| 2024 | +12.70% | +34.43% |
| 2023 | +10.26% | +25.71% |
| 2022 | N/A | -19.61% |
| 2021 | N/A | +23.81% |
| 2020 | N/A | +20.80% |
| 2019 | N/A | +25.42% |
| 2018 | N/A | -4.72% |
| 2017 | N/A | +23.58% |
| 2016 | N/A | +1.88% |
SDVD vs FDMO Drawdown Comparison
The maximum drawdown for SDVD was -24.15%, occurring on Apr 8, 2025. Recovery took 261 trading sessions.
The maximum drawdown for FDMO was -33.93%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.
The current SDVD drawdown is -2.57%. The current FDMO drawdown is -3.96%.
| Rank | SDVD | FDMO |
|---|---|---|
| #1 | -24.15% Nov 25, 2024 - Dec 11, 2025 | -33.93% Feb 19, 2020 - Aug 3, 2020 |
| #2 | -11.02% Sep 1, 2023 - Dec 1, 2023 | -25.44% Nov 8, 2021 - Dec 27, 2023 |
| #3 | -9.67% Jul 31, 2024 - Oct 11, 2024 | -21.88% Feb 18, 2025 - Jun 24, 2025 |
| #4 | -8.75% Feb 26, 2026 - Jun 24, 2026 | -21.72% Oct 1, 2018 - Jun 10, 2019 |
| #5 | -6.86% Mar 28, 2024 - Jul 15, 2024 | -12.22% Jan 28, 2026 - Apr 17, 2026 |
| #6 | -5.38% Dec 26, 2023 - Feb 29, 2024 | -12.15% Feb 12, 2021 - Apr 26, 2021 |
| #7 | -3.95% Aug 11, 2023 - Sep 1, 2023 | -10.43% Jan 26, 2018 - Jun 4, 2018 |
| #8 | -3.92% Oct 17, 2024 - Nov 6, 2024 | -10.22% Jul 16, 2024 - Sep 19, 2024 |
| #9 | -2.96% Aug 14, 2026 - Aug 20, 2026 | -9.90% Sep 2, 2020 - Oct 12, 2020 |
| #10 | -2.70% Jul 17, 2026 - Jul 28, 2026 | -9.53% Jun 30, 2026 - Jul 29, 2026 |
| #11 | -2.50% Nov 11, 2024 - Nov 22, 2024 | -8.92% Oct 13, 2020 - Nov 30, 2020 |
| #12 | -2.40% Dec 11, 2025 - Jan 5, 2026 | -7.65% Apr 27, 2021 - Jun 25, 2021 |
| #13 | -2.40% Feb 20, 2026 - Feb 26, 2026 | -7.34% Oct 29, 2025 - Jan 5, 2026 |
| #14 | -2.36% Jul 16, 2024 - Jul 26, 2024 | -6.89% Mar 21, 2024 - May 9, 2024 |
| #15 | -2.20% Jul 6, 2026 - Jul 16, 2026 | -6.70% Jul 15, 2019 - Dec 20, 2019 |
Correlation
Correlation between SDVD and FDMO is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2016 - 2026)
SDVD vs FDMO dividend yield comparison.
| Year | SDVD | FDMO |
|---|---|---|
| 2026 | 6.12% | 0.29% |
| 2025 | 8.36% | 0.61% |
| 2024 | 9.26% | 0.90% |
| 2023 | 3.18% | 0.87% |
| 2022 | 0.00% | 1.19% |
| 2021 | 0.00% | 0.60% |
| 2020 | 0.00% | 0.77% |
| 2019 | 0.00% | 1.23% |
| 2018 | 0.00% | 1.22% |
| 2017 | 0.00% | 1.09% |
| 2016 | 0.00% | 0.45% |
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