SUB vs SDVY
Comparison between ISHARES SHORT-TERM NATIONAL MUNI BOND ETF (SUB, ETF) and FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF (SDVY, ETF).
5-Year PerformanceSDVY has outperformed SUB, delivering a return of +10.5% compared to +1.4%
SUB vs SDVY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SUB vs SDVY - Historical Returns
Returns include dividend reinvestment.
SUB vs SDVY - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | SUB | SDVY |
|---|---|---|
| 2026 | +0.76% | +12.00% |
| 2025 | +3.55% | +9.13% |
| 2024 | +2.26% | +11.49% |
| 2023 | +2.83% | +28.50% |
| 2022 | -2.02% | -12.37% |
| 2021 | +0.17% | +29.11% |
| 2020 | +2.58% | +11.08% |
| 2019 | +3.00% | +24.65% |
| 2018 | +1.88% | -15.06% |
| 2017 | +0.83% | +5.78% |
| 2016 | +0.01% | N/A |
| 2015 | +0.71% | N/A |
| 2014 | +0.54% | N/A |
| 2013 | +0.77% | N/A |
| 2012 | +0.41% | N/A |
| 2011 | +3.85% | N/A |
| 2010 | +0.55% | N/A |
| 2009 | +4.28% | N/A |
| 2008 | +1.68% | N/A |
SUB vs SDVY Drawdown Comparison
The maximum drawdown for SUB was -9.46%, occurring on Mar 19, 2020. Recovery took 51 trading sessions.
The maximum drawdown for SDVY was -44.70%, occurring on Mar 23, 2020. Recovery took 334 trading sessions.
The current SUB drawdown is -0.17%. The current SDVY drawdown is -1.24%.
| Rank | SUB | SDVY |
|---|---|---|
| #1 | -9.46% Mar 6, 2020 - May 19, 2020 | -44.70% Jul 24, 2019 - Nov 17, 2020 |
| #2 | -6.40% Jan 16, 2009 - Sep 12, 2011 | -25.92% Nov 25, 2024 - Jan 5, 2026 |
| #3 | -4.92% Jan 13, 2009 - Jan 16, 2009 | -24.44% Jan 4, 2022 - Jul 19, 2023 |
| #4 | -4.35% Jul 22, 2021 - Dec 13, 2023 | -22.58% Aug 21, 2018 - Jul 24, 2019 |
| #5 | -2.43% Mar 1, 2013 - Oct 24, 2013 | -12.52% Aug 7, 2023 - Dec 4, 2023 |
| #6 | -1.71% Aug 24, 2016 - May 23, 2017 | -9.76% Jul 31, 2024 - Oct 11, 2024 |
| #7 | -1.46% Jan 17, 2012 - Mar 1, 2013 | -9.27% Feb 20, 2026 - Apr 27, 2026 |
| #8 | -1.25% Sep 7, 2017 - Nov 29, 2018 | -8.86% May 7, 2021 - Nov 3, 2021 |
| #9 | -1.23% Apr 4, 2025 - May 29, 2025 | -8.09% Jan 23, 2018 - Aug 21, 2018 |
| #10 | -0.92% Oct 2, 2024 - Jan 27, 2025 | -7.23% Nov 16, 2021 - Jan 4, 2022 |
| #11 | -0.87% Jan 30, 2015 - Oct 2, 2015 | -7.15% Mar 28, 2024 - May 15, 2024 |
| #12 | -0.80% Feb 23, 2026 - Jun 18, 2026 | -6.13% Mar 15, 2021 - Apr 5, 2021 |
| #13 | -0.77% Aug 15, 2019 - Nov 27, 2019 | -6.08% Dec 26, 2023 - Mar 7, 2024 |
| #14 | -0.75% Sep 12, 2011 - Dec 2, 2011 | -6.07% May 15, 2024 - Jul 15, 2024 |
| #15 | -0.68% Dec 27, 2023 - May 8, 2024 | -5.95% Jan 20, 2021 - Feb 5, 2021 |
Correlation
Correlation between SUB and SDVY is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2008 - 2026)
SUB vs SDVY dividend yield comparison.
| Year | SUB | SDVY |
|---|---|---|
| 2026 | 1.28% | 0.43% |
| 2025 | 2.42% | 1.69% |
| 2024 | 2.10% | 1.60% |
| 2023 | 1.73% | 1.90% |
| 2022 | 0.86% | 2.28% |
| 2021 | 0.72% | 1.09% |
| 2020 | 1.23% | 1.48% |
| 2019 | 1.58% | 1.69% |
| 2018 | 1.32% | 1.57% |
| 2017 | 0.95% | 0.29% |
| 2016 | 0.75% | 0.00% |
| 2015 | 0.77% | 0.00% |
| 2014 | 0.76% | 0.00% |
| 2013 | 0.84% | 0.00% |
| 2012 | 0.99% | 0.00% |
| 2011 | 1.27% | 0.00% |
| 2010 | 1.28% | 0.00% |
| 2009 | 1.44% | 0.00% |
| 2008 | 0.33% | 0.00% |
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