SDVY vs VXUS
First Trust SMID Cap Rising Dividend Achievers ETF vs Vanguard Total International Stock ETF
Which is better, SDVY or VXUS?
Mid Cap Growth against Large Cap Blend.
VXUS has a lower expense ratio. SDVY led over 5Y and the full window, VXUS over 1Y and 3Y.
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 | VXUS |
|---|---|---|
| Expense Ratio | 0.58% | 0.05%Best |
| AUM | $11.4B | $158.1B |
| Dividend Yield | 0.96% | 2.51% |
| Holdings | 348 | 8,747 |
| YTD Return | +8.68% | +12.21%Best |
| 1Y Return | +11.56% | +19.22%Best |
| 3Y Return (annualized) | +15.04% | +19.10%Best |
| 5Y Return (annualized) | +9.69%Best | +8.63% |
| Volatility (annualized) | 22.1% | 15.8%Best |
| Max Drawdown | -45.2% | -39.9%Best |
| $10,000 over 5 years | $15,879Best | $15,127 |
| Fund Family | First Trust Portfolios (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Growth | Large Cap Blend |
| Inception | Nov 2, 2017 | Jan 26, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Nov 3, 2017 to Sep 16, 2026 (8.9 years).
SDVY vs VXUS 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 VXUS Performance
First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) is an ETF from First Trust Portfolios (US) and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year SDVY returned +11.56% while VXUS returned +19.22%. Year to date, SDVY is up 8.68% versus a gain of 12.21% for VXUS.
Over three years, SDVY compounded at +15.04% per year against +19.10% for VXUS; over five years the annualized figures are +9.69% and +8.63% respectively. Across the full 9-year window we track, SDVY has the edge at +9.91% annualized vs +6.86%.
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 15.8% for VXUS. 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 -39.9% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SDVY charges 0.58% per year while VXUS charges 0.05%. On a $10,000 position that is $58 vs $5 annually, a gap of $53 per year that compounds over a long holding period. On income, SDVY currently yields 0.96% against 2.51% for VXUS.
Holdings Overlap
At least 0.2% of SDVY's money is in holdings VXUS also owns.
Stated as a floor: for VXUS, our book for it covers 88.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
We cannot see either book well enough to say how much of this pair is duplicated.
1 positions in common, counted across the 172 positions we hold weights for in SDVY and 8,082 in VXUS, against full books of 348 and 8,747.
Top Shared Holdings
| Stock | Weight in SDVY | Weight in VXUS | Difference |
|---|---|---|---|
| HBANHuntington Bancshares Inc./Oh | 0.22% | 0.05% | 0.17% |
You are not choosing between two funds in isolation.
Whichever of SDVY and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, SDVY or VXUS?
SDVY has an expense ratio of 0.58% while VXUS charges 0.05%. VXUS is the cheaper option, by $53 a year on a $10,000 investment.
Which performed better, SDVY or VXUS?
Over the past year SDVY returned +11.56% vs +19.22% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (9 years), SDVY annualized +9.91% vs +6.86% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SDVY or VXUS?
SDVY has been the more volatile fund at 22.1% annualized versus 15.8% for VXUS. Worst drawdown: SDVY -45.2% vs VXUS -39.9%.
Should I hold both SDVY and VXUS?
SDVY and VXUS have a monthly-return correlation of 0.81, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, SDVY or VXUS?
SDVY yields 0.96% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.
Is VXUS better than SDVY?
VXUS has a lower expense ratio. SDVY led over 5Y and the full window, VXUS over 1Y and 3Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.