SDVD vs PEO

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

SDVD vs PEO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

SDVD

$835M

Winner

PEO

$835M

Expense Ratio

SDVD

0.85%

PEO

N/A

Max Drawdown

Winner

SDVD

26.71%

PEO

86.24%

Sharpe Ratio

SDVD

1.15

Winner

PEO

1.78

5Y Beta

SDVD

0.87

Winner

PEO

0.54

P/E Ratio

SDVD

17.07

PEO

N/A

Forward P/E

SDVD

15.22

PEO

N/A

PEG Ratio

SDVD

0.26

PEO

N/A

5Y Dividends CAGR

SDVD

N/A

PEO

28.22%

5Y EPS CAGR

SDVD

17.90%

PEO

N/A

Debt to Equity

SDVD

14.27%

PEO

N/A

P/S Ratio

SDVD

2.03

PEO

N/A

P/B Ratio

SDVD

2.43

PEO

N/A

SDVD vs PEO - Historical Returns

Returns include dividend reinvestment.

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

Winner

SDVD

-2.29%

PEO

-3.66%

Winner

SDVD

+0.43%

PEO

-0.16%

SDVD

+8.41%

Winner

PEO

+24.49%

SDVD

+21.08%

Winner

PEO

+39.29%

5Y(CAGR)

SDVD

N/A

PEO

+18.52%

10Y(CAGR)

SDVD

N/A

PEO

+10.03%

Max(CAGR)

Winner

SDVD

+14.08%

PEO

+7.87%

SDVD vs PEO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

SDVD vs PEO Drawdown Comparison

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

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

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

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

Correlation

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

0.87

-101

Dividend Comparison (2000 - 2026)

SDVD vs PEO dividend yield comparison.

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