SDVY vs IJK
Comparison between FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF (SDVY, ETF) and ISHARES S&P MID-CAP 400 GROWTH ETF (IJK, ETF).
5-Year PerformanceSDVY has outperformed IJK, delivering a return of +10.5% compared to +8.0%
SDVY vs IJK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SDVY
$11B
IJK
$11B
Expense Ratio
SDVY
0.58%
Winner
IJK
0.17%
Max Drawdown
Winner
SDVY
45.19%
IJK
54.57%
Sharpe Ratio
Winner
SDVY
1.10
IJK
1.05
5Y Beta
Winner
SDVY
0.92
IJK
1.07
P/E Ratio
Winner
SDVY
17.29
IJK
32.45
Forward P/E
Winner
SDVY
15.21
IJK
20.31
PEG Ratio
SDVY
0.25
Winner
IJK
0.08
5Y Dividends CAGR
Winner
SDVY
7.88%
IJK
6.39%
5Y EPS CAGR
SDVY
17.32%
Winner
IJK
18.50%
Debt to Equity
Winner
SDVY
-5.77%
IJK
47.43%
P/S Ratio
Winner
SDVY
2.09
IJK
3.28
P/B Ratio
Winner
SDVY
2.62
IJK
4.71
SDVY vs IJK - Holdings Comparison
SDVY and IJK have 54 common holdings. Overlap is 15.15%
SDVY's top 25 holdings weight is 25.45%. IJK's top 25 holdings weight is 29.76%.
| Rank | SDVY | IJK |
|---|---|---|
| #1 | ENERSYS (ENS) - 1.28% | TWILIO INC CLASS A (TWLO) - 1.68% |
| #2 | COMFORT SYSTEMS USA INC (FIX) - 1.24% | CARPENTER TECHNOLOGY CORP (CRS) - 1.61% |
| #3 | NATIONAL HEALTHCARE CORP (NHC) - 1.19% | CURTISS-WRIGHT CORP (CW) - 1.48% |
| #4 | PRICESMART INC (PSMT) - 1.18% | ATI INC (ATI) - 1.39% |
| #5 | WOODWARD INC (WWD) - 1.11% | TECHNIPFMC PLC (FTI) - 1.38% |
| #6 | WATTS WATER TECHNOLOGIES INC CLASS A (WTS) - 1.08% | NVENT ELECTRIC PLC (NVT) - 1.37% |
| #7 | CLEAR SECURE INC ORDINARY SHARES CLASS A (YOU) - 1.06% | WOODWARD INC (WWD) - 1.33% |
| #8 | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 1.01% | EVERPURE INC CLASS A (P) - 1.29% |
| #9 | APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 1.00% | XPO INC (XPO) - 1.29% |
| #10 | ZIONS BANCORP NA (ZION) - 0.98% | MASTEC INC (MTZ) - 1.28% |
| #11 | FIRST BANCORP (FBP) - 0.98% | STERLING INFRASTRUCTURE INC (STRL) - 1.26% |
| #12 | EMCOR GROUP INC (EME) - 0.98% | OKTA INC CLASS A (OKTA) - 1.25% |
| #13 | WILLIAMS-SONOMA INC (WSM) - 0.98% | UNITED THERAPEUTICS CORP (UTHR) - 1.23% |
| #14 | SELECTIVE INSURANCE GROUP INC (SIGI) - 0.97% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.22% |
| #15 | UMB FINANCIAL CORP (UMBF) - 0.97% | RB GLOBAL INC (RBA) - 1.12% |
| #16 | THE HANOVER INSURANCE GROUP INC (THG) - 0.96% | RBC BEARINGS INC (RBC) - 1.04% |
| #17 | RALPH LAUREN CORP CLASS A (RL) - 0.95% | FABRINET (FN) - 1.04% |
| #18 | INTERPARFUMS INC (IPAR) - 0.95% | MKS INC (MKSI) - 1.04% |
| #19 | EAST WEST BANCORP INC (EWBC) - 0.95% | TTM TECHNOLOGIES INC (TTMI) - 0.99% |
| #20 | ACUITY INC (AYI) - 0.95% | ROKU INC CLASS A (ROKU) - 0.98% |
| #21 | ASSURANT INC (AIZ) - 0.95% | BWX TECHNOLOGIES INC (BWXT) - 0.93% |
| #22 | TOLL BROTHERS INC (TOL) - 0.94% | COEUR MINING INC (CDE) - 0.91% |
| #23 | CINCINNATI FINANCIAL CORP (CINF) - 0.94% | ITT INC (ITT) - 0.89% |
| #24 | WINTRUST FINANCIAL CORP (WTFC) - 0.93% | NEUROCRINE BIOSCIENCES INC (NBIX) - 0.89% |
| #25 | SNAP-ON INC (SNA) - 0.92% | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 0.87% |
| Total Holdings | 174 | 248 |
SDVY vs IJK - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SDVY
+2.15%
IJK
-2.42%
3M
SDVY
+2.39%
Winner
IJK
+3.63%
6M
SDVY
+5.80%
Winner
IJK
+9.74%
1Y
SDVY
+21.75%
Winner
IJK
+24.05%
5Y(CAGR)
Winner
SDVY
+10.52%
IJK
+8.01%
10Y(CAGR)
Winner
SDVY
+11.17%
IJK
+11.06%
Max(CAGR)
Winner
SDVY
+11.17%
IJK
+8.67%
SDVY vs IJK - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | SDVY | IJK |
|---|---|---|
| 2026 | +12.00% | +15.64% |
| 2025 | +9.13% | +7.13% |
| 2024 | +11.49% | +16.51% |
| 2023 | +28.50% | +18.34% |
| 2022 | -12.37% | -18.96% |
| 2021 | +29.11% | +20.35% |
| 2020 | +11.08% | +21.93% |
| 2019 | +24.65% | +27.10% |
| 2018 | -15.06% | -11.46% |
| 2017 | +5.78% | +19.22% |
| 2016 | N/A | +16.58% |
| 2015 | N/A | +1.78% |
| 2014 | N/A | +8.56% |
| 2013 | N/A | +28.90% |
| 2012 | N/A | +16.30% |
| 2011 | N/A | -2.55% |
| 2010 | N/A | +28.48% |
| 2009 | N/A | +37.16% |
| 2008 | N/A | -36.84% |
| 2007 | N/A | +12.52% |
| 2006 | N/A | +4.12% |
| 2005 | N/A | +15.12% |
| 2004 | N/A | +13.84% |
| 2003 | N/A | +27.15% |
| 2002 | N/A | -18.87% |
| 2001 | N/A | -2.29% |
| 2000 | N/A | -2.70% |
SDVY vs IJK Drawdown Comparison
The maximum drawdown for SDVY was -44.70%, occurring on Mar 23, 2020. Recovery took 334 trading sessions.
