Income582 funds · $1.02T
Top YTD · 20 of 582YTD
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SDVYSCHDVOO
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SDVY is #174 of 582 this yearShow all 582

SCHD vs SDVY

YTD
SCHDSchwabSDVYFirst Trust
Year to date
SCHD wins+21.2 pts
Past year
SCHD wins+24.5 pts
Fee
SCHD winslower fee
Yield
SCHD wins+2.0 pts
AUM
SCHD10.5× more
4–0SCHD wins
SCHD and SDVY · year-to-date · as of Nov 6, 2026 · AUM not scored
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SDVY vs S&P 500

MAX$41.93 · −0.2% last session
Dividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
0%+100%+200%+144.3%S&P 500 +228.4%Nov 3, 2017Nov 6, 2026
Return1D1M3MYTD1Y3Y5YMAX ▼
Total return−0.2%+1.7%−5.5%+10.2%+12.5%+61.9%+55.0%+144.3%
Peer average−0.1%−0.8%−2.9%+8.4%+11.3%+57.1%+48.7%—
S&P 500 · VOO+0.3%−5.0%−4.6%+8.7%+9.8%+80.8%+71.8%+793.2%
First Trust SDVY and Vanguard VOO · total return, dividends in · as of Nov 6, 2026
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SDVY’s Peers

YTDDividend Stocks · 6 largest
#Trend
1SCHDSchwab U.S. Dividend Equity ETFReadVersus0.06%3.0%−0.7%+31.4%+37.0%$120B
2VIGVanguard Dividend Appreciation ETFReadVersus0.04%1.5%−0.4%+12.1%+14.3%$109B
3VYMVanguard High Dividend Yield ETFReadVersus0.04%2.3%−0.5%+12.8%+16.5%$78.9B
4DGROiShares Core Dividend Growth ETFReadVersus0.08%1.9%−0.6%+16.6%+20.3%$44.9B
5CGDVCapital Group Dividend Value ETFReadVersus0.33%1.3%−0.1%+9.6%+12.9%$39.5B
6SDVYFirst Trust SMID Cap Rising Dividend Achievers ETFThis fund0.58%1.0%−0.2%+10.2%+12.5%$11.4B
#140 of 324 this year · #204 cheapest of 402 · sorted by assetsOpen the Income table →
SDVY and its peer group · total return · as of Nov 7, 2026
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Cards for This View

SDVY’s Top 10 Holdings

Today
10.7%of SDVY sits in these 10
1IPARInterparfums1.19%
2THGThe Hanover Insurance Group1.11%
3WSMWilliams-Sonoma1.09%
4YOUClear Secure, ()1.08%
5AIZAssurant1.07%
6VLTOVeralto1.06%
7RGAReinsurance Group of America, Incorporated1.06%
8NHCNational HealthCare1.04%
9VRSNVeriSign1.03%
10OFGOFG Bancorp0.99%
First Trust SDVY · weight in the fund · as of Nov 6, 2026
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SDVY’s Holdings

Today
First Trust SDVY · 172 holdings · top 22 shown · tile size = share of the fund · as of Nov 6, 2026
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SCHD vs SDVY

YTD
SCHDSchwabSDVYFirst Trust
Year to date
SCHD wins+21.2 pts
Past year
SCHD wins+24.5 pts
Fee
SCHD winslower fee
Yield
SCHD wins+2.0 pts
AUM
SCHD10.5× more
4–0SCHD wins
SCHD and SDVY · year-to-date · as of Nov 6, 2026 · AUM not scored
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SDVY vs Peer Average

YTD
SDVYAvsBPeer average
1D−0.2%−0.1%
1M+1.7%−0.8%
3M−5.5%−2.9%
YTD+10.2%+8.4%
1Y+12.5%+11.3%
3Y+61.9%+57.1%
5Y+55.0%+48.7%
5–2SDVY wins
401 Dividend stocks peers · each row scaled to its leader
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