SDVY vs CGUS
Comparison between FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF (SDVY, ETF) and CAPITAL GROUP CORE EQUITY ETF SHARE CLASS (CGUS, ETF).
SDVY vs CGUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SDVY
$11B
CGUS
$11B
Expense Ratio
SDVY
0.58%
Winner
CGUS
0.33%
Max Drawdown
SDVY
45.19%
Winner
CGUS
22.41%
Sharpe Ratio
SDVY
1.10
Winner
CGUS
1.38
5Y Beta
SDVY
0.93
Winner
CGUS
0.92
P/E Ratio
Winner
SDVY
17.09
CGUS
30.52
Forward P/E
Winner
SDVY
15.28
CGUS
23.36
PEG Ratio
Winner
SDVY
0.26
CGUS
0.64
5Y Dividends CAGR
SDVY
10.72%
CGUS
N/A
5Y EPS CAGR
SDVY
17.86%
Winner
CGUS
26.29%
Debt to Equity
SDVY
14.57%
CGUS
N/A
P/S Ratio
Winner
SDVY
2.02
CGUS
3.55
P/B Ratio
Winner
SDVY
2.44
CGUS
6.01
SDVY vs CGUS - Holdings Comparison
SDVY and CGUS have 1 common holdings. Overlap is 0.00%
SDVY's top 25 holdings weight is 27.90%. CGUS's top 25 holdings weight is 66.76%.
| Rank | SDVY | CGUS |
|---|---|---|
| #1 | COMFORT SYSTEMS USA INC (FIX) - 1.97% | NVIDIA CORP (NVDA) - 6.83% |
| #2 | POWELL INDUSTRIES INC (POWL) - 1.68% | BROADCOM INC (AVGO) - 6.31% |
| #3 | ENERSYS (ENS) - 1.66% | MICROSOFT CORP (MSFT) - 5.90% |
| #4 | CLEAR SECURE INC ORDINARY SHARES CLASS A (YOU) - 1.34% | AMAZON.COM INC (AMZN) - 5.34% |
| #5 | n/a (WFRD) - 1.28% | ALPHABET INC CLASS A (GOOGL) - 3.48% |
| #6 | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 1.17% | ELI LILLY AND CO (LLY) - 3.22% |
| #7 | PRICESMART INC (PSMT) - 1.14% | META PLATFORMS INC CLASS A (META) - 3.16% |
| #8 | EMCOR GROUP INC (EME) - 1.13% | APPLE INC (AAPL) - 3.03% |
| #9 | CACTUS INC CLASS A (WHD) - 1.10% | APPLIED MATERIALS INC (AMAT) - 2.36% |
| #10 | NORTHERN TRUST CORP (NTRS) - 1.09% | JPMORGAN CHASE & CO (JPM) - 2.15% |
| #11 | MUELLER INDUSTRIES INC (MLI) - 1.08% | ALPHABET INC CLASS C (GOOG) - 2.15% |
| #12 | WOODWARD INC (WWD) - 1.02% | n/a (TSM) - 2.00% |
| #13 | APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 0.98% | RTX CORP (RTX) - 1.98% |
| #14 | EAST WEST BANCORP INC (EWBC) - 0.97% | MASTERCARD INC CLASS A (MA) - 1.93% |
| #15 | NETAPP INC (NTAP) - 0.97% | BRITISH AMERICAN TOBACCO PLC (n/a) - 1.78% |
| #16 | ALLISON TRANSMISSION HOLDINGS INC (ALSN) - 0.96% | STARBUCKS CORP (SBUX) - 1.71% |
| #17 | NEW YORK TIMES CO CLASS A (NYT) - 0.95% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.68% |
| #18 | FIRST BANCORP (FBP) - 0.95% | BLACKROCK INC (BLK) - 1.65% |
| #19 | UMB FINANCIAL CORP (UMBF) - 0.94% | CANADIAN NATURAL RESOURCES LTD (CNQ) - 1.58% |
| #20 | ASSURANT INC (AIZ) - 0.93% | VERTEX PHARMACEUTICALS INC (VRTX) - 1.57% |
| #21 | RALPH LAUREN CORP CLASS A (RL) - 0.92% | AMPHENOL CORP CLASS A (APH) - 1.47% |
| #22 | FOX CORP CLASS A (FOXA) - 0.92% | LINDE PLC (LIN) - 1.40% |
| #23 | WINTRUST FINANCIAL CORP (WTFC) - 0.92% | CISCO SYSTEMS INC (CSCO) - 1.40% |
| #24 | PRIMORIS SERVICES CORP (PRIM) - 0.92% | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 1.36% |
| #25 | ITT INC (ITT) - 0.91% | UNITEDHEALTH GROUP INC (UNH) - 1.32% |
| Total Holdings | 168 | 73 |
SDVY vs CGUS - Historical Returns
Returns include dividend reinvestment.
