Which returned more over the last year, AVSC or SDVY?

In the year to Oct 28, 2026, with distributions reinvested, AVSC returned +23.6% and SDVY +12.2%.

Which is cheaper, AVSC or SDVY?

AVSC is cheaper, by 0.33 percentage points a year. That is about $33 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do AVSC and SDVY overlap with the S&P 500?

By their latest filed holdings, 0% of AVSC and 24% of SDVY by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

AVSC vs SDVY: Differences, Returns & Fees

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Over the year to Oct 28, 2026, AVSC returned +23.6% to SDVY's +12.2%; 7% of their weight is in the same names.

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Net assets: $2.8bn on May 31, 2026 for Avantis U.S. Small Cap Equity ETF, and $11.1bn on Oct 27, 2026 for First Trust SMID Cap Rising Dividend Achievers ETF.

AVSC on its own →SDVY on its own →

At a glance

+23.6%

AVSC total return, 1 year

+12.2%

SDVY total return, 1 year

0.25%

AVSC expense ratio

0.58%

SDVY expense ratio

Pair scorecard

AVSC costs 0.33 points a year less; their one-year returns differ by 11.4 points.

AVSC vs SDVY: Differences, Returns & Fees
Measure	AVSC	SDVY
Return
Measure	AVSC	SDVY
Total return, 1 year	+23.6%	+12.2%
Drawdown
Measure	AVSC	SDVY
Below its high	5.0%, high on Aug 14, 2026	6.6%, high on Aug 4, 2026
Benchmark
Measure	AVSC	SDVY
What it tracks	No index, actively managed	Nasdaq US Small Mid Cap Rising Dividend Achievers Index
Cost and size
Measure	AVSC	SDVY
Expense ratio	0.25%	0.58%
Net assets, AVSC as of May 31, 2026 and SDVY as of Oct 27, 2026	$2.8bn	$11.1bn
Holdings
Measure	AVSC	SDVY
Holdings in common	7%
Top ten holdings, share of the fund	3.4%	10.2%

Holdings in common uses holdings dated Oct 27, 2026. Method

Risk and return

Jan 21, 2022 to Oct 23, 2026 · 248 weekly returns

AVSC SDVY

Return

Total return edge Tie +62.2% +61.1%

Annualized edge Tie +10.7% +10.5%

Price return edge AVSC (slight) +52.9% +47.8%

Risk

Volatility edge SDVY (slight) 20.5% 19.5%

Max drawdown edge SDVY (slight) −25.5% −23.2%

Downside capture 96.9% 101.6%

Beta 0.96 1.05

Risk-adjusted

Sharpe edge Tie 0.40 0.40

Sortino edge Tie 0.58 0.59

Treynor 0.085 0.095

Calmar edge SDVY (slight) 0.42 0.45

Against the benchmark

Alpha +2.1% a year −2.5% a year

Alpha t-stat 0.89 −0.60

Information ratio 0.35 −0.15

Tracking error 5.2% 12.4%

Each against its own benchmark: AVSC against IWM, Jan 21, 2022 to Oct 23, 2026; SDVY against IWV, Nov 10, 2017 to Oct 23, 2026.

Reading

AVSC and SDVY returned about the same: +62.2% and +61.1%. SDVY swung slightly less: 19.5% to 20.5%. SDVY fell slightly less at its worst: −23.2% to −25.5%.

