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RDVY vs. XSVM
Performance
Return for Risk
Drawdowns
Volatility
Dividends

RDVY vs. XSVM

Last updated Jun 13, 2026

RDVY (First Trust Rising Dividend Achievers ETF) and XSVM (Invesco S&P SmallCap Value with Momentum ETF) are both exchange-traded funds - RDVY is a Large Cap Blend Equities fund tracking the NASDAQ US Rising Dividend Achievers, while XSVM is a Momentum fund tracking the S&P SmallCap 600 High Momentum Value Index. Both are passively managed. Over the past 10 years, RDVY returned 16.29%/yr vs 13.23%/yr for XSVM. A 0.79 correlation means they provide meaningful diversification when combined. RDVY charges 0.50%/yr vs 0.37%/yr for XSVM.

Performance

RDVY vs. XSVM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First Trust Rising Dividend Achievers ETF (RDVY) and Invesco S&P SmallCap Value with Momentum ETF (XSVM). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, RDVY achieves a 13.41% return, which is significantly lower than XSVM's 21.88% return. Over the past 10 years, RDVY has outperformed XSVM with an annualized return of 16.29%, while XSVM has yielded a comparatively lower 13.23% annualized return.

RDVY

1D
1.11%
1M
5.69%
YTD
13.41%
6M
12.60%
1Y
31.20%
3Y*
20.46%
5Y*
12.03%
10Y*
16.29%

XSVM

1D
1.17%
1M
5.46%
YTD
21.88%
6M
18.48%
1Y
42.01%
3Y*
16.38%
5Y*
7.44%
10Y*
13.23%
*Multi-year figures are annualized to reflect compound growth (CAGR)

RDVY vs. XSVM - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
RDVY
First Trust Rising Dividend Achievers ETF		13.41%18.90%16.41%20.38%-13.27%31.14%13.47%37.71%-9.92%22.75%
XSVM
Invesco S&P SmallCap Value with Momentum ETF		21.88%7.47%2.30%20.20%-13.63%56.36%5.08%30.01%-12.33%3.62%

Correlation

The correlation between RDVY and XSVM is 0.79, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.79

Correlation (3Y)
Calculated over the trailing 3-year period

0.85

Correlation (5Y)
Calculated over the trailing 5-year period

0.86

Correlation (10Y)
Calculated over the trailing 10-year period

0.81

Correlation (All Time)
Calculated using the full available price history since Jan 7, 2014

0.79

The correlation between RDVY and XSVM has been stable across timeframes, ranging from 0.79 to 0.86 - a consistent structural relationship.

RDVY vs. XSVM - Sectors Allocation Comparison

Sectors
RDVY
XSVM

Financial Services

36.5%
38.8%

Technology

17.6%
7.8%

Consumer Cyclical

12.2%
17.0%

Industrials

12.2%
6.7%

Healthcare

8.1%
1.4%

Communication Services

5.4%
2.9%

Consumer Defensive

4.1%
7.3%

Energy

1.4%
9.9%

Utilities

1.4%
1.3%

Basic Materials

-

1.9%

Real Estate

-

5.0%

Financial Services

RDVY
36.5%
XSVM
38.8%

Technology

RDVY
17.6%
XSVM
7.8%

Consumer Cyclical

RDVY
12.2%
XSVM
17.0%

Industrials

RDVY
12.2%
XSVM
6.7%

Healthcare

RDVY
8.1%
XSVM
1.4%

Communication Services

RDVY
5.4%
XSVM
2.9%

Consumer Defensive

RDVY
4.1%
XSVM
7.3%

Energy

RDVY
1.4%
XSVM
9.9%

Utilities

RDVY
1.4%
XSVM
1.3%

Basic Materials

RDVY

-

XSVM
1.9%

Real Estate

RDVY

-

XSVM
5.0%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

First Trust Rising Dividend Achievers ETF

Invesco S&P SmallCap Value with Momentum ETF

Often compared with RDVY:
RDVY vs. SCHDRDVY vs. DGRORDVY vs. SPYRDVY vs. DGRWRDVY vs. VOORDVY vs. DVYRDVY vs. QQQX
Often compared with XSVM:
XSVM vs. XSMOXSVM vs. AVUVXSVM vs. RWJXSVM vs. XSHQXSVM vs. SPHBXSVM vs. DGRSXSVM vs. RYPRX

