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SDVY vs SPY

Comparison between FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF (SDVY, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed SDVY, delivering a return of +13.2% compared to +10.0%

SDVY vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SDVY
$11B
Winner
SPY
$784B
Expense Ratio
SDVY
0.58%
Winner
SPY
0.09%
Max Drawdown
Winner
SDVY
45.19%
SPY
56.47%
Sharpe Ratio
SDVY
1.26
Winner
SPY
1.54
5Y Beta
Winner
SDVY
0.92
SPY
1.00
P/E Ratio
Winner
SDVY
17.06
SPY
27.62
Forward P/E
Winner
SDVY
15.27
SPY
21.11
PEG Ratio
SDVY
0.27
SPY
N/A
5Y Dividends CAGR
Winner
SDVY
10.72%
SPY
6.00%
5Y EPS CAGR
SDVY
17.60%
Winner
SPY
25.30%
Debt to Equity
Winner
SDVY
14.32%
SPY
31.11%
P/S Ratio
Winner
SDVY
2.04
SPY
3.49
P/B Ratio
Winner
SDVY
2.44
SPY
5.30

SDVY vs SPY - Holdings Comparison

SDVY and SPY have 37 common holdings. Overlap is 1.36%

SDVY's top 25 holdings weight is 27.50%. SPY's top 25 holdings weight is 51.24%.

RankSDVYSPY
#1
COMFORT SYSTEMS USA INC (FIX) - 1.81%
NVIDIA CORP (NVDA) - 7.81%
#2
ENERSYS (ENS) - 1.55%
APPLE INC (AAPL) - 6.81%
#3
POWELL INDUSTRIES INC (POWL) - 1.48%
MICROSOFT CORP (MSFT) - 4.53%
#4
CLEAR SECURE INC ORDINARY SHARES CLASS A (YOU) - 1.23%
AMAZON.COM INC (AMZN) - 3.72%
#5
n/a (WFRD) - 1.22%
ALPHABET INC CLASS A (GOOGL) - 3.39%
#6
PRICESMART INC (PSMT) - 1.18%
BROADCOM INC (AVGO) - 2.77%
#7
INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 1.13%
ALPHABET INC CLASS C (GOOG) - 2.72%
#8
MUELLER INDUSTRIES INC (MLI) - 1.10%
META PLATFORMS INC CLASS A (META) - 2.03%
#9
WOODWARD INC (WWD) - 1.09%
MICRON TECHNOLOGY INC (MU) - 1.78%
#10
EMCOR GROUP INC (EME) - 1.07%
TESLA INC (TSLA) - 1.76%
#11
CACTUS INC CLASS A (WHD) - 1.07%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41%
#12
NORTHERN TRUST CORP (NTRS) - 1.07%
JPMORGAN CHASE & CO (JPM) - 1.38%
#13
EAST WEST BANCORP INC (EWBC) - 1.02%
ELI LILLY AND CO (LLY) - 1.38%
#14
APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 1.00%
ADVANCED MICRO DEVICES INC (AMD) - 1.28%
#15
FIRST BANCORP (FBP) - 0.98%
EXXON MOBIL CORP (XOM) - 0.92%
#16
CBOE GLOBAL MARKETS INC (CBOE) - 0.97%
JOHNSON & JOHNSON (JNJ) - 0.88%
#17
ASSURANT INC (AIZ) - 0.97%
VISA INC CLASS A (V) - 0.87%
#18
UMB FINANCIAL CORP (UMBF) - 0.96%
INTEL CORP (INTC) - 0.85%
#19
RALPH LAUREN CORP CLASS A (RL) - 0.96%
WALMART INC (WMT) - 0.82%
#20
WINTRUST FINANCIAL CORP (WTFC) - 0.95%
CISCO SYSTEMS INC (CSCO) - 0.73%
#21
FOX CORP CLASS A (FOXA) - 0.95%
LAM RESEARCH CORP (LRCX) - 0.71%
#22
NOV INC (NOV) - 0.94%
APPLIED MATERIALS INC (AMAT) - 0.70%
#23
ALLISON TRANSMISSION HOLDINGS INC (ALSN) - 0.94%
CATERPILLAR INC (CAT) - 0.68%
#24
NEW YORK TIMES CO CLASS A (NYT) - 0.93%
COSTCO WHOLESALE CORP (COST) - 0.68%
#25
WILLIAMS-SONOMA INC (WSM) - 0.93%
MASTERCARD INC CLASS A (MA) - 0.63%
Total Holdings167505

SDVY vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SDVY
+1.69%
SPY
-1.37%
3M
SDVY
+7.50%
Winner
SPY
+12.22%
6M
Winner
SDVY
+7.94%
SPY
+7.20%
1Y
SDVY
+22.71%
Winner
SPY
+23.58%
5Y(CAGR)
SDVY
+9.98%
Winner
SPY
+13.19%
10Y(CAGR)
SDVY
+10.97%
Winner
SPY
+15.12%
Max(CAGR)
Winner
SDVY
+10.97%
SPY
+8.44%

SDVY vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSDVYSPY
2026+9.36%+7.95%
2025+9.13%+18.00%
2024+11.49%+25.59%
2023+28.50%+26.72%
2022-12.37%-18.64%
2021+29.11%+30.52%
2020+11.08%+17.28%
2019+24.65%+31.09%
2018-15.06%-5.24%
2017+5.78%+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

SDVY vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current SDVY drawdown is -0.56%. The current SPY drawdown is -3.18%.

RankSDVYSPY
#1-44.70%
Jul 24, 2019 - Nov 17, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-25.92%
Nov 25, 2024 - Jan 5, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-24.44%
Jan 4, 2022 - Jul 19, 2023		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-22.58%
Aug 21, 2018 - Jul 24, 2019		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-12.52%
Aug 7, 2023 - Dec 4, 2023		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-9.76%
Jul 31, 2024 - Oct 11, 2024		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-9.27%
Feb 20, 2026 - Apr 27, 2026		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-8.86%
May 7, 2021 - Nov 3, 2021		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-8.09%
Jan 23, 2018 - Aug 21, 2018		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-7.23%
Nov 16, 2021 - Jan 4, 2022		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-7.15%
Mar 28, 2024 - May 15, 2024		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-6.13%
Mar 15, 2021 - Apr 5, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-6.08%
Dec 26, 2023 - Mar 7, 2024		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-6.07%
May 15, 2024 - Jul 15, 2024		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-5.95%
Jan 20, 2021 - Feb 5, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SDVY and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (1999 - 2026)

SDVY vs SPY dividend yield comparison.

YearSDVYSPY
20260.23%0.50%
20251.69%1.07%
20241.60%1.21%
20231.90%1.40%
20222.28%1.65%
20211.09%1.20%
20201.48%1.52%
20191.69%1.75%
20181.57%2.04%
20170.29%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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