SDVY vs. KNG
Compare and contrast key facts about First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) and FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG).
SDVY and KNG 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. KNG is a passively managed fund by First Trust that tracks the performance of the Cboe S&P 500 Dividend Aristocrats Target Income Index Monthly Series. It was launched on Mar 26, 2018. Both SDVY and KNG 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. KNG - Performance Comparison
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SDVY vs. KNG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
SDVY First Trust SMID Cap Rising Dividend Achievers ETF | 3.99% | 8.83% | 11.19% | 28.58% | -11.98% | 29.13% | 11.72% | 25.62% | -14.16% |
KNG FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF | 1.22% | 6.63% | 5.99% | 7.48% | -7.03% | 24.78% | 7.21% | 26.64% | -0.84% |
Returns By Period
In the year-to-date period, SDVY achieves a 3.99% return, which is significantly higher than KNG's 1.22% return.
SDVY
- 1D
- 0.81%
- 1M
- -5.42%
- YTD
- 3.99%
- 6M
- 5.35%
- 1Y
- 19.48%
- 3Y*
- 16.30%
- 5Y*
- 8.64%
- 10Y*
- —
KNG
- 1D
- -0.02%
- 1M
- -6.54%
- YTD
- 1.22%
- 6M
- 3.22%
- 1Y
- 5.13%
- 3Y*
- 6.52%
- 5Y*
- 5.64%
- 10Y*
- —
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SDVY vs. KNG - Expense Ratio Comparison
SDVY has a 0.60% expense ratio, which is lower than KNG's 0.75% expense ratio.
Return for Risk
SDVY vs. KNG — Risk / Return Rank
SDVY
KNG
SDVY vs. KNG - 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 FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG). 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 | KNG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 0.38 | +0.58 |
Sortino ratioReturn per unit of downside risk | 1.48 | 0.64 | +0.84 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.08 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.50 | 0.47 | +1.03 |
Martin ratioReturn relative to average drawdown | 5.91 | 1.70 | +4.21 |
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 | KNG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 0.38 | +0.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.42 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.49 | -0.07 |
Correlation
The correlation between SDVY and KNG is 0.75, 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. KNG - Dividend Comparison
SDVY's dividend yield for the trailing twelve months is around 1.25%, less than KNG's 8.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SDVY First Trust SMID Cap Rising Dividend Achievers ETF | 1.25% | 1.69% | 1.60% | 1.90% | 2.28% | 1.09% | 1.48% | 1.69% | 1.57% | 0.29% |
KNG FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF | 8.67% | 8.61% | 9.08% | 5.91% | 4.00% | 3.45% | 3.62% | 4.09% | 3.46% | 0.00% |
Drawdowns
SDVY vs. KNG - Drawdown Comparison
The maximum SDVY drawdown since its inception was -44.70%, which is greater than KNG's maximum drawdown of -35.12%. Use the drawdown chart below to compare losses from any high point for SDVY and KNG.
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Drawdown Indicators
| SDVY | KNG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.70% | -35.12% | -9.58% |
Max Drawdown (1Y)Largest decline over 1 year | -13.48% | -10.55% | -2.93% |
Max Drawdown (5Y)Largest decline over 5 years | -25.92% | -18.20% | -7.72% |
Current DrawdownCurrent decline from peak | -6.31% | -6.79% | +0.48% |
Average DrawdownAverage peak-to-trough decline | -7.83% | -4.10% | -3.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.42% | 2.94% | +0.48% |
Volatility
SDVY vs. KNG - Volatility Comparison
First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) has a higher volatility of 5.31% compared to FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) at 3.36%. This indicates that SDVY's price experiences larger fluctuations and is considered to be riskier than KNG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SDVY | KNG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.31% | 3.36% | +1.95% |
Volatility (6M)Calculated over the trailing 6-month period | 11.05% | 7.47% | +3.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.42% | 13.64% | +6.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.11% | 13.63% | +7.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.98% | 17.30% | +7.68% |