SDVY vs AIQ
Comparison between FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF (SDVY, ETF) and Global X Artificial Intelligence & Technology ETF (AIQ, ETF).
5-Year PerformanceAIQ has outperformed SDVY, delivering a return of +17.0% compared to +9.2%
SDVY vs AIQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SDVY
$11B
Winner
AIQ
$11B
Expense Ratio
Winner
SDVY
0.58%
AIQ
0.68%
Max Drawdown
SDVY
45.19%
Winner
AIQ
44.82%
Sharpe Ratio
SDVY
1.09
Winner
AIQ
1.65
5Y Beta
Winner
SDVY
0.93
AIQ
1.39
P/E Ratio
Winner
SDVY
17.02
AIQ
40.02
Forward P/E
Winner
SDVY
15.31
AIQ
23.26
PEG Ratio
Winner
SDVY
0.24
AIQ
0.39
5Y Dividends CAGR
Winner
SDVY
10.72%
AIQ
-9.59%
5Y EPS CAGR
SDVY
17.86%
Winner
AIQ
24.71%
Debt to Equity
SDVY
14.28%
AIQ
N/A
P/S Ratio
Winner
SDVY
2.02
AIQ
2.55
P/B Ratio
Winner
SDVY
2.46
AIQ
7.27
SDVY vs AIQ - Holdings Comparison
SDVY and AIQ have 3 common holdings. Overlap is 0.33%
SDVY's top 25 holdings weight is 27.90%. AIQ's top 25 holdings weight is 74.07%.
| Rank | SDVY | AIQ |
|---|---|---|
| #1 | COMFORT SYSTEMS USA INC (FIX) - 1.97% | SK HYNIX INC (n/a) - 6.89% |
| #2 | POWELL INDUSTRIES INC (POWL) - 1.68% | MICRON TECHNOLOGY INC (MU) - 6.08% |
| #3 | ENERSYS (ENS) - 1.66% | SAMSUNG ELECTRONICS CO LTD (n/a) - 5.21% |
| #4 | CLEAR SECURE INC ORDINARY SHARES CLASS A (YOU) - 1.34% | ADVANCED MICRO DEVICES INC (AMD) - 4.67% |
| #5 | n/a (WFRD) - 1.28% | CISCO SYSTEMS INC (CSCO) - 3.91% |
| #6 | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 1.17% | INTEL CORP (INTC) - 3.78% |
| #7 | PRICESMART INC (PSMT) - 1.14% | BROADCOM INC (AVGO) - 3.36% |
| #8 | EMCOR GROUP INC (EME) - 1.13% | ORACLE CORP (ORCL) - 3.12% |
| #9 | CACTUS INC CLASS A (WHD) - 1.10% | n/a (TSM) - 3.10% |
| #10 | NORTHERN TRUST CORP (NTRS) - 1.09% | APPLE INC (AAPL) - 2.88% |
| #11 | MUELLER INDUSTRIES INC (MLI) - 1.08% | NVIDIA CORP (NVDA) - 2.74% |
| #12 | WOODWARD INC (WWD) - 1.02% | AMAZON.COM INC (AMZN) - 2.49% |
| #13 | APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 0.98% | ALPHABET INC CLASS A (GOOGL) - 2.49% |
| #14 | EAST WEST BANCORP INC (EWBC) - 0.97% | NETFLIX INC (NFLX) - 2.27% |
| #15 | NETAPP INC (NTAP) - 0.97% | MICROSOFT CORP (MSFT) - 2.22% |
| #16 | ALLISON TRANSMISSION HOLDINGS INC (ALSN) - 0.96% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 2.16% |
| #17 | NEW YORK TIMES CO CLASS A (NYT) - 0.95% | TESLA INC (TSLA) - 2.14% |
| #18 | FIRST BANCORP (FBP) - 0.95% | META PLATFORMS INC CLASS A (META) - 2.09% |
| #19 | UMB FINANCIAL CORP (UMBF) - 0.94% | n/a (PLTR) - 2.08% |
| #20 | ASSURANT INC (AIZ) - 0.93% | SIEMENS AG (n/a) - 1.82% |
| #21 | RALPH LAUREN CORP CLASS A (RL) - 0.92% | TENCENT HOLDINGS LTD (n/a) - 1.82% |
| #22 | FOX CORP CLASS A (FOXA) - 0.92% | QUALCOMM INC (QCOM) - 1.81% |
| #23 | WINTRUST FINANCIAL CORP (WTFC) - 0.92% | MARVELL TECHNOLOGY INC (MRVL) - 1.73% |
| #24 | PRIMORIS SERVICES CORP (PRIM) - 0.92% | ALIBABA GROUP HOLDING LTD ADR (BABA) - 1.68% |
| #25 | ITT INC (ITT) - 0.91% | SAP SE ADR (SAP) - 1.53% |
| Total Holdings | 168 | 88 |
SDVY vs AIQ - Historical Returns
Returns include dividend reinvestment.
