SDVY vs ACWX
Comparison between FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF (SDVY, ETF) and ISHARES MSCI ACWI EX U.S. ETF (ACWX, ETF).
5-Year PerformanceSDVY has outperformed ACWX, delivering a return of +9.5% compared to +9.1%
SDVY vs ACWX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SDVY
$11B
Winner
ACWX
$11B
Expense Ratio
SDVY
0.58%
Winner
ACWX
0.32%
Max Drawdown
Winner
SDVY
45.19%
ACWX
60.59%
Sharpe Ratio
SDVY
1.23
Winner
ACWX
1.72
5Y Beta
SDVY
0.94
Winner
ACWX
0.74
P/E Ratio
SDVY
17.89
ACWX
N/A
Forward P/E
SDVY
15.44
ACWX
N/A
PEG Ratio
SDVY
0.28
ACWX
N/A
5Y Dividends CAGR
Winner
SDVY
10.72%
ACWX
8.27%
5Y EPS CAGR
SDVY
23.15%
ACWX
N/A
Debt to Equity
SDVY
16.04%
ACWX
N/A
P/S Ratio
SDVY
2.16
ACWX
N/A
P/B Ratio
SDVY
2.59
ACWX
N/A
SDVY vs ACWX - Holdings Comparison
SDVY and ACWX have 1 common holdings. Overlap is -0.17%
SDVY's top 25 holdings weight is 28.29%. ACWX's top 25 holdings weight is 22.31%.
| Rank | SDVY | ACWX |
|---|---|---|
| #1 | COMFORT SYSTEMS USA INC (FIX) - 2.01% | n/a (n/a) - 4.16% |
| #2 | POWELL INDUSTRIES INC (POWL) - 1.61% | SAMSUNG ELECTRONICS CO LTD (n/a) - 1.75% |
| #3 | ENERSYS (ENS) - 1.50% | ASML HOLDING NV (n/a) - 1.59% |
| #4 | PRIMORIS SERVICES CORP (PRIM) - 1.47% | TENCENT HOLDINGS LTD (n/a) - 1.23% |
| #5 | CLEAR SECURE INC ORDINARY SHARES CLASS A (YOU) - 1.35% | SK HYNIX INC (n/a) - 1.01% |
| #6 | n/a (WFRD) - 1.31% | ASTRAZENECA PLC (AZN:XLON) - 0.85% |
| #7 | EMCOR GROUP INC (EME) - 1.24% | NOVARTIS AG REGISTERED SHARES (n/a) - 0.84% |
| #8 | MUELLER INDUSTRIES INC (MLI) - 1.10% | HSBC HOLDINGS PLC (n/a) - 0.82% |
| #9 | CBOE GLOBAL MARKETS INC (CBOE) - 1.08% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 0.82% |
| #10 | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 1.07% | n/a (n/a) - 0.80% |
| #11 | WOODWARD INC (WWD) - 1.05% | SHELL PLC (n/a) - 0.77% |
| #12 | PRICESMART INC (PSMT) - 1.03% | NESTLE SA (n/a) - 0.74% |
| #13 | ALLISON TRANSMISSION HOLDINGS INC (ALSN) - 1.02% | ROYAL BANK OF CANADA (RY) - 0.68% |
| #14 | NORTHERN TRUST CORP (NTRS) - 1.01% | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.61% |
| #15 | CACTUS INC CLASS A (WHD) - 0.98% | TOYOTA MOTOR CORP (n/a) - 0.59% |
| #16 | LEMAITRE VASCULAR INC (LMAT) - 0.98% | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.56% |
| #17 | COCA-COLA CONSOLIDATED INC (COKE) - 0.97% | SIEMENS AG (n/a) - 0.56% |
| #18 | ITT INC (ITT) - 0.96% | SAP SE (n/a) - 0.56% |
| #19 | EAST WEST BANCORP INC (EWBC) - 0.96% | TOTALENERGIES SE (TTE) - 0.53% |
| #20 | NEW YORK TIMES CO CLASS A (NYT) - 0.95% | BHP GROUP LTD (n/a) - 0.50% |
| #21 | APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 0.95% | BANCO SANTANDER SA (n/a) - 0.50% |
| #22 | INSTALLED BUILDING PRODUCTS INC (IBP) - 0.93% | THE TORONTO-DOMINION BANK (TD) - 0.47% |
| #23 | FIRST BANCORP (FBP) - 0.93% | ALLIANZ SE (n/a) - 0.46% |
| #24 | UMB FINANCIAL CORP (UMBF) - 0.93% | SCHNEIDER ELECTRIC SE (n/a) - 0.46% |
| #25 | WINTRUST FINANCIAL CORP (WTFC) - 0.90% | n/a (SHOP) - 0.45% |
| Total Holdings | 168 | 1739 |
SDVY vs ACWX - Historical Returns
Returns include dividend reinvestment.
