AVUC vs SDVD
Avantis US Core Equity ETF vs FT Vest SMID Rising Dividend Achievers Target Income ETF
Which is better, AVUC or SDVD?
AVUC costs less.
AVUC has a lower expense ratio. SDVD is less concentrated, with 10.3% of the fund in its ten largest positions against 36.4%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | AVUC | SDVD |
|---|---|---|
| Expense Ratio | 0.17%Best | 0.85% |
| AUM | - | $916M |
| Dividend Yield | 0.00% | 8.47% |
| Holdings | 1,568 | 174 |
| YTD Return | -0.65% | +6.78%Best |
| 1Y Return | - | +9.23% |
| 3Y Return (annualized) | - | +13.99% |
| Top 10 Weight | 36.4% | 10.3%Best |
| Fund Family | Avantis Investors | First Trust Portfolios (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Oct 13, 2026 | Aug 9, 2023 |
Not shown on this pair: 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.
AVUC vs SDVD growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
AVUC vs SDVD Performance
Avantis US Core Equity ETF (AVUC) is an ETF from Avantis Investors and FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) is an ETF from First Trust Portfolios (US). Year to date, AVUC is down 0.65% versus a gain of 6.78% for SDVD.
Past performance does not guarantee future results.
Fees and Cost Over Time
AVUC charges 0.17% per year while SDVD charges 0.85%. On a $10,000 position that is $17 vs $85 annually, a gap of $68 per year that compounds over a long holding period. On income, AVUC currently yields 0.00% against 8.47% for SDVD.
Holdings Overlap
1.2% of AVUC's money is in holdings SDVD also owns. 94.5% of SDVD's money is in holdings AVUC also owns.
Most of SDVD is already inside AVUC. Owning both mostly buys the same companies twice.
160 positions in common, counted across the 1,568 positions we hold weights for in AVUC and 172 in SDVD, against full books of 1,568 and 174.
What only one of them owns
Measured across the 1,568 and 172 positions we hold weights for.
AVUC holds 504 positions SDVD does not, 95.3% of the fund.
Largest: IWF 6.84%, IWD 5.81%, AAPL 5.32%, MSFT 3.97%, NVDA 3.91%
Top Shared Holdings
| Stock | Weight in AVUC | Weight in SDVD | Difference |
|---|---|---|---|
| CINFCincinnati Financial Corp. | 0.16% | 0.95% | 0.79% |
| THGHanover Insurance Group Inc | 0.00% | 1.09% | 1.09% |
| RGAReinsurance Group Of America Inc | 0.01% | 1.06% | 1.05% |
| VLTOVeralto Corp | 0.01% | 1.05% | 1.04% |
| WSMWilliams-sonoma Inc | 0.00% | 1.06% | 1.06% |
| AIZAssurant, Inc. | 0.01% | 1.02% | 1.01% |
| IPARInter Parfums Inc | 0.00% | 1.02% | 1.02% |
| NHCNational Healthcare Corporation | 0.00% | 1.02% | 1.02% |
| VRSNVerisign Inc. | 0.00% | 1.02% | 1.02% |
| FBPFirst Bancorp/puerto Rico | 0.01% | 0.98% | 0.97% |
94.5% of SDVD is already inside AVUC.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, AVUC or SDVD?
AVUC has an expense ratio of 0.17% while SDVD charges 0.85%. AVUC is the cheaper option, by $68 a year on a $10,000 investment.
What is the holdings overlap between AVUC and SDVD?
94.5% of SDVD's money is in holdings AVUC also owns. 94.5% of SDVD's is in holdings AVUC also owns. They hold 160 positions in common, counted across the 1,568 positions we hold weights for in AVUC and 172 in SDVD.
Which pays a higher dividend, AVUC or SDVD?
AVUC yields 0.00% while SDVD yields 8.47%, so SDVD currently pays the higher dividend yield.
Is SDVD better than AVUC?
AVUC has a lower expense ratio. SDVD is less concentrated, with 10.3% of the fund in its ten largest positions against 36.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.