SDVY Alternatives & Similar ETFs

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 42 ETFs in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.

Symbol	Name	Expense Ratio	AUM	Inception
SPSM	State Street SPDR Portfolio S&P 600 Small Cap ETF	0.03%	16.36B	Jul 2013	SDVY vs SPSM
SCHA	Schwab U.S. Small-Cap ETF	0.04%	23.58B	Nov 2009	SDVY vs SCHA
ISCB	iShares Morningstar Small-Cap ETF	0.04%	290.06M	Jun 2004	SDVY vs ISCB
VB	Vanguard Small-Cap ETF	0.05%	182.70B	Jan 2004	SDVY vs VB
IJR	iShares Core S&P Small-Cap ETF	0.06%	109.76B	May 2000	SDVY vs IJR

Best Risk-Adjusted Alternatives to SDVY

SDVY has a PortfoliosLab risk / return rank of 48. There are 47 ETFs in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 87.

Symbol	Name	Risk / Return Rank	AUM	Inception
FYX	First Trust Small Cap Core AlphaDEX Fund	87	1.31B	May 2007	SDVY vs FYX
FESM	Fidelity Enhanced Small Cap ETF	85	5.29B	Dec 2007	SDVY vs FESM
SCDS	JPMorgan Fundamental Data Science Small Core ETF	85	9.11M	Aug 2024	SDVY vs SCDS
QQQS	Invesco NASDAQ Future Gen 200 ETF	80	26.73M	Oct 2022	SDVY vs QQQS
ROSC	Hartford Multifactor Small Cap ETF	79	59.51M	Mar 2015	SDVY vs ROSC

Top Performing SDVY Alternatives (YTD)

SDVY is at 10.50% YTD. There are 55 ETFs in the Small Cap Blend Equities category with higher YTD returns, going as high as 56.90%.

Symbol	Name	YTD Return	AUM	Inception
TNA	Direxion Daily Small Cap Bull 3X Shares	56.90%	1.44B	Nov 2008	SDVY vs TNA
ASCE	Allspring SMID Core ETF	28.36%	78.82M	Jul 2025	SDVY vs ASCE
SCDS	JPMorgan Fundamental Data Science Small Core ETF	26.51%	9.11M	Aug 2024	SDVY vs SCDS
ISMD	Inspire Small/Mid Cap Impact ETF	25.15%	328.92M	Feb 2017	SDVY vs ISMD
FESM	Fidelity Enhanced Small Cap ETF	24.59%	5.29B	Dec 2007	SDVY vs FESM

Lowest Volatility Alternatives to SDVY

SDVY has 15.38% 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
RB	ProShares Russell 2000 Dynamic Daily Buffer ETF	6.55%	—	Jun 2025	SDVY vs RB
HSMV	First Trust Horizon Managed Volatility Small/Mid E...	10.62%	33.69M	Apr 2020	SDVY vs HSMV
RYLD	Global X Russell 2000 Covered Call ETF	10.66%	1.36B	Apr 2019	SDVY vs RYLD
OUSM	OShares U.S. Small-Cap Quality Dividend ETF	13.17%	875.00M	Dec 2016	SDVY vs OUSM
OSCV	Opus Small Cap Value Plus ETF	13.36%	685.56M	Jul 2018	SDVY vs OSCV

Lowest Drawdown Alternatives to SDVY

SDVY has a 1-year max drawdown of -9.28%. There are 26 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
CALF	Pacer US Small Cap Cash Cows 100 ETF	-6.15%	3.49B	Jun 2017	SDVY vs CALF
RYLD	Global X Russell 2000 Covered Call ETF	-6.29%	1.36B	Apr 2019	SDVY vs RYLD
WCEO	Hypatia Women CEO ETF	-6.96%	5.55M	Jan 2023	SDVY vs WCEO
SIXS	6 Meridian Small Cap Equity ETF	-7.16%	106.31M	May 2020	SDVY vs SIXS
CSB	VictoryShares US Small Cap High Dividend Volatilit...	-7.18%	257.49M	Jul 2015	SDVY vs CSB

