SDVY vs JIRE
Comparison between FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF (SDVY, ETF) and JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF (JIRE, ETF).
SDVY vs JIRE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SDVY
$11B
Winner
JIRE
$11B
Expense Ratio
SDVY
0.58%
Winner
JIRE
0.24%
Max Drawdown
SDVY
45.19%
Winner
JIRE
16.11%
Sharpe Ratio
Winner
SDVY
1.09
JIRE
0.98
5Y Beta
SDVY
0.93
Winner
JIRE
0.74
P/E Ratio
SDVY
17.02
JIRE
N/A
Forward P/E
SDVY
15.31
JIRE
N/A
PEG Ratio
SDVY
0.24
JIRE
N/A
5Y Dividends CAGR
SDVY
10.72%
JIRE
N/A
5Y EPS CAGR
SDVY
17.86%
JIRE
N/A
Debt to Equity
SDVY
14.28%
JIRE
N/A
P/S Ratio
SDVY
2.02
JIRE
N/A
P/B Ratio
SDVY
2.46
JIRE
N/A
SDVY vs JIRE - Holdings Comparison
SDVY and JIRE have 1 common holdings. Overlap is 0.00%
SDVY's top 25 holdings weight is 27.90%. JIRE's top 25 holdings weight is 33.37%.
| Rank | SDVY | JIRE |
|---|---|---|
| #1 | COMFORT SYSTEMS USA INC (FIX) - 1.97% | ASML HOLDING NV (n/a) - 3.71% |
| #2 | POWELL INDUSTRIES INC (POWL) - 1.68% | ASTRAZENECA PLC (AZN:XLON) - 1.92% |
| #3 | ENERSYS (ENS) - 1.66% | SIEMENS AG (n/a) - 1.82% |
| #4 | CLEAR SECURE INC ORDINARY SHARES CLASS A (YOU) - 1.34% | SHELL PLC (n/a) - 1.52% |
| #5 | n/a (WFRD) - 1.28% | HSBC HOLDINGS PLC (n/a) - 1.47% |
| #6 | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 1.17% | INFINEON TECHNOLOGIES AG (n/a) - 1.44% |
| #7 | PRICESMART INC (PSMT) - 1.14% | ALLIANZ SE (n/a) - 1.37% |
| #8 | EMCOR GROUP INC (EME) - 1.13% | NESTLE SA (n/a) - 1.36% |
| #9 | CACTUS INC CLASS A (WHD) - 1.10% | BHP GROUP LTD (n/a) - 1.32% |
| #10 | NORTHERN TRUST CORP (NTRS) - 1.09% | UNICREDIT SPA (n/a) - 1.28% |
| #11 | MUELLER INDUSTRIES INC (MLI) - 1.08% | BANCO SANTANDER SA (n/a) - 1.24% |
| #12 | WOODWARD INC (WWD) - 1.02% | SAFRAN SA (n/a) - 1.23% |
| #13 | APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 0.98% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.23% |
| #14 | EAST WEST BANCORP INC (EWBC) - 0.97% | NOVARTIS AG REGISTERED SHARES (n/a) - 1.15% |
| #15 | NETAPP INC (NTAP) - 0.97% | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 1.11% |
| #16 | ALLISON TRANSMISSION HOLDINGS INC (ALSN) - 0.96% | AIR LIQUIDE SA (n/a) - 1.09% |
| #17 | NEW YORK TIMES CO CLASS A (NYT) - 0.95% | TOYOTA MOTOR CORP (n/a) - 1.09% |
| #18 | FIRST BANCORP (FBP) - 0.95% | TOKYO ELECTRON LTD (n/a) - 1.09% |
| #19 | UMB FINANCIAL CORP (UMBF) - 0.94% | BARCLAYS PLC (n/a) - 1.07% |
| #20 | ASSURANT INC (AIZ) - 0.93% | HITACHI LTD (n/a) - 1.06% |
| #21 | RALPH LAUREN CORP CLASS A (RL) - 0.92% | RIO TINTO LTD (n/a) - 1.05% |
| #22 | FOX CORP CLASS A (FOXA) - 0.92% | ATLAS COPCO AB CLASS A (n/a) - 1.00% |
| #23 | WINTRUST FINANCIAL CORP (WTFC) - 0.92% | ENGIE SA (n/a) - 0.92% |