Full scorecard

19 measures, with how each is measured Open ↓

Risk and return: AVSC vs SDVY: Differences, Returns & Fees
Measure	AVSC	SDVY	Edge	How it is measured
Return
Total return	+62.2%	+61.1%	Tie	Price change plus distributions, reinvested.
Annualized	+10.7%	+10.5%	Tie	Total return as a yearly rate.
Price return	+52.9%	+47.8%	AVSC (slight)	Price change alone, distributions left out.
Risk
Volatility	20.5%	19.5%	SDVY (slight)	Spread of weekly returns, annualized. Lower is steadier.
Downside deviation	14.0%	13.3%	SDVY (slight)	Like volatility, counting only weeks below the Treasury bill rate.
Max drawdown	−25.5%	−23.2%	SDVY (slight)	Deepest fall from a high to the low after it.
Upside capture	96.8%	95.2%		Share of its benchmark's rise caught in the weeks it rose.
Downside capture	96.9%	101.6%		Share of its benchmark's fall taken in the weeks it fell. Lower is better.
Beta	0.96	1.05	Not an edge	How far it moves for each 1% its benchmark moves.
R squared	0.94	0.70	Not an edge	Share of its weekly moves its benchmark explains.
Risk-adjusted
Sharpe	0.40	0.40	Tie	Return above Treasury bills per unit of volatility.
Sortino	0.58	0.59	Tie	Return above Treasury bills per unit of downside deviation.
Treynor	0.085	0.095		Return above Treasury bills per unit of beta.
Calmar	0.42	0.45	SDVY (slight)	Annualized return divided by the max drawdown.
Against the benchmark
Benchmark	IWM	IWV		The ETF each fund is measured against.
Alpha	+2.1% a year	−2.5% a year	Not significant	Yearly return beyond what its beta to the benchmark predicts.
Alpha t-stat	0.89	−0.60	Not an edge	How sure the alpha is. Below 2, it could be chance.
Alpha range	−2.5% to +6.7%	−10.7% to +5.7%	Includes zero	The 95% range for the yearly alpha.
Information ratio	0.35	−0.15		Return against its benchmark per unit of tracking error.
Tracking error	5.2%	12.4%	Not an edge	How far weekly returns stray from the benchmark, annualized.

Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 248 weekly returns. Cash rate: the 13-week Treasury bill.

What they share

By the books each fund has filed, AVSC and SDVY hold 7% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

50%

0 half 100%

half

7% in common

Positions both hold · largest shared weight first AVSC SDVY

EASTERN BANKSHARES INC COMMON STOCK USD.01 0.28% 0.47%

FULTON FINANCIAL CORP COMMON STOCK USD2.5 0.25% 0.49%

INTERNATIONAL SEAWAYS INC COMMON STOCK 0.33% 0.25%

PRICESMART INC COMMON STOCK USD.0001 0.25% 0.94%

ASSOCIATED BANC CORP COMMON STOCK USD.01 0.23% 0.49%

TUTOR PERINI CORP COMMON STOCK USD1.0 0.23% 0.68%

FIRST BANCORP PUERTO RICO COMMON STOCK USD.1 0.22% 1.01%

KORN FERRY COMMON STOCK USD.01 0.22% 0.43%

OTTER TAIL CORP COMMON STOCK USD5.0 0.21% 0.23%

BRINK S CO/THE COMMON STOCK USD1.0 0.20% 0.83%

INTERNATIONAL BANCSHARES CRP COMMON STOCK USD1.0 0.20% 0.20%

NATIONAL HEALTHCARE CORP COMMON STOCK USD.01 0.20% 1.06%

Only in one fund ↓

Only in AVSC

TENABLE HOLDINGS INC COMMON STOCK USD.01 0.37%

GRAIL INC COMMON STOCK 0.36%

ABERCROMBIE + FITCH CO CL A COMMON STOCK USD.01 0.35%

HAEMONETICS CORP/MASS COMMON STOCK USD.01 0.34%

CONCENTRA GROUP HOLDINGS PAR COMMON STOCK USD.01 0.33%

SCIENCE APPLICATIONS INTE COMMON STOCK USD.0001 0.33%

IOVANCE BIOTHERAPEUTICS INC COMMON STOCK USD.000041666 0.32%

LIVANOVA PLC COMMON STOCK GBP1.0 0.32%

Only in SDVY

Reinsurance Group of America, Incorporated 1.06%

Williams-Sonoma, Inc. 1.06%

The Hanover Insurance Group, Inc. 1.05%

Assurant, Inc. 1.00%

VeriSign, Inc. 1.00%

Watts Water Technologies, Inc. 0.98%

East West Bancorp, Inc. 0.97%

Expedia Group, Inc. 0.96%

Check overlap with more funds →

Side by side

AVSC Avantis U.S. Small Cap Equity ETF SDVY First Trust SMID Cap Rising Dividend Achievers ETF

