First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to SDVY
SDVY charges 0.60% annually. Among ETFs in the Small Cap Blend Equities category, these options have the lowest expense ratios among SDVY alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| iShares Morningstar Small-Cap ETF | 0.04% | Jun 28, 2004 | SDVY vs ISCB | |
| SPDR Portfolio S&P 600 Small Cap ETF | 0.05% | Jul 8, 2013 | SDVY vs SPSM | |
| Vanguard Extended Market ETF | 0.06% | Dec 27, 2001 | SDVY vs VXF | |
| iShares Core S&P Small-Cap ETF | 0.06% | May 22, 2000 | SDVY vs IJR | |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 0.09% | Nov 16, 2020 | SDVY vs BBSC |
Best Risk-Adjusted Alternatives to SDVY
Among ETFs in the Small Cap Blend 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 Microcap ETF | 87 | Aug 12, 2005 | SDVY vs IWC | |
| Invesco NASDAQ Future Gen 200 ETF | 84 | Oct 13, 2022 | SDVY vs QQQS | |
| First Trust Dow Jones Select MicroCap Index Fund | 83 | Sep 27, 2005 | SDVY vs FDM | |
| First Trust Small Cap Core AlphaDEX Fund | 81 | May 8, 2007 | SDVY vs FYX | |
| Fidelity Enhanced Small Cap ETF | 76 | Dec 20, 2007 | SDVY vs FESM |
Top Performing SDVY Alternatives (YTD)
SDVY alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| WisdomTree U.S. SmallCap Dividend Fund | 7.74% | Jun 16, 2006 | SDVY vs DES | |
| Opus Small Cap Value Plus ETF | 6.67% | Jul 18, 2018 | SDVY vs OSCV | |
| VictoryShares US Small Cap High Dividend Volatilit... | 6.03% | Jul 8, 2015 | SDVY vs CSB | |
| First Trust Small Cap Core AlphaDEX Fund | 5.67% | May 8, 2007 | SDVY vs FYX | |
| Overlay Shares Small Cap Equity ETF | 4.70% | Sep 30, 2019 | SDVY vs OVS |
Lowest Volatility Alternatives to SDVY
SDVY alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Global X Alternative Income ETF | 9.68% | Jul 14, 2015 | SDVY vs ALTY | |
| First Trust Horizon Managed Volatility Small/Mid E... | 13.63% | Apr 6, 2020 | SDVY vs HSMV | |
| ProShares S&P MidCap 400 Dividend Aristocrats ETF | 16.27% | Feb 5, 2015 | SDVY vs REGL | |
| Virtus Private Credit Strategy ETF | 16.60% | Feb 7, 2019 | SDVY vs VPC | |
| 6 Meridian Small Cap Equity ETF | 16.64% | May 11, 2020 | SDVY vs SIXS |
Lowest Drawdown Alternatives to SDVY
SDVY alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Global X Alternative Income ETF | -8.52% | Jul 14, 2015 | SDVY vs ALTY | |
| Invesco Russell 1000 Dynamic Multifactor ETF | -10.00% | Nov 8, 2017 | SDVY vs OMFL | |
| First Trust Horizon Managed Volatility Small/Mid E... | -10.57% | Apr 6, 2020 | SDVY vs HSMV | |
| ProShares Russell 2000 Dividend Growers ETF | -10.94% | Feb 5, 2015 | SDVY vs SMDV | |
| ProShares S&P MidCap 400 Dividend Aristocrats ETF | -10.94% | Feb 5, 2015 | SDVY vs REGL |
Other ETFs from First Trust
Most popular First Trust ETFs on PortfoliosLab, across asset classes.
Often Compared With SDVY
What investors most often compare with SDVY, 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.