Income582 funds · $1.01T
Top 3Y · 20 of 5823Y
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SDVYSCHDVOO
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SDVY is #99 of 582 3YShow all 582

SCHD vs SDVY

YTD
SCHDSchwabSDVYFirst Trust
Year to date
SCHD wins+20.9 pts
Past year
SCHD wins+22.3 pts
Fee
SCHD winslower fee
Yield
SCHD wins+2.0 pts
AUM
SCHD10.8× more
4–0SCHD wins
SCHD and SDVY · year-to-date · as of Nov 4, 2026 · AUM not scored
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SDVY vs SCHD

3Y$42.58 · −0.4% last session
Dividend-adjusted total return. S&P 500 uses VOO.CompareSCHD+ S&P 500+ Peer avg+ Add a fund
0%+50%+67.9%SCHD +77.8%Oct 27, 2023Nov 3, 2026
Return1D1M3MYTD1Y3Y ▼5YMAX
Total return−0.4%+2.8%−4.4%+11.9%+15.2%+67.9%+56.3%+148.1%
Peer average−0.2%+0.1%−1.6%+9.4%+12.1%+61.7%+48.9%—
S&P 500 · VOO+0.3%−2.6%−1.7%+11.5%+11.9%+90.9%+77.5%+816.4%
First Trust SDVY and SCHD · total return, dividends in · as of Nov 4, 2026
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SDVY’s Peers

YTDDividend Stocks · 6 largest
#Trend
1SCHDSchwab U.S. Dividend Equity ETFReadVersus0.06%3.0%−1.0%+32.8%+37.6%$121B
2VIGVanguard Dividend Appreciation ETFReadVersus0.04%1.5%−0.3%+14.0%+15.9%$109B
3VYMVanguard High Dividend Yield ETFReadVersus0.04%2.3%−0.3%+15.8%+19.0%$78.9B
4DGROiShares Core Dividend Growth ETFReadVersus0.08%1.8