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 45 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% | 16.85B | Jul 2013 | SDVY vs SPSM | |
| Schwab U.S. Small-Cap ETF | 0.04% | 23.26B | Nov 2009 | SDVY vs SCHA | |
| iShares Morningstar Small-Cap ETF | 0.04% | 282.90M | Jun 2004 | SDVY vs ISCB | |
| Vanguard Small-Cap ETF | 0.05% | 182.70B | Jan 2004 | SDVY vs VB | |
| iShares Core S&P Small-Cap ETF | 0.06% | 109.39B | May 2000 | SDVY vs IJR |
Best Risk-Adjusted Alternatives to SDVY
SDVY has a PortfoliosLab risk / return rank of 51. There are 50 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 | 90 | 1.36B | May 2007 | SDVY vs FYX | |
| Fidelity Enhanced Small Cap Core ETF | 88 | 5.78B | Dec 2007 | SDVY vs FESM | |
| Hartford Multifactor Small Cap ETF | 87 | 61.26M | Mar 2015 | SDVY vs ROSC | |
| Invesco NASDAQ Future Gen 200 ETF | 85 | 21.99M | Oct 2022 | SDVY vs QQQS |
Top Performing SDVY Alternatives (YTD)
SDVY is at 12.36% YTD. There are 58 ETFs in the Small Cap Blend Equities category with higher YTD returns, going as high as 53.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Direxion Daily Small Cap Bull 3X Shares | 53.33% | 1.43B | Nov 2008 | SDVY vs TNA | |
| Invesco NASDAQ Future Gen 200 ETF | 28.18% | 21.99M | Oct 2022 | SDVY vs QQQS | |
| Inspire Small/Mid Cap Impact ETF | 27.99% | 329.18M | Feb 2017 | SDVY vs ISMD | |
| Allspring SMID Core ETF | 25.79% | 78.82M | Jul 2025 | SDVY vs ASCE | |
| JPMorgan Fundamental Data Science Small Core ETF | 25.57% | 9.08M | Aug 2024 | SDVY vs SCDS |
Lowest Volatility Alternatives to SDVY
SDVY has 15.25% 1-year volatility. There are 10 ETFs in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 6.58%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| ProShares Russell 2000 Dynamic Daily Buffer ETF | 6.58% | — | Jun 2025 | SDVY vs RB | |
| First Trust Horizon Managed Volatility Small/Mid E... | 10.56% | 34.63M | Apr 2020 | SDVY vs HSMV | |
| Global X Russell 2000 Covered Call ETF | 10.68% | 1.36B | Apr 2019 | SDVY vs RYLD | |
| CresAlta Small & Mid-Cap ETF | 11.19% | 88.99M | May 2026 | SDVY vs CVSM | |
| OShares U.S. Small-Cap Quality Dividend ETF | 13.08% | 873.92M | Dec 2016 | SDVY vs OUSM |
Lowest Drawdown Alternatives to SDVY
SDVY has a 1-year max drawdown of -9.28%. There are 29 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% | 1.36B | Apr 2019 | SDVY vs RYLD | |
| 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% | 264.62M | Jul 2015 | SDVY vs CSB |
Other ETFs from First Trust
The 10 most viewed First Trust ETFs shown here include CIBR, GRID, AIRR and span 14 categories. AUM among these funds goes as high as $14B.
Often Compared With SDVY
Investors most often compare SDVY with CALF, AVUV, RFV. These 20 comparison targets span 11 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