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SDVD vs SPY

Comparison between FT VEST SMID RISING DIVIDEND ACHIEVERS TARGET INCOME ETF (SDVD, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

SDVD vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SDVD
$835M
Winner
SPY
$735B
Expense Ratio
SDVD
0.85%
Winner
SPY
0.09%
Max Drawdown
Winner
SDVD
26.71%
SPY
56.47%
Sharpe Ratio
SDVD
1.15
Winner
SPY
1.62
5Y Beta
Winner
SDVD
0.87
SPY
1.00
P/E Ratio
Winner
SDVD
17.07
SPY
28.99
Forward P/E
Winner
SDVD
15.22
SPY
22.37
PEG Ratio
SDVD
0.26
SPY
N/A
5Y Dividends CAGR
SDVD
N/A
SPY
5.43%
5Y EPS CAGR
SDVD
17.90%
Winner
SPY
26.05%
Debt to Equity
Winner
SDVD
14.27%
SPY
32.40%
P/S Ratio
Winner
SDVD
2.03
SPY
3.74
P/B Ratio
Winner
SDVD
2.43
SPY
5.61

SDVD vs SPY - Holdings Comparison

SDVD and SPY have 37 common holdings. Overlap is 1.11%

SDVD's top 25 holdings weight is 28.04%. SPY's top 25 holdings weight is 52.37%.

RankSDVDSPY
#1
COMFORT SYSTEMS USA INC (FIX) - 1.93%
NVIDIA CORP (NVDA) - 8.10%
#2
ENERSYS (ENS) - 1.67%
APPLE INC (AAPL) - 7.02%
#3
POWELL INDUSTRIES INC (POWL) - 1.61%
MICROSOFT CORP (MSFT) - 4.79%
#4
CLEAR SECURE INC ORDINARY SHARES CLASS A (YOU) - 1.44%
AMAZON.COM INC (AMZN) - 4.02%
#5
n/a (WFRD) - 1.32%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
EMCOR GROUP INC (EME) - 1.15%
BROADCOM INC (AVGO) - 3.10%
#7
CACTUS INC CLASS A (WHD) - 1.13%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
CBOE GLOBAL MARKETS INC (CBOE) - 1.12%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
MUELLER INDUSTRIES INC (MLI) - 1.12%
TESLA INC (TSLA) - 1.89%
#10
PRICESMART INC (PSMT) - 1.10%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
NORTHERN TRUST CORP (NTRS) - 1.07%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 1.07%
ELI LILLY AND CO (LLY) - 1.31%
#13
WOODWARD INC (WWD) - 1.04%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
EAST WEST BANCORP INC (EWBC) - 0.97%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 0.97%
EXXON MOBIL CORP (XOM) - 0.97%
#16
UMB FINANCIAL CORP (UMBF) - 0.96%
INTEL CORP (INTC) - 0.90%
#17
RALPH LAUREN CORP CLASS A (RL) - 0.95%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
FIRST BANCORP (FBP) - 0.95%
VISA INC CLASS A (V) - 0.85%
#19
ASSURANT INC (AIZ) - 0.94%
WALMART INC (WMT) - 0.81%
#20
PRIMORIS SERVICES CORP (PRIM) - 0.94%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
NEW YORK TIMES CO CLASS A (NYT) - 0.93%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
ITT INC (ITT) - 0.92%
CATERPILLAR INC (CAT) - 0.66%
#23
ALLISON TRANSMISSION HOLDINGS INC (ALSN) - 0.92%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
WINTRUST FINANCIAL CORP (WTFC) - 0.91%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
NOV INC (NOV) - 0.91%
ABBVIE INC (ABBV) - 0.58%
Total Holdings169505

SDVD vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
SDVD
-2.29%
Winner
SPY
+1.90%
3M
SDVD
+0.43%
Winner
SPY
+8.55%
6M
Winner
SDVD
+8.41%
SPY
+8.18%
1Y
SDVD
+21.08%
Winner
SPY
+25.79%
5Y(CAGR)
SDVD
N/A
SPY
+13.32%
10Y(CAGR)
SDVD
N/A
SPY
+15.19%
Max(CAGR)
Winner
SDVD
+14.08%
SPY
+8.47%

SDVD vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSDVDSPY
2026+7.22%+8.26%
2025+9.04%+18.00%
2024+12.70%+25.59%
2023+10.26%+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

SDVD vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current SDVD drawdown is -2.83%. The current SPY drawdown is -2.90%.

RankSDVDSPY
#1-24.15%
Nov 25, 2024 - Dec 11, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-11.02%
Sep 1, 2023 - Dec 1, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-9.67%
Jul 31, 2024 - Oct 11, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-8.75%
Feb 26, 2026 - Mar 30, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-6.86%
Mar 28, 2024 - Jul 15, 2024		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-5.38%
Dec 26, 2023 - Feb 29, 2024		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-3.95%
Aug 11, 2023 - Sep 1, 2023		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-3.92%
Oct 17, 2024 - Nov 6, 2024		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-2.50%
Nov 11, 2024 - Nov 22, 2024		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-2.40%
Dec 11, 2025 - Jan 5, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-2.40%
Feb 20, 2026 - Feb 26, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-2.36%
Jul 16, 2024 - Jul 26, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-1.59%
Jan 15, 2026 - Jan 21, 2026		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-1.51%
Jan 21, 2026 - Feb 2, 2026		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-1.37%
Dec 19, 2023 - Dec 22, 2023		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SDVD and SPY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (1999 - 2026)

SDVD vs SPY dividend yield comparison.

YearSDVDSPY
20264.21%0.24%
20258.36%1.07%
20249.26%1.21%
20233.18%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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