VFVA vs SDVD
Comparison between VANGUARD U.S. VALUE FACTOR ETF ETF SHARES (VFVA, ETF) and FT VEST SMID RISING DIVIDEND ACHIEVERS TARGET INCOME ETF (SDVD, ETF).
VFVA vs SDVD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
VFVA
$913M
SDVD
$910M
Expense Ratio
Winner
VFVA
0.13%
SDVD
0.85%
Max Drawdown
VFVA
50.67%
Winner
SDVD
26.71%
Sharpe Ratio
Winner
VFVA
1.80
SDVD
1.07
5Y Beta
VFVA
0.87
Winner
SDVD
0.83
P/E Ratio
VFVA
50.03
Winner
SDVD
18.01
Forward P/E
Winner
VFVA
11.11
SDVD
15.64
PEG Ratio
VFVA
N/A
SDVD
0.38
5Y Dividends CAGR
VFVA
12.25%
SDVD
N/A
5Y EPS CAGR
VFVA
8.67%
Winner
SDVD
18.86%
Debt to Equity
VFVA
68.52%
Winner
SDVD
12.66%
P/S Ratio
Winner
VFVA
0.78
SDVD
2.19
P/B Ratio
Winner
VFVA
1.67
SDVD
2.68
VFVA vs SDVD - Holdings Comparison
VFVA and SDVD have 54 common holdings. Overlap is 6.70%
VFVA's top 25 holdings weight is 16.82%. SDVD's top 25 holdings weight is 28.04%.
| Rank | VFVA | SDVD |
|---|---|---|
| #1 | CVS HEALTH CORP (CVS) - 0.95% | COMFORT SYSTEMS USA INC (FIX) - 1.93% |
| #2 | BRISTOL-MYERS SQUIBB CO (BMY) - 0.84% | ENERSYS (ENS) - 1.67% |
| #3 | EOG RESOURCES INC (EOG) - 0.84% | POWELL INDUSTRIES INC (POWL) - 1.61% |
| #4 | THE CIGNA GROUP (CI) - 0.80% | CLEAR SECURE INC ORDINARY SHARES CLASS A (YOU) - 1.44% |
| #5 | SALESFORCE INC (CRM) - 0.77% | n/a (WFRD) - 1.32% |
| #6 | GENERAL MOTORS CO (GM) - 0.77% | EMCOR GROUP INC (EME) - 1.15% |
| #7 | INTUIT INC (INTU) - 0.75% | CACTUS INC CLASS A (WHD) - 1.13% |
| #8 | U.S. BANCORP (USB) - 0.73% | CBOE GLOBAL MARKETS INC (CBOE) - 1.12% |
| #9 | ELEVANCE HEALTH INC (ELV) - 0.73% | MUELLER INDUSTRIES INC (MLI) - 1.12% |
| #10 | VERIZON COMMUNICATIONS INC (VZ) - 0.73% | PRICESMART INC (PSMT) - 1.10% |
| #11 | MERCK & CO INC (MRK) - 0.69% | NORTHERN TRUST CORP (NTRS) - 1.07% |
| #12 | TRUIST FINANCIAL CORP (TFC) - 0.68% | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 1.07% |
| #13 | BOOKING HOLDINGS INC (BKNG) - 0.63% | WOODWARD INC (WWD) - 1.04% |
| #14 | AT&T INC (T) - 0.63% | EAST WEST BANCORP INC (EWBC) - 0.97% |
| #15 | ALTRIA GROUP INC (MO) - 0.62% | APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 0.97% |
| #16 | PFIZER INC (PFE) - 0.61% | UMB FINANCIAL CORP (UMBF) - 0.96% |
| #17 | CHUBB LTD (CB) - 0.61% | RALPH LAUREN CORP CLASS A (RL) - 0.95% |
| #18 | COMCAST CORP CLASS A (CMCSA) - 0.60% | FIRST BANCORP (FBP) - 0.95% |
| #19 | MARATHON PETROLEUM CORP (MPC) - 0.59% | ASSURANT INC (AIZ) - 0.94% |
| #20 | FEDEX CORP (FDX) - 0.57% | PRIMORIS SERVICES CORP (PRIM) - 0.94% |
| #21 | HCA HEALTHCARE INC (HCA) - 0.55% | NEW YORK TIMES CO CLASS A (NYT) - 0.93% |
| #22 | ACCENTURE PLC CLASS A (ACN) - 0.54% | ITT INC (ITT) - 0.92% |
| #23 | MEDTRONIC PLC (MDT) - 0.54% | ALLISON TRANSMISSION HOLDINGS INC (ALSN) - 0.92% |
| #24 | ABBVIE INC (ABBV) - 0.54% | WINTRUST FINANCIAL CORP (WTFC) - 0.91% |
