{"url":"https://etfiq.com/compare/any/fesm-vs-sdvy","section":"compare","title":"FESM vs SDVY: ETF Returns, Fees and Overlap | ETFIQ","description":"FESM vs SDVY to Oct 28, 2026: one-year total return +23.0% against +12.2%, expense ratio 0.28% against 0.58%. 6% of their weight is in the same names.","as_of":"Oct 28, 2026","structured_data":[{"@type":"FAQPage","mainEntity":[{"@type":"Question","name":"Which returned more over the last year, FESM or SDVY?","acceptedAnswer":{"@type":"Answer","text":"In the year to Oct 28, 2026, with distributions reinvested, FESM returned +23.0% and SDVY +12.2%."}},{"@type":"Question","name":"Which is cheaper, FESM or SDVY?","acceptedAnswer":{"@type":"Answer","text":"FESM is cheaper, by 0.30 percentage points a year. That is about $30 on $10,000 held for a year. Fees come from each fund's prospectus."}},{"@type":"Question","name":"How much do FESM and SDVY overlap with the S&P 500?","acceptedAnswer":{"@type":"Answer","text":"By their latest filed holdings, 1% of FESM and 24% of SDVY by weight is stocks the S&P 500 already holds."}}]},{"@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"ETFIQ","item":"https://etfiq.com/"},{"@type":"ListItem","position":2,"name":"Compare ETFs","item":"https://etfiq.com/compare/"},{"@type":"ListItem","position":3,"name":"FESM vs SDVY","item":"https://etfiq.com/compare/any/fesm-vs-sdvy"}]},{"@type":"WebPage","name":"FESM vs SDVY: ETF Returns, Fees and Overlap","description":"FESM vs SDVY to Oct 28, 2026: one-year total return +23.0% against +12.2%, expense ratio 0.28% against 0.58%. 6% of their weight is in the same names.","url":"https://etfiq.com/compare/any/fesm-vs-sdvy","dateModified":"2026-10-28","speakable":{"@type":"SpeakableSpecification","cssSelector":[".verdict",".lede",".faq"]},"isPartOf":{"@type":"WebSite","name":"ETFIQ","url":"https://etfiq.com"}},{"@type":"Dataset","name":"ETFIQ comparison of FESM and SDVY","description":"FESM vs SDVY to Oct 28, 2026: one-year total return +23.0% against +12.2%, expense ratio 0.28% against 0.58%. 6% of their weight is in the same names.","dateModified":"2026-10-28","creator":{"@id":"https://etfiq.com/#org"},"license":"https://etfiq.com/license/","isAccessibleForFree":true,"url":"https://etfiq.com/compare/any/fesm-vs-sdvy","publisher":{"@id":"https://etfiq.com/#org"},"inLanguage":"en","creativeWorkStatus":"Published","distribution":[{"@type":"DataDownload","encodingFormat":"application/json","contentUrl":"https://etfiq.com/data/alternatives.json"},{"@type":"DataDownload","encodingFormat":"application/json","contentUrl":"https://etfiq.com/data/core.json"},{"@type":"DataDownload","encodingFormat":"application/json","contentUrl":"https://etfiq.com/data/crypto.json"},{"@type":"DataDownload","encodingFormat":"application/json","contentUrl":"https://etfiq.com/data/funds.json"},{"@type":"DataDownload","encodingFormat":"application/json","contentUrl":"https://etfiq.com/data/income.json"},{"@type":"DataDownload","encodingFormat":"application/json","contentUrl":"https://etfiq.com/data/leverage.json"},{"@type":"DataDownload","encodingFormat":"application/json","contentUrl":"https://etfiq.com/data/thematic.json"}]},{"@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"ETFIQ","item":"https://etfiq.com/"},{"@type":"ListItem","position":2,"name":"Compare ETFs","item":"https://etfiq.com/compare/"},{"@type":"ListItem","position":3,"name":"FESM vs SDVY","item":"https://etfiq.com/compare/any/fesm-vs-sdvy"}]},{"@type":"WebPage","name":"FESM vs SDVY: ETF Returns, Fees and Overlap","description":"FESM vs SDVY to Oct 28, 2026: one-year total return +23.0% against +12.2%, expense ratio 0.28% against 0.58%. 