Other ETFs from First Trust

The 10 most viewed First Trust ETFs shown here include CIBR, GRID, NFTY and span 13 categories. AUM among these funds goes as high as $14B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
CIBR	First Trust NASDAQ Cybersecurity ETF	Cybersecurity, Technology Equities	18	18.06%	13.59B	Jul 2015	SDVY vs CIBR
GRID	First Trust NASDAQ Clean Edge Smart Grid Infrastru...	Alternative Energy Equities	65	23.40%	11.60B	Nov 2009	SDVY vs GRID
NFTY	First Trust India NIFTY 50 Equal Weight ETF	Asia Pacific Equities, Equal Weight	5	-7.30%	136.58M	Feb 2012	SDVY vs NFTY
AIRR	First Trust RBA American Industrial Renaissance ET...	Building & Construction	79	31.81%	11.14B	Mar 2014	SDVY vs AIRR
FDL	First Trust Morningstar Dividend Leaders Index Fun...	Large Cap Value Equities, Dividend	69	12.67%	9.22B	Mar 2006	SDVY vs FDL
IGLD	FT Vest Gold Strategy Target Income ETF	Gold, Derivative Income, Precious Metals	18	-5.55%	543.16M	Mar 2021	SDVY vs IGLD
FTXL	First Trust Nasdaq Semiconductor ETF	Semiconductors, Technology Equities	96	111.02%	2.89B	Sep 2016	SDVY vs FTXL
TDIV	First Trust NASDAQ Technology Dividend Index Fund	Technology Equities, Dividend	53	19.03%	4.90B	Aug 2012	SDVY vs TDIV
QCLN	First Trust NASDAQ Clean Edge Green Energy Index F...	Alternative Energy Equities	78	37.20%	880.41M	Feb 2007	SDVY vs QCLN
KNG	FT Vest S&P 500 Dividend Aristocrats Target Income...	Dividend, S&P 500	27	4.84%	3.32B	Mar 2018	SDVY vs KNG

Often Compared With SDVY

Investors most often compare SDVY with AVUV, RFV, REGL. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
AVUV	Avantis US Small Cap Value ETF	Small Cap Value Equities	75	20.76%	26.41B	Sep 2019	SDVY vs AVUV
RFV	Invesco S&P MidCap 400® Pure Value ETF	Small Cap Value Equities	36	12.16%	321.20M	Mar 2006	SDVY vs RFV
REGL	ProShares S&P MidCap 400 Dividend Aristocrats ETF	Mid Cap Value Equities, Dividend	30	8.22%	1.71B	Feb 2015	SDVY vs REGL
VOO	Vanguard S&P 500 ETF	S&P 500	59	8.19%	1.70T	Sep 2010	SDVY vs VOO
IWM	iShares Russell 2000 ETF	Small Cap Blend Equities	67	20.47%	81.35B	May 2000	SDVY vs IWM
ITOT	iShares Core S&P Total U.S. Stock Market ETF	Large Cap Blend Equities	59	8.94%	93.53B	Jan 2004	SDVY vs ITOT
SPY	State Street SPDR S&P 500 ETF	S&P 500	59	8.15%	765.27B	Jan 1993	SDVY vs SPY
SMCF	Themes US Small Cap Cash Flow Champions ETF	Small Cap Value Equities	72	17.06%	3.04M	Dec 2023	SDVY vs SMCF
FNDA	Schwab Fundamental US Small Co. Index ETF	Small Cap Blend Equities	60	17.04%	9.55B	Aug 2013	SDVY vs FNDA
FXAIX	Fidelity 500 Index Fund	S&P 500	65	9.79%	—	Feb 1988	SDVY vs FXAIX
SMOT	VanEck Morningstar SMID Moat ETF	Mid Cap Blend Equities	29	5.03%	413.05M	Oct 2022	SDVY vs SMOT
PADZX	PGIM Absolute Return Bond Fund	Nontraditional Bonds	96	2.29%	—	Mar 2011	SDVY vs PADZX
PMAQX	Principal MidCap R6	Mid Cap Growth Equities	1	-6.87%	—	Nov 2016	SDVY vs PMAQX
AFSM	First Trust Active Factor Small Cap ETF	Small Cap Blend Equities	67	20.52%	104.34M	Dec 2019	SDVY vs AFSM
RDVY	First Trust Rising Dividend Achievers ETF	Dividend, Large Cap Blend Equities	67	13.40%	25.60B	Jan 2014	SDVY vs RDVY
EZM	WisdomTree U.S. MidCap Earnings Fund	Mid Cap Blend Equities	54	11.89%	917.67M	Feb 2007	SDVY vs EZM
QQQ	Invesco QQQ ETF	Nasdaq-100	59	16.45%	493.17B	Mar 1999	SDVY vs QQQ
VIG	Vanguard Dividend Appreciation ETF	Dividend	54	6.98%	127.80B	Apr 2006	SDVY vs VIG
ALTY	Global X Alternative Income ETF	Global Allocation, Dividend	82	6.45%	44.46M	Jul 2015	SDVY vs ALTY
IWMW	iShares Russell 2000 BuyWrite ETF	Derivative Income	70	11.78%	52.05M	Mar 2024	SDVY vs IWMW

Compare SDVY with Any Fund or Stock

Compare SDVY with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) Alternatives