The maximum drawdown for IJK was -54.47%, occurring on Nov 20, 2008. Recovery took 610 trading sessions.
The current SDVY drawdown is -1.24%. The current IJK drawdown is -3.38%.
| Rank | SDVY | IJK |
|---|---|---|
| #1 | -44.70% Jul 24, 2019 - Nov 17, 2020 | -54.47% Jun 5, 2008 - Nov 4, 2010 |
| #2 | -25.92% Nov 25, 2024 - Jan 5, 2026 | -46.34% Sep 1, 2000 - Nov 17, 2005 |
| #3 | -24.44% Jan 4, 2022 - Jul 19, 2023 | -39.25% Feb 20, 2020 - Aug 12, 2020 |
| #4 | -22.58% Aug 21, 2018 - Jul 24, 2019 | -29.23% Nov 16, 2021 - Feb 29, 2024 |
| #5 | -12.52% Aug 7, 2023 - Dec 4, 2023 | -25.75% Jul 7, 2011 - Sep 13, 2012 |
| #6 | -9.76% Jul 31, 2024 - Oct 11, 2024 | -25.63% Nov 25, 2024 - Dec 11, 2025 |
| #7 | -9.27% Feb 20, 2026 - Apr 27, 2026 | -23.95% Sep 14, 2018 - Nov 27, 2019 |
| #8 | -8.86% May 7, 2021 - Nov 3, 2021 | -18.46% Aug 17, 2015 - Jul 11, 2016 |
| #9 | -8.09% Jan 23, 2018 - Aug 21, 2018 | -17.20% Oct 9, 2007 - Jun 5, 2008 |
| #10 | -7.23% Nov 16, 2021 - Jan 4, 2022 | -13.98% May 8, 2006 - Jan 24, 2007 |
| #11 | -7.15% Mar 28, 2024 - May 15, 2024 | -10.81% Jul 3, 2014 - Nov 10, 2014 |
| #12 | -6.13% Mar 15, 2021 - Apr 5, 2021 | -10.36% Jul 13, 2007 - Oct 5, 2007 |
| #13 | -6.08% Dec 26, 2023 - Mar 7, 2024 | -9.92% Mar 2, 2026 - Apr 17, 2026 |
| #14 | -6.07% May 15, 2024 - Jul 15, 2024 | -9.77% Jan 26, 2018 - Jun 6, 2018 |
| #15 | -5.95% Jan 20, 2021 - Feb 5, 2021 | -9.33% Jul 16, 2024 - Oct 14, 2024 |
Correlation
Correlation between SDVY and IJK is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2000 - 2026)
SDVY vs IJK dividend yield comparison.
| Year | SDVY | IJK |
|---|---|---|
| 2026 | 0.43% | 0.21% |
| 2025 | 1.69% | 0.66% |
| 2024 | 1.60% | 0.79% |
| 2023 | 1.90% | 1.13% |
| 2022 | 2.28% | 1.08% |
| 2021 | 1.09% | 0.50% |
| 2020 | 1.48% | 0.70% |
| 2019 | 1.69% | 1.09% |
| 2018 | 1.57% | 1.13% |
| 2017 | 0.29% | 0.93% |
| 2016 | 0.00% | 1.15% |
| 2015 | 0.00% | 1.12% |
| 2014 | 0.00% | 0.91% |
| 2013 | 0.00% | 0.88% |
| 2012 | 0.00% | 0.99% |
| 2011 | 0.00% | 0.66% |
| 2010 | 0.00% | 0.57% |
| 2009 | 0.00% | 0.61% |
| 2008 | 0.00% | 0.80% |
| 2007 | 0.00% | 0.80% |
| 2006 | 0.00% | 0.38% |
| 2005 | 0.00% | 0.58% |
| 2004 | 0.00% | 0.43% |
| 2003 | 0.00% | 0.35% |
| 2002 | 0.00% | 0.26% |
| 2001 | 0.00% | 0.10% |
| 2000 | 0.00% | 0.38% |
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