SDVY vs AIRR
Comparison between FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF (SDVY, ETF) and FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF (AIRR, ETF).
5-Year PerformanceAIRR has outperformed SDVY, delivering a return of +25.6% compared to +10.4%
SDVY vs AIRR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SDVY
$11B
Winner
AIRR
$12B
Expense Ratio
Winner
SDVY
0.58%
AIRR
0.69%
Max Drawdown
SDVY
45.19%
Winner
AIRR
42.37%
Sharpe Ratio
SDVY
1.11
Winner
AIRR
1.43
5Y Beta
Winner
SDVY
0.92
AIRR
1.26
P/E Ratio
Winner
SDVY
17.29
AIRR
36.44
Forward P/E
Winner
SDVY
15.15
AIRR
23.96
PEG Ratio
SDVY
0.25
AIRR
N/A
5Y Dividends CAGR
SDVY
7.88%
Winner
AIRR
45.34%
5Y EPS CAGR
SDVY
17.32%
Winner
AIRR
20.87%
Debt to Equity
Winner
SDVY
-5.77%
AIRR
37.92%
P/S Ratio
Winner
SDVY
2.09
AIRR
2.18
P/B Ratio
Winner
SDVY
2.62
AIRR
4.12
SDVY vs AIRR - Holdings Comparison
SDVY and AIRR have 17 common holdings. Overlap is 10.04%
SDVY's top 25 holdings weight is 25.45%. AIRR's top 25 holdings weight is 71.33%.
| Rank | SDVY | AIRR |
|---|---|---|
| #1 | ENERSYS (ENS) - 1.28% | STERLING INFRASTRUCTURE INC (STRL) - 5.17% |
| #2 | COMFORT SYSTEMS USA INC (FIX) - 1.24% | C.H. ROBINSON WORLDWIDE INC (CHRW) - 4.63% |
| #3 | NATIONAL HEALTHCARE CORP (NHC) - 1.19% | COMFORT SYSTEMS USA INC (FIX) - 4.18% |
| #4 | PRICESMART INC (PSMT) - 1.18% | ARGAN INC (AGX) - 3.90% |
| #5 | WOODWARD INC (WWD) - 1.11% | MASTEC INC (MTZ) - 3.89% |
| #6 | WATTS WATER TECHNOLOGIES INC CLASS A (WTS) - 1.08% | OWENS-CORNING INC (OC) - 3.80% |
| #7 | CLEAR SECURE INC ORDINARY SHARES CLASS A (YOU) - 1.06% | SAIA INC (SAIA) - 3.78% |
| #8 | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 1.01% | EMCOR GROUP INC (EME) - 3.76% |
| #9 | APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 1.00% | DYCOM INDUSTRIES INC (DY) - 3.45% |
| #10 | ZIONS BANCORP NA (ZION) - 0.98% | BWX TECHNOLOGIES INC (BWXT) - 2.92% |
| #11 | FIRST BANCORP (FBP) - 0.98% | CLEAN HARBORS INC (CLH) - 2.68% |
| #12 | EMCOR GROUP INC (EME) - 0.98% | F N B CORP (FNB) - 2.63% |
| #13 | WILLIAMS-SONOMA INC (WSM) - 0.98% | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 2.62% |
| #14 | SELECTIVE INSURANCE GROUP INC (SIGI) - 0.97% | HUNTINGTON INGALLS INDUSTRIES INC (HII) - 2.62% |
| #15 | UMB FINANCIAL CORP (UMBF) - 0.97% | ADVANCED DRAINAGE SYSTEMS INC (WMS) - 2.39% |
| #16 | THE HANOVER INSURANCE GROUP INC (THG) - 0.96% | POWELL INDUSTRIES INC (POWL) - 2.32% |
| #17 | RALPH LAUREN CORP CLASS A (RL) - 0.95% | CORE & MAIN INC CLASS A (CNM) - 2.07% |
| #18 | INTERPARFUMS INC (IPAR) - 0.95% | KARMAN HOLDINGS INC (KRMN) - 1.99% |
| #19 | EAST WEST BANCORP INC (EWBC) - 0.95% | KIRBY CORP (KEX) - 1.92% |
| #20 | ACUITY INC (AYI) - 0.95% | APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 1.89% |
| #21 | ASSURANT INC (AIZ) - 0.95% | IES HOLDINGS INC (IESC) - 1.86% |
| #22 | TOLL BROTHERS INC (TOL) - 0.94% | RBC BEARINGS INC (RBC) - 1.83% |
| #23 | CINCINNATI FINANCIAL CORP (CINF) - 0.94% | HERC HOLDINGS INC (HRI) - 1.77% |
| #24 | WINTRUST FINANCIAL CORP (WTFC) - 0.93% | OSHKOSH CORP (OSK) - 1.64% |
