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 47 ETFs in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 600 Small Cap ETF | 0.03% | 17.00B | Jul 2013 | SDVY vs SPSM | |
| Vanguard Small-Cap ETF | 0.03% | 188.20B | Jan 2004 | SDVY vs VB | |
| iShares Morningstar Small-Cap ETF | 0.04% | 282.21M | Jun 2004 | SDVY vs ISCB | |
| Schwab U.S. Small-Cap ETF | 0.04% | 22.23B | Nov 2009 | SDVY vs SCHA | |
| Vanguard Russell 2000 ETF | 0.06% | 18.60B | Sep 2010 | SDVY vs VTWO |
Best Risk-Adjusted Alternatives to SDVY
SDVY has a PortfoliosLab risk / return rank of 69. There are 49 ETFs in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| ProShares Russell 2000 Dynamic Daily Buffer ETF | 96 | — | Jun 2025 | SDVY vs RB | |
| First Trust Small Cap Core AlphaDEX Fund | 94 | 1.37B | May 2007 | SDVY vs FYX | |
| Hartford Multifactor Small Cap ETF | 92 | 61.48M | Mar 2015 | SDVY vs ROSC | |
| Victoryshares Small Cap Free Cash Flow ETF | 92 | 684.65M | Dec 2023 | SDVY vs SFLO | |
| Avantis US Small Cap Equity ETF | 91 | 3.05B | Jan 2022 | SDVY vs AVSC |
Top Performing SDVY Alternatives (YTD)
SDVY is at 14.77% YTD. There are 58 ETFs in the Small Cap Blend Equities category with higher YTD returns, going as high as 48.69%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Direxion Daily Small Cap Bull 3X Shares | 48.69% | 1.35B | Nov 2008 | SDVY vs TNA | |
| Victoryshares Small Cap Free Cash Flow ETF | 27.87% | 684.65M | Dec 2023 | SDVY vs SFLO | |
| Inspire Small/Mid Cap Impact ETF | 27.66% | 334.88M | Feb 2017 | SDVY vs ISMD | |
| Allspring SMID Core ETF | 27.10% | 78.82M | Jul 2025 | SDVY vs ASCE | |
| First Trust Small Cap Core AlphaDEX Fund | 25.97% | 1.37B | May 2007 | SDVY vs FYX |
Lowest Volatility Alternatives to SDVY
SDVY has 15.07% 1-year volatility. There are 10 ETFs in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 6.55%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| ProShares Russell 2000 Dynamic Daily Buffer ETF | 6.55% | — | Jun 2025 | SDVY vs RB | |
| iShares MSCI USA Small-Cap Min Vol Factor ETF | 9.75% | 288.96M | Sep 2016 | SDVY vs SMMV | |
| Global X Russell 2000 Covered Call ETF | 10.67% | 1.37B | Apr 2019 | SDVY vs RYLD | |
| First Trust Horizon Managed Volatility Small/Mid E... | 10.73% | 35.21M | Apr 2020 | SDVY vs HSMV | |
| CresAlta Small & Mid-Cap ETF | 11.65% | 88.99M | May 2026 | SDVY vs CVSM |
Lowest Drawdown Alternatives to SDVY
SDVY has a 1-year max drawdown of -9.28%. There are 30 ETFs in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -2.09%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| ProShares Russell 2000 Dynamic Daily Buffer ETF | -2.09% | — | Jun 2025 | SDVY vs RB | |
| Global X Russell 2000 Covered Call ETF | -6.29% | 1.37B | Apr 2019 | SDVY vs RYLD | |
| Hypatia Women CEO ETF | -6.96% | 5.55M | Jan 2023 | SDVY vs WCEO | |
| iShares MSCI USA Small-Cap Min Vol Factor ETF | -7.02% | 288.96M | Sep 2016 | SDVY vs SMMV | |
| 6 Meridian Small Cap Equity ETF | -7.16% | 106.31M | May 2020 | SDVY vs SIXS |
Other ETFs from First Trust
The 10 most viewed First Trust ETFs shown here include CIBR, GRID, AIRR and span 16 categories. AUM among these funds goes as high as $25B.
Often Compared With SDVY
Investors most often compare SDVY with CALF, REGL, RFV. These 20 comparison targets span 12 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