1M
SDVY
+2.34%
Winner
AIQ
+4.88%
3M
SDVY
+7.78%
Winner
AIQ
+31.71%
6M
SDVY
+8.44%
Winner
AIQ
+26.79%
1Y
SDVY
+23.37%
Winner
AIQ
+52.00%
5Y(CAGR)
SDVY
+9.24%
Winner
AIQ
+16.95%
10Y(CAGR)
SDVY
+11.05%
Winner
AIQ
+20.08%
Max(CAGR)
SDVY
+11.05%
Winner
AIQ
+20.08%
SDVY vs AIQ - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | SDVY | AIQ |
|---|---|---|
| 2026 | +9.72% | +24.44% |
| 2025 | +9.13% | +32.51% |
| 2024 | +11.49% | +27.13% |
| 2023 | +28.50% | +55.31% |
| 2022 | -12.37% | -36.63% |
| 2021 | +29.11% | +18.22% |
| 2020 | +11.08% | +49.55% |
| 2019 | +24.65% | +38.33% |
| 2018 | -15.06% | -14.04% |
| 2017 | +5.78% | N/A |
SDVY vs AIQ Drawdown Comparison
The maximum drawdown for SDVY was -44.70%, occurring on Mar 23, 2020. Recovery took 334 trading sessions.
The maximum drawdown for AIQ was -44.66%, occurring on Oct 14, 2022. Recovery took 570 trading sessions.
The current SDVY drawdown is -0.24%. The current AIQ drawdown is -8.75%.
| Rank | SDVY | AIQ |
|---|---|---|
| #1 | -44.70% Jul 24, 2019 - Nov 17, 2020 | -44.66% Nov 16, 2021 - Feb 26, 2024 |
| #2 | -25.92% Nov 25, 2024 - Jan 5, 2026 | -31.88% Feb 19, 2020 - Jun 3, 2020 |
| #3 | -24.44% Jan 4, 2022 - Jul 19, 2023 | -26.35% Feb 18, 2025 - Jun 24, 2025 |
| #4 | -22.58% Aug 21, 2018 - Jul 24, 2019 | -23.65% Aug 29, 2018 - Mar 21, 2019 |
| #5 | -12.52% Aug 7, 2023 - Dec 4, 2023 | -16.47% Jan 28, 2026 - Apr 17, 2026 |
| #6 | -9.76% Jul 31, 2024 - Oct 11, 2024 | -13.99% Jul 10, 2024 - Sep 26, 2024 |
| #7 | -9.27% Feb 20, 2026 - Apr 27, 2026 | -12.52% Jun 2, 2026 - Jun 10, 2026 |
| #8 | -8.86% May 7, 2021 - Nov 3, 2021 | -12.04% May 3, 2019 - Jul 15, 2019 |
| #9 | -8.09% Jan 23, 2018 - Aug 21, 2018 | -11.63% Nov 3, 2025 - Jan 28, 2026 |
| #10 | -7.23% Nov 16, 2021 - Jan 4, 2022 | -11.30% Feb 16, 2021 - Jun 28, 2021 |
| #11 | -7.15% Mar 28, 2024 - May 15, 2024 | -9.63% Jul 26, 2019 - Nov 25, 2019 |
| #12 | -6.13% Mar 15, 2021 - Apr 5, 2021 | -9.58% Sep 2, 2020 - Oct 12, 2020 |
| #13 | -6.08% Dec 26, 2023 - Mar 7, 2024 | -8.38% Sep 7, 2021 - Nov 4, 2021 |
| #14 | -6.07% May 15, 2024 - Jul 15, 2024 | -8.07% Mar 12, 2024 - May 15, 2024 |
| #15 | -5.95% Jan 20, 2021 - Feb 5, 2021 | -7.78% Oct 13, 2020 - Nov 5, 2020 |
Correlation
Correlation between SDVY and AIQ is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2017 - 2026)
SDVY vs AIQ dividend yield comparison.
| Year | SDVY | AIQ |
|---|---|---|
| 2026 | 0.23% | 0.00% |
| 2025 | 1.69% | 0.18% |
| 2024 | 1.60% | 0.14% |
| 2023 | 1.90% | 0.16% |
| 2022 | 2.28% | 0.56% |
| 2021 | 1.09% | 0.15% |
| 2020 | 1.48% | 0.50% |
| 2019 | 1.69% | 0.51% |
| 2018 | 1.57% | 0.51% |
| 2017 | 0.29% | 0.00% |
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