SDVY vs ONEQ
Comparison between FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF (SDVY, ETF) and FIDELITY NASDAQ COMPOSITE INDEX ETF (ONEQ, ETF).
5-Year PerformanceONEQ has outperformed SDVY, delivering a return of +13.3% compared to +10.0%
SDVY vs ONEQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SDVY
$11B
Winner
ONEQ
$11B
Expense Ratio
SDVY
0.58%
Winner
ONEQ
0.21%
Max Drawdown
Winner
SDVY
45.19%
ONEQ
55.55%
Sharpe Ratio
SDVY
1.26
Winner
ONEQ
1.51
5Y Beta
Winner
SDVY
0.92
ONEQ
1.26
P/E Ratio
Winner
SDVY
17.06
ONEQ
32.68
Forward P/E
Winner
SDVY
15.27
ONEQ
21.47
PEG Ratio
SDVY
0.27
ONEQ
N/A
5Y Dividends CAGR
SDVY
10.72%
Winner
ONEQ
21.81%
5Y EPS CAGR
SDVY
17.60%
Winner
ONEQ
34.01%
Debt to Equity
SDVY
14.32%
ONEQ
N/A
P/S Ratio
Winner
SDVY
2.04
ONEQ
3.07
P/B Ratio
Winner
SDVY
2.44
ONEQ
6.26
SDVY vs ONEQ - Holdings Comparison
SDVY and ONEQ have 60 common holdings. Overlap is 1.50%
SDVY's top 25 holdings weight is 27.50%. ONEQ's top 25 holdings weight is 70.77%.
| Rank | SDVY | ONEQ |
|---|---|---|
| #1 | COMFORT SYSTEMS USA INC (FIX) - 1.81% | NVIDIA CORP (NVDA) - 11.64% |
| #2 | ENERSYS (ENS) - 1.55% | APPLE INC (AAPL) - 9.82% |
| #3 | POWELL INDUSTRIES INC (POWL) - 1.48% | MICROSOFT CORP (MSFT) - 6.89% |
| #4 | CLEAR SECURE INC ORDINARY SHARES CLASS A (YOU) - 1.23% | AMAZON.COM INC (AMZN) - 6.03% |
| #5 | n/a (WFRD) - 1.22% | ALPHABET INC CLASS A (GOOGL) - 4.88% |
| #6 | PRICESMART INC (PSMT) - 1.18% | ALPHABET INC CLASS C (GOOG) - 4.53% |
| #7 | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 1.13% | BROADCOM INC (AVGO) - 4.28% |
| #8 | MUELLER INDUSTRIES INC (MLI) - 1.10% | TESLA INC (TSLA) - 3.42% |
| #9 | WOODWARD INC (WWD) - 1.09% | META PLATFORMS INC CLASS A (META) - 2.94% |
| #10 | EMCOR GROUP INC (EME) - 1.07% | n/a (n/a) - 2.49% |
| #11 | CACTUS INC CLASS A (WHD) - 1.07% | MICRON TECHNOLOGY INC (MU) - 2.41% |
| #12 | NORTHERN TRUST CORP (NTRS) - 1.07% | WALMART INC (WMT) - 2.18% |
| #13 | EAST WEST BANCORP INC (EWBC) - 1.02% | ADVANCED MICRO DEVICES INC (AMD) - 1.78% |
| #14 | APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 1.00% | INTEL CORP (INTC) - 1.23% |
| #15 | FIRST BANCORP (FBP) - 0.98% | CISCO SYSTEMS INC (CSCO) - 1.09% |
| #16 | CBOE GLOBAL MARKETS INC (CBOE) - 0.97% | COSTCO WHOLESALE CORP (COST) - 0.99% |
| #17 | ASSURANT INC (AIZ) - 0.97% | LAM RESEARCH CORP (LRCX) - 0.94% |
| #18 | UMB FINANCIAL CORP (UMBF) - 0.96% | APPLIED MATERIALS INC (AMAT) - 0.91% |
| #19 | RALPH LAUREN CORP CLASS A (RL) - 0.96% | NETFLIX INC (NFLX) - 0.79% |
| #20 | WINTRUST FINANCIAL CORP (WTFC) - 0.95% | n/a (PLTR) - 0.69% |
| #21 | FOX CORP CLASS A (FOXA) - 0.95% | DATADOG INC CLASS A (DDOG) - 0.17% |
| #22 | NOV INC (NOV) - 0.94% | ROSS STORES INC (ROST) - 0.17% |
| #23 | ALLISON TRANSMISSION HOLDINGS INC (ALSN) - 0.94% | NXP SEMICONDUCTORS NV (NXPI) - 0.17% |
| #24 | NEW YORK TIMES CO CLASS A (NYT) - 0.93% | O'REILLY AUTOMOTIVE INC (ORLY) - 0.17% |
| #25 | WILLIAMS-SONOMA INC (WSM) - 0.93% | AMERICAN ELECTRIC POWER CO INC (AEP) - 0.16% |
| Total Holdings | 167 | 977 |
SDVY vs ONEQ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SDVY
+2.79%
ONEQ
-3.00%
3M
SDVY
+7.85%
Winner
ONEQ
+17.84%
6M
Winner
SDVY
+9.12%
ONEQ
+8.75%
1Y
SDVY
+23.27%
Winner
ONEQ
+29.45%
5Y(CAGR)
SDVY
+9.97%
Winner
ONEQ
+13.34%
10Y(CAGR)
SDVY
+11.11%
Winner
ONEQ
+19.60%
Max(CAGR)
SDVY
+11.11%
Winner
ONEQ
+13.29%
SDVY vs ONEQ - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | SDVY | ONEQ |
|---|---|---|
| 2026 | +10.55% | +10.56% |
| 2025 | +9.13% | +21.08% |
| 2024 | +11.49% | +31.75% |
| 2023 | +28.50% | +46.53% |
| 2022 | -12.37% | -32.97% |
| 2021 | +29.11% | +24.00% |
| 2020 | +11.08% | +43.15% |
| 2019 | +24.65% | +37.55% |
| 2018 | -15.06% | -4.54% |
| 2017 | +5.78% | +28.37% |
| 2016 | N/A | +11.35% |
| 2015 | N/A | +7.55% |
| 2014 | N/A | +15.19% |
| 2013 | N/A | +35.41% |
| 2012 | N/A | +15.29% |
| 2011 | N/A | -2.18% |
| 2010 | N/A | +16.05% |
| 2009 | N/A | +39.93% |
| 2008 | N/A | -38.87% |
| 2007 | N/A | +9.80% |
| 2006 | N/A | +8.55% |
| 2005 | N/A | +3.01% |
| 2004 | N/A | +8.54% |
| 2003 | N/A | +9.20% |
SDVY vs ONEQ Drawdown Comparison
The maximum drawdown for SDVY was -44.70%, occurring on Mar 23, 2020. Recovery took 334 trading sessions.
