SDVY vs NOBL
Comparison between FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF (SDVY, ETF) and PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF (NOBL, ETF).
5-Year PerformanceSDVY has outperformed NOBL, delivering a return of +10.4% compared to +6.3%
SDVY vs NOBL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SDVY vs NOBL - Holdings Comparison
SDVY and NOBL have 7 common holdings. Overlap is 3.51%
SDVY's top 25 holdings weight is 25.45%. NOBL's top 25 holdings weight is 40.16%.
| Rank | SDVY | NOBL |
|---|---|---|
| #1 | ENERSYS (ENS) - 1.28% | WEST PHARMACEUTICAL SERVICES INC (WST) - 1.82% |
| #2 | COMFORT SYSTEMS USA INC (FIX) - 1.24% | AUTOMATIC DATA PROCESSING INC (ADP) - 1.70% |
| #3 | NATIONAL HEALTHCARE CORP (NHC) - 1.19% | FRANKLIN RESOURCES INC (BEN) - 1.70% |
| #4 | PRICESMART INC (PSMT) - 1.18% | ABBVIE INC (ABBV) - 1.67% |
| #5 | WOODWARD INC (WWD) - 1.11% | n/a (EXPD) - 1.65% |
| #6 | WATTS WATER TECHNOLOGIES INC CLASS A (WTS) - 1.08% | ARCHER-DANIELS-MIDLAND CO (ADM) - 1.65% |
| #7 | CLEAR SECURE INC ORDINARY SHARES CLASS A (YOU) - 1.06% | ESSEX PROPERTY TRUST INC (ESS) - 1.64% |
| #8 | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 1.01% | W.W. GRAINGER INC (GWW) - 1.64% |
| #9 | APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 1.00% | HORMEL FOODS CORP (HRL) - 1.63% |
| #10 | ZIONS BANCORP NA (ZION) - 0.98% | T. ROWE PRICE GROUP INC (TROW) - 1.63% |
| #11 | FIRST BANCORP (FBP) - 0.98% | CATERPILLAR INC (CAT) - 1.63% |
| #12 | EMCOR GROUP INC (EME) - 0.98% | STANLEY BLACK & DECKER INC (SWK) - 1.60% |
| #13 | WILLIAMS-SONOMA INC (WSM) - 0.98% | GENERAL DYNAMICS CORP (GD) - 1.59% |
| #14 | SELECTIVE INSURANCE GROUP INC (SIGI) - 0.97% | JM SMUCKER CO (SJM) - 1.59% |
| #15 | UMB FINANCIAL CORP (UMBF) - 0.97% | JOHNSON & JOHNSON (JNJ) - 1.57% |
| #16 | THE HANOVER INSURANCE GROUP INC (THG) - 0.96% | CARDINAL HEALTH INC (CAH) - 1.57% |
| #17 | RALPH LAUREN CORP CLASS A (RL) - 0.95% | NUCOR CORP (NUE) - 1.57% |
| #18 | INTERPARFUMS INC (IPAR) - 0.95% | EVERSOURCE ENERGY (ES) - 1.56% |
| #19 | EAST WEST BANCORP INC (EWBC) - 0.95% | COLGATE-PALMOLIVE CO (CL) - 1.55% |
| #20 | ACUITY INC (AYI) - 0.95% | SYSCO CORP (SYY) - 1.55% |
| #21 | ASSURANT INC (AIZ) - 0.95% | COCA-COLA CO (KO) - 1.55% |
| #22 | TOLL BROTHERS INC (TOL) - 0.94% | KIMBERLY-CLARK CORP (KMB) - 1.54% |
| #23 | CINCINNATI FINANCIAL CORP (CINF) - 0.94% | FEDERAL REALTY INVESTMENT TRUST (FRT) - 1.53% |
| #24 | WINTRUST FINANCIAL CORP (WTFC) - 0.93% | C.H. ROBINSON WORLDWIDE INC (CHRW) - 1.52% |
| #25 | SNAP-ON INC (SNA) - 0.92% | KENVUE INC (KVUE) - 1.51% |
| Total Holdings | 174 | 71 |
SDVY vs NOBL - Historical Returns
Returns include dividend reinvestment.
