StockComparison Logo
vs

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

Net Assets
SDVY
$11B
Winner
NOBL
$12B
Expense Ratio
SDVY
0.58%
Winner
NOBL
0.35%
Max Drawdown
SDVY
45.19%
Winner
NOBL
35.43%
Sharpe Ratio
Winner
SDVY
1.11
NOBL
0.76
5Y Beta
SDVY
0.92
Winner
NOBL
0.50
P/E Ratio
Winner
SDVY
17.29
NOBL
25.31
Forward P/E
Winner
SDVY
15.15
NOBL
18.72
PEG Ratio
Winner
SDVY
0.25
NOBL
1.06
5Y Dividends CAGR
Winner
SDVY
7.88%
NOBL
5.76%
5Y EPS CAGR
Winner
SDVY
17.32%
NOBL
5.90%
Debt to Equity
Winner
SDVY
-5.77%
NOBL
25.58%
P/S Ratio
SDVY
2.09
Winner
NOBL
1.88
P/B Ratio
Winner
SDVY
2.62
NOBL
3.59

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%.

RankSDVYNOBL
#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 Holdings17471

SDVY vs NOBL - Historical Returns

Returns include dividend reinvestment.

1M
SDVY
+1.61%
Winner
NOBL
+2.61%
3M
SDVY
+1.37%
Winner
NOBL
+3.97%
6M
Winner
SDVY
+6.47%
NOBL
+3.97%
1Y
Winner
SDVY
+18.18%
NOBL
+10.18%
5Y(CAGR)
Winner
SDVY
+10.41%
NOBL
+6.34%
10Y(CAGR)
Winner
SDVY
+11.06%
NOBL
+9.56%
Max(CAGR)
Winner
SDVY
+11.06%
NOBL
+10.52%

SDVY vs NOBL - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

YearSDVYNOBL
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%
2016N/A+13.46%
2015N/A+0.50%
2014N/A+16.55%
2013N/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%.

RankSDVYNOBL
#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.

0.96
-101

Dividend Comparison (2013 - 2026)

SDVY vs NOBL dividend yield comparison.

YearSDVYNOBL
20260.44%0.99%
20251.69%2.14%
20241.60%2.05%
20231.90%2.09%
20222.28%1.94%
20211.09%1.89%
20201.48%2.14%
20191.69%1.89%
20181.57%2.37%
20170.29%1.74%
20160.00%2.13%
20150.00%2.02%
20140.00%1.60%
20130.00%0.30%

Select Stocks to Compare

More Comparisons

Compare with similar stocks

Popular suggestions: