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