SDVD vs. FIYY
SDVD (FT Vest SMID Rising Dividend Achievers Target Income ETF) and FIYY (GraniteShares YieldBOOST 20Y+ Treasuries ETF) are both Derivative Income funds. SDVD is passively managed, while FIYY is actively managed. At a 0.40 correlation, their price movements are largely independent. SDVD charges 0.85%/yr vs 1.07%/yr for FIYY.
Performance
SDVD vs. FIYY - Performance Comparison
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Returns By Period
SDVD
- 1D
- 0.04%
- 1M
- 1.83%
- 6M
- 8.40%
- YTD
- 12.65%
- 1Y
- 20.44%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
FIYY
- 1D
- -0.07%
- 1M
- -0.64%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SDVD vs. FIYY - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
SDVD FT Vest SMID Rising Dividend Achievers Target Income ETF | 2.95% |
FIYY GraniteShares YieldBOOST 20Y+ Treasuries ETF | -2.01% |
Correlation
The correlation between SDVD and FIYY is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since May 5, 2026 | 0.40 |
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Return for Risk
SDVD vs. FIYY — Risk / Return Rank
SDVD
FIYY
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
SDVD vs. FIYY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) and GraniteShares YieldBOOST 20Y+ Treasuries ETF (FIYY). 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.
| SDVD | FIYY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.26 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.34 | — | — |
| Martin ratioReturn relative to average drawdown | 7.89 | — | — |
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Drawdowns
SDVD vs. FIYY - Drawdown Comparison
The maximum SDVD drawdown since its inception was -24.17%, which is greater than FIYY's maximum drawdown of -2.51%. Use the drawdown chart below to compare losses from any high point for SDVD and FIYY.
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Drawdown Indicators
| SDVD | FIYY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.17% | -2.51% | -21.66% |
Max Drawdown (1Y)Largest decline over 1 year | -8.76% | — | — |
Current DrawdownCurrent decline from peak | -0.86% | -2.13% | +1.27% |
Average DrawdownAverage peak-to-trough decline | -4.80% | -1.47% | -3.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.60% | — | — |
Volatility
SDVD vs. FIYY - Volatility Comparison
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Volatility by Period
| SDVD | FIYY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.37% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 10.19% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 14.26% | 5.08% | +9.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.01% | 5.08% | +12.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.01% | 5.08% | +12.93% |
SDVD vs. FIYY - Expense Ratio Comparison
SDVD has a 0.85% expense ratio, which is lower than FIYY's 1.07% expense ratio.
Dividends
SDVD vs. FIYY - Dividend Comparison
SDVD's dividend yield for the trailing twelve months is around 8.66%, more than FIYY's 1.13% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
FIYY GraniteShares YieldBOOST 20Y+ Treasuries ETF | 1.13% | 0.00% | 0.00% | 0.00% |
SDVD FT Vest SMID Rising Dividend Achievers Target Income ETF | 8.66% | 8.36% | 9.26% | 3.18% |
Frequently Asked Questions
SDVD and FIYY have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SDVD is cheaper at 0.85% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SDVD is cheaper with a 0.85% expense ratio, compared with 1.07% for FIYY.
SDVD has the higher dividend yield at 8.66%, compared with 1.13% for FIYY.
They also come from different issuers: First Trust and GraniteShares. Their fees differ too: 0.85% for SDVD and 1.07% for FIYY.
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