SDVY vs VOO
First Trust SMID Cap Rising Dividend Achievers ETF vs Vanguard S&P 500 ETF
Which is better, SDVY or VOO?
Mid Cap Growth against Large Cap Blend.
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. SDVY is less concentrated, with 10.5% of the fund in its ten largest positions against 37.6%.
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 | SDVY | VOO |
|---|---|---|
| Expense Ratio | 0.58% | 0.03%Best |
| AUM | $11.4B | $997.4B |
| Dividend Yield | 0.96% | 1.04% |
| Holdings | 348 | 509 |
| YTD Return | +8.42% | +12.37%Best |
| 1Y Return | +9.59% | +16.61%Best |
| 3Y Return (annualized) | +14.96% | +21.37%Best |
| 5Y Return (annualized) | +10.20% | +13.49%Best |
| Volatility (annualized) | 22.1% | 16.3%Best |
| Max Drawdown | -45.2% | -34.3%Best |
| $10,000 over 5 years | $16,252 | $18,827Best |
| Top 10 Weight | 10.5%Best | 37.6% |
| Fund Family | First Trust Portfolios (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Growth | Large Cap Blend |
| Inception | Nov 2, 2017 | Sep 7, 2010 |
Volatility and max drawdown are measured over the window both funds cover: Nov 3, 2017 to Sep 18, 2026 (8.9 years).
SDVY vs VOO 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 covers the 8.9 years both funds cover.
SDVY vs VOO Performance
First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) is an ETF from First Trust Portfolios (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year SDVY returned +9.59% while VOO returned +16.61%. Year to date, SDVY is up 8.42% versus a gain of 12.37% for VOO.
Over three years, SDVY compounded at +14.96% per year against +21.37% for VOO; over five years the annualized figures are +10.20% and +13.49% respectively. Across the full 9-year window we track, VOO has the edge at +13.99% annualized vs +9.87%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SDVY has been the more volatile fund, with annualized monthly volatility of 22.1% compared with 16.3% 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 -45.2% for SDVY and -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SDVY charges 0.58% per year while VOO charges 0.03%. On a $10,000 position that is $58 vs $3 annually, a gap of $55 per year that compounds over a long holding period. On income, SDVY currently yields 0.96% against 1.04% for VOO.
Holdings Overlap
23.0% of SDVY's money is in holdings VOO also owns. 1.6% of VOO's money is in holdings SDVY also owns.
SDVY and VOO share little of their money.
39 positions in common, counted across the 172 positions we hold weights for in SDVY and 494 in VOO, against full books of 348 and 509.
What only one of them owns
Our book lists 448 positions for VOO that do not appear in our book for SDVY (97.6% of the fund), and 130 for SDVY that do not appear in VOO (73.9%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in SDVY | Weight in VOO | Difference |
|---|---|---|---|
| IBKRInteractive Brokers Group Inc | 1.13% | 0.06% | 1.07% |
| FIXComfort Systems USA Inc. | 0.97% | 0.09% | 0.88% |
| AIZAssurant, Inc. | 1.00% | 0.02% | 0.98% |
| WSMWilliams-sonoma Inc | 0.96% | 0.04% | 0.92% |
| VRSNVerisign Inc. | 0.92% | 0.04% | 0.88% |
| EMEEmcor Group Inc | 0.87% | 0.06% | 0.81% |
| FOXAFox Corp. Class A | 0.90% | 0.02% | 0.88% |
| SNASnap-On Inc. | 0.89% | 0.03% | 0.86% |
| NTAPNetapp Inc | 0.87% | 0.05% | 0.82% |
| CINFCincinnati Financial Corp. | 0.87% | 0.04% | 0.83% |
23.0% of SDVY is already inside VOO.
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, SDVY or VOO?
SDVY has an expense ratio of 0.58% while VOO charges 0.03%. VOO is the cheaper option, by $55 a year on a $10,000 investment.
Which performed better, SDVY or VOO?
Over the past year SDVY returned +9.59% vs +16.61% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (9 years), SDVY annualized +9.87% vs +13.99% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SDVY or VOO?
SDVY has been the more volatile fund at 22.1% annualized versus 16.3% for VOO. Worst drawdown: SDVY -45.2% vs VOO -34.3%.
Should I hold both SDVY and VOO?
SDVY and VOO have a monthly-return correlation of 0.83, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between SDVY and VOO?
23.0% of SDVY's money is in holdings VOO also owns. 1.6% of VOO's is in holdings SDVY also owns. They hold 39 positions in common, counted across the 172 positions we hold weights for in SDVY and 494 in VOO.
Which pays a higher dividend, SDVY or VOO?
SDVY yields 0.96% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.
Is VOO better than SDVY?
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. SDVY is less concentrated, with 10.5% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.