SDOG vs. ILCV
Compare and contrast key facts about ALPS Sector Dividend Dogs ETF (SDOG) and iShares Morningstar Value ETF (ILCV).
SDOG and ILCV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SDOG is a passively managed fund by SS&C that tracks the performance of the S-Network Sector Dividend Dogs Index. It was launched on Jun 29, 2012. ILCV is a passively managed fund by iShares that tracks the performance of the Morningstar US Large-Mid Cap Broad Value Index. It was launched on Jun 28, 2004. Both SDOG and ILCV are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
SDOG vs. ILCV - Performance Comparison
Loading graphics...
SDOG vs. ILCV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SDOG ALPS Sector Dividend Dogs ETF | 8.31% | 11.12% | 14.70% | 4.19% | -0.20% | 24.59% | -0.35% | 24.02% | -11.43% | 12.65% |
ILCV iShares Morningstar Value ETF | -0.70% | 18.79% | 17.03% | 14.43% | -7.02% | 26.71% | -0.84% | 25.19% | -6.24% | 15.00% |
Returns By Period
In the year-to-date period, SDOG achieves a 8.31% return, which is significantly higher than ILCV's -0.70% return. Over the past 10 years, SDOG has underperformed ILCV with an annualized return of 9.35%, while ILCV has yielded a comparatively higher 11.02% annualized return.
SDOG
- 1D
- -0.26%
- 1M
- -2.45%
- YTD
- 8.31%
- 6M
- 9.22%
- 1Y
- 16.39%
- 3Y*
- 12.64%
- 5Y*
- 8.88%
- 10Y*
- 9.35%
ILCV
- 1D
- 0.22%
- 1M
- -4.04%
- YTD
- -0.70%
- 6M
- 4.21%
- 1Y
- 16.83%
- 3Y*
- 15.82%
- 5Y*
- 10.89%
- 10Y*
- 11.02%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SDOG vs. ILCV - Expense Ratio Comparison
SDOG has a 0.40% expense ratio, which is higher than ILCV's 0.04% expense ratio.
Return for Risk
SDOG vs. ILCV — Risk / Return Rank
SDOG
ILCV
SDOG vs. ILCV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ALPS Sector Dividend Dogs ETF (SDOG) and iShares Morningstar Value ETF (ILCV). 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.
| SDOG | ILCV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 1.11 | -0.08 |
Sortino ratioReturn per unit of downside risk | 1.49 | 1.60 | -0.11 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.25 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.22 | 1.42 | -0.20 |
Martin ratioReturn relative to average drawdown | 5.20 | 6.69 | -1.49 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| SDOG | ILCV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 1.11 | -0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.77 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.66 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.44 | +0.19 |
Correlation
The correlation between SDOG and ILCV is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
SDOG vs. ILCV - Dividend Comparison
SDOG's dividend yield for the trailing twelve months is around 3.53%, more than ILCV's 1.76% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SDOG ALPS Sector Dividend Dogs ETF | 3.53% | 3.68% | 3.86% | 4.29% | 3.87% | 3.62% | 3.63% | 3.37% | 4.03% | 3.27% | 3.32% | 3.61% |
ILCV iShares Morningstar Value ETF | 1.76% | 1.77% | 1.99% | 2.27% | 2.32% | 2.01% | 2.96% | 2.70% | 2.93% | 2.32% | 2.76% | 3.01% |
Drawdowns
SDOG vs. ILCV - Drawdown Comparison
The maximum SDOG drawdown since its inception was -43.56%, smaller than the maximum ILCV drawdown of -58.63%. Use the drawdown chart below to compare losses from any high point for SDOG and ILCV.
Loading graphics...
Drawdown Indicators
| SDOG | ILCV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.56% | -58.63% | +15.07% |
Max Drawdown (1Y)Largest decline over 1 year | -13.12% | -11.82% | -1.30% |
Max Drawdown (5Y)Largest decline over 5 years | -19.84% | -18.58% | -1.26% |
Max Drawdown (10Y)Largest decline over 10 years | -43.56% | -35.53% | -8.03% |
Current DrawdownCurrent decline from peak | -3.50% | -4.51% | +1.01% |
Average DrawdownAverage peak-to-trough decline | -4.96% | -9.39% | +4.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.07% | 2.50% | +0.57% |
Volatility
SDOG vs. ILCV - Volatility Comparison
The current volatility for ALPS Sector Dividend Dogs ETF (SDOG) is 3.00%, while iShares Morningstar Value ETF (ILCV) has a volatility of 3.78%. This indicates that SDOG experiences smaller price fluctuations and is considered to be less risky than ILCV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SDOG | ILCV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.00% | 3.78% | -0.78% |
Volatility (6M)Calculated over the trailing 6-month period | 8.43% | 7.65% | +0.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.11% | 15.28% | +0.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.48% | 14.25% | +1.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.08% | 16.68% | +2.40% |