SDVY vs. ITOT

Last updated Jun 23, 2026

SDVY (First Trust SMID Cap Rising Dividend Achievers ETF) and ITOT (iShares Core S&P Total U.S. Stock Market ETF) are both exchange-traded funds - SDVY is a Small Cap Blend Equities fund tracking the NASDAQ US Small Mid Cap Rising Dividend Achievers™ Index, while ITOT is a Large Cap Blend Equities fund tracking the S&P Total Market Index. Both are passively managed. Over the past 5 years, SDVY returned 10.04%/yr vs 12.36%/yr for ITOT. A 0.73 correlation means they provide meaningful diversification when combined. SDVY charges 0.60%/yr vs 0.03%/yr for ITOT.

Performance

SDVY vs. ITOT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) and iShares Core S&P Total U.S. Stock Market ETF (ITOT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both stocks are quite close, with SDVY having a 10.79% return and ITOT slightly lower at 10.37%.

SDVY

• 1D: 0.31%
• 1M: 1.95%
• YTD: 10.79%
• 6M: 8.00%
• 1Y: 24.78%
• 3Y*: 17.87%
• 5Y*: 10.04%
• 10Y*: —

ITOT

• 1D: -0.32%
• 1M: 0.50%
• YTD: 10.37%
• 6M: 9.62%
• 1Y: 27.18%
• 3Y*: 21.20%
• 5Y*: 12.36%
• 10Y*: 15.26%

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

SDVY vs. ITOT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
SDVY First Trust SMID Cap Rising Dividend Achievers ETF	10.79%	8.83%	11.19%	28.58%	-11.98%	29.13%	11.72%	25.62%	-15.26%	5.62%
ITOT iShares Core S&P Total U.S. Stock Market ETF	10.37%	17.00%	23.80%	26.12%	-19.47%	25.68%	20.71%	30.67%	-5.33%	4.10%

Correlation

The correlation between SDVY and ITOT is 0.70, 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	0.70
Correlation (3Y) Calculated over the trailing 3-year period	0.75
Correlation (5Y) Calculated over the trailing 5-year period	0.81
Correlation (All Time) Calculated using the full available price history since Nov 3, 2017	0.73

The correlation between SDVY and ITOT shifts across timeframes, from 0.70 (1 year) to 0.81 (5 years), reflecting how their relationship changes across market environments.

SDVY vs. ITOT - Sectors Allocation Comparison

Sectors	SDVY	ITOT
Financial Services	33.3%	11.4%
Industrials	29.3%	9.1%
Consumer Cyclical	8.6%	9.8%
Technology	8.6%	37.2%
Consumer Defensive	5.2%	4.3%
Basic Materials	4.6%	2.0%
Healthcare	3.4%	8.8%
Energy	2.9%	3.3%
Communication Services	2.3%	9.8%
Real Estate	0.6%	2.3%
Utilities	0.6%	2.1%

Return for Risk

SDVY vs. ITOT — Risk / Return Rank

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

SDVY

SDVY Risk / Return Rank: 51
SDVY Sharpe Ratio Rank: 48
SDVY Sortino Ratio Rank: 52
SDVY Omega Ratio Rank: 46
SDVY Calmar Ratio Rank: 56
SDVY Martin Ratio Rank: 55

ITOT

ITOT Risk / Return Rank: 68
ITOT Sharpe Ratio Rank: 68
ITOT Sortino Ratio Rank: 65
ITOT Omega Ratio Rank: 67
ITOT Calmar Ratio Rank: 64
ITOT Martin Ratio Rank: 74

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.

SDVY vs. ITOT - 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 iShares Core S&P Total U.S. Stock Market ETF (ITOT). 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.

