SDVD vs IGE
Comparison between FT VEST SMID RISING DIVIDEND ACHIEVERS TARGET INCOME ETF (SDVD, ETF) and ISHARES NORTH AMERICAN NATURAL RESOURCES ETF (IGE, ETF).
SDVD vs IGE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SDVD
$835M
IGE
$833M
Expense Ratio
SDVD
0.85%
Winner
IGE
0.39%
Max Drawdown
Winner
SDVD
26.71%
IGE
73.46%
Sharpe Ratio
SDVD
1.15
Winner
IGE
1.97
5Y Beta
SDVD
0.87
Winner
IGE
0.68
P/E Ratio
Winner
SDVD
17.07
IGE
23.28
Forward P/E
SDVD
15.22
Winner
IGE
13.62
PEG Ratio
SDVD
0.26
IGE
N/A
5Y Dividends CAGR
SDVD
N/A
IGE
12.57%
5Y EPS CAGR
SDVD
17.90%
Winner
IGE
28.27%
Debt to Equity
Winner
SDVD
14.27%
IGE
46.29%
P/S Ratio
SDVD
2.03
Winner
IGE
1.81
P/B Ratio
Winner
SDVD
2.43
IGE
2.53
SDVD vs IGE - Holdings Comparison
SDVD and IGE have 10 common holdings. Overlap is 1.55%
SDVD's top 25 holdings weight is 28.04%. IGE's top 25 holdings weight is 68.12%.
| Rank | SDVD | IGE |
|---|---|---|
| #1 | COMFORT SYSTEMS USA INC (FIX) - 1.93% | EXXON MOBIL CORP (XOM) - 10.16% |
| #2 | ENERSYS (ENS) - 1.67% | CHEVRON CORP (CVX) - 9.40% |
| #3 | POWELL INDUSTRIES INC (POWL) - 1.61% | CONOCOPHILLIPS (COP) - 3.87% |
| #4 | CLEAR SECURE INC ORDINARY SHARES CLASS A (YOU) - 1.44% | ENBRIDGE INC (n/a) - 3.32% |
| #5 | n/a (WFRD) - 1.32% | NEWMONT CORP (NEM) - 3.08% |
| #6 | EMCOR GROUP INC (EME) - 1.15% | CANADIAN NATURAL RESOURCES LTD (n/a) - 2.65% |
| #7 | CACTUS INC CLASS A (WHD) - 1.13% | WILLIAMS COMPANIES INC (WMB) - 2.51% |
| #8 | CBOE GLOBAL MARKETS INC (CBOE) - 1.12% | FREEPORT-MCMORAN INC (FCX) - 2.33% |
| #9 | MUELLER INDUSTRIES INC (MLI) - 1.12% | AGNICO EAGLE MINES LTD (n/a) - 2.31% |
| #10 | PRICESMART INC (PSMT) - 1.10% | SLB LTD (SLB) - 2.24% |
| #11 | NORTHERN TRUST CORP (NTRS) - 1.07% | SUNCOR ENERGY INC (SU) - 2.10% |
| #12 | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 1.07% | EOG RESOURCES INC (EOG) - 2.01% |
| #13 | WOODWARD INC (WWD) - 1.04% | MARATHON PETROLEUM CORP (MPC) - 1.97% |
| #14 | EAST WEST BANCORP INC (EWBC) - 0.97% | VALERO ENERGY CORP (VLO) - 1.97% |
| #15 | APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 0.97% | TC ENERGY CORP (TRP) - 1.93% |
| #16 | UMB FINANCIAL CORP (UMBF) - 0.96% | PHILLIPS 66 (PSX) - 1.88% |
| #17 | RALPH LAUREN CORP CLASS A (RL) - 0.95% | BARRICK MINING CORP (n/a) - 1.79% |
| #18 | FIRST BANCORP (FBP) - 0.95% | CRH PLC (CRH) - 1.76% |
| #19 | ASSURANT INC (AIZ) - 0.94% | KINDER MORGAN INC CLASS P (KMI) - 1.73% |
| #20 | PRIMORIS SERVICES CORP (PRIM) - 0.94% | BAKER HUGHES CO CLASS A (BKR) - 1.71% |
| #21 | NEW YORK TIMES CO CLASS A (NYT) - 0.93% | TARGA RESOURCES CORP (TRGP) - 1.56% |
| #22 | ITT INC (ITT) - 0.92% | ONEOK INC (OKE) - 1.55% |
| #23 | ALLISON TRANSMISSION HOLDINGS INC (ALSN) - 0.92% | WHEATON PRECIOUS METALS CORP (WPM) - 1.51% |
| #24 | WINTRUST FINANCIAL CORP (WTFC) - 0.91% | DEVON ENERGY CORP (DVN) - 1.42% |
| #25 | NOV INC (NOV) - 0.91% | CHENIERE ENERGY INC (LNG) - 1.36% |
| Total Holdings | 169 | 140 |
SDVD vs IGE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SDVD
-2.29%
IGE
-3.62%
3M
Winner
SDVD
+0.43%
IGE
-2.36%
6M
SDVD
+8.41%
Winner
IGE
+19.36%
1Y
SDVD
+21.08%
Winner
IGE
+40.86%
5Y(CAGR)
SDVD
N/A
IGE
+16.51%
10Y(CAGR)
SDVD
N/A
IGE
+9.24%
Max(CAGR)
Winner
SDVD
+14.08%
IGE
+7.95%
SDVD vs IGE - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | SDVD | IGE |
|---|---|---|
| 2026 | +7.22% | +17.11% |
| 2025 | +9.04% | +18.87% |
| 2024 | +12.70% | +7.10% |
| 2023 | +10.26% | +6.22% |
| 2022 | N/A | +31.15% |
| 2021 | N/A | +38.01% |
| 2020 | N/A | -19.74% |
| 2019 | N/A | +15.24% |
| 2018 | N/A | -23.01% |
| 2017 | N/A | -0.50% |
| 2016 | N/A | +30.28% |
| 2015 | N/A | -24.89% |
| 2014 | N/A | -9.16% |
| 2013 | N/A | +13.43% |
| 2012 | N/A | -1.17% |
| 2011 | N/A | -8.30% |
| 2010 | N/A | +19.38% |
| 2009 | N/A | +30.69% |
| 2008 | N/A | -43.73% |
| 2007 | N/A | +38.51% |
| 2006 | N/A | +11.89% |
| 2005 | N/A | +40.03% |
| 2004 | N/A | +24.17% |
| 2003 | N/A | +30.72% |
| 2002 | N/A | -13.54% |
| 2001 | N/A | +5.48% |
SDVD vs IGE Drawdown Comparison
The maximum drawdown for SDVD was -24.15%, occurring on Apr 8, 2025. Recovery took 261 trading sessions.
