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 +12.5% compared to +10.7%
SDVY vs VONE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SDVY
$12B
VONE
$12B
Expense Ratio
SDVY
0.58%
Winner
VONE
0.06%
Max Drawdown
SDVY
45.19%
Winner
VONE
34.66%
Sharpe Ratio
SDVY
1.05
Winner
VONE
1.26
5Y Beta
Winner
SDVY
0.90
VONE
0.97
P/E Ratio
Winner
SDVY
17.47
VONE
26.83
Forward P/E
Winner
SDVY
15.27
VONE
20.31
PEG Ratio
SDVY
0.32
VONE
N/A
5Y Dividends CAGR
SDVY
7.88%
Winner
VONE
11.63%
5Y EPS CAGR
SDVY
17.37%
Winner
VONE
27.55%
Debt to Equity
Winner
SDVY
-7.62%
VONE
68.02%
P/S Ratio
Winner
SDVY
2.14
VONE
3.46
P/B Ratio
Winner
SDVY
2.63
VONE
5.24
SDVY vs VONE - Holdings Comparison
SDVY and VONE have 107 common holdings. Overlap is 2.39%
SDVY's top 25 holdings weight is 25.45%. VONE's top 25 holdings weight is 44.93%.
| Rank | SDVY | VONE |
|---|---|---|
| #1 | ENERSYS (ENS) - 1.28% | NVIDIA CORP (NVDA) - 6.71% |
| #2 | COMFORT SYSTEMS USA INC (FIX) - 1.24% | APPLE INC (AAPL) - 6.01% |
| #3 | NATIONAL HEALTHCARE CORP (NHC) - 1.19% | MICROSOFT CORP (MSFT) - 3.98% |
| #4 | PRICESMART INC (PSMT) - 1.18% | AMAZON.COM INC (AMZN) - 3.32% |
| #5 | WOODWARD INC (WWD) - 1.11% | ALPHABET INC CLASS A (GOOGL) - 3.00% |
| #6 | WATTS WATER TECHNOLOGIES INC CLASS A (WTS) - 1.08% | BROADCOM INC (AVGO) - 2.53% |
| #7 | CLEAR SECURE INC ORDINARY SHARES CLASS A (YOU) - 1.06% | ALPHABET INC CLASS C (GOOG) - 2.41% |
| #8 | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 1.01% | MICRON TECHNOLOGY INC (MU) - 1.87% |
| #9 | APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 1.00% | META PLATFORMS INC CLASS A (META) - 1.78% |
| #10 | ZIONS BANCORP NA (ZION) - 0.98% | TESLA INC (TSLA) - 1.77% |
| #11 | FIRST BANCORP (FBP) - 0.98% | ELI LILLY AND CO (LLY) - 1.38% |
| #12 | EMCOR GROUP INC (EME) - 0.98% | ADVANCED MICRO DEVICES INC (AMD) - 1.36% |
| #13 | WILLIAMS-SONOMA INC (WSM) - 0.98% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.34% |
| #14 | SELECTIVE INSURANCE GROUP INC (SIGI) - 0.97% | JPMORGAN CHASE & CO (JPM) - 1.17% |
| #15 | UMB FINANCIAL CORP (UMBF) - 0.97% | INTEL CORP (INTC) - 0.88% |
| #16 | THE HANOVER INSURANCE GROUP INC (THG) - 0.96% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | RALPH LAUREN CORP CLASS A (RL) - 0.95% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.82% |
| #18 | INTERPARFUMS INC (IPAR) - 0.95% | APPLIED MATERIALS INC (AMAT) - 0.82% |
| #19 | EAST WEST BANCORP INC (EWBC) - 0.95% | VISA INC CLASS A (V) - 0.81% |
| #20 | ACUITY INC (AYI) - 0.95% | LAM RESEARCH CORP (LRCX) - 0.78% |
| #21 | ASSURANT INC (AIZ) - 0.95% | PEPSICO INC (PEP) - 0.27% |
| #22 | TOLL BROTHERS INC (TOL) - 0.94% | VERIZON COMMUNICATIONS INC (VZ) - 0.26% |
| #23 | CINCINNATI FINANCIAL CORP (CINF) - 0.94% | ARISTA NETWORKS INC (ANET) - 0.26% |
| #24 | WINTRUST FINANCIAL CORP (WTFC) - 0.93% | AMERICAN EXPRESS CO (AXP) - 0.26% |
| #25 | SNAP-ON INC (SNA) - 0.92% | NEXTERA ENERGY INC (NEE) - 0.26% |
| Total Holdings | 174 | 961 |
SDVY vs VONE - Historical Returns
Returns include dividend reinvestment.
1M
SDVY
+1.62%
Winner
VONE
+2.56%
3M
Winner
SDVY
+6.29%
VONE
+3.86%
6M
SDVY
+3.62%
Winner
VONE
+11.60%
1Y
SDVY
+19.91%
Winner
VONE
+21.62%
5Y(CAGR)
SDVY
+10.69%
Winner
VONE
+12.48%
10Y(CAGR)
SDVY
+11.26%
Winner
VONE
+15.00%
Max(CAGR)
SDVY
+11.26%
Winner
VONE
+14.59%
SDVY vs VONE - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | SDVY | VONE |
|---|---|---|
| 2026 | +13.82% | +12.64% |
| 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 -2.38%. The current VONE drawdown is -1.49%.
| 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 | 0.43% | 0.50% |
| 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% |
Select Stocks to Compare
Popular: SDVY vs SPYVONE vs SPY
More Comparisons
Compare with similar stocks