	SDVY	ITOT	Difference
Sharpe ratio: Return per unit of total volatility	1.62	2.14	-0.52
Sortino ratio: Return per unit of downside risk	2.46	2.89	-0.43
Omega ratio: Gain probability vs. loss probability	1.29	1.38	-0.10
Calmar ratio: Return relative to maximum drawdown	2.68	3.07	-0.39
Martin ratio: Return relative to average drawdown	9.21	13.65	-4.45

SDVY vs. ITOT - Sharpe Ratio Comparison

The current SDVY Sharpe Ratio is 1.62, which is comparable to the ITOT Sharpe Ratio of 2.14. The chart below compares the historical Sharpe Ratios of SDVY and ITOT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

SDVY vs. ITOT - Drawdown Comparison

The maximum SDVY drawdown since its inception was -44.70%, smaller than the maximum ITOT drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for SDVY and ITOT.

Drawdown Indicators

	SDVY	ITOT	Difference
Max Drawdown Largest peak-to-trough decline	-44.70%	-55.20%	+10.50%
Max Drawdown (1Y) Largest decline over 1 year	-9.28%	-8.90%	-0.38%
Max Drawdown (3Y) Largest decline over 3 years	-25.92%	-19.44%	-6.48%
Max Drawdown (5Y) Largest decline over 5 years	-25.92%	-25.36%	-0.56%
Max Drawdown (10Y) Largest decline over 10 years	—	-35.00%	—
Current Drawdown Current decline from peak	-0.31%	-1.51%	+1.20%
Average Drawdown Average peak-to-trough decline	-7.67%	-6.96%	-0.71%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.70%	2.00%	+0.70%

Volatility

SDVY vs. ITOT - Volatility Comparison

The current volatility for First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) is 3.71%, while iShares Core S&P Total U.S. Stock Market ETF (ITOT) has a volatility of 4.78%. This indicates that SDVY experiences smaller price fluctuations and is considered to be less risky than ITOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SDVY	ITOT	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.71%	4.78%	-1.07%
Volatility (6M) Calculated over the trailing 6-month period	10.94%	9.98%	+0.96%
Volatility (1Y) Calculated over the trailing 1-year period	15.40%	12.80%	+2.60%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.96%	17.45%	+3.51%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.77%	18.31%	+6.46%

SDVY vs. ITOT - Expense Ratio Comparison

SDVY has a 0.60% expense ratio, which is higher than ITOT's 0.03% expense ratio.

Dividends

SDVY vs. ITOT - Dividend Comparison

SDVY's dividend yield for the trailing twelve months is around 1.17%, more than ITOT's 1.01% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ITOT iShares Core S&P Total U.S. Stock Market ETF	1.01%	1.11%	1.23%	1.47%	1.66%	1.18%	1.41%	1.88%	2.14%	1.69%	1.83%	2.01%
SDVY First Trust SMID Cap Rising Dividend Achievers ETF	1.17%	1.69%	1.60%	1.90%	2.28%	1.09%	1.48%	1.69%	1.57%	0.29%	0.00%	0.00%

Frequently Asked Questions

Can I hold both SDVY and ITOT in my portfolio?

SDVY and ITOT have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, SDVY or ITOT?

ITOT has higher volatility (4.78%) compared to SDVY (3.71%). In terms of maximum drawdown, SDVY dropped -44.70% vs ITOT's -55.20%.

Which ETF is better, SDVY or ITOT?

On 5-year performance, ITOT leads with 12.36% vs 10.04% for SDVY. On fees, ITOT is cheaper at 0.03% per year. On volatility, SDVY has been the lower-risk option at 3.71%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, SDVY or ITOT?

Over the 5-year period, ITOT has performed better with a 12.36% return vs 10.04%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, SDVY or ITOT?

ITOT is cheaper with a 0.03% expense ratio, compared with 0.60% for SDVY.

Which ETF pays a higher dividend yield, SDVY or ITOT?

SDVY has the higher dividend yield at 1.17%, compared with 1.01% for ITOT.

What is the main difference between SDVY and ITOT?

SDVY is categorized as Small Cap Blend Equities, while ITOT is Large Cap Blend Equities. SDVY tracks NASDAQ US Small Mid Cap Rising Dividend Achievers™ Index, while ITOT tracks S&P Total Market Index. They also come from different issuers: First Trust and iShares. Their fees differ too: 0.60% for SDVY and 0.03% for ITOT.

Which has better risk-adjusted returns?

ITOT currently has the higher Sharpe Ratio (2.14 vs 1.62), 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.