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 10.50% return, which is significantly higher than RB's 8.33% return.
SDVY
- 1D
- -0.26%
- 1M
- 1.69%
- YTD
- 10.50%
- 6M
- 7.94%
- 1Y
- 22.71%
- 3Y*
- 17.76%
- 5Y*
- 9.74%
- 10Y*
- —
RB
- 1D
- -0.14%
- 1M
- 1.83%
- YTD
- 8.33%
- 6M
- 8.01%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SDVY vs. RB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
SDVY First Trust SMID Cap Rising Dividend Achievers ETF | 10.50% | 11.18% |
RB ProShares Russell 2000 Dynamic Daily Buffer ETF | 8.33% | 10.85% |
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 26, 2025 | 0.70 |
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Return for Risk
SDVY vs. RB — Risk / Return Rank
SDVY
RB
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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.
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 | RB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.26 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.46 | — | — |
| Martin ratioReturn relative to average drawdown | 8.44 | — | — |
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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 -2.09%. 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% | -2.09% | -42.61% |
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 | -0.56% | -0.14% | -0.42% |
Average DrawdownAverage peak-to-trough decline | -7.67% | -0.43% | -7.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.70% | — | — |
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 | 3.73% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 10.94% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 15.38% | 6.55% | +8.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.96% | 6.55% | +14.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.76% | 6.55% | +18.21% |
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 1.17%, less than RB's 1.97% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
RB ProShares Russell 2000 Dynamic Daily Buffer ETF | 1.97% | 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 | 1.17% | 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 1.97%, compared with 1.17% 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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