1M
SDVY
-0.12%
Winner
CGUS
+0.67%
3M
SDVY
+3.74%
Winner
CGUS
+8.31%
6M
Winner
SDVY
+9.83%
CGUS
+8.78%
1Y
SDVY
+21.20%
Winner
CGUS
+22.31%
5Y(CAGR)
SDVY
+8.91%
Winner
CGUS
+15.38%
10Y(CAGR)
SDVY
+10.88%
CGUS
N/A
Max(CAGR)
SDVY
+10.88%
Winner
CGUS
+15.38%
SDVY vs CGUS - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | SDVY | CGUS |
|---|---|---|
| 2026 | +8.20% | +7.86% |
| 2025 | +9.13% | +16.44% |
| 2024 | +11.49% | +25.86% |
| 2023 | +28.50% | +28.17% |
| 2022 | -12.37% | -7.93% |
| 2021 | +29.11% | N/A |
| 2020 | +11.08% | N/A |
| 2019 | +24.65% | N/A |
| 2018 | -15.06% | N/A |
| 2017 | +5.78% | N/A |
SDVY vs CGUS Drawdown Comparison
The maximum drawdown for SDVY was -44.70%, occurring on Mar 23, 2020. Recovery took 334 trading sessions.
The maximum drawdown for CGUS was -21.85%, occurring on Sep 30, 2022. Recovery took 322 trading sessions.
The current SDVY drawdown is -1.62%. The current CGUS drawdown is -2.29%.
| Rank | SDVY | CGUS |
|---|---|---|
| #1 | -44.70% Jul 24, 2019 - Nov 17, 2020 | -21.85% Mar 29, 2022 - Jul 12, 2023 |
| #2 | -25.92% Nov 25, 2024 - Jan 5, 2026 | -18.06% Feb 6, 2025 - Jun 26, 2025 |
| #3 | -24.44% Jan 4, 2022 - Jul 19, 2023 | -9.59% Jan 27, 2026 - Apr 14, 2026 |
| #4 | -22.58% Aug 21, 2018 - Jul 24, 2019 | -8.29% Jul 31, 2023 - Nov 14, 2023 |
| #5 | -12.52% Aug 7, 2023 - Dec 4, 2023 | -6.73% Jul 16, 2024 - Aug 21, 2024 |
| #6 | -9.76% Jul 31, 2024 - Oct 11, 2024 | -5.60% Feb 25, 2022 - Mar 18, 2022 |
| #7 | -9.27% Feb 20, 2026 - Apr 27, 2026 | -5.04% Oct 29, 2025 - Dec 24, 2025 |
| #8 | -8.86% May 7, 2021 - Nov 3, 2021 | -4.65% Apr 1, 2024 - May 9, 2024 |
| #9 | -8.09% Jan 23, 2018 - Aug 21, 2018 | -4.10% Dec 16, 2024 - Jan 23, 2025 |
| #10 | -7.23% Nov 16, 2021 - Jan 4, 2022 | -3.98% Aug 30, 2024 - Sep 19, 2024 |
| #11 | -7.15% Mar 28, 2024 - May 15, 2024 | -3.00% Oct 8, 2025 - Oct 24, 2025 |
| #12 | -6.13% Mar 15, 2021 - Apr 5, 2021 | -2.90% Jun 2, 2026 - Jun 5, 2026 |
| #13 | -6.08% Dec 26, 2023 - Mar 7, 2024 | -2.86% Nov 8, 2024 - Dec 3, 2024 |
| #14 | -6.07% May 15, 2024 - Jul 15, 2024 | -2.62% Jul 25, 2025 - Aug 13, 2025 |
| #15 | -5.95% Jan 20, 2021 - Feb 5, 2021 | -2.43% Jan 12, 2026 - Jan 27, 2026 |
Correlation
Correlation between SDVY and CGUS is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2017 - 2026)
SDVY vs CGUS dividend yield comparison.
| Year | SDVY | CGUS |
|---|---|---|
| 2026 | 0.23% | 0.20% |
| 2025 | 1.69% | 0.95% |
| 2024 | 1.60% | 1.02% |
| 2023 | 1.90% | 1.22% |
| 2022 | 2.28% | 1.10% |
| 2021 | 1.09% | 0.00% |
| 2020 | 1.48% | 0.00% |
| 2019 | 1.69% | 0.00% |
| 2018 | 1.57% | 0.00% |
| 2017 | 0.29% | 0.00% |
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