SDVD vs AFSM

ASDVD

BAFSM

Measures won3–2SDVD wins · of 6 · 5Y

$10,000 · 5Y$16,428SCHD · AFSM $14,699

Lowest cost0.06%SCHD · $6 on $10k

Most income8.97%SDVD · $897 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common6.4%SDVD and AFSM

FT Vest SMID Rising Dividend Achievers Target Income ETF · $892MFirst Trust Active Factor Small Cap ETF · $129M

+16.6%3 years · per year$15,868 · $16,681+18.6%

[…]5 years · per year[…] · $14,699+8.0%

0.85%Expense ratio$85 · $75 on $10k · lower wins0.75%

8.97%12-mo yield$897 · $52 on $10k

Cards for this view

SDVD

FT Vest SMID Rising Dividend Achievers Target Income

[…]

AFSM

First Trust Active Factor Small Cap

$14,699

MeasureSDVDAFSM

Fee0.85%0.75%

Cost on $10k a year$85$75

Yield8.97%0.52%

5 years, per year[…]+8.0%

3 years, per year+16.6%+18.6%

Worst drop · 1Y−8.9%−9.6%

Volatility · 1Y14.5%

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
2	BAFSM	First Trust Active Factor Small Cap ETFRead Desk	0.75%	0.52%	+0.1%	+19.4%	+22.6%	+18.6%	+8.0%	−9.6%	$129M
3	ASDVD	FT Vest SMID Rising Dividend Achievers Target Income ETFRead Desk	0.85%	8.97%	+0.1%	+14.0%	+16.2%	+16.6%	new	−8.9%	$892M

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
2	BAFSM	First Trust Active Factor Small Cap ETFRead Desk	0.75%	0.52%	+0.1%	+19.4%	+22.6%	+18.6%	+8.0%	−9.6%	$129M
3	ASDVD	FT Vest SMID Rising Dividend Achievers Target Income ETFRead Desk	0.85%	8.97%	+0.1%	+14.0%	+16.2%	+16.6%	new	−8.9%	$892M

Loading…