SMCF vs. SDVY
Compare and contrast key facts about Themes US Small Cap Cash Flow Champions ETF (SMCF) and First Trust SMID Cap Rising Dividend Achievers ETF (SDVY).
SMCF and SDVY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SMCF is a passively managed fund by Themes that tracks the performance of the Solactive US Small Cap Cash Flow Champions Index - Benchmark TR Gross. It was launched on Dec 12, 2023. 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. Both SMCF and SDVY are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SMCF or SDVY.
Correlation
The correlation between SMCF and SDVY is 0.95, 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.
Performance
SMCF vs. SDVY - Performance Comparison
Key characteristics
SMCF:
-0.26
SDVY:
-0.09
SMCF:
-0.21
SDVY:
0.04
SMCF:
0.97
SDVY:
1.00
SMCF:
-0.23
SDVY:
-0.08
SMCF:
-0.76
SDVY:
-0.24
SMCF:
8.52%
SDVY:
8.37%
SMCF:
24.49%
SDVY:
22.90%
SMCF:
-28.48%
SDVY:
-44.70%
SMCF:
-23.23%
SDVY:
-21.56%
Returns By Period
In the year-to-date period, SMCF achieves a -14.93% return, which is significantly lower than SDVY's -12.18% return.
SMCF
-14.93%
-9.64%
-15.95%
-5.82%
N/A
N/A
SDVY
-12.18%
-7.12%
-15.19%
-1.32%
17.78%
N/A
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SMCF vs. SDVY - Expense Ratio Comparison
SMCF has a 0.29% expense ratio, which is lower than SDVY's 0.60% expense ratio.
Risk-Adjusted Performance
SMCF vs. SDVY — Risk-Adjusted Performance Rank
SMCF
SDVY
SMCF vs. SDVY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Themes US Small Cap Cash Flow Champions ETF (SMCF) and First Trust SMID Cap Rising Dividend Achievers ETF (SDVY). 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.
Dividends
SMCF vs. SDVY - Dividend Comparison
SMCF's dividend yield for the trailing twelve months is around 0.72%, less than SDVY's 2.00% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
SMCF Themes US Small Cap Cash Flow Champions ETF | 0.72% | 0.62% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SDVY First Trust SMID Cap Rising Dividend Achievers ETF | 2.00% | 1.60% | 1.90% | 2.28% | 1.09% | 1.48% | 1.70% | 1.57% | 0.29% |
Drawdowns
SMCF vs. SDVY - Drawdown Comparison
The maximum SMCF drawdown since its inception was -28.48%, smaller than the maximum SDVY drawdown of -44.70%. Use the drawdown chart below to compare losses from any high point for SMCF and SDVY. For additional features, visit the drawdowns tool.
Volatility
SMCF vs. SDVY - Volatility Comparison
Themes US Small Cap Cash Flow Champions ETF (SMCF) has a higher volatility of 16.15% compared to First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) at 13.36%. This indicates that SMCF's price experiences larger fluctuations and is considered to be riskier than SDVY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.