The maximum drawdown for IGE was -67.55%, occurring on Mar 18, 2020. Recovery took 1935 trading sessions.
The current SDVD drawdown is -2.83%. The current IGE drawdown is -5.80%.
| Rank | SDVD | IGE |
|---|---|---|
| #1 | -24.15% Nov 25, 2024 - Dec 11, 2025 | -67.55% Jul 3, 2014 - Mar 10, 2022 |
| #2 | -11.02% Sep 1, 2023 - Dec 1, 2023 | -61.55% May 20, 2008 - Jun 12, 2014 |
| #3 | -9.67% Jul 31, 2024 - Oct 11, 2024 | -31.20% Apr 2, 2002 - Dec 17, 2003 |
| #4 | -8.75% Feb 26, 2026 - Mar 30, 2026 | -25.68% Jun 7, 2022 - Mar 13, 2024 |
| #5 | -6.86% Mar 28, 2024 - Jul 15, 2024 | -19.49% Nov 22, 2024 - Aug 27, 2025 |
| #6 | -5.38% Dec 26, 2023 - Feb 29, 2024 | -18.06% May 10, 2006 - Mar 29, 2007 |
| #7 | -3.95% Aug 11, 2023 - Sep 1, 2023 | -16.15% Jan 3, 2008 - Apr 16, 2008 |
| #8 | -3.92% Oct 17, 2024 - Nov 6, 2024 | -14.70% Sep 29, 2005 - Jan 4, 2006 |
| #9 | -2.50% Nov 11, 2024 - Nov 22, 2024 | -14.26% Mar 4, 2005 - Jun 17, 2005 |
| #10 | -2.40% Dec 11, 2025 - Jan 5, 2026 | -13.77% Jul 19, 2007 - Sep 20, 2007 |
| #11 | -2.40% Feb 20, 2026 - Feb 26, 2026 | -11.17% Jan 31, 2006 - Apr 17, 2006 |
| #12 | -2.36% Jul 16, 2024 - Jul 26, 2024 | -9.92% Nov 6, 2007 - Dec 28, 2007 |
| #13 | -1.59% Jan 15, 2026 - Jan 21, 2026 | -9.49% Apr 20, 2022 - May 26, 2022 |
| #14 | -1.51% Jan 21, 2026 - Feb 2, 2026 | -8.96% Apr 5, 2024 - Oct 4, 2024 |
| #15 | -1.37% Dec 19, 2023 - Dec 22, 2023 | -8.08% Dec 28, 2001 - Feb 25, 2002 |
Correlation
Correlation between SDVD and IGE is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2001 - 2026)
SDVD vs IGE dividend yield comparison.
| Year | SDVD | IGE |
|---|---|---|
| 2026 | 4.21% | 0.41% |
| 2025 | 8.36% | 2.32% |
| 2024 | 9.26% | 2.54% |
| 2023 | 3.18% | 2.85% |
| 2022 | 0.00% | 2.96% |
| 2021 | 0.00% | 2.92% |
| 2020 | 0.00% | 3.34% |
| 2019 | 0.00% | 5.55% |
| 2018 | 0.00% | 2.68% |
| 2017 | 0.00% | 2.11% |
| 2016 | 0.00% | 1.66% |
| 2015 | 0.00% | 3.08% |
| 2014 | 0.00% | 1.83% |
| 2013 | 0.00% | 1.50% |
| 2012 | 0.00% | 1.56% |
| 2011 | 0.00% | 1.19% |
| 2010 | 0.00% | 1.38% |
| 2009 | 0.00% | 1.05% |
| 2008 | 0.00% | 1.36% |
| 2007 | 0.00% | 0.81% |
| 2006 | 0.00% | 1.14% |
| 2005 | 0.00% | 0.97% |
| 2004 | 0.00% | 1.09% |
| 2003 | 0.00% | 1.38% |
| 2002 | 0.00% | 1.71% |
| 2001 | 0.00% | 0.39% |
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