SDVY vs GRID
Comparison between FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF (SDVY, ETF) and FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX FUND (GRID, ETF).
5-Year PerformanceGRID has outperformed SDVY, delivering a return of +14.4% compared to +10.7%
SDVY vs GRID - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SDVY
$12B
Winner
GRID
$12B
Expense Ratio
SDVY
0.58%
Winner
GRID
0.56%
Max Drawdown
SDVY
45.19%
Winner
GRID
40.56%
Sharpe Ratio
Winner
SDVY
1.05
GRID
1.02
5Y Beta
Winner
SDVY
0.90
GRID
1.09
P/E Ratio
SDVY
17.47
GRID
N/A
Forward P/E
SDVY
15.27
GRID
N/A
PEG Ratio
SDVY
0.32
GRID
N/A
5Y Dividends CAGR
SDVY
7.88%
Winner
GRID
20.78%
5Y EPS CAGR
SDVY
17.37%
GRID
N/A
Debt to Equity
SDVY
-7.62%
GRID
N/A
P/S Ratio
SDVY
2.14
GRID
N/A
P/B Ratio
SDVY
2.63
GRID
N/A
SDVY vs GRID - Holdings Comparison
SDVY and GRID have 5 common holdings. Overlap is 0.33%
SDVY's top 25 holdings weight is 25.45%. GRID's top 25 holdings weight is 78.91%.
| Rank | SDVY | GRID |
|---|---|---|
| #1 | ENERSYS (ENS) - 1.28% | EATON CORP PLC (ETN) - 8.63% |
| #2 | COMFORT SYSTEMS USA INC (FIX) - 1.24% | n/a (JCI) - 8.29% |
| #3 | NATIONAL HEALTHCARE CORP (NHC) - 1.19% | SCHNEIDER ELECTRIC SE (n/a) - 8.24% |
| #4 | PRICESMART INC (PSMT) - 1.18% | ABB LTD (n/a) - 7.92% |
| #5 | WOODWARD INC (WWD) - 1.11% | QUANTA SERVICES INC (PWR) - 7.63% |
| #6 | WATTS WATER TECHNOLOGIES INC CLASS A (WTS) - 1.08% | NATIONAL GRID PLC (n/a) - 4.54% |
| #7 | CLEAR SECURE INC ORDINARY SHARES CLASS A (YOU) - 1.06% | E.ON SE (n/a) - 4.48% |
| #8 | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 1.01% | PRYSMIAN SPA (n/a) - 3.59% |
| #9 | APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 1.00% | NVENT ELECTRIC PLC (NVT) - 2.83% |
| #10 | ZIONS BANCORP NA (ZION) - 0.98% | HUBBELL INC (HUBB) - 2.63% |
| #11 | FIRST BANCORP (FBP) - 0.98% | NVIDIA CORP (NVDA) - 2.08% |
| #12 | EMCOR GROUP INC (EME) - 0.98% | TERNA SPA (n/a) - 1.90% |
| #13 | WILLIAMS-SONOMA INC (WSM) - 0.98% | TESLA INC (TSLA) - 1.89% |
| #14 | SELECTIVE INSURANCE GROUP INC (SIGI) - 0.97% | CISCO SYSTEMS INC (CSCO) - 1.72% |
| #15 | UMB FINANCIAL CORP (UMBF) - 0.97% | HYDRO ONE LTD (n/a) - 1.67% |
| #16 | THE HANOVER INSURANCE GROUP INC (THG) - 0.96% | HD HYUNDAI ELECTRIC (n/a) - 1.36% |
| #17 | RALPH LAUREN CORP CLASS A (RL) - 0.95% | APTIV PLC (APTV) - 1.31% |
| #18 | INTERPARFUMS INC (IPAR) - 0.95% | BELIMO HOLDING AG (n/a) - 1.12% |
| #19 | EAST WEST BANCORP INC (EWBC) - 0.95% | EQUATORIAL SA (n/a) - 1.07% |
| #20 | ACUITY INC (AYI) - 0.95% | SPIE SA (n/a) - 1.04% |
| #21 | ASSURANT INC (AIZ) - 0.95% | GE VERNOVA INC (GEV) - 1.03% |
| #22 | TOLL BROTHERS INC (TOL) - 0.94% | TEXAS INSTRUMENTS INC (TXN) - 1.01% |
| #23 | CINCINNATI FINANCIAL CORP (CINF) - 0.94% | LS ELECTRIC CO LTD (n/a) - 0.99% |
| #24 | WINTRUST FINANCIAL CORP (WTFC) - 0.93% | ELIA GROUP SA/NV (n/a) - 0.98% |
| #25 | SNAP-ON INC (SNA) - 0.92% | ORACLE CORP (ORCL) - 0.96% |
| Total Holdings | 174 | 126 |
SDVY vs GRID - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SDVY
+1.62%
GRID
+0.44%
3M
Winner
SDVY
+6.29%
GRID
-4.89%
6M
Winner
SDVY
+3.62%
GRID
+3.38%
1Y
SDVY
+19.91%
Winner
GRID
+28.93%
5Y(CAGR)
SDVY
+10.69%
Winner
GRID
+14.40%
10Y(CAGR)
SDVY
+11.26%
Winner
GRID
+18.01%
Max(CAGR)
SDVY
+11.26%
Winner
GRID
+12.51%
SDVY vs GRID - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | SDVY | GRID |
|---|---|---|
| 2026 | +13.82% | +16.65% |
| 2025 | +9.13% | +29.86% |
| 2024 | +11.49% | +16.50% |
| 2023 | +28.50% | +21.63% |
| 2022 | -12.37% | -14.08% |
| 2021 | +29.11% | +28.22% |
| 2020 | +11.08% | +46.19% |
| 2019 | +24.65% | +42.24% |
| 2018 | -15.06% | -22.93% |
| 2017 | +5.78% | +28.47% |
| 2016 | N/A | +25.59% |
| 2015 | N/A | -4.90% |
| 2014 | N/A | +0.55% |
| 2013 | N/A | +23.35% |
| 2012 | N/A | +15.17% |
| 2011 | N/A | -21.53% |
| 2010 | N/A | -2.49% |
| 2009 | N/A | +6.58% |
SDVY vs GRID Drawdown Comparison
The maximum drawdown for SDVY was -44.70%, occurring on Mar 23, 2020. Recovery took 334 trading sessions.
