SDVD vs. HOII

Last updated Jun 24, 2026

SDVD (FT Vest SMID Rising Dividend Achievers Target Income ETF) and HOII (REX HOOD Growth & Income ETF) are both Derivative Income funds. SDVD is passively managed, while HOII is actively managed. At a 0.35 correlation, their price movements are largely independent. SDVD charges 0.85%/yr vs 0.99%/yr for HOII.

Performance

SDVD vs. HOII - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) and REX HOOD Growth & Income ETF (HOII). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SDVD achieves a 10.33% return, which is significantly lower than HOII's 19,132.59% return.

SDVD

• 1D: -0.13%
• 1M: 1.52%
• YTD: 10.33%
• 6M: 8.06%
• 1Y: 22.08%
• 3Y*: —
• 5Y*: —
• 10Y*: —

HOII

• 1D: 0.00%
• 1M: 30,031.23%
• YTD: 19,132.59%
• 6M: 17,912.14%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

SDVD vs. HOII - Yearly Performance Comparison

	2026 (YTD)	2025
SDVD FT Vest SMID Rising Dividend Achievers Target Income ETF	10.33%	3.24%
HOII REX HOOD Growth & Income ETF	19,132.59%	-23.54%

Correlation

The correlation between SDVD and HOII is 0.35, 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 Nov 4, 2025	0.35

Return for Risk

SDVD vs. HOII — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SDVD

SDVD Risk / Return Rank: 52
SDVD Sharpe Ratio Rank: 49
SDVD Sortino Ratio Rank: 53
SDVD Omega Ratio Rank: 47
SDVD Calmar Ratio Rank: 56
SDVD Martin Ratio Rank: 54

HOII

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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.

SDVD vs. HOII - 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 REX HOOD Growth & Income ETF (HOII). 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	HOII	Difference
Sharpe ratio: Return per unit of total volatility	1.55	—	—
Sortino ratio: Return per unit of downside risk	2.36	—	—
Omega ratio: Gain probability vs. loss probability	1.28	—	—
Calmar ratio: Return relative to maximum drawdown	2.53	—	—
Martin ratio: Return relative to average drawdown	8.52	—	—

Drawdowns

SDVD vs. HOII - Drawdown Comparison

The maximum SDVD drawdown since its inception was -24.17%, smaller than the maximum HOII drawdown of -55.38%. Use the drawdown chart below to compare losses from any high point for SDVD and HOII.

Drawdown Indicators

	SDVD	HOII	Difference
Max Drawdown Largest peak-to-trough decline	-24.17%	-55.38%	+31.21%
Max Drawdown (1Y) Largest decline over 1 year	-8.76%	—	—
Current Drawdown Current decline from peak	-1.00%	0.00%	-1.00%
Average Drawdown Average peak-to-trough decline	-4.88%	-36.68%	+31.80%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.60%	—	—

Volatility

Volatility by Period

	SDVD	HOII	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.50%	—	—
Volatility (6M) Calculated over the trailing 6-month period	10.35%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	14.36%	34,045.59%	-34,031.23%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.11%	34,045.59%	-34,027.48%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.11%	34,045.59%	-34,027.48%

SDVD vs. HOII - Expense Ratio Comparison

SDVD has a 0.85% expense ratio, which is lower than HOII's 0.99% expense ratio.

Dividends

SDVD vs. HOII - Dividend Comparison

SDVD's dividend yield for the trailing twelve months is around 8.74%, less than HOII's 120.87% yield.

Position	TTM	2025	2024	2023
HOII REX HOOD Growth & Income ETF	120.87%	4.41%	0.00%	0.00%
SDVD FT Vest SMID Rising Dividend Achievers Target Income ETF	8.74%	8.36%	9.26%	3.18%

Frequently Asked Questions

Can I hold both SDVD and HOII in my portfolio?

SDVD and HOII have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, SDVD or HOII?

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.

Which ETF is cheaper, SDVD or HOII?

SDVD is cheaper with a 0.85% expense ratio, compared with 0.99% for HOII.

Which ETF pays a higher dividend yield, SDVD or HOII?

HOII has the higher dividend yield at 120.87%, compared with 8.74% for SDVD.

What is the main difference between SDVD and HOII?

They also come from different issuers: First Trust and REX. Their fees differ too: 0.85% for SDVD and 0.99% for HOII.