SDVD vs VOO
FT Vest SMID Rising Dividend Achievers Target Income ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | SDVD | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.85% | 0.03% | |
| AUM | $935M | $997.4B | |
| Dividend Yield | 7.93% | 1.08% | |
| Holdings | 175 | 509 | |
| YTD Return | +10.08% | +12.76% | |
| 1Y Return | +12.66% | +20.14% | |
| 3Y Return (annualized) | +6.50% | +21.69% | |
| 5Y Return (annualized) | - | +13.00% | |
| Volatility (annualized) | 22.4% | 14.1% | |
| Max Drawdown | -29.1% | -34.3% | |
| Fund Family | First Trust Portfolios (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Aug 9, 2023 | Sep 7, 2010 |
SDVD vs VOO Performance
FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) is a ETF from First Trust Portfolios (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SDVD returned +12.66% while VOO returned +20.14%. Year to date, SDVD is up 10.08% versus a gain of 12.76% for VOO.
Over three years, SDVD compounded at +6.50% per year against +21.69% for VOO. Across the full 3-year window we track, VOO has the edge at +13.47% annualized vs +5.55%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SDVD has been the more volatile fund, with annualized monthly volatility of 22.4% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -29.1% for SDVD and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.66. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SDVD charges 0.85% per year while VOO charges 0.03%. On a $10,000 position that is $85 vs $3 annually, a gap of $82 per year that compounds over a long holding period. On income, SDVD currently yields 7.93% against 1.08% for VOO.
Holdings Overlap
SDVD and VOO share 40 holdings out of 638 unique holdings combined, representing a 1.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SDVD or VOO?
SDVD has an expense ratio of 0.85% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $82 per year of difference.
Which performed better, SDVD or VOO?
Over the past year SDVD returned +12.66% vs +20.14% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), SDVD annualized +5.55% vs +13.47% for VOO. Past performance does not guarantee future results.
Which is riskier, SDVD or VOO?
SDVD has been the more volatile fund at 22.4% annualized versus 14.1% for VOO. Worst drawdown: SDVD -29.1% vs VOO -34.3%.
Should I hold both SDVD and VOO?
SDVD and VOO have a monthly-return correlation of 0.66, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SDVD and VOO?
SDVD and VOO share 40 common holdings with a 1.6% weight overlap. Combined, they hold 638 unique securities.
Which pays a higher dividend, SDVD or VOO?
SDVD yields 7.93% while VOO yields 1.08%, so SDVD currently pays the higher dividend yield.
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