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

In the year to Oct 28, 2026, with distributions reinvested, SDVY returned +12.2% and SLYG +15.6%.

Which is cheaper, SDVY or SLYG?

SLYG is cheaper, by 0.43 percentage points a year. That is about $43 on $10,000 held for a year. Fees come from each fund's prospectus.

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

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

Data as of Oct 28, 2026.

Across categories

SDVY vs SLYG: Differences, Returns & Fees

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Over the year to Oct 28, 2026, SDVY returned +12.2% to SLYG's +15.6%; 9% of their weight is in the same names.

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Net assets on Oct 27, 2026: $11.1bn for First Trust SMID Cap Rising Dividend Achievers ETF and $4.7bn for State Street SPDR S & P 600 Small Cap Growth ETF.

SDVY on its own →SLYG on its own →

At a glance

+12.2%

SDVY total return, 1 year

+15.6%

SLYG total return, 1 year

0.58%

SDVY expense ratio

0.15%

SLYG expense ratio

Pair scorecard

SLYG costs 0.43 points a year less; their one-year returns differ by 3.4 points; SDVY is 2.4 times larger.

SDVY vs SLYG: Differences, Returns & Fees
Measure	SDVY	SLYG
Return
Measure	SDVY	SLYG
Total return, 1 year	+12.2%	+15.6%
Drawdown
Measure	SDVY	SLYG
Below its high	6.6%, high on Aug 4, 2026	8.2%, high on Aug 4, 2026
Benchmark
Measure	SDVY	SLYG
What it tracks	Nasdaq US Small Mid Cap Rising Dividend Achievers Index	S&P SmallCap 600 Growth Index
Cost and size
Measure	SDVY	SLYG
Expense ratio	0.58%	0.15%
Net assets, as of Oct 27, 2026	$11.1bn	$4.7bn
Holdings
Measure	SDVY	SLYG
Holdings in common	9%
Top ten holdings, share of the fund	10.2%	9.7%

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

Risk and return

Nov 10, 2017 to Oct 23, 2026 · 467 weekly returns

SDVY SLYG

Return

Total return edge SDVY +147.8% +117.1%

Annualized edge SDVY +10.6% +9.0%

Price return edge SDVY +113.0% +90.6%

Risk

Volatility edge Tie 22.8% 23.1%

Max drawdown edge Tie −40.5% −41.3%

Downside capture 101.6% 101.5%

Beta 1.05 1.01

Risk-adjusted

Sharpe edge SDVY 0.44 0.37

Sortino edge SDVY 0.63 0.54

Treynor 0.095 0.082

Calmar edge SDVY 0.26 0.22

Against the benchmark

Alpha −2.5% a year −1.3% a year

Alpha t-stat −0.60 −1.04

Information ratio −0.15 −0.19

Tracking error 12.4% 6.6%

Each against its own benchmark: SDVY against IWV, Nov 10, 2017 to Oct 23, 2026; SLYG against IJT, Oct 13, 2000 to Oct 23, 2026.

Reading

SDVY returned more: +147.8% to +117.1%. SDVY and SLYG swung about the same: 22.8% and 23.1%. SDVY and SLYG fell about the same at their worst: −40.5% and −41.3%.

Full scorecard

19 measures, with how each is measured Open ↓

Risk and return: SDVY vs SLYG: Differences, Returns & Fees
Measure	SDVY	SLYG	Edge	How it is measured
Return
Total return	+147.8%	+117.1%	SDVY	Price change plus distributions, reinvested.
Annualized	+10.6%	+9.0%	SDVY	Total return as a yearly rate.
Price return	+113.0%	+90.6%	SDVY	Price change alone, distributions left out.
Risk
Volatility	22.8%	23.1%	Tie	Spread of weekly returns, annualized. Lower is steadier.
Downside deviation	16.0%	16.1%	Tie	Like volatility, counting only weeks below the Treasury bill rate.
Max drawdown	−40.5%	−41.3%	Tie	Deepest fall from a high to the low after it.
Upside capture	95.2%	99.9%		Share of its benchmark's rise caught in the weeks it rose.
Downside capture	101.6%	101.5%		Share of its benchmark's fall taken in the weeks it fell. Lower is better.
Beta	1.05	1.01	Not an edge	How far it moves for each 1% its benchmark moves.
R squared	0.70	0.92	Not an edge	Share of its weekly moves its benchmark explains.
Risk-adjusted
Sharpe	0.44	0.37	SDVY	Return above Treasury bills per unit of volatility.
Sortino	0.63	0.54	SDVY	Return above Treasury bills per unit of downside deviation.
Treynor	0.095	0.082		Return above Treasury bills per unit of beta.
Calmar	0.26	0.22	SDVY	Annualized return divided by the max drawdown.
Against the benchmark
Benchmark	IWV	IJT		The ETF each fund is measured against.
Alpha	−2.5% a year	−1.3% a year	Not significant	Yearly return beyond what its beta to the benchmark predicts.
Alpha t-stat	−0.60	−1.04	Not an edge	How sure the alpha is. Below 2, it could be chance.
Alpha range	−10.7% to +5.7%	−3.9% to +1.2%	Includes zero	The 95% range for the yearly alpha.
Information ratio	−0.15	−0.19		Return against its benchmark per unit of tracking error.
Tracking error	12.4%	6.6%	Not an edge	How far weekly returns stray from the benchmark, annualized.

Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 467 weekly returns. Cash rate: the 13-week Treasury bill.

What they share

By the books each fund has filed, SDVY and SLYG hold 9% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

50%

0 half 100%

half

9% in common

Positions both hold · largest shared weight first SDVY SLYG

Installed Building Products, Inc. 0.69% 0.57%

Badger Meter, Inc. 0.90% 0.54%

Clear Secure, Inc. (Class A) 0.87% 0.53%

PriceSmart, Inc. 0.94% 0.52%

Brady Corporation 0.82% 0.44%

Zurn Elkay Water Solutions Corp. 0.43% 0.89%

Balchem Corporation 0.87% 0.39%

Cactus, Inc. (Class A) 0.57% 0.35%

Primoris Services Corporation 0.33% 0.46%

National HealthCare Corporation 1.06% 0.33%

Powell Industries, Inc. 0.32% 0.57%

Atmus Filtration Technologies Inc. 0.33% 0.31%

Only in one fund ↓

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%

Only in SLYG

VIASAT INC 1.18%

PROTAGONIST THERAPEUTICS INC 1.11%

RYMAN HOSPITALITY PROPERTIES 1.10%

TG THERAPEUTICS INC 0.98%

ETSY INC 0.91%

ALKERMES PLC 0.91%

GLAUKOS CORP 0.90%

FEDERAL SIGNAL CORP 0.86%

Check overlap with more funds →

Side by side

SDVY First Trust SMID Cap Rising Dividend Achievers ETF SLYG State Street SPDR S & P 600 Small Cap Growth ETF

Where it sits Stock ETF Stock ETF

Issuer First Trust State Street

What it is Tracks an index Tracks an index

Total return, 1 year +12.2% +15.6%

Its benchmark over the same days +13.3% (IWV) +15.4% (IJT)

Gap to its benchmark −1.1 pts vs IWV +0.2 pts vs IJT

Expense ratio 0.58% 0.15%

Already in the S&P 500 23.5% 0.0%

Holdings 172 350

Net assets, as of Oct 27, 2026 $11.1bn $4.7bn

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

Client brief · page 1 of 2 Report BR-E4625F3C3A

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

What each follows. SDVY follows Nasdaq US Small Mid Cap Rising Dividend Achievers Index and SLYG follows S&P SmallCap 600 Growth Index.
Holdings in common. 9% of the weight is in the same securities (holdings dated Oct 27, 2026).
One-year total return. Over 1 year to Oct 28, 2026 SDVY returned +12.2% and SLYG +15.6% with distributions reinvested, a gap of 3.4 points.

Data as of Oct 28, 2026.

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About each fund

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.

SLYG

SLYG tracks an index. Over the year to Oct 28, 2026 it returned +15.6% with distributions reinvested, against +15.4% for its benchmark, the S&P SmallCap 600 Growth Index. The prospectus expense ratio is 0.15% 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 350 positions, with the top ten at 9.7%. It sat 8.2% below its high of Aug 4, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, SDVY or SLYG?: In the year to Oct 28, 2026, with distributions reinvested, SDVY returned +12.2% and SLYG +15.6%.
Which is cheaper, SDVY or SLYG?: SLYG is cheaper, by 0.43 percentage points a year. That is about $43 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do SDVY and SLYG overlap with the S&P 500?: By their latest filed holdings, 24% of SDVY and 0% of SLYG by weight is stocks the S&P 500 already holds.

Other comparisons

SDVY vs SMLF SDVY vs VIOO FESM vs SDVY IJT vs SDVY FESM vs SLYG SLYG vs SMLF SLYG vs VIOO FNDA vs SLYG

Where to next

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

Sources and dates

SDVY filings on SEC EDGAR ↗

SDVY prospectus with the expense ratio (SEC) ↗

First Trust page for SDVY ↗

SLYG filings on SEC EDGAR ↗

SLYG prospectus with the expense ratio (SEC) ↗

State Street website ↗

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

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