Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SDVY (First Trust SMID Cap Rising Dividend Achievers ETF) | 8.72% | 21.74% | 18.03% | 8.53% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SDVY (First Trust SMID Cap Rising Dividend Achievers ETF) | 11/06/2017 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.17 | 21.74 | 18.03 | 8.53 | NA | NA | NA | … | … | 8.72 | 8.38 | 11.19 | 28.58 | -11.99 | 29.05 | 11.72 | 25.65 | -15.27 | 5.76 |
| Sharpe Ratio | NA | 1.20 | 0.78 | 0.28 | NA | NA | NA | … | … | 1.12 | 0.27 | 0.40 | 1.21 | -0.51 | 1.45 | 0.26 | 0.90 | -1.04 | 3.68 |
| Standard Deviation(%) | NA | 15.31 | 19.31 | 21.02 | NA | NA | NA | … | … | 16.22 | 20.76 | 18.77 | 20.83 | 26.18 | 20.01 | 44.27 | 26.75 | 16.13 | 12.38 |
| Draw Down(%) | NA | 9.28 | 26.11 | 26.11 | NA | NA | NA | … | … | 9.28 | 21.94 | 11.68 | 15.73 | 24.45 | 8.86 | 43.63 | 18.97 | 22.58 | 2.66 |
| Yield(%) | 0.00 | 1.28 | 2.09 | 1.78 | 1.90 | 1.26 | 0.95 | … | … | 0.25 | 1.40 | 1.75 | 2.39 | 1.95 | 1.39 | 1.61 | 2.08 | 1.31 | 0.31 |
Data as of 06/04/2026, Common starting date is 11/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDVY (First Trust SMID Cap Rising Dividend Achievers ETF) |
5.53%
Jan 2018 – Jan 2021 |
5.75%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDVY (First Trust SMID Cap Rising Dividend Achievers ETF) |
25.46%
Mar 2020 – Mar 2023 |
20.85%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart