Compare · 2 funds side by side · dividends reinvested

SDVY and DFMC

SDVYFirst Trust×DFMCDimensional×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,264SDVY · best of the two

02 / 03

SDVY and DFMC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust SMID Cap Rising Dividend Achievers ETFIncome · Dividend stocks0.58%0.97%+13.8%+17.2%+19.2%+10.2%−9.5%14.2%$11.3B1.1

U.S. Micro Cap Portfolio ETFUS Stock Styles · Large cap0.43%0.46%[…][…][…][…][…][…]$7.6B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: SDVY 2017 · DFMC 1981

Head to Head

Swap sides Versus in desk

Head to Head

First Trust SMID Cap Rising Dividend Achievers ETF · $11.3B$16,264

SDVY

DFMC

U.S. Micro Cap Portfolio ETF · $7.6B[…]

$10,000 five years ago, dividends reinvested · they hold 9.1% in common

SDVYMeasureDFMC

+13.8%Year to dateJan 1 → Nov 4[…]

+17.2%1 yearTotal return[…]

+19.2%3 years · per year$10,000 became $16,938 · […][…]

+10.2%5 years · per year$10,000 became $16,264 · […][…]

0.58%Expense ratio$58 · $43 a year on $10k · lower is better0.43%

0.97%Trailing 12-mo yield$97 · $46 a year on $10k0.46%

−9.5%Worst dropSmaller is better[…]

14.2%VolatilityLower is calmer[…]

SDVYDFMC Winner of the row, in its colourEach row: the bigger of the two fills its side

1–1Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SDVY vs DFMC: Top 5 Holdings

Today

SDVY

5.3%in top 5

DFMC

in top 52.0%

SDVYStockDFMC

1.1%THGnot top 5

1.1%RGAnot top 5

1.1%WSMnot top 5

1.0%VLTOnot top 5

1.0%AIZnot top 5

not top 5FBP0.5%

not top 5CVSA0.4%

not top 5HURN0.4%

not top 5USLM0.4%

not top 5AIR0.4%

Held in common9.1%

End-of-day Nov 4, 2026 · share of each fund

SDVY vs DFMC Returns, Every Period

First TrustSDVY

+17.2%

past year

DFMCDimensional

[…]

past year

Returns […]

SDVYDFMCFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Income vs Stocks: SDVY vs DFMC

YTD

First TrustSDVY

+13.8%

DFMCDimensional

[…]

+13.8%Year to date[…]

−9.5%Worst drop · 1Y[…]

14.2%Volatility · 1Y[…]

1.0%Yield0.5%

$11.3BAssets$7.6B

1–0SDVY wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SDVY, DFMC

Today

0.43%lowest, DFMC

FundExpense ratioFee$10k

DFMC0.43%$43

SDVY0.58%$58

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SDVY, DFMC

0.97%highest, SDVY

FundTrailing yieldYield$10k

SDVY0.97%$97

DFMC0.46%$46

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$39most kept, SDVY

SDVY$97 − $58 = $39

DFMC$46 − $43 = $3

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SDVY, DFMC

Today

9.1%most shared, SDVY and DFMC

SDVYDFMC

SDVY—9.1%

DFMC9.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.2%SDVY, at 14.2% volatility

SDVYWorst drop−9.5%14.2% vol

DFMCWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026