SDVY vs. RB
SDVY (First Trust SMID Cap Rising Dividend Achievers ETF) and RB (ProShares Russell 2000 Dynamic Daily Buffer 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 RB is a Defined Outcome fund tracking the Russell 2000. Both are passively managed. A 0.70 correlation means they provide meaningful diversification when combined. SDVY charges 0.60%/yr vs 0.58%/yr for RB.
Performance
SDVY vs. RB - Performance Comparison
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Returns By Period
In the year-to-date period, SDVY achieves a 7.70% return, which is significantly higher than RB's 6.76% return.
SDVY
- 1D
- -0.44%
- 1M
- -1.18%
- YTD
- 7.70%
- 6M
- 7.75%
- 1Y
- 20.08%
- 3Y*
- 17.26%
- 5Y*
- 8.43%
- 10Y*
- —
RB
- 1D
- -0.17%
- 1M
- 1.63%
- YTD
- 6.76%
- 6M
- 8.48%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SDVY vs. RB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
SDVY First Trust SMID Cap Rising Dividend Achievers ETF | 7.70% | 9.61% |
RB ProShares Russell 2000 Dynamic Daily Buffer ETF | 6.76% | 10.58% |
Correlation
The correlation between SDVY and RB 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 (All Time) Calculated using the full available price history since Jun 27, 2025 | 0.70 |
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Return for Risk
SDVY vs. RB — Risk / Return Rank
SDVY
RB
SDVY vs. RB - 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 ProShares Russell 2000 Dynamic Daily Buffer ETF (RB). 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 | RB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.32 | — | — |
Sortino ratioReturn per unit of downside risk | 2.05 | — | — |
Omega ratioGain probability vs. loss probability | 1.24 | — | — |
Calmar ratioReturn relative to maximum drawdown | 2.17 | — | — |
Martin ratioReturn relative to average drawdown | 7.49 | — | — |
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 | RB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | — | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 3.15 | -2.71 |
Drawdowns
SDVY vs. RB - Drawdown Comparison
The maximum SDVY drawdown since its inception was -44.70%, which is greater than RB's maximum drawdown of -1.70%. Use the drawdown chart below to compare losses from any high point for SDVY and RB.
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Drawdown Indicators
| SDVY | RB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.70% | -1.70% | -43.00% |
Max Drawdown (1Y)Largest decline over 1 year | -9.28% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -25.92% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -25.92% | — | — |
Current DrawdownCurrent decline from peak | -3.08% | -0.47% | -2.61% |
Average DrawdownAverage peak-to-trough decline | -7.71% | -0.41% | -7.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.69% | — | — |
Volatility
SDVY vs. RB - Volatility Comparison
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Volatility by Period
| SDVY | RB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.14% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 10.89% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 15.34% | 6.21% | +9.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.04% | 6.21% | +14.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.82% | 6.21% | +18.61% |
SDVY vs. RB - Expense Ratio Comparison
SDVY has a 0.60% expense ratio, which is higher than RB's 0.58% expense ratio.
Dividends
SDVY vs. RB - Dividend Comparison
SDVY's dividend yield for the trailing twelve months is around 1.20%, less than RB's 2.00% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
RB ProShares Russell 2000 Dynamic Daily Buffer ETF | 2.00% | 1.78% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SDVY First Trust SMID Cap Rising Dividend Achievers ETF | 1.20% | 1.69% | 1.60% | 1.90% | 2.28% | 1.09% | 1.48% | 1.69% | 1.57% | 0.29% |
Frequently Asked Questions
SDVY and RB 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.
On fees, RB is cheaper at 0.58% per year. The better choice depends on whether you care most about return, fees, risk, or income.
RB is cheaper with a 0.58% expense ratio, compared with 0.60% for SDVY.
RB has the higher dividend yield at 2.00%, compared with 1.20% for SDVY.
SDVY is categorized as Small Cap Blend Equities, while RB is Defined Outcome. SDVY tracks NASDAQ US Small Mid Cap Rising Dividend Achievers™ Index, while RB tracks Russell 2000. They also come from different issuers: First Trust and ProShares. Their fees differ too: 0.60% for SDVY and 0.58% for RB.
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