SWP vs. TDVG

Last updated Aug 1, 2026

SWP (SWP Growth & Income ETF) and TDVG (T. Rowe Price Dividend Growth ETF) are both Large Cap Blend Equities funds. Both are actively managed. Over the past year, SWP returned 16.51% vs 19.23% for TDVG. Their correlation of 0.85 means they have usually moved in the same direction. SWP charges 0.99%/yr vs 0.50%/yr for TDVG.

Performance

SWP vs. TDVG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SWP Growth & Income ETF (SWP) and T. Rowe Price Dividend Growth ETF (TDVG). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SWP achieves a 6.88% return, which is significantly lower than TDVG's 10.93% return.

SWP

• 1D: 0.05%
• 1M: 0.57%
• 6M: 3.89%
• YTD: 6.88%
• 1Y: 16.51%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 13.38%

TDVG

• 1D: -0.24%
• 1M: 0.47%
• 6M: 9.09%
• YTD: 10.93%
• 1Y: 19.23%
• 3Y*: 14.55%
• 5Y*: 10.00%
• 10Y*: —
• ALL TIME*: 13.28%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
SWP SWP Growth & Income ETF	$182.64K	$199.26K	$274.42K
TDVG T. Rowe Price Dividend Growth ETF	$2.11M	$3.07M	$2.63M

SWP vs. TDVG - Yearly Performance Comparison

	2026 (YTD)	2025	2024
SWP SWP Growth & Income ETF	6.88%	16.86%	0.95%
TDVG T. Rowe Price Dividend Growth ETF	10.93%	14.80%	-2.43%

Correlation

The correlation between SWP and TDVG is 0.81, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.81
Correlation (All Time) Calculated using the full available price history since Sep 25, 2024	0.85

The correlation between SWP and TDVG has been stable across timeframes, ranging from 0.81 to 0.85 - a consistent structural relationship.

Return for Risk

SWP vs. TDVG — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

SWP

SWP Risk / Return Rank: 49
SWP Sharpe Ratio Rank: 50
SWP Sortino Ratio Rank: 49
SWP Omega Ratio Rank: 48
SWP Calmar Ratio Rank: 42
SWP Martin Ratio Rank: 54

TDVG

TDVG Risk / Return Rank: 80
TDVG Sharpe Ratio Rank: 82
TDVG Sortino Ratio Rank: 83
TDVG Omega Ratio Rank: 80
TDVG Calmar Ratio Rank: 73
TDVG Martin Ratio Rank: 81

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

SWP vs. TDVG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SWP Growth & Income ETF (SWP) and T. Rowe Price Dividend Growth ETF (TDVG). 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.

	SWP	TDVG	Difference
Sharpe ratio: Return per unit of total volatility	1.24	1.87	-0.64
Sortino ratio: Return per unit of downside risk	1.79	2.69	-0.90
Omega ratio: Gain probability vs. loss probability	1.22	1.34	-0.11
Calmar ratio: Return relative to maximum drawdown	1.52	2.51	-0.99
Martin ratio: Return relative to average drawdown	6.44	10.48	-4.04

SWP vs. TDVG - Sharpe Ratio Comparison

The current SWP Sharpe Ratio is 1.24, which is lower than the TDVG Sharpe Ratio of 1.87. The chart below compares the historical Sharpe Ratios of SWP and TDVG, 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

SWP vs. TDVG - Drawdown Comparison

The maximum SWP drawdown since its inception was -16.41%, smaller than the maximum TDVG drawdown of -19.20%. Use the drawdown chart below to compare losses from any high point for SWP and TDVG.

Drawdown Indicators

	SWP	TDVG	Difference
Max Drawdown Largest peak-to-trough decline	-16.41%	-19.20%	+2.79%
Max Drawdown (1Y) Largest decline over 1 year	-9.97%	-7.24%	-2.73%
Max Drawdown (3Y) Largest decline over 3 years	—	-14.02%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-19.20%	—
Current Drawdown Current decline from peak	-0.84%	-0.92%	+0.08%
Average Drawdown Average peak-to-trough decline	-2.36%	-3.67%	+1.31%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.35%	1.73%	+0.62%

Volatility

SWP vs. TDVG - Volatility Comparison

SWP Growth & Income ETF (SWP) has a higher volatility of 3.26% compared to T. Rowe Price Dividend Growth ETF (TDVG) at 2.20%. This indicates that SWP's price experiences larger fluctuations and is considered to be riskier than TDVG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SWP	TDVG	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.26%	2.20%	+1.06%
Volatility (6M) Calculated over the trailing 6-month period	9.43%	7.30%	+2.13%
Volatility (1Y) Calculated over the trailing 1-year period	12.28%	9.74%	+2.54%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.23%	13.87%	+0.36%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.23%	13.81%	+0.42%

SWP vs. TDVG - Expense Ratio Comparison

SWP has a 0.99% expense ratio, which is higher than TDVG's 0.50% expense ratio.

Dividends

SWP vs. TDVG - Dividend Comparison

SWP's dividend yield for the trailing twelve months is around 8.64%, more than TDVG's 0.96% yield.

Position	TTM	2025	2024	2023	2022	2021	2020
SWP SWP Growth & Income ETF	8.64%	5.64%	0.44%	0.00%	0.00%	0.00%	0.00%
TDVG T. Rowe Price Dividend Growth ETF	0.96%	1.00%	1.06%	1.31%	1.15%	0.80%	0.40%

Frequently Asked Questions

Can I hold both SWP and TDVG in my portfolio?

SWP and TDVG have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, SWP or TDVG?

SWP has higher volatility (3.26%) compared to TDVG (2.20%). In terms of maximum drawdown, SWP dropped -16.41% vs TDVG's -19.20%.

Which ETF is better, SWP or TDVG?

On 1-year performance, TDVG leads with 19.23% vs 16.51% for SWP. On fees, TDVG is cheaper at 0.50% per year. On volatility, TDVG has been the lower-risk option at 2.20%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, SWP or TDVG?

Over the 1-year period, TDVG has performed better with a 19.23% return vs 16.51%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, SWP or TDVG?

TDVG is cheaper with a 0.50% expense ratio, compared with 0.99% for SWP.

Which ETF pays a higher dividend yield, SWP or TDVG?

SWP has the higher dividend yield at 8.64%, compared with 0.96% for TDVG.

What is the main difference between SWP and TDVG?

They also come from different issuers: SWP and T. Rowe Price. Their fees differ too: 0.99% for SWP and 0.50% for TDVG.

Which has better risk-adjusted returns?

TDVG currently has the higher Sharpe Ratio (1.87 vs 1.24), 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.