Return for Risk

RDVY vs. XSVM — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
RDVY
RDVY Risk / Return Rank: 7474
Overall Rank
RDVY Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
RDVY Sortino Ratio Rank: 7575
Sortino Ratio Rank
RDVY Omega Ratio Rank: 7070
Omega Ratio Rank
RDVY Calmar Ratio Rank: 7474
Calmar Ratio Rank
RDVY Martin Ratio Rank: 8181
Martin Ratio Rank
XSVM
XSVM Risk / Return Rank: 7676
Overall Rank
XSVM Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
XSVM Sortino Ratio Rank: 7878
Sortino Ratio Rank
XSVM Omega Ratio Rank: 7272
Omega Ratio Rank
XSVM Calmar Ratio Rank: 8383
Calmar Ratio Rank
XSVM Martin Ratio Rank: 7373
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RDVY vs. XSVM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for First Trust Rising Dividend Achievers ETF (RDVY) and Invesco S&P SmallCap Value with Momentum ETF (XSVM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

RDVYXSVMDifference
Sharpe ratioReturn per unit of total volatility
2.03
2.09

-0.06

Sortino ratioReturn per unit of downside risk
2.90
3.00

-0.10

Omega ratioGain probability vs. loss probability

1.36

1.37

-0.01

Calmar ratioReturn relative to maximum drawdown

3.26

3.86

-0.61

Martin ratioReturn relative to average drawdown

13.71

11.98

+1.73

RDVY vs. XSVM - Sharpe Ratio Comparison

The current RDVY Sharpe Ratio is 2.03, which is comparable to the XSVM Sharpe Ratio of 2.09. The chart below compares the historical Sharpe Ratios of RDVY and XSVM, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

RDVY vs. XSVM - Drawdown Comparison

The maximum RDVY drawdown since its inception was -40.60%, smaller than the maximum XSVM drawdown of -62.57%. Use the drawdown chart below to compare losses from any high point for RDVY and XSVM.

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Drawdown Indicators

RDVYXSVMDifference

Max Drawdown

Largest peak-to-trough decline

-40.60%

-62.57%

+21.97%

Max Drawdown (1Y)

Largest decline over 1 year

-9.04%

-10.08%

+1.04%

Max Drawdown (3Y)

Largest decline over 3 years

-19.11%

-26.21%

+7.10%

Max Drawdown (5Y)

Largest decline over 5 years

-25.32%

-26.21%

+0.89%

Max Drawdown (10Y)

Largest decline over 10 years

-40.60%

-49.02%

+8.42%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-4.99%

-11.55%

+6.56%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.15%

3.26%

-1.11%

Volatility

RDVY vs. XSVM - Volatility Comparison

First Trust Rising Dividend Achievers ETF (RDVY) and Invesco S&P SmallCap Value with Momentum ETF (XSVM) have volatilities of 5.04% and 5.09%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

RDVYXSVMDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.04%

5.09%

-0.05%

Volatility (6M)

Calculated over the trailing 6-month period

11.50%

12.03%

-0.53%

Volatility (1Y)

Calculated over the trailing 1-year period

14.48%

18.60%

-4.12%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.98%

22.61%

-3.63%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.13%

25.08%

-3.95%

RDVY vs. XSVM - Expense Ratio Comparison

RDVY has a 0.50% expense ratio, which is higher than XSVM's 0.37% expense ratio.

Dividends

RDVY vs. XSVM - Dividend Comparison

RDVY's dividend yield for the trailing twelve months is around 0.89%, less than XSVM's 1.74% yield.

PositionTTM20252024202320222021202020192018201720162015
RDVY
First Trust Rising Dividend Achievers ETF		0.89%1.11%1.64%2.09%2.21%1.04%1.53%1.55%1.68%1.25%2.07%2.14%
XSVM
Invesco S&P SmallCap Value with Momentum ETF		1.74%2.29%1.69%1.31%1.79%1.23%1.21%1.22%2.54%1.90%2.29%2.68%

Frequently Asked Questions

RDVY and XSVM have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

XSVM has higher volatility (5.09%) compared to RDVY (5.04%). In terms of maximum drawdown, RDVY dropped -40.60% vs XSVM's -62.57%.

On 10-year performance, RDVY leads with 16.29% vs 13.23% for XSVM. On fees, XSVM is cheaper at 0.37% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, RDVY has performed better with a 16.29% return vs 13.23%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

XSVM is cheaper with a 0.37% expense ratio, compared with 0.50% for RDVY.

XSVM has the higher dividend yield at 1.74%, compared with 0.89% for RDVY.

RDVY is categorized as Large Cap Blend Equities, while XSVM is Momentum. RDVY tracks NASDAQ US Rising Dividend Achievers, while XSVM tracks S&P SmallCap 600 High Momentum Value Index. They also come from different issuers: First Trust and Invesco. Their fees differ too: 0.50% for RDVY and 0.37% for XSVM.

XSVM currently has the higher Sharpe Ratio (2.09 vs 2.03), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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