SDVY vs SCHH
Comparison between FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF (SDVY, ETF) and SCHWAB U.S. REIT ETF (SCHH, ETF).
5-Year PerformanceSDVY has outperformed SCHH, delivering a return of +10.9% compared to +3.0%
SDVY vs SCHH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SDVY
$11B
Winner
SCHH
$12B
Expense Ratio
SDVY
0.58%
Winner
SCHH
0.07%
Max Drawdown
SDVY
45.19%
Winner
SCHH
44.22%
Sharpe Ratio
Winner
SDVY
1.28
SCHH
1.02
5Y Beta
SDVY
0.90
Winner
SCHH
0.44
P/E Ratio
Winner
SDVY
17.89
SCHH
37.77
Forward P/E
Winner
SDVY
15.42
SCHH
36.16
PEG Ratio
SDVY
0.32
SCHH
N/A
5Y Dividends CAGR
Winner
SDVY
7.88%
SCHH
6.48%
5Y EPS CAGR
Winner
SDVY
17.53%
SCHH
7.78%
Debt to Equity
Winner
SDVY
-5.16%
SCHH
46.67%
P/S Ratio
Winner
SDVY
2.15
SCHH
7.42
P/B Ratio
SDVY
2.65
Winner
SCHH
2.63
SDVY vs SCHH - Holdings Comparison
SDVY and SCHH have 1 common holdings. Overlap is 0.01%
SDVY's top 25 holdings weight is 25.45%. SCHH's top 25 holdings weight is 71.29%.
| Rank | SDVY | SCHH |
|---|---|---|
| #1 | ENERSYS (ENS) - 1.28% | WELLTOWER INC (WELL) - 10.55% |
| #2 | COMFORT SYSTEMS USA INC (FIX) - 1.24% | PROLOGIS INC (PLD) - 8.37% |
| #3 | NATIONAL HEALTHCARE CORP (NHC) - 1.19% | SIMON PROPERTY GROUP INC (SPG) - 4.75% |
| #4 | PRICESMART INC (PSMT) - 1.18% | DIGITAL REALTY TRUST INC (DLR) - 4.62% |
| #5 | WOODWARD INC (WWD) - 1.11% | EQUINIX INC (EQIX) - 4.18% |
| #6 | WATTS WATER TECHNOLOGIES INC CLASS A (WTS) - 1.08% | AMERICAN TOWER CORP (AMT) - 4.12% |
| #7 | CLEAR SECURE INC ORDINARY SHARES CLASS A (YOU) - 1.06% | REALTY INCOME CORP (O) - 4.02% |
| #8 | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 1.01% | PUBLIC STORAGE (PSA) - 3.76% |
| #9 | APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 1.00% | VENTAS INC (VTR) - 3.03% |
| #10 | ZIONS BANCORP NA (ZION) - 0.98% | IRON MOUNTAIN INC (IRM) - 2.56% |
| #11 | FIRST BANCORP (FBP) - 0.98% | CROWN CASTLE INC (CCI) - 2.32% |
| #12 | EMCOR GROUP INC (EME) - 0.98% | EXTRA SPACE STORAGE INC (EXR) - 2.17% |
| #13 | WILLIAMS-SONOMA INC (WSM) - 0.98% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.99% |
| #14 | SELECTIVE INSURANCE GROUP INC (SIGI) - 0.97% | AVALONBAY COMMUNITIES INC (AVB) - 1.80% |
| #15 | UMB FINANCIAL CORP (UMBF) - 0.97% | EQUITY RESIDENTIAL (EQR) - 1.58% |
| #16 | THE HANOVER INSURANCE GROUP INC (THG) - 0.96% | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.37% |
| #17 | RALPH LAUREN CORP CLASS A (RL) - 0.95% | WEYERHAEUSER CO (WY) - 1.28% |
| #18 | INTERPARFUMS INC (IPAR) - 0.95% | ESSEX PROPERTY TRUST INC (ESS) - 1.26% |
| #19 | EAST WEST BANCORP INC (EWBC) - 0.95% | KIMCO REALTY CORP (KIM) - 1.16% |
| #20 | ACUITY INC (AYI) - 0.95% | INVITATION HOMES INC (INVH) - 1.14% |
| #21 | ASSURANT INC (AIZ) - 0.95% | W.P. CAREY INC (WPC) - 1.10% |
| #22 | TOLL BROTHERS INC (TOL) - 0.94% | HOST HOTELS & RESORTS INC (HST) - 1.09% |
| #23 | CINCINNATI FINANCIAL CORP (CINF) - 0.94% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.06% |
| #24 | WINTRUST FINANCIAL CORP (WTFC) - 0.93% | HEALTHPEAK PROPERTIES INC (DOC) - 1.02% |
| #25 | SNAP-ON INC (SNA) - 0.92% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 0.99% |
