SDVY vs SPHY

Comparison between FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF (SDVY, ETF) and SPDR PORTFOLIO HIGH YIELD BOND ETF (SPHY, ETF).

5-Year PerformanceSDVY has outperformed SPHY, delivering a return of +8.6% compared to +4.5%

SDVY vs SPHY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SDVY(ETF)	SPHY(ETF)
Net Assets	$10B	$10B
Expense Ratio	0.58%	0.05%
Max Drawdown	45.19%	23.35%
Sharpe Ratio	1.38	1.30
5Y Beta	0.94	0.23
P/E Ratio	17.70	N/A
Forward P/E	15.43	N/A
PEG Ratio	0.27	N/A
5Y Dividends CAGR	10.72%	4.66%
5Y EPS CAGR	22.59%	N/A
Debt to Equity	16.57%	N/A
P/S Ratio	2.16	N/A
P/B Ratio	2.55	N/A

Net Assets

SDVY

$10B

SPHY

$10B

Expense Ratio

SDVY

0.58%

Winner

SPHY

0.05%

Max Drawdown

SDVY

45.19%

Winner

SPHY

23.35%

Sharpe Ratio

Winner

SDVY

1.38

SPHY

1.30

5Y Beta

SDVY

0.94

Winner

SPHY

0.23

P/E Ratio

SDVY

17.70

SPHY

N/A

Forward P/E

SDVY

15.43

SPHY

N/A

PEG Ratio

SDVY

0.27

SPHY

N/A

5Y Dividends CAGR

Winner

SDVY

10.72%

SPHY

4.66%

5Y EPS CAGR

SDVY

22.59%

SPHY

N/A

Debt to Equity

SDVY

16.57%

SPHY

N/A

P/S Ratio

SDVY

2.16

SPHY

N/A

P/B Ratio

SDVY

2.55

SPHY

N/A

SDVY vs SPHY - Historical Returns

Returns include dividend reinvestment.

Period	SDVY	SPHY
1 month	+1.33%	+0.50%
3 months	-0.72%	+0.58%
6 months	+11.51%	+2.89%
1 year	+25.62%	+8.91%
5 years(CAGR)	+8.57%	+4.46%
10 years(CAGR)	+11.02%	+5.31%
Max(CAGR)	+11.02%	+4.97%

Winner

SDVY

+1.33%

SPHY

+0.50%

SDVY

-0.72%

Winner

SPHY

+0.58%

Winner

SDVY

+11.51%

SPHY

+2.89%

Winner

SDVY

+25.62%

SPHY

+8.91%

5Y(CAGR)

Winner

SDVY

+8.57%

SPHY

+4.46%

10Y(CAGR)

Winner

SDVY

+11.02%

SPHY

+5.31%

Max(CAGR)

Winner

SDVY

+11.02%

SPHY

+4.97%

SDVY vs SPHY - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	SDVY	SPHY
2026	+8.33%	+1.42%
2025	+9.13%	+8.31%
2024	+11.49%	+8.81%
2023	+28.50%	+12.80%
2022	-12.37%	-10.48%
2021	+29.11%	+5.74%
2020	+11.08%	+6.44%
2019	+24.65%	+13.55%
2018	-15.06%	-2.69%
2017	+5.78%	+6.73%
2016	N/A	+11.15%
2015	N/A	-3.64%
2014	N/A	+6.53%
2013	N/A	-1.34%
2012	N/A	+7.21%

SDVY vs SPHY Drawdown Comparison

The maximum drawdown for SDVY was -44.70%, occurring on Mar 23, 2020. Recovery took 334 trading sessions.

The maximum drawdown for SPHY was -21.97%, occurring on Mar 23, 2020. Recovery took 164 trading sessions.

The current SDVY drawdown is -1.51%. The current SPHY drawdown is -0.06%.

Rank	SDVY	SPHY
#1	-44.70% Jul 24, 2019 - Nov 17, 2020	-21.97% Feb 14, 2020 - Oct 8, 2020
#2	-25.92% Nov 25, 2024 - Jan 5, 2026	-15.29% Dec 28, 2021 - Dec 14, 2023
#3	-24.44% Jan 4, 2022 - Jul 19, 2023	-8.30% Apr 16, 2015 - Apr 25, 2016
#4	-22.58% Aug 21, 2018 - Jul 24, 2019	-7.23% May 2, 2013 - Feb 24, 2014
#5	-12.52% Aug 7, 2023 - Dec 4, 2023	-4.86% Feb 26, 2025 - May 12, 2025
#6	-9.76% Jul 31, 2024 - Oct 11, 2024	-4.21% Dec 29, 2017 - Feb 15, 2019
#7	-9.27% Feb 20, 2026 - Apr 27, 2026	-4.17% Oct 24, 2016 - Jan 18, 2017
#8	-8.86% May 7, 2021 - Nov 3, 2021	-2.48% Aug 21, 2014 - Jan 14, 2015
#9	-8.09% Jan 23, 2018 - Aug 21, 2018	-2.41% Feb 20, 2026 - Apr 8, 2026
#10	-7.23% Nov 16, 2021 - Jan 4, 2022	-2.36% Nov 9, 2021 - Dec 23, 2021
#11	-7.15% Mar 28, 2024 - May 15, 2024	-2.29% Mar 27, 2024 - May 3, 2024
#12	-6.13% Mar 15, 2021 - Apr 5, 2021	-2.28% Jan 29, 2013 - Apr 16, 2013
#13	-6.08% Dec 26, 2023 - Mar 7, 2024	-2.07% Sep 17, 2012 - Oct 11, 2012
#14	-6.07% May 15, 2024 - Jul 15, 2024	-1.99% Mar 1, 2017 - Apr 10, 2017
#15	-5.95% Jan 20, 2021 - Feb 5, 2021	-1.84% Feb 27, 2015 - Apr 15, 2015

Correlation

Correlation between SDVY and SPHY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2012 - 2026)

SDVY vs SPHY dividend yield comparison.

Year	SDVY	SPHY
2026	0.23%	2.35%
2025	1.69%	7.38%
2024	1.60%	7.80%
2023	1.90%	7.30%
2022	2.28%	6.47%
2021	1.09%	5.13%
2020	1.48%	5.63%
2019	1.69%	5.73%
2018	1.57%	4.09%
2017	0.29%	4.41%
2016	0.00%	4.27%
2015	0.00%	4.29%
2014	0.00%	3.98%
2013	0.00%	4.41%
2012	0.00%	2.17%