SDVY vs VONE
Comparison between FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF (SDVY, ETF) and VANGUARD RUSSELL 1000 INDEX FUND ETF SHARES (VONE, ETF).
5-Year PerformanceVONE has outperformed SDVY, delivering a return of +12.6% compared to +8.6%
SDVY vs VONE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SDVY
$10B
Winner
VONE
$10B
Expense Ratio
SDVY
0.58%
Winner
VONE
0.06%
Max Drawdown
SDVY
45.19%
Winner
VONE
34.66%
Sharpe Ratio
SDVY
1.38
Winner
VONE
1.98
5Y Beta
Winner
SDVY
0.94
VONE
0.97
P/E Ratio
Winner
SDVY
17.70
VONE
27.48
Forward P/E
Winner
SDVY
15.43
VONE
21.07
PEG Ratio
SDVY
0.27
VONE
N/A
5Y Dividends CAGR
Winner
SDVY
10.72%
VONE
10.37%
5Y EPS CAGR
SDVY
22.59%
Winner
VONE
23.62%
Debt to Equity
Winner
SDVY
16.57%
VONE
20.46%
P/S Ratio
Winner
SDVY
2.16
VONE
3.17
P/B Ratio
Winner
SDVY
2.55
VONE
4.90
SDVY vs VONE - Holdings Comparison
SDVY and VONE have 103 common holdings. Overlap is 2.35%
SDVY's top 25 holdings weight is 27.38%. VONE's top 25 holdings weight is 45.39%.
| Rank | SDVY | VONE |
|---|---|---|
| #1 | COMFORT SYSTEMS USA INC (FIX) - 1.76% | NVIDIA CORP (NVDA) - 6.55% |
| #2 | ENERSYS (ENS) - 1.41% | APPLE INC (AAPL) - 6.09% |
| #3 | POWELL INDUSTRIES INC (POWL) - 1.40% | MICROSOFT CORP (MSFT) - 4.60% |
| #4 | n/a (WFRD) - 1.33% | AMAZON.COM INC (AMZN) - 3.18% |
| #5 | CLEAR SECURE INC ORDINARY SHARES CLASS A (YOU) - 1.24% | ALPHABET INC CLASS A (GOOGL) - 2.86% |
| #6 | PRIMORIS SERVICES CORP (PRIM) - 1.22% | BROADCOM INC (AVGO) - 2.33% |
| #7 | EMCOR GROUP INC (EME) - 1.15% | ALPHABET INC CLASS C (GOOG) - 2.33% |
| #8 | MUELLER INDUSTRIES INC (MLI) - 1.10% | META PLATFORMS INC CLASS A (META) - 2.24% |
| #9 | WOODWARD INC (WWD) - 1.05% | TESLA INC (TSLA) - 1.79% |
| #10 | NORTHERN TRUST CORP (NTRS) - 1.05% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.47% |
| #11 | ALLISON TRANSMISSION HOLDINGS INC (ALSN) - 1.05% | ELI LILLY AND CO (LLY) - 1.33% |
| #12 | ATMUS FILTRATION TECHNOLOGIES INC (ATMU) - 1.04% | JPMORGAN CHASE & CO (JPM) - 1.21% |
| #13 | PRICESMART INC (PSMT) - 1.02% | EXXON MOBIL CORP (XOM) - 1.02% |
| #14 | CACTUS INC CLASS A (WHD) - 1.00% | JOHNSON & JOHNSON (JNJ) - 0.94% |
| #15 | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 0.99% | WALMART INC (WMT) - 0.88% |
| #16 | INSTALLED BUILDING PRODUCTS INC (IBP) - 0.98% | VISA INC CLASS A (V) - 0.85% |
| #17 | LEMAITRE VASCULAR INC (LMAT) - 0.98% | MICRON TECHNOLOGY INC (MU) - 0.73% |
| #18 | EAST WEST BANCORP INC (EWBC) - 0.97% | COSTCO WHOLESALE CORP (COST) - 0.71% |
| #19 | ITT INC (ITT) - 0.97% | MASTERCARD INC CLASS A (MA) - 0.66% |
| #20 | NEW YORK TIMES CO CLASS A (NYT) - 0.97% | ABBVIE INC (ABBV) - 0.65% |
| #21 | INTERDIGITAL INC (IDCC) - 0.96% | NETFLIX INC (NFLX) - 0.64% |
| #22 | CBOE GLOBAL MARKETS INC (CBOE) - 0.96% | PROCTER & GAMBLE CO (PG) - 0.62% |
| #23 | APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 0.94% | THE HOME DEPOT INC (HD) - 0.60% |
| #24 | FIRST BANCORP (FBP) - 0.93% | GE AEROSPACE (GE) - 0.56% |
| #25 | RALPH LAUREN CORP CLASS A (RL) - 0.91% | CHEVRON CORP (CVX) - 0.55% |
| Total Holdings | 168 | 1016 |
SDVY vs VONE - Historical Returns
Returns include dividend reinvestment.