| Total Holdings | 174 | 121 |
SDVY vs SCHH - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SDVY
+3.62%
SCHH
-0.17%
3M
Winner
SDVY
+6.92%
SCHH
+3.58%
6M
SDVY
+5.85%
Winner
SCHH
+11.11%
1Y
Winner
SDVY
+24.77%
SCHH
+18.00%
5Y(CAGR)
Winner
SDVY
+10.85%
SCHH
+3.05%
10Y(CAGR)
Winner
SDVY
+11.52%
SCHH
+3.71%
Max(CAGR)
Winner
SDVY
+11.52%
SCHH
+7.10%
SDVY vs SCHH - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | SDVY | SCHH |
|---|---|---|
| 2026 | +15.71% | +16.74% |
| 2025 | +9.13% | +3.20% |
| 2024 | +11.49% | +3.89% |
| 2023 | +28.50% | +11.27% |
| 2022 | -12.37% | -24.46% |
| 2021 | +29.11% | +45.90% |
| 2020 | +11.08% | -13.48% |
| 2019 | +24.65% | +26.23% |
| 2018 | -15.06% | -4.02% |
| 2017 | +5.78% | +3.43% |
| 2016 | N/A | +7.86% |
| 2015 | N/A | +1.89% |
| 2014 | N/A | +32.13% |
| 2013 | N/A | -0.03% |
| 2012 | N/A | +15.83% |
| 2011 | N/A | +9.48% |
SDVY vs SCHH Drawdown Comparison
The maximum drawdown for SDVY was -44.70%, occurring on Mar 23, 2020. Recovery took 334 trading sessions.
The maximum drawdown for SCHH was -44.22%, occurring on Mar 23, 2020. Recovery took 328 trading sessions.
The current SDVY drawdown is -0.76%. The current SCHH drawdown is -3.02%.
| Rank | SDVY | SCHH |
|---|---|---|
| #1 | -44.70% Jul 24, 2019 - Nov 17, 2020 | -44.22% Feb 21, 2020 - Jun 10, 2021 |
| #2 | -25.92% Nov 25, 2024 - Jan 5, 2026 | -33.26% Dec 31, 2021 - Apr 17, 2026 |
| #3 | -24.44% Jan 4, 2022 - Jul 19, 2023 | -22.70% Jul 22, 2011 - Feb 1, 2012 |
| #4 | -22.58% Aug 21, 2018 - Jul 24, 2019 | -18.03% May 21, 2013 - May 30, 2014 |
| #5 | -12.52% Aug 7, 2023 - Dec 4, 2023 | -16.82% Aug 1, 2016 - Aug 17, 2018 |
| #6 | -9.76% Jul 31, 2024 - Oct 11, 2024 | -16.51% Jan 26, 2015 - Mar 31, 2016 |
| #7 | -9.27% Feb 20, 2026 - Apr 27, 2026 | -13.34% Dec 6, 2018 - Jan 31, 2019 |
| #8 | -8.86% May 7, 2021 - Nov 3, 2021 | -9.35% Sep 14, 2012 - Jan 18, 2013 |
| #9 | -8.09% Jan 23, 2018 - Aug 21, 2018 | -8.73% May 1, 2012 - Jul 2, 2012 |
| #10 | -7.23% Nov 16, 2021 - Jan 4, 2022 | -8.34% Aug 28, 2018 - Dec 6, 2018 |
| #11 | -7.15% Mar 28, 2024 - May 15, 2024 | -7.91% Sep 2, 2021 - Nov 2, 2021 |
| #12 | -6.13% Mar 15, 2021 - Apr 5, 2021 | -7.54% Sep 5, 2014 - Oct 23, 2014 |
| #13 | -6.08% Dec 26, 2023 - Mar 7, 2024 | -7.23% May 31, 2011 - Jul 7, 2011 |
| #14 | -6.07% May 15, 2024 - Jul 15, 2024 | -6.45% Oct 24, 2019 - Feb 12, 2020 |
| #15 | -5.95% Jan 20, 2021 - Feb 5, 2021 | -6.23% Feb 28, 2011 - Apr 20, 2011 |
Correlation
Correlation between SDVY and SCHH is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (2011 - 2026)
SDVY vs SCHH dividend yield comparison.
| Year | SDVY | SCHH |
|---|---|---|
| 2026 | 0.42% | 1.17% |
| 2025 | 1.69% | 3.04% |
| 2024 | 1.60% | 3.22% |
| 2023 | 1.90% | 3.24% |
| 2022 | 2.28% | 2.55% |
| 2021 | 1.09% | 1.50% |
| 2020 | 1.48% | 2.86% |
| 2019 | 1.69% | 2.86% |
| 2018 | 1.57% | 3.64% |
| 2017 | 0.29% | 2.22% |
| 2016 | 0.00% | 2.81% |
| 2015 | 0.00% | 2.48% |
| 2014 | 0.00% | 2.18% |
| 2013 | 0.00% | 2.59% |
| 2012 | 0.00% | 2.51% |
| 2011 | 0.00% | 2.26% |
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