Where it sits Stock ETF Stock ETF

Issuer Avantis First Trust

What it is Actively managed Tracks an index

Total return, 1 year +23.6% +12.2%

Its benchmark over the same days +14.1% (IWM) +13.3% (IWV)

Gap to its benchmark +9.5 pts vs IWM −1.1 pts vs IWV

Expense ratio 0.25% 0.58%

Already in the S&P 500 0.0% 23.5%

Holdings 1540 172

Net assets, AVSC as of May 31, 2026 and SDVY as of Oct 27, 2026 $2.8bn $11.1bn

AVSC and SDVY on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Client brief · page 1 of 2 Report BR-334BEDAB7A

AVSC and SDVY are built for the same job. How do they differ in cost, holdings and results?

What each follows. AVSC follows No index, actively managed and SDVY follows Nasdaq US Small Mid Cap Rising Dividend Achievers Index.
Holdings in common. 7% of the weight is in the same securities (holdings dated Oct 27, 2026).
One-year total return. Over 1 year to Oct 28, 2026 AVSC returned +23.6% and SDVY +12.2% with distributions reinvested, a gap of 11.4 points.

Data as of Oct 28, 2026.

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About each fund

AVSC

Over the year to Oct 28, 2026 it returned +23.6% with distributions reinvested, against +14.1% for its benchmark, the Russell 2000.

AVSC is actively managed and tracks no index. The prospectus expense ratio is 0.25% a year. By its holdings published by its issuer for Oct 27, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 1,540 positions, with the top ten at 3.4%. It sat 5.0% below its high of Aug 14, 2026 on Oct 28, 2026.

SDVY

Over the year to Oct 28, 2026 it returned +12.2% with distributions reinvested, against +13.3% for its benchmark, the Russell 3000 Index.

SDVY tracks an index. The prospectus expense ratio is 0.58% a year. By its holdings published by its issuer for Oct 27, 2026, 24% of the fund by weight is stocks the S&P 500 also holds, across 172 positions, with the top ten at 10.2%. It sat 6.6% below its high of Aug 4, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, AVSC or SDVY?: In the year to Oct 28, 2026, with distributions reinvested, AVSC returned +23.6% and SDVY +12.2%.
Which is cheaper, AVSC or SDVY?: AVSC is cheaper, by 0.33 percentage points a year. That is about $33 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do AVSC and SDVY overlap with the S&P 500?: By their latest filed holdings, 0% of AVSC and 24% of SDVY by weight is stocks the S&P 500 already holds.

Other comparisons

AVSC vs FESM AVSC vs SLYG AVSC vs SMLF AVSC vs PSC SDVY vs XSMO PSC vs SDVY ESML vs SDVY BBMC vs SDVY

Where to next

AVSC on its own →SDVY on its own →Hold both: look the portfolio through →Rankings →AVSC dividend history →AVSC holdings →SDVY dividend history →SDVY holdings →Standards and sources →

Sources and dates

AVSC filings on SEC EDGAR ↗

AVSC prospectus with the expense ratio (SEC) ↗

Avantis website ↗

SDVY filings on SEC EDGAR ↗

SDVY prospectus with the expense ratio (SEC) ↗

First Trust page for SDVY ↗

Links are sources, not endorsements. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, AVSC against SDVY, data as of Oct 28, 2026. https://etfiq.com/compare/any/avsc-vs-sdvy

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Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.