SDVD vs IUS
Comparison between FT VEST SMID RISING DIVIDEND ACHIEVERS TARGET INCOME ETF (SDVD, ETF) and INVESCO RAFI(TM) STRATEGIC US ETF (IUS, ETF).
SDVD vs IUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SDVD
$893M
IUS
$882M
Expense Ratio
SDVD
0.85%
Winner
IUS
0.19%
Max Drawdown
Winner
SDVD
26.71%
IUS
35.17%
Sharpe Ratio
SDVD
1.16
Winner
IUS
2.27
5Y Beta
SDVD
0.85
Winner
IUS
0.77
P/E Ratio
Winner
SDVD
17.84
IUS
22.67
Forward P/E
Winner
SDVD
15.58
IUS
16.21
PEG Ratio
Winner
SDVD
0.27
IUS
0.37
5Y Dividends CAGR
SDVD
N/A
IUS
9.63%
5Y EPS CAGR
Winner
SDVD
18.49%
IUS
16.29%
Debt to Equity
Winner
SDVD
14.66%
IUS
26.34%
P/S Ratio
SDVD
2.15
Winner
IUS
1.23
P/B Ratio
Winner
SDVD
2.67
IUS
3.35
SDVD vs IUS - Holdings Comparison
SDVD and IUS have 41 common holdings. Overlap is 2.11%
SDVD's top 25 holdings weight is 28.04%. IUS's top 25 holdings weight is 38.98%.
| Rank | SDVD | IUS |
|---|---|---|
| #1 | COMFORT SYSTEMS USA INC (FIX) - 1.93% | APPLE INC (AAPL) - 4.28% |
| #2 | ENERSYS (ENS) - 1.67% | ALPHABET INC CLASS A (GOOGL) - 3.92% |
| #3 | POWELL INDUSTRIES INC (POWL) - 1.61% | MICROSOFT CORP (MSFT) - 3.23% |
| #4 | CLEAR SECURE INC ORDINARY SHARES CLASS A (YOU) - 1.44% | META PLATFORMS INC CLASS A (META) - 2.93% |
| #5 | n/a (WFRD) - 1.32% | AMAZON.COM INC (AMZN) - 2.74% |
| #6 | EMCOR GROUP INC (EME) - 1.15% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.61% |
| #7 | CACTUS INC CLASS A (WHD) - 1.13% | NVIDIA CORP (NVDA) - 2.11% |
| #8 | CBOE GLOBAL MARKETS INC (CBOE) - 1.12% | EXXONMOBIL HOLDINGS CORP (XOM) - 2.08% |
| #9 | MUELLER INDUSTRIES INC (MLI) - 1.12% | UNITEDHEALTH GROUP INC (UNH) - 1.45% |
| #10 | PRICESMART INC (PSMT) - 1.10% | CHEVRON CORP (CVX) - 1.35% |
| #11 | NORTHERN TRUST CORP (NTRS) - 1.07% | CVS HEALTH CORP (CVS) - 1.01% |
| #12 | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 1.07% | VERIZON COMMUNICATIONS INC (VZ) - 0.95% |
| #13 | WOODWARD INC (WWD) - 1.04% | AT&T INC (T) - 0.95% |
| #14 | EAST WEST BANCORP INC (EWBC) - 0.97% | JOHNSON & JOHNSON (JNJ) - 0.93% |
| #15 | APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 0.97% | WALMART INC (WMT) - 0.90% |
| #16 | UMB FINANCIAL CORP (UMBF) - 0.96% | COMCAST CORP CLASS A (CMCSA) - 0.88% |
| #17 | RALPH LAUREN CORP CLASS A (RL) - 0.95% | VISA INC CLASS A (V) - 0.86% |
| #18 | FIRST BANCORP (FBP) - 0.95% | GENERAL MOTORS CO (GM) - 0.84% |
| #19 | ASSURANT INC (AIZ) - 0.94% | BROADCOM INC (AVGO) - 0.81% |
| #20 | PRIMORIS SERVICES CORP (PRIM) - 0.94% | PROCTER & GAMBLE CO (PG) - 0.74% |
| #21 | NEW YORK TIMES CO CLASS A (NYT) - 0.93% | MCKESSON CORP (MCK) - 0.72% |
| #22 | ITT INC (ITT) - 0.92% | THE CIGNA GROUP (CI) - 0.69% |
| #23 | ALLISON TRANSMISSION HOLDINGS INC (ALSN) - 0.92% | THE HOME DEPOT INC (HD) - 0.68% |
| #24 | WINTRUST FINANCIAL CORP (WTFC) - 0.91% | FORD MOTOR CO (F) - 0.66% |
| #25 | NOV INC (NOV) - 0.91% | MERCK & CO INC (MRK) - 0.66% |
| Total Holdings | 169 | 542 |
SDVD vs IUS - Historical Returns
Returns include dividend reinvestment.