The maximum drawdown for GRID was -40.56%, occurring on Mar 18, 2020. Recovery took 116 trading sessions.
The current SDVY drawdown is -2.38%. The current GRID drawdown is -9.08%.
| Rank | SDVY | GRID |
|---|---|---|
| #1 | -44.70% Jul 24, 2019 - Nov 17, 2020 | -40.56% Feb 20, 2020 - Aug 5, 2020 |
| #2 | -25.92% Nov 25, 2024 - Jan 5, 2026 | -35.42% Apr 4, 2011 - Sep 24, 2013 |
| #3 | -24.44% Jan 4, 2022 - Jul 19, 2023 | -29.65% Jan 26, 2018 - Nov 4, 2019 |
| #4 | -22.58% Aug 21, 2018 - Jul 24, 2019 | -29.64% Nov 19, 2021 - Jun 13, 2023 |
| #5 | -12.52% Aug 7, 2023 - Dec 4, 2023 | -26.65% Mar 6, 2014 - Aug 16, 2016 |
| #6 | -9.76% Jul 31, 2024 - Oct 11, 2024 | -20.76% Jul 18, 2023 - Feb 22, 2024 |
| #7 | -9.27% Feb 20, 2026 - Apr 27, 2026 | -20.62% Sep 26, 2024 - May 15, 2025 |
| #8 | -8.86% May 7, 2021 - Nov 3, 2021 | -18.68% Jan 8, 2010 - Jan 24, 2011 |
| #9 | -8.09% Jan 23, 2018 - Aug 21, 2018 | -15.82% May 11, 2026 - Jul 29, 2026 |
| #10 | -7.23% Nov 16, 2021 - Jan 4, 2022 | -11.72% Feb 25, 2026 - Apr 13, 2026 |
| #11 | -7.15% Mar 28, 2024 - May 15, 2024 | -10.62% Jul 16, 2024 - Sep 17, 2024 |
| #12 | -6.13% Mar 15, 2021 - Apr 5, 2021 | -8.34% Sep 2, 2020 - Oct 5, 2020 |
| #13 | -6.08% Dec 26, 2023 - Mar 7, 2024 | -7.91% Feb 18, 2011 - Mar 30, 2011 |
| #14 | -6.07% May 15, 2024 - Jul 15, 2024 | -7.80% Oct 29, 2025 - Jan 16, 2026 |
| #15 | -5.95% Jan 20, 2021 - Feb 5, 2021 | -7.40% Sep 2, 2021 - Oct 28, 2021 |
Correlation
Correlation between SDVY and GRID is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2009 - 2026)
SDVY vs GRID dividend yield comparison.
| Year | SDVY | GRID |
|---|---|---|
| 2026 | 0.43% | 0.47% |
| 2025 | 1.69% | 1.01% |
| 2024 | 1.60% | 1.06% |
| 2023 | 1.90% | 1.23% |
| 2022 | 2.28% | 1.26% |
| 2021 | 1.09% | 0.63% |
| 2020 | 1.48% | 0.68% |
| 2019 | 1.69% | 1.26% |
| 2018 | 1.57% | 1.28% |
| 2017 | 0.29% | 1.07% |
| 2016 | 0.00% | 1.07% |
| 2015 | 0.00% | 1.23% |
| 2014 | 0.00% | 1.46% |
| 2013 | 0.00% | 1.33% |
| 2012 | 0.00% | 0.89% |
| 2011 | 0.00% | 1.02% |
| 2010 | 0.00% | 0.68% |
| 2009 | 0.00% | 0.07% |
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