| #24 | PRIMORIS SERVICES CORP (PRIM) - 0.92% | UBS GROUP AG REGISTERED SHARES (n/a) - 0.92% |
| #25 | ITT INC (ITT) - 0.91% | n/a (n/a) - 0.91% |
| Total Holdings | 168 | 215 |
SDVY vs JIRE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SDVY
+2.34%
JIRE
+2.01%
3M
Winner
SDVY
+7.78%
JIRE
+7.33%
6M
SDVY
+8.44%
Winner
JIRE
+10.69%
1Y
Winner
SDVY
+23.37%
JIRE
+19.29%
5Y(CAGR)
SDVY
+9.24%
JIRE
N/A
10Y(CAGR)
SDVY
+11.05%
JIRE
N/A
Max(CAGR)
SDVY
+11.05%
Winner
JIRE
+17.13%
SDVY vs JIRE - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | SDVY | JIRE |
|---|---|---|
| 2026 | +9.72% | +7.71% |
| 2025 | +9.13% | +32.39% |
| 2024 | +11.49% | +4.20% |
| 2023 | +28.50% | +19.03% |
| 2022 | -12.37% | +5.72% |
| 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 JIRE Drawdown Comparison
The maximum drawdown for SDVY was -44.70%, occurring on Mar 23, 2020. Recovery took 334 trading sessions.
The maximum drawdown for JIRE was -16.11%, occurring on Sep 27, 2022. Recovery took 76 trading sessions.
The current SDVY drawdown is -0.24%. The current JIRE drawdown is -1.28%.
| Rank | SDVY | JIRE |
|---|---|---|
| #1 | -44.70% Jul 24, 2019 - Nov 17, 2020 | -16.11% Aug 12, 2022 - Nov 30, 2022 |
| #2 | -25.92% Nov 25, 2024 - Jan 5, 2026 | -13.61% Mar 19, 2025 - Apr 28, 2025 |
| #3 | -24.44% Jan 4, 2022 - Jul 19, 2023 | -11.77% Feb 25, 2026 - Mar 20, 2026 |
| #4 | -22.58% Aug 21, 2018 - Jul 24, 2019 | -11.08% Jul 28, 2023 - Dec 13, 2023 |
| #5 | -12.52% Aug 7, 2023 - Dec 4, 2023 | -10.57% Sep 26, 2024 - Mar 5, 2025 |
| #6 | -9.76% Jul 31, 2024 - Oct 11, 2024 | -7.63% Jul 12, 2024 - Aug 23, 2024 |
| #7 | -9.27% Feb 20, 2026 - Apr 27, 2026 | -7.02% Feb 1, 2023 - Apr 3, 2023 |
| #8 | -8.86% May 7, 2021 - Nov 3, 2021 | -5.67% Nov 12, 2025 - Dec 11, 2025 |
| #9 | -8.09% Jan 23, 2018 - Aug 21, 2018 | -5.18% Jun 24, 2022 - Jul 27, 2022 |
| #10 | -7.23% Nov 16, 2021 - Jan 4, 2022 | -4.79% Mar 27, 2024 - May 9, 2024 |
| #11 | -7.15% Mar 28, 2024 - May 15, 2024 | -4.63% Jul 23, 2025 - Aug 15, 2025 |
| #12 | -6.13% Mar 15, 2021 - Apr 5, 2021 | -4.26% Aug 30, 2024 - Sep 26, 2024 |
| #13 | -6.08% Dec 26, 2023 - Mar 7, 2024 | -4.08% Jun 15, 2023 - Jul 13, 2023 |
| #14 | -6.07% May 15, 2024 - Jul 15, 2024 | -3.92% Apr 24, 2023 - Jun 13, 2023 |
| #15 | -5.95% Jan 20, 2021 - Feb 5, 2021 | -3.64% Jun 6, 2024 - Jul 12, 2024 |
Correlation
Correlation between SDVY and JIRE is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2017 - 2026)
SDVY vs JIRE dividend yield comparison.
| Year | SDVY | JIRE |
|---|---|---|
| 2026 | 0.23% | 0.00% |
| 2025 | 1.69% | 2.99% |
| 2024 | 1.60% | 3.03% |
| 2023 | 1.90% | 2.74% |
| 2022 | 2.28% | 2.62% |
| 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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