First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) belongs to the Small Cap Blend Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with SDVY. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SDVY
SDVY charges 0.60% annually. There are 41 ETFs in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Morningstar Small-Cap ETF | 0.04% | 275.08M | Jun 2004 | SDVY vs ISCB | |
| SPDR Portfolio S&P 600 Small Cap ETF | 0.05% | 15.79B | Jul 2013 | SDVY vs SPSM | |
| Vanguard Small-Cap ETF | 0.05% | 177.40B | Jan 2004 | SDVY vs VB | |
| iShares Core S&P Small-Cap ETF | 0.06% | 103.49B | May 2000 | SDVY vs IJR | |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 0.09% | 732.58M | Nov 2020 | SDVY vs BBSC |
Best Risk-Adjusted Alternatives to SDVY
SDVY has a PortfoliosLab risk / return rank of 44. There are 44 ETFs in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 88.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco NASDAQ Future Gen 200 ETF | 88 | 18.47M | Oct 2022 | SDVY vs QQQS | |
| First Trust Small Cap Core AlphaDEX Fund | 83 | 1.27B | May 2007 | SDVY vs FYX | |
| Fidelity Enhanced Small Cap ETF | 82 | 5.00B | Dec 2007 | SDVY vs FESM | |
| JPMorgan Fundamental Data Science Small Core ETF | 79 | 8.82M | Aug 2024 | SDVY vs SCDS | |
| iShares Micro-Cap ETF | 78 | 1.44B | Aug 2005 | SDVY vs IWC |
Top Performing SDVY Alternatives (YTD)
SDVY is at 8.17% YTD. There are 52 ETFs in the Small Cap Blend Equities category with higher YTD returns, going as high as 29.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco NASDAQ Future Gen 200 ETF | 29.47% | 18.47M | Oct 2022 | SDVY vs QQQS | |
| JPMorgan Fundamental Data Science Small Core ETF | 23.60% | 8.82M | Aug 2024 | SDVY vs SCDS | |
| Inspire Small/Mid Cap Impact ETF | 23.54% | 318.37M | Feb 2017 | SDVY vs ISMD | |
| Allspring SMID Core ETF | 22.72% | 33.92M | Jul 2025 | SDVY vs ASCE | |
| iShares Micro-Cap ETF | 21.51% | 1.44B | Aug 2005 | SDVY vs IWC |
Lowest Volatility Alternatives to SDVY
SDVY has 15.34% 1-year volatility. There are 10 ETFs in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 6.21%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| ProShares Russell 2000 Dynamic Daily Buffer ETF | 6.21% | — | Jun 2025 | SDVY vs RB | |
| First Trust Horizon Managed Volatility Small/Mid E... | 10.37% | 31.42M | Apr 2020 | SDVY vs HSMV | |
| OShares U.S. Small-Cap Quality Dividend ETF | 13.16% | 876.85M | Dec 2016 | SDVY vs OUSM | |
| 6 Meridian Small Cap Equity ETF | 13.24% | 106.31M | May 2020 | SDVY vs SIXS | |
| Opus Small Cap Value Plus ETF | 13.35% | 685.56M | Jul 2018 | SDVY vs OSCV |
Lowest Drawdown Alternatives to SDVY
SDVY has a 1-year max drawdown of -9.28%. There are 25 ETFs in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.15%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pacer US Small Cap Cash Cows 100 ETF | -6.15% | 3.51B | Jun 2017 | SDVY vs CALF | |
| Hypatia Women CEO ETF | -6.96% | 5.55M | Jan 2023 | SDVY vs WCEO | |
| 6 Meridian Small Cap Equity ETF | -7.16% | 106.31M | May 2020 | SDVY vs SIXS | |
| VictoryShares US Small Cap High Dividend Volatilit... | -7.18% | 260.47M | Jul 2015 | SDVY vs CSB | |
| Opus Small Cap Value Plus ETF | -7.55% | 685.56M | Jul 2018 | SDVY vs OSCV |
Other ETFs from First Trust
The 10 most viewed First Trust ETFs shown here include CIBR, GRID, NFTY and span 11 categories. AUM among these funds goes as high as $14B.
Often Compared With SDVY
Investors most often compare SDVY with AVUV, RFV, REGL. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare SDVY with Any Fund or Stock
Compare SDVY with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SDVY with funds that move differently
First Trust SMID Cap Rising Dividend Achievers ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SDVY.
Explore SDVY Diversifiers