1M
SDVD
+2.64%
Winner
IUS
+3.13%
3M
SDVD
+2.40%
Winner
IUS
+9.36%
6M
SDVD
+6.96%
Winner
IUS
+14.39%
1Y
SDVD
+21.95%
Winner
IUS
+31.02%
5Y(CAGR)
SDVD
N/A
IUS
+14.21%
Max(CAGR)
SDVD
+15.23%
Winner
IUS
+15.33%
SDVD vs IUS - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | SDVD | IUS |
|---|---|---|
| 2026 | +12.27% | +17.39% |
| 2025 | +9.04% | +17.23% |
| 2024 | +12.70% | +16.56% |
| 2023 | +10.26% | +21.21% |
| 2022 | N/A | -8.85% |
| 2021 | N/A | +33.59% |
| 2020 | N/A | +14.43% |
| 2019 | N/A | +29.34% |
| 2018 | N/A | -12.48% |
SDVD vs IUS Drawdown Comparison
The maximum drawdown for SDVD was -24.15%, occurring on Apr 8, 2025. Recovery took 261 trading sessions.
The maximum drawdown for IUS was -34.66%, occurring on Mar 23, 2020. Recovery took 141 trading sessions.
The current SDVD drawdown is -1.97%. The current IUS drawdown is -0.44%.
| Rank | SDVD | IUS |
|---|---|---|
| #1 | -24.15% Nov 25, 2024 - Dec 11, 2025 | -34.66% Feb 12, 2020 - Sep 2, 2020 |
| #2 | -11.02% Sep 1, 2023 - Dec 1, 2023 | -18.73% Mar 29, 2022 - Jun 30, 2023 |
| #3 | -9.67% Jul 31, 2024 - Oct 11, 2024 | -15.62% Nov 29, 2024 - Jul 1, 2025 |
| #4 | -8.75% Feb 26, 2026 - Jun 24, 2026 | -14.49% Oct 2, 2018 - May 1, 2019 |
| #5 | -6.86% Mar 28, 2024 - Jul 15, 2024 | -9.03% Jul 31, 2023 - Dec 11, 2023 |
| #6 | -5.38% Dec 26, 2023 - Feb 29, 2024 | -8.08% Sep 2, 2020 - Nov 9, 2020 |
| #7 | -3.95% Aug 11, 2023 - Sep 1, 2023 | -7.80% Jan 4, 2022 - Mar 28, 2022 |
| #8 | -3.92% Oct 17, 2024 - Nov 6, 2024 | -7.05% Jul 24, 2019 - Sep 11, 2019 |
| #9 | -2.50% Nov 11, 2024 - Nov 22, 2024 | -6.91% May 1, 2019 - Jun 21, 2019 |
| #10 | -2.40% Dec 11, 2025 - Jan 5, 2026 | -6.23% Jul 16, 2024 - Aug 23, 2024 |
| #11 | -2.40% Feb 20, 2026 - Feb 26, 2026 | -6.15% Feb 11, 2026 - Apr 14, 2026 |
| #12 | -2.36% Jul 16, 2024 - Jul 26, 2024 | -4.97% Mar 28, 2024 - Jun 17, 2024 |
| #13 | -2.20% Jul 6, 2026 - Jul 16, 2026 | -4.60% Sep 12, 2019 - Oct 25, 2019 |
| #14 | -2.16% Jul 17, 2026 - Jul 20, 2026 | -4.52% Nov 16, 2021 - Dec 10, 2021 |
| #15 | -1.59% Jan 15, 2026 - Jan 21, 2026 | -4.52% Sep 2, 2021 - Oct 20, 2021 |
Correlation
Correlation between SDVD and IUS is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2018 - 2026)
SDVD vs IUS dividend yield comparison.
| Year | SDVD | IUS |
|---|---|---|
| 2026 | 5.46% | 0.63% |
| 2025 | 8.36% | 1.48% |
| 2024 | 9.26% | 1.52% |
| 2023 | 3.18% | 1.72% |
| 2022 | 0.00% | 1.78% |
| 2021 | 0.00% | 1.46% |
| 2020 | 0.00% | 1.74% |
| 2019 | 0.00% | 1.77% |
| 2018 | 0.00% | 0.73% |
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