1M
SDVY
-0.62%
Winner
ACWX
+2.62%
3M
SDVY
-0.71%
Winner
ACWX
+2.32%
6M
SDVY
+9.06%
Winner
ACWX
+12.50%
1Y
SDVY
+20.16%
Winner
ACWX
+31.54%
5Y(CAGR)
Winner
SDVY
+9.47%
ACWX
+9.06%
10Y(CAGR)
Winner
SDVY
+10.87%
ACWX
+9.50%
Max(CAGR)
Winner
SDVY
+10.87%
ACWX
+4.87%
SDVY vs ACWX - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | SDVY | ACWX |
|---|---|---|
| 2026 | +7.21% | +9.63% |
| 2025 | +9.13% | +32.87% |
| 2024 | +11.49% | +6.49% |
| 2023 | +28.50% | +14.91% |
| 2022 | -12.37% | -16.52% |
| 2021 | +29.11% | +7.12% |
| 2020 | +11.08% | +8.96% |
| 2019 | +24.65% | +21.47% |
| 2018 | -15.06% | -14.92% |
| 2017 | +5.78% | +26.53% |
| 2016 | N/A | +6.58% |
| 2015 | N/A | -5.23% |
| 2014 | N/A | -3.19% |
| 2013 | N/A | +12.70% |
| 2012 | N/A | +14.30% |
| 2011 | N/A | -14.76% |
| 2010 | N/A | +7.35% |
| 2009 | N/A | +34.23% |
| 2008 | N/A | -38.62% |
SDVY vs ACWX Drawdown Comparison
The maximum drawdown for SDVY was -44.70%, occurring on Mar 23, 2020. Recovery took 334 trading sessions.
The maximum drawdown for ACWX was -60.39%, occurring on Mar 9, 2009. Recovery took 1532 trading sessions.
The current SDVY drawdown is -2.52%. The current ACWX drawdown is -1.71%.
| Rank | SDVY | ACWX |
|---|---|---|
| #1 | -44.70% Jul 24, 2019 - Nov 17, 2020 | -60.39% May 19, 2008 - Jun 19, 2014 |
| #2 | -25.92% Nov 25, 2024 - Jan 5, 2026 | -35.38% Jan 26, 2018 - Nov 16, 2020 |
| #3 | -24.44% Jan 4, 2022 - Jul 19, 2023 | -30.03% Jun 14, 2021 - May 15, 2024 |
| #4 | -22.58% Aug 21, 2018 - Jul 24, 2019 | -25.97% Jul 3, 2014 - May 16, 2017 |
| #5 | -12.52% Aug 7, 2023 - Dec 4, 2023 | -13.84% Mar 19, 2025 - May 2, 2025 |
| #6 | -9.76% Jul 31, 2024 - Oct 11, 2024 | -11.42% Feb 25, 2026 - May 6, 2026 |
| #7 | -9.27% Feb 20, 2026 - Apr 27, 2026 | -9.83% Sep 26, 2024 - Mar 17, 2025 |
| #8 | -8.86% May 7, 2021 - Nov 3, 2021 | -7.98% Jul 12, 2024 - Aug 23, 2024 |
| #9 | -8.09% Jan 23, 2018 - Aug 21, 2018 | -5.01% Nov 12, 2025 - Dec 11, 2025 |
| #10 | -7.23% Nov 16, 2021 - Jan 4, 2022 | -4.96% Feb 16, 2021 - Apr 16, 2021 |
| #11 | -7.15% Mar 28, 2024 - May 15, 2024 | -4.63% Jan 21, 2021 - Feb 9, 2021 |
| #12 | -6.13% Mar 15, 2021 - Apr 5, 2021 | -4.17% Jul 23, 2025 - Aug 13, 2025 |
| #13 | -6.08% Dec 26, 2023 - Mar 7, 2024 | -3.83% Aug 23, 2024 - Sep 19, 2024 |
| #14 | -6.07% May 15, 2024 - Jul 15, 2024 | -3.78% May 7, 2021 - May 26, 2021 |
| #15 | -5.95% Jan 20, 2021 - Feb 5, 2021 | -3.60% Oct 6, 2025 - Oct 20, 2025 |
Correlation
Correlation between SDVY and ACWX is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2008 - 2026)
SDVY vs ACWX dividend yield comparison.
| Year | SDVY | ACWX |
|---|---|---|
| 2026 | 0.24% | 0.00% |
| 2025 | 1.69% | 2.82% |
| 2024 | 1.60% | 2.97% |
| 2023 | 1.90% | 2.96% |
| 2022 | 2.28% | 2.68% |
| 2021 | 1.09% | 2.73% |
| 2020 | 1.48% | 1.88% |
| 2019 | 1.69% | 3.22% |
| 2018 | 1.57% | 2.60% |
| 2017 | 0.29% | 2.40% |
| 2016 | 0.00% | 2.77% |
| 2015 | 0.00% | 2.51% |
| 2014 | 0.00% | 3.18% |
| 2013 | 0.00% | 2.69% |
| 2012 | 0.00% | 2.61% |
| 2011 | 0.00% | 3.07% |
| 2010 | 0.00% | 2.28% |
| 2009 | 0.00% | 2.02% |
| 2008 | 0.00% | 0.46% |
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