SDVY vs. CALF
Compare and contrast key facts about First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) and Pacer US Small Cap Cash Cows 100 ETF (CALF).
SDVY and CALF are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SDVY is a passively managed fund by First Trust that tracks the performance of the NASDAQ US Small Mid Cap Rising Dividend Achievers™ Index. It was launched on Nov 1, 2017. CALF is a passively managed fund by Pacer that tracks the performance of the Pacer US Small Cap Cash Cows Index. It was launched on Jun 16, 2017. Both SDVY and CALF 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
SDVY vs. CALF - Performance Comparison
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SDVY vs. CALF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SDVY First Trust SMID Cap Rising Dividend Achievers ETF | 3.15% | 8.83% | 11.19% | 28.58% | -11.98% | 29.13% | 11.72% | 25.62% | -15.26% | 5.78% |
CALF Pacer US Small Cap Cash Cows 100 ETF | 1.28% | 2.33% | -7.41% | 35.43% | -15.20% | 40.68% | 16.55% | 18.18% | -10.06% | 7.62% |
Returns By Period
In the year-to-date period, SDVY achieves a 3.15% return, which is significantly higher than CALF's 1.28% return.
SDVY
- 1D
- 2.44%
- 1M
- -5.69%
- YTD
- 3.15%
- 6M
- 4.31%
- 1Y
- 19.27%
- 3Y*
- 15.99%
- 5Y*
- 8.46%
- 10Y*
- —
CALF
- 1D
- 1.93%
- 1M
- -2.56%
- YTD
- 1.28%
- 6M
- 3.41%
- 1Y
- 21.42%
- 3Y*
- 6.95%
- 5Y*
- 3.17%
- 10Y*
- —
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SDVY vs. CALF - Expense Ratio Comparison
SDVY has a 0.60% expense ratio, which is higher than CALF's 0.59% expense ratio.
Return for Risk
SDVY vs. CALF — Risk / Return Rank
SDVY
CALF
SDVY vs. CALF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) and Pacer US Small Cap Cash Cows 100 ETF (CALF). 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.
| SDVY | CALF | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 0.95 | 0.00 |
Sortino ratioReturn per unit of downside risk | 1.47 | 1.46 | +0.01 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.21 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.46 | 1.32 | +0.14 |
Martin ratioReturn relative to average drawdown | 5.78 | 6.03 | -0.25 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SDVY | CALF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 0.95 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.13 | +0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.32 | +0.10 |
Correlation
The correlation between SDVY and CALF is 0.84, 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
SDVY vs. CALF - Dividend Comparison
SDVY's dividend yield for the trailing twelve months is around 1.26%, less than CALF's 1.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SDVY First Trust SMID Cap Rising Dividend Achievers ETF | 1.26% | 1.69% | 1.60% | 1.90% | 2.28% | 1.09% | 1.48% | 1.69% | 1.57% | 0.29% |
CALF Pacer US Small Cap Cash Cows 100 ETF | 1.43% | 1.43% | 1.07% | 1.18% | 0.85% | 2.63% | 0.82% | 0.99% | 1.39% | 0.70% |
Drawdowns
SDVY vs. CALF - Drawdown Comparison
The maximum SDVY drawdown since its inception was -44.70%, smaller than the maximum CALF drawdown of -47.58%. Use the drawdown chart below to compare losses from any high point for SDVY and CALF.
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Drawdown Indicators
| SDVY | CALF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.70% | -47.58% | +2.88% |
Max Drawdown (1Y)Largest decline over 1 year | -13.48% | -16.47% | +2.99% |
Max Drawdown (5Y)Largest decline over 5 years | -25.92% | -34.22% | +8.30% |
Current DrawdownCurrent decline from peak | -7.06% | -6.40% | -0.66% |
Average DrawdownAverage peak-to-trough decline | -7.83% | -10.92% | +3.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.40% | 3.60% | -0.20% |
Volatility
SDVY vs. CALF - Volatility Comparison
First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) has a higher volatility of 5.31% compared to Pacer US Small Cap Cash Cows 100 ETF (CALF) at 4.25%. This indicates that SDVY's price experiences larger fluctuations and is considered to be riskier than CALF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SDVY | CALF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.31% | 4.25% | +1.06% |
Volatility (6M)Calculated over the trailing 6-month period | 11.02% | 11.14% | -0.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.41% | 22.66% | -2.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.12% | 23.68% | -2.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.99% | 26.18% | -1.19% |