SDVY vs TLH

Comparison between FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF (SDVY, ETF) and ISHARES 10-20 YEAR TREASURY BOND ETF (TLH, ETF).

5-Year PerformanceSDVY has outperformed TLH, delivering a return of +10.5% compared to -5.0%

SDVY vs TLH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SDVY(ETF)	TLH(ETF)
Net Assets	$11B	$11B
Expense Ratio	0.58%	0.15%
Max Drawdown	45.19%	45.97%
Sharpe Ratio	1.10	-0.03
5Y Beta	0.92	0.04
P/E Ratio	17.29	N/A
Forward P/E	15.21	N/A
PEG Ratio	0.25	N/A
5Y Dividends CAGR	7.88%	3.08%
5Y EPS CAGR	17.32%	N/A
Debt to Equity	-5.77%	N/A
P/S Ratio	2.09	N/A
P/B Ratio	2.62	N/A

Net Assets

Winner

SDVY

$11B

TLH

$11B

Expense Ratio

SDVY

0.58%

Winner

TLH

0.15%

Max Drawdown

Winner

SDVY

45.19%

TLH

45.97%

Sharpe Ratio

Winner

SDVY

1.10

TLH

-0.03

5Y Beta

SDVY

0.92

Winner

TLH

0.04

P/E Ratio

SDVY

17.29

TLH

N/A

Forward P/E

SDVY

15.21

TLH

N/A

PEG Ratio

SDVY

0.25

TLH

N/A

5Y Dividends CAGR

Winner

SDVY

7.88%

TLH

3.08%

5Y EPS CAGR

SDVY

17.32%

TLH

N/A

Debt to Equity

SDVY

-5.77%

TLH

N/A

P/S Ratio

SDVY

2.09

TLH

N/A

P/B Ratio

SDVY

2.62

TLH

N/A

SDVY vs TLH - Historical Returns

Returns include dividend reinvestment.

Period	SDVY	TLH
1 month	+2.15%	-1.69%
3 months	+2.39%	-1.79%
6 months	+5.80%	-1.56%
1 year	+21.75%	+2.55%
5 years(CAGR)	+10.52%	-4.95%
10 years(CAGR)	+11.17%	-1.15%
Max(CAGR)	+11.17%	+2.82%

Winner

SDVY

+2.15%

TLH

-1.69%

Winner

SDVY

+2.39%

TLH

-1.79%

Winner

SDVY

+5.80%

TLH

-1.56%

Winner

SDVY

+21.75%

TLH

+2.55%

5Y(CAGR)

Winner

SDVY

+10.52%

TLH

-4.95%

10Y(CAGR)

Winner

SDVY

+11.17%

TLH

-1.15%

Max(CAGR)

Winner

SDVY

+11.17%

TLH

+2.82%

SDVY vs TLH - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	SDVY	TLH
2026	+12.00%	-1.49%
2025	+9.13%	+6.28%
2024	+11.49%	-3.73%
2023	+28.50%	+2.39%
2022	-12.37%	-23.85%
2021	+29.11%	-5.33%
2020	+11.08%	+12.93%
2019	+24.65%	+9.81%
2018	-15.06%	+0.83%
2017	+5.78%	+4.08%
2016	N/A	+0.35%
2015	N/A	+0.59%
2014	N/A	+13.85%
2013	N/A	-7.64%
2012	N/A	+4.58%
2011	N/A	+22.09%
2010	N/A	+9.59%
2009	N/A	-7.01%
2008	N/A	+19.24%
2007	N/A	+9.49%

SDVY vs TLH Drawdown Comparison

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

The maximum drawdown for TLH was -41.13%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current SDVY drawdown is -1.24%. The current TLH drawdown is -30.62%.

Rank	SDVY	TLH
#1	-44.70% Jul 24, 2019 - Nov 17, 2020	-41.13% Aug 4, 2020 - Oct 19, 2023
#2	-25.92% Nov 25, 2024 - Jan 5, 2026	-14.27% Dec 30, 2008 - Jun 30, 2010
#3	-24.44% Jan 4, 2022 - Jul 19, 2023	-11.83% Mar 9, 2020 - Jul 23, 2020
#4	-22.58% Aug 21, 2018 - Jul 24, 2019	-11.81% Jul 24, 2012 - Oct 13, 2014
#5	-12.52% Aug 7, 2023 - Dec 4, 2023	-11.56% Jul 8, 2016 - May 30, 2019
#6	-9.76% Jul 31, 2024 - Oct 11, 2024	-10.72% Aug 31, 2010 - Aug 2, 2011
#7	-9.27% Feb 20, 2026 - Apr 27, 2026	-7.30% Sep 17, 2008 - Nov 20, 2008
#8	-8.86% May 7, 2021 - Nov 3, 2021	-6.63% Sep 22, 2011 - Dec 19, 2011
#9	-8.09% Jan 23, 2018 - Aug 21, 2018	-6.59% Jan 30, 2015 - Jan 29, 2016
#10	-7.23% Nov 16, 2021 - Jan 4, 2022	-6.19% Mar 20, 2008 - Sep 4, 2008
#11	-7.15% Mar 28, 2024 - May 15, 2024	-5.64% Dec 19, 2011 - May 9, 2012
#12	-6.13% Mar 15, 2021 - Apr 5, 2021	-5.62% Sep 4, 2019 - Jan 31, 2020
#13	-6.08% Dec 26, 2023 - Mar 7, 2024	-5.52% Mar 7, 2007 - Aug 21, 2007
#14	-6.07% May 15, 2024 - Jul 15, 2024	-3.87% Nov 26, 2007 - Jan 8, 2008
#15	-5.95% Jan 20, 2021 - Feb 5, 2021	-3.47% Jan 22, 2008 - Mar 12, 2008

Correlation

Correlation between SDVY and TLH is -0.53 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.53

-101

Dividend Comparison (2007 - 2026)

SDVY vs TLH dividend yield comparison.

Year	SDVY	TLH
2026	0.43%	2.29%
2025	1.69%	4.17%
2024	1.60%	4.28%
2023	1.90%	3.83%
2022	2.28%	2.78%
2021	1.09%	1.50%
2020	1.48%	2.65%
2019	1.69%	2.31%
2018	1.57%	2.17%
2017	0.29%	1.83%
2016	0.00%	1.91%
2015	0.00%	2.13%
2014	0.00%	2.12%
2013	0.00%	2.41%
2012	0.00%	2.22%
2011	0.00%	2.78%
2010	0.00%	3.61%
2009	0.00%	3.90%
2008	0.00%	3.57%
2007	0.00%	4.41%