| #25 | THE WALT DISNEY CO (DIS) - 0.51% | NOV INC (NOV) - 0.91% |
| Total Holdings | 658 | 169 |
VFVA vs SDVD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VFVA
+5.38%
SDVD
+1.58%
3M
Winner
VFVA
+13.82%
SDVD
+6.27%
6M
Winner
VFVA
+14.15%
SDVD
+3.54%
1Y
Winner
VFVA
+33.68%
SDVD
+20.16%
5Y(CAGR)
VFVA
+13.31%
SDVD
N/A
10Y(CAGR)
VFVA
+11.63%
SDVD
N/A
Max(CAGR)
VFVA
+11.63%
Winner
SDVD
+15.37%
VFVA vs SDVD - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | VFVA | SDVD |
|---|---|---|
| 2026 | +22.77% | +14.05% |
| 2025 | +14.87% | +9.04% |
| 2024 | +7.29% | +12.70% |
| 2023 | +17.94% | +10.26% |
| 2022 | -5.31% | N/A |
| 2021 | +38.41% | N/A |
| 2020 | +2.38% | N/A |
| 2019 | +23.22% | N/A |
| 2018 | -15.60% | N/A |
VFVA vs SDVD Drawdown Comparison
The maximum drawdown for VFVA was -48.55%, occurring on Mar 23, 2020. Recovery took 560 trading sessions.
The maximum drawdown for SDVD was -24.15%, occurring on Apr 8, 2025. Recovery took 261 trading sessions.
The current VFVA drawdown is -0.15%. The current SDVD drawdown is -2.57%.
| Rank | VFVA | SDVD |
|---|---|---|
| #1 | -48.55% Sep 20, 2018 - Dec 10, 2020 | -24.15% Nov 25, 2024 - Dec 11, 2025 |
| #2 | -24.07% Nov 25, 2024 - Aug 22, 2025 | -11.02% Sep 1, 2023 - Dec 1, 2023 |
| #3 | -20.18% Mar 29, 2022 - Feb 1, 2023 | -9.67% Jul 31, 2024 - Oct 11, 2024 |
| #4 | -17.03% Feb 2, 2023 - Dec 13, 2023 | -8.75% Feb 26, 2026 - Jun 24, 2026 |
| #5 | -9.52% Jun 8, 2021 - Oct 20, 2021 | -6.86% Mar 28, 2024 - Jul 15, 2024 |
| #6 | -9.09% Jul 31, 2024 - Oct 16, 2024 | -5.38% Dec 26, 2023 - Feb 29, 2024 |
| #7 | -8.55% Feb 6, 2026 - Apr 20, 2026 | -3.95% Aug 11, 2023 - Sep 1, 2023 |
| #8 | -8.29% Nov 12, 2021 - Jan 4, 2022 | -3.92% Oct 17, 2024 - Nov 6, 2024 |
| #9 | -7.43% Jan 14, 2022 - Mar 29, 2022 | -2.96% Aug 14, 2026 - Aug 20, 2026 |
| #10 | -7.16% Mar 28, 2024 - Jul 16, 2024 | -2.70% Jul 17, 2026 - Jul 28, 2026 |
| #11 | -6.35% Mar 12, 2018 - May 17, 2018 | -2.50% Nov 11, 2024 - Nov 22, 2024 |
| #12 | -5.35% Mar 15, 2021 - Apr 16, 2021 | -2.40% Dec 11, 2025 - Jan 5, 2026 |
| #13 | -5.31% Oct 3, 2025 - Nov 25, 2025 | -2.40% Feb 20, 2026 - Feb 26, 2026 |
| #14 | -4.79% Jan 14, 2021 - Feb 5, 2021 | -2.36% Jul 16, 2024 - Jul 26, 2024 |
| #15 | -4.72% Dec 26, 2023 - Jan 30, 2024 | -2.20% Jul 6, 2026 - Jul 16, 2026 |
Correlation
Correlation between VFVA and SDVD is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2018 - 2026)
VFVA vs SDVD dividend yield comparison.
| Year | VFVA | SDVD |
|---|---|---|
| 2026 | 0.86% | 6.12% |
| 2025 | 2.13% | 8.36% |
| 2024 | 2.40% | 9.26% |
| 2023 | 2.45% | 3.18% |
| 2022 | 2.21% | 0.00% |
| 2021 | 1.68% | 0.00% |
| 2020 | 2.04% | 0.00% |
| 2019 | 2.08% | 0.00% |
| 2018 | 1.65% | 0.00% |
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