6% of their weight is in the same names.","url":"https://etfiq.com/compare/any/fesm-vs-sdvy","dateModified":"2026-10-28","isPartOf":{"@type":"WebSite","name":"ETFIQ","url":"https://etfiq.com"},"speakable":{"@type":"SpeakableSpecification","cssSelector":[".verdict",".lede",".faq"]},"publisher":{"@id":"https://etfiq.com/#org"}}],"characters":5662,"truncated":true,"content":"ETFIQ / Compare ETFs / FESM vs SDVY \n \n Data as of Oct 28, 2026.\n ETFIQ etfiq.com \u00b7 independent ETF data \n FESM vs SDVY: Differences, Returns & Fees\n Over the year to Oct 28, 2026, FESM returned +23.0% to SDVY's +12.2%; 6% of their weight is in the same names.\n Copy this for sharing \n FESM costs 0.30 points a year less; their one-year returns differ by 10.8 points.\n FESM and SDVY at a glance. As of Oct 28, 2026. Source: ETFIQ. FESM SDVY \n Expense ratio 0.28% 0.58% \n Net assets, FESM as of Sep 30, 2026 and SDVY as of Oct 27, 2026 $6.4bn $11.1bn \n Total return, 1 year +23.0% +12.2% \n What it tra","source":"ETFIQ, independent ETF data. Recomputed nightly from public filings and prices.","publisher":{"@id":"https://etfiq.com/#org","name":"ETFIQ","url":"https://etfiq.com"},"license":"https://etfiq.com/license/","license_text":"Data ETFIQ computes is free to use with attribution: ETFIQ (etfiq.com). Issuer data stays under its owner's terms.","citation":"ETFIQ, FESM against SDVY, data as of Oct 28, 2026. https://etfiq.com/compare/any/fesm-vs-sdvy","a":{"ticker":"FESM","name":"Fidelity Enhanced Small Cap Core ETF","issuer":"Fidelity","desk":"core","as_of":"2026-10-28","verdict":"FESM is actively managed and returned +23.0% over the past year.","url":"https://etfiq.com/funds/fesm","key_facts":[{"label":"Total return, 1 year","value":"+23.0%","as_of":"2026-10-28","source":"computed by ETFIQ from Tiingo daily prices"},{"label":"Expense ratio","value":"0.28%","as_of":"2025-10-27","source":"485BPOS XBRL, Oct 27, 2025"},{"label":"Holdings","value":"779","as_of":"2026-06-30","source":"its SEC filing (Form N-PORT)"},{"label":"Below its high","value":"\u22125.9%","as_of":"2026-10-28","source":"ETFIQ"},{"label":"12-month yield, capital gains included, on its starting price","value":"1.0%","as_of":"2026-10-28","source":"computed by ETFIQ from Tiingo daily prices and distributions"},{"label":"Last payment (paid quarterly), ex-date Sep 18, 2026","value":"$0.104","as_of":"2026-09-18","source":"Tiingo end-of-day distributions"},{"label":"Net assets","value":"$6.4bn","as_of":"2026-09-30","source":"the issuer\u2019s own number for this ETF, month end, as of Sep 30, 2026"}]},"b":{"ticker":"SDVY","name":"First Trust SMID Cap Rising Dividend Achievers ETF","issuer":"First Trust","desk":"core","as_of":"2026-10-28","verdict":"SDVY tracks an index and returned +12.2% over the past year.","url":"https://etfiq.com/funds/sdvy","key_facts":[{"label":"Total return, 1 year","value":"+12.2%","as_of":"2026-10-28","source":"computed by ETFIQ from Tiingo daily prices"},{"label":"Expense ratio","value":"0.58%","as_of":"2026-01-28","source":"485BPOS XBRL, Jan 28, 2026"},{"label":"Holdings","value":"172","as_of":"2026-10-27","source":"the issuer\u2019s daily holdings file"},{"label":"Below its high","value":"\u22126.6%","as_of":"2026-10-28","source":"ETFIQ"},{"label":"12-month yield, capital gains included, on its starting price","value":"1.1%","as_of":"2026-10-28","source":"computed by ETFIQ from Tiingo daily prices and distributions"},{"label":"Last payment (paid quarterly), ex-date Sep 24, 2026","value":"$0.1002","as_of":"2026-09-24","source":"Tiingo end-of-day distributions"},{"label":"Net assets","value":"$11.1bn","as_of":"2026-10-27","source":"issuer page, as of Oct 27, 2026"}]},"overlap_pct":6,"full_text_at":"https://etfiq.com/compare/any/fesm-vs-sdvy"}