SDVY vs SPIB

Comparison between FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF (SDVY, ETF) and SPDR(R) PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF (SPIB, ETF).

5-Year PerformanceSDVY has outperformed SPIB, delivering a return of +9.5% compared to +1.9%

SDVY vs SPIB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SDVY(ETF)	SPIB(ETF)
Net Assets	$11B	$11B
Expense Ratio	0.58%	0.04%
Max Drawdown	45.19%	17.32%
Sharpe Ratio	1.23	0.72
5Y Beta	0.94	0.06
P/E Ratio	17.89	N/A
Forward P/E	15.44	N/A
PEG Ratio	0.28	N/A
5Y Dividends CAGR	10.72%	17.29%
5Y EPS CAGR	23.15%	N/A
Debt to Equity	16.04%	N/A
P/S Ratio	2.16	N/A
P/B Ratio	2.59	N/A

Net Assets

SDVY

$11B

SPIB

$11B

Expense Ratio

SDVY

0.58%

Winner

SPIB

0.04%

Max Drawdown

SDVY

45.19%

Winner

SPIB

17.32%

Sharpe Ratio

Winner

SDVY

1.23

SPIB

0.72

5Y Beta

SDVY

0.94

Winner

SPIB

0.06

P/E Ratio

SDVY

17.89

SPIB

N/A

Forward P/E

SDVY

15.44

SPIB

N/A

PEG Ratio

SDVY

0.28

SPIB

N/A

5Y Dividends CAGR

SDVY

10.72%

Winner

SPIB

17.29%

5Y EPS CAGR

SDVY

23.15%

SPIB

N/A

Debt to Equity

SDVY

16.04%

SPIB

N/A

P/S Ratio

SDVY

2.16

SPIB

N/A

P/B Ratio

SDVY

2.59

SPIB

N/A

SDVY vs SPIB - Historical Returns

Returns include dividend reinvestment.

Period	SDVY	SPIB
1 month	-0.62%	-0.29%
3 months	-0.71%	-0.56%
6 months	+9.06%	+0.91%
1 year	+20.16%	+5.94%
5 years(CAGR)	+9.47%	+1.89%
10 years(CAGR)	+10.87%	+2.86%
Max(CAGR)	+10.87%	+3.85%

SDVY

-0.62%

Winner

SPIB

-0.29%

SDVY

-0.71%

Winner

SPIB

-0.56%

Winner

SDVY

+9.06%

SPIB

+0.91%

Winner

SDVY

+20.16%

SPIB

+5.94%

5Y(CAGR)

Winner

SDVY

+9.47%

SPIB

+1.89%

10Y(CAGR)

Winner

SDVY

+10.87%

SPIB

+2.86%

Max(CAGR)

Winner

SDVY

+10.87%

SPIB

+3.85%

SDVY vs SPIB - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	SDVY	SPIB
2026	+7.21%	+0.24%
2025	+9.13%	+7.91%
2024	+11.49%	+4.62%
2023	+28.50%	+6.97%
2022	-12.37%	-9.31%
2021	+29.11%	-1.13%
2020	+11.08%	+7.69%
2019	+24.65%	+10.13%
2018	-15.06%	-0.40%
2017	+5.78%	+3.73%
2016	N/A	+3.88%
2015	N/A	+0.16%
2014	N/A	+4.26%
2013	N/A	-0.46%
2012	N/A	+8.54%
2011	N/A	+5.90%
2010	N/A	+6.96%
2009	N/A	+8.44%

SDVY vs SPIB Drawdown Comparison

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

The maximum drawdown for SPIB was -14.94%, occurring on Mar 19, 2020. Recovery took 62 trading sessions.

The current SDVY drawdown is -2.52%. The current SPIB drawdown is -0.97%.

Rank	SDVY	SPIB
#1	-44.70% Jul 24, 2019 - Nov 17, 2020	-14.94% Mar 4, 2020 - Jun 2, 2020
#2	-25.92% Nov 25, 2024 - Jan 5, 2026	-14.80% Aug 3, 2021 - Sep 4, 2024
#3	-24.44% Jan 4, 2022 - Jul 19, 2023	-5.36% Feb 20, 2009 - May 7, 2009
#4	-22.58% Aug 21, 2018 - Jul 24, 2019	-4.59% May 2, 2013 - Apr 8, 2014
#5	-12.52% Aug 7, 2023 - Dec 4, 2023	-3.75% Nov 4, 2010 - Apr 29, 2011
#6	-9.76% Jul 31, 2024 - Oct 11, 2024	-2.98% Sep 6, 2016 - Apr 18, 2017
#7	-9.27% Feb 20, 2026 - Apr 27, 2026	-2.88% Aug 10, 2011 - Nov 3, 2011
#8	-8.86% May 7, 2021 - Nov 3, 2021	-2.83% Sep 7, 2017 - Jan 23, 2019
#9	-8.09% Jan 23, 2018 - Aug 21, 2018	-2.55% Dec 31, 2020 - Jul 20, 2021
#10	-7.23% Nov 16, 2021 - Jan 4, 2022	-2.44% Oct 1, 2024 - Feb 25, 2025
#11	-7.15% Mar 28, 2024 - May 15, 2024	-2.12% Apr 17, 2015 - Mar 16, 2016
#12	-6.13% Mar 15, 2021 - Apr 5, 2021	-2.02% Feb 27, 2026 - Mar 26, 2026
#13	-6.08% Dec 26, 2023 - Mar 7, 2024	-1.98% Apr 3, 2025 - Apr 29, 2025
#14	-6.07% May 15, 2024 - Jul 15, 2024	-1.85% Jun 3, 2009 - Jun 25, 2009
#15	-5.95% Jan 20, 2021 - Feb 5, 2021	-1.77% May 6, 2010 - Jun 29, 2010

Correlation

Correlation between SDVY and SPIB is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76

-101

Dividend Comparison (2009 - 2026)

SDVY vs SPIB dividend yield comparison.

Year	SDVY	SPIB
2026	0.24%	1.47%
2025	1.69%	4.42%
2024	1.60%	4.41%
2023	1.90%	3.84%
2022	2.28%	2.65%
2021	1.09%	1.58%
2020	1.48%	2.18%
2019	1.69%	3.03%
2018	1.57%	3.04%
2017	0.29%	2.79%
2016	0.00%	2.68%
2015	0.00%	2.69%
2014	0.00%	2.65%
2013	0.00%	3.04%
2012	0.00%	3.28%
2011	0.00%	3.70%
2010	0.00%	4.16%
2009	0.00%	4.25%