The maximum drawdown for ONEQ was -55.09%, occurring on Mar 9, 2009. Recovery took 823 trading sessions.
The current ONEQ drawdown is -5.67%.
| Rank | SDVY | ONEQ |
|---|---|---|
| #1 | -44.70% Jul 24, 2019 - Nov 17, 2020 | -55.09% Oct 31, 2007 - Feb 7, 2011 |
| #2 | -25.92% Nov 25, 2024 - Jan 5, 2026 | -35.23% Nov 19, 2021 - Jan 29, 2024 |
| #3 | -24.44% Jan 4, 2022 - Jul 19, 2023 | -30.16% Feb 19, 2020 - Jun 5, 2020 |
| #4 | -22.58% Aug 21, 2018 - Jul 24, 2019 | -24.09% Dec 16, 2024 - Jun 26, 2025 |
| #5 | -12.52% Aug 7, 2023 - Dec 4, 2023 | -23.27% Aug 31, 2018 - Apr 23, 2019 |
| #6 | -9.76% Jul 31, 2024 - Oct 11, 2024 | -18.54% Jul 7, 2011 - Feb 2, 2012 |
| #7 | -9.27% Feb 20, 2026 - Apr 27, 2026 | -18.36% Jan 20, 2004 - Dec 3, 2004 |
| #8 | -8.86% May 7, 2021 - Nov 3, 2021 | -17.65% Jul 20, 2015 - Jul 29, 2016 |
| #9 | -8.09% Jan 23, 2018 - Aug 21, 2018 | -14.70% Apr 19, 2006 - Oct 16, 2006 |
| #10 | -7.23% Nov 16, 2021 - Jan 4, 2022 | -13.24% Jul 10, 2024 - Oct 29, 2024 |
| #11 | -7.15% Mar 28, 2024 - May 15, 2024 | -12.72% Dec 30, 2004 - Jul 20, 2005 |
| #12 | -6.13% Mar 15, 2021 - Apr 5, 2021 | -12.64% Oct 29, 2025 - Apr 15, 2026 |
| #13 | -6.08% Dec 26, 2023 - Mar 7, 2024 | -11.96% Sep 2, 2020 - Nov 25, 2020 |
| #14 | -6.07% May 15, 2024 - Jul 15, 2024 | -11.77% Mar 27, 2012 - Sep 6, 2012 |
| #15 | -5.95% Jan 20, 2021 - Feb 5, 2021 | -10.92% Sep 19, 2012 - Feb 1, 2013 |
Correlation
Correlation between SDVY and ONEQ is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2003 - 2026)
SDVY vs ONEQ dividend yield comparison.
| Year | SDVY | ONEQ |
|---|---|---|
| 2026 | 0.23% | 0.59% |
| 2025 | 1.69% | 0.54% |
| 2024 | 1.60% | 0.65% |
| 2023 | 1.90% | 0.71% |
| 2022 | 2.28% | 0.97% |
| 2021 | 1.09% | 0.54% |
| 2020 | 1.48% | 0.71% |
| 2019 | 1.69% | 2.51% |
| 2018 | 1.57% | 1.08% |
| 2017 | 0.29% | 0.84% |
| 2016 | 0.00% | 1.12% |
| 2015 | 0.00% | 1.04% |
| 2014 | 0.00% | 1.19% |
| 2013 | 0.00% | 0.84% |
| 2012 | 0.00% | 1.42% |
| 2011 | 0.00% | 0.85% |
| 2010 | 0.00% | 0.68% |
| 2009 | 0.00% | 0.51% |
| 2008 | 0.00% | 0.92% |
| 2007 | 0.00% | 0.57% |
| 2006 | 0.00% | 0.46% |
| 2005 | 0.00% | 0.97% |
| 2004 | 0.00% | 1.20% |
| 2003 | 0.00% | 0.09% |
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