First Trust Value Line Dividend Index Fund (FVD) Alternatives
First Trust Value Line Dividend Index Fund (FVD) belongs to the Mid Cap Value Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with FVD. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to FVD
FVD charges 0.61% annually. Among ETFs in the Mid Cap Value Equities category, these options have the lowest expense ratios among FVD alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| iShares Morningstar Mid-Cap ETF | 0.06% | Jun 28, 2004 | FVD vs IMCV | |
| Vanguard Mid-Cap Value ETF | 0.07% | Aug 17, 2006 | FVD vs VOE | |
| Research Affiliates Deletions ETF | 0.09% | Sep 9, 2024 | FVD vs NIXT | |
| Vanguard S&P Mid-Cap 400 Value ETF | 0.10% | Sep 7, 2010 | FVD vs IVOV | |
| Vanguard U.S. Value Factor ETF | 0.13% | Feb 13, 2018 | FVD vs VFVA |
Best Risk-Adjusted Alternatives to FVD
Among ETFs in the Mid Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| iShares MSCI Agriculture Producers ETF | 79 | Jan 31, 2012 | FVD vs VEGI | |
| Alpha Architect U.S. Quantitative Value ETF | 72 | Oct 22, 2014 | FVD vs QVAL | |
| Avantis U.S. Mid Cap Value ETF | 66 | Nov 7, 2023 | FVD vs AVMV | |
| Vanguard Mid-Cap Value ETF | 65 | Aug 17, 2006 | FVD vs VOE | |
| WBI Power Factor High Dividend ETF | 63 | Dec 19, 2016 | FVD vs WBIY |
Top Performing FVD Alternatives (YTD)
FVD alternatives from the Mid Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| iShares MSCI Agriculture Producers ETF | 17.29% | Jan 31, 2012 | FVD vs VEGI | |
| Cambria Shareholder Yield ETF | 9.10% | May 14, 2013 | FVD vs SYLD | |
| Abacus FCF Real Assets Leaders ETF | 9.02% | Dec 13, 2021 | FVD vs ABLD | |
| ProShares Equities for Rising Rates ETF | 8.37% | Jul 24, 2017 | FVD vs EQRR | |
| Invesco S&P Ultra Dividend Revenue ETF | 8.05% | Oct 1, 2013 | FVD vs RDIV |
Lowest Volatility Alternatives to FVD
FVD alternatives from the Mid Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SPDR S&P Dividend ETF | 13.91% | Nov 15, 2005 | FVD vs SDY | |
| Global X Adaptive U.S. Factor ETF | 14.41% | Aug 24, 2018 | FVD vs AUSF | |
| Xtrackers S&P ESG Dividend Aristocrats ETF | 14.75% | Nov 8, 2022 | FVD vs SNPD | |
| Cultivar ETF | 14.80% | Dec 22, 2021 | FVD vs CVAR | |
| ProShares Russell U.S. Dividend Growers ETF | 14.88% | Nov 5, 2019 | FVD vs TMDV |
Lowest Drawdown Alternatives to FVD
FVD alternatives from the Mid Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| ProShares Russell U.S. Dividend Growers ETF | -10.52% | Nov 5, 2019 | FVD vs TMDV | |
| iShares MSCI Agriculture Producers ETF | -10.60% | Jan 31, 2012 | FVD vs VEGI | |
| Cultivar ETF | -10.62% | Dec 22, 2021 | FVD vs CVAR | |
| SPDR S&P Dividend ETF | -10.66% | Nov 15, 2005 | FVD vs SDY | |
| Global X Adaptive U.S. Factor ETF | -10.84% | Aug 24, 2018 | FVD vs AUSF |
Other ETFs from First Trust
Most popular First Trust ETFs on PortfoliosLab, across asset classes.
Often Compared With FVD
What investors most often compare with FVD, based on PortfoliosLab usage data.
Compare FVD with Any Fund or Stock
Compare FVD with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.