| #25 | SNAP-ON INC (SNA) - 0.92% | SPX TECHNOLOGIES INC (SPXC) - 1.62% |
| Total Holdings | 174 | 53 |
SDVY vs AIRR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SDVY
+1.61%
AIRR
-4.12%
3M
Winner
SDVY
+1.37%
AIRR
-0.99%
6M
SDVY
+6.47%
Winner
AIRR
+10.86%
1Y
SDVY
+18.18%
Winner
AIRR
+44.88%
5Y(CAGR)
SDVY
+10.41%
Winner
AIRR
+25.57%
10Y(CAGR)
SDVY
+11.06%
Winner
AIRR
+20.72%
Max(CAGR)
SDVY
+11.06%
Winner
AIRR
+16.33%
SDVY vs AIRR - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | SDVY | AIRR |
|---|---|---|
| 2026 | +11.12% | +22.41% |
| 2025 | +9.13% | +28.15% |
| 2024 | +11.49% | +34.63% |
| 2023 | +28.50% | +31.64% |
| 2022 | -12.37% | -2.33% |
| 2021 | +29.11% | +35.64% |
| 2020 | +11.08% | +17.89% |
| 2019 | +24.65% | +33.18% |
| 2018 | -15.06% | -20.86% |
| 2017 | +5.78% | +15.55% |
| 2016 | N/A | +46.48% |
| 2015 | N/A | -8.82% |
| 2014 | N/A | -6.57% |
SDVY vs AIRR Drawdown Comparison
The maximum drawdown for SDVY was -44.70%, occurring on Mar 23, 2020. Recovery took 334 trading sessions.
The maximum drawdown for AIRR was -42.37%, occurring on Mar 23, 2020. Recovery took 187 trading sessions.
The current SDVY drawdown is -2.01%. The current AIRR drawdown is -6.80%.
| Rank | SDVY | AIRR |
|---|---|---|
| #1 | -44.70% Jul 24, 2019 - Nov 17, 2020 | -42.37% Feb 13, 2020 - Nov 9, 2020 |
| #2 | -25.92% Nov 25, 2024 - Jan 5, 2026 | -28.40% Apr 2, 2014 - Aug 23, 2016 |
| #3 | -24.44% Jan 4, 2022 - Jul 19, 2023 | -28.06% Sep 21, 2018 - Nov 1, 2019 |
| #4 | -22.58% Aug 21, 2018 - Jul 24, 2019 | -27.95% Nov 25, 2024 - Jul 24, 2025 |
| #5 | -12.52% Aug 7, 2023 - Dec 4, 2023 | -24.08% Nov 16, 2021 - Jan 13, 2023 |
| #6 | -9.76% Jul 31, 2024 - Oct 11, 2024 | -15.47% Sep 1, 2023 - Dec 13, 2023 |
| #7 | -9.27% Feb 20, 2026 - Apr 27, 2026 | -14.36% Mar 3, 2023 - Jun 7, 2023 |
| #8 | -8.86% May 7, 2021 - Nov 3, 2021 | -13.09% Feb 20, 2026 - Apr 14, 2026 |
| #9 | -8.09% Jan 23, 2018 - Aug 21, 2018 | -11.06% Jan 12, 2018 - Aug 21, 2018 |
| #10 | -7.23% Nov 16, 2021 - Jan 4, 2022 | -10.05% Jul 31, 2024 - Sep 19, 2024 |
| #11 | -7.15% Mar 28, 2024 - May 15, 2024 | -9.86% May 7, 2021 - Aug 11, 2021 |
| #12 | -6.13% Mar 15, 2021 - Apr 5, 2021 | -9.79% Jun 22, 2026 - Jul 20, 2026 |
| #13 | -6.08% Dec 26, 2023 - Mar 7, 2024 | -9.70% Mar 12, 2021 - May 7, 2021 |
| #14 | -6.07% May 15, 2024 - Jul 15, 2024 | -9.45% Mar 1, 2017 - Sep 19, 2017 |
| #15 | -5.95% Jan 20, 2021 - Feb 5, 2021 | -9.28% Oct 29, 2025 - Dec 10, 2025 |
Correlation
Correlation between SDVY and AIRR is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2014 - 2026)
SDVY vs AIRR dividend yield comparison.
| Year | SDVY | AIRR |
|---|---|---|
| 2026 | 0.44% | 0.05% |
| 2025 | 1.69% | 0.19% |
| 2024 | 1.60% | 0.18% |
| 2023 | 1.90% | 0.23% |
| 2022 | 2.28% | 0.12% |
| 2021 | 1.09% | 0.05% |
| 2020 | 1.48% | 0.10% |
| 2019 | 1.69% | 0.20% |
| 2018 | 1.57% | 0.43% |
| 2017 | 0.29% | 0.30% |
| 2016 | 0.00% | 0.08% |
| 2015 | 0.00% | 0.47% |
| 2014 | 0.00% | 0.38% |
Select Stocks to Compare
Popular: SDVY vs SPYAIRR vs SPY
More Comparisons
Compare with similar stocks