TLH vs SDVY

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

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

TLH vs SDVY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

TLH

$11B

Winner

SDVY

$11B

Expense Ratio

Winner

TLH

0.15%

SDVY

0.58%

Max Drawdown

TLH

45.97%

Winner

SDVY

45.19%

Sharpe Ratio

TLH

-0.03

Winner

SDVY

1.10

5Y Beta

Winner

TLH

0.04

SDVY

0.92

P/E Ratio

TLH

N/A

SDVY

17.29

Forward P/E

TLH

N/A

SDVY

15.21

PEG Ratio

TLH

N/A

SDVY

0.25

5Y Dividends CAGR

TLH

3.08%

Winner

SDVY

7.88%

5Y EPS CAGR

TLH

N/A

SDVY

17.32%

Debt to Equity

TLH

N/A

SDVY

-5.77%

P/S Ratio

TLH

N/A

SDVY

2.09

P/B Ratio

TLH

N/A

SDVY

2.62

TLH vs SDVY - Historical Returns

Returns include dividend reinvestment.

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

TLH

-1.69%

Winner

SDVY

+2.15%

TLH

-1.79%

Winner

SDVY

+2.39%

TLH

-1.56%

Winner

SDVY

+5.80%

TLH

+2.55%

Winner

SDVY

+21.75%

5Y(CAGR)

TLH

-4.95%

Winner

SDVY

+10.52%

10Y(CAGR)

TLH

-1.15%

Winner

SDVY

+11.17%

Max(CAGR)

TLH

+2.82%

Winner

SDVY

+11.17%

TLH vs SDVY - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

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

TLH vs SDVY Drawdown Comparison

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

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

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

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

Correlation

Correlation between TLH and SDVY 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)

TLH vs SDVY dividend yield comparison.

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