1M
SDVY
+1.33%
Winner
VONE
+8.56%
3M
SDVY
-0.72%
Winner
VONE
+6.05%
6M
Winner
SDVY
+11.51%
VONE
+10.09%
1Y
SDVY
+25.62%
Winner
VONE
+30.88%
5Y(CAGR)
SDVY
+8.57%
Winner
VONE
+12.58%
10Y(CAGR)
SDVY
+11.02%
Winner
VONE
+15.24%
Max(CAGR)
SDVY
+11.02%
Winner
VONE
+14.55%
SDVY vs VONE - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | SDVY | VONE |
|---|---|---|
| 2026 | +8.33% | +7.73% |
| 2025 | +9.13% | +17.53% |
| 2024 | +11.49% | +25.33% |
| 2023 | +28.50% | +27.20% |
| 2022 | -12.37% | -19.55% |
| 2021 | +29.11% | +28.14% |
| 2020 | +11.08% | +19.82% |
| 2019 | +24.65% | +31.29% |
| 2018 | -15.06% | -5.43% |
| 2017 | +5.78% | +20.61% |
| 2016 | N/A | +13.41% |
| 2015 | N/A | +0.74% |
| 2014 | N/A | +14.23% |
| 2013 | N/A | +30.39% |
| 2012 | N/A | +14.32% |
| 2011 | N/A | +0.15% |
| 2010 | N/A | +11.85% |
SDVY vs VONE Drawdown Comparison
The maximum drawdown for SDVY was -44.70%, occurring on Mar 23, 2020. Recovery took 334 trading sessions.
The maximum drawdown for VONE was -34.66%, occurring on Mar 23, 2020. Recovery took 120 trading sessions.
The current SDVY drawdown is -1.51%.
| Rank | SDVY | VONE |
|---|---|---|
| #1 | -44.70% Jul 24, 2019 - Nov 17, 2020 | -34.66% Feb 19, 2020 - Aug 10, 2020 |
| #2 | -25.92% Nov 25, 2024 - Jan 5, 2026 | -25.13% Dec 27, 2021 - Dec 13, 2023 |
| #3 | -24.44% Jan 4, 2022 - Jul 19, 2023 | -19.73% Apr 29, 2011 - Feb 8, 2012 |
| #4 | -22.58% Aug 21, 2018 - Jul 24, 2019 | -19.72% Sep 20, 2018 - Apr 12, 2019 |
| #5 | -12.52% Aug 7, 2023 - Dec 4, 2023 | -19.06% Feb 19, 2025 - Jun 26, 2025 |
| #6 | -9.76% Jul 31, 2024 - Oct 11, 2024 | -14.30% May 21, 2015 - Jun 6, 2016 |
| #7 | -9.27% Feb 20, 2026 - Apr 27, 2026 | -9.93% Jan 26, 2018 - Jul 25, 2018 |
| #8 | -8.86% May 7, 2021 - Nov 3, 2021 | -9.89% Apr 2, 2012 - Aug 16, 2012 |
| #9 | -8.09% Jan 23, 2018 - Aug 21, 2018 | -9.37% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -7.23% Nov 16, 2021 - Jan 4, 2022 | -8.85% Jan 12, 2026 - Apr 14, 2026 |
| #11 | -7.15% Mar 28, 2024 - May 15, 2024 | -8.55% Jul 16, 2024 - Sep 19, 2024 |
| #12 | -6.13% Mar 15, 2021 - Apr 5, 2021 | -7.46% Sep 19, 2014 - Oct 31, 2014 |
| #13 | -6.08% Dec 26, 2023 - Mar 7, 2024 | -7.21% Sep 19, 2012 - Jan 2, 2013 |
| #14 | -6.07% May 15, 2024 - Jul 15, 2024 | -6.66% May 3, 2019 - Jun 20, 2019 |
| #15 | -5.95% Jan 20, 2021 - Feb 5, 2021 | -6.07% Jul 26, 2019 - Oct 25, 2019 |
Correlation
Correlation between SDVY and VONE is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2010 - 2026)
SDVY vs VONE dividend yield comparison.
| Year | SDVY | VONE |
|---|---|---|
| 2026 | 0.23% | 0.26% |
| 2025 | 1.69% | 1.07% |
| 2024 | 1.60% | 1.20% |
| 2023 | 1.90% | 1.40% |
| 2022 | 2.28% | 1.59% |
| 2021 | 1.09% | 1.16% |
| 2020 | 1.48% | 1.45% |
| 2019 | 1.69% | 1.65% |
| 2018 | 1.57% | 1.96% |
| 2017 | 0.29% | 1.69% |
| 2016 | 0.00% | 1.89% |
| 2015 | 0.00% | 1.89% |
| 2014 | 0.00% | 1.68% |
| 2013 | 0.00% | 1.70% |
| 2012 | 0.00% | 2.00% |
| 2011 | 0.00% | 1.63% |
| 2010 | 0.00% | 0.32% |
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