SDVY vs NOBL - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | SDVY | NOBL |
|---|---|---|
| 2026 | +11.12% | +8.85% |
| 2025 | +9.13% | +7.59% |
| 2024 | +11.49% | +6.48% |
| 2023 | +28.50% | +8.00% |
| 2022 | -12.37% | -6.00% |
| 2021 | +29.11% | +27.46% |
| 2020 | +11.08% | +8.22% |
| 2019 | +24.65% | +28.20% |
| 2018 | -15.06% | -3.36% |
| 2017 | +5.78% | +20.64% |
| 2016 | N/A | +13.46% |
| 2015 | N/A | +0.50% |
| 2014 | N/A | +16.55% |
| 2013 | N/A | +8.60% |
SDVY vs NOBL Drawdown Comparison
The maximum drawdown for SDVY was -44.70%, occurring on Mar 23, 2020. Recovery took 334 trading sessions.
The maximum drawdown for NOBL was -35.43%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.
The current SDVY drawdown is -2.01%. The current NOBL drawdown is -2.50%.
| Rank | SDVY | NOBL |
|---|---|---|
| #1 | -44.70% Jul 24, 2019 - Nov 17, 2020 | -35.43% Jan 17, 2020 - Oct 8, 2020 |
| #2 | -25.92% Nov 25, 2024 - Jan 5, 2026 | -17.91% Jan 4, 2022 - Jul 20, 2023 |
| #3 | -24.44% Jan 4, 2022 - Jul 19, 2023 | -15.37% Nov 29, 2024 - Jan 6, 2026 |
| #4 | -22.58% Aug 21, 2018 - Jul 24, 2019 | -15.27% Sep 21, 2018 - Mar 28, 2019 |
| #5 | -12.52% Aug 7, 2023 - Dec 4, 2023 | -12.92% Jul 26, 2023 - Feb 22, 2024 |
| #6 | -9.76% Jul 31, 2024 - Oct 11, 2024 | -10.39% Jan 26, 2018 - Sep 12, 2018 |
| #7 | -9.27% Feb 20, 2026 - Apr 27, 2026 | -9.84% Aug 17, 2015 - Mar 3, 2016 |
| #8 | -8.86% May 7, 2021 - Nov 3, 2021 | -9.11% Feb 27, 2026 - Jul 2, 2026 |
| #9 | -8.09% Jan 23, 2018 - Aug 21, 2018 | -7.85% Jul 20, 2016 - Feb 13, 2017 |
| #10 | -7.23% Nov 16, 2021 - Jan 4, 2022 | -7.09% Oct 12, 2020 - Nov 9, 2020 |
| #11 | -7.15% Mar 28, 2024 - May 15, 2024 | -7.05% Dec 30, 2013 - Mar 4, 2014 |
| #12 | -6.13% Mar 15, 2021 - Apr 5, 2021 | -6.33% Aug 16, 2021 - Nov 2, 2021 |
| #13 | -6.08% Dec 26, 2023 - Mar 7, 2024 | -5.69% Mar 28, 2024 - Jul 30, 2024 |
| #14 | -6.07% May 15, 2024 - Jul 15, 2024 | -5.50% Apr 30, 2019 - Jun 13, 2019 |
| #15 | -5.95% Jan 20, 2021 - Feb 5, 2021 | -5.45% Jul 30, 2019 - Sep 6, 2019 |
Correlation
Correlation between SDVY and NOBL is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2013 - 2026)
SDVY vs NOBL dividend yield comparison.
| Year | SDVY | NOBL |
|---|---|---|
| 2026 | 0.44% | 0.99% |
| 2025 | 1.69% | 2.14% |
| 2024 | 1.60% | 2.05% |
| 2023 | 1.90% | 2.09% |
| 2022 | 2.28% | 1.94% |
| 2021 | 1.09% | 1.89% |
| 2020 | 1.48% | 2.14% |
| 2019 | 1.69% | 1.89% |
| 2018 | 1.57% | 2.37% |
| 2017 | 0.29% | 1.74% |
| 2016 | 0.00% | 2.13% |
| 2015 | 0.00% | 2.02% |
| 2014 | 0.00% | 1.60% |
| 2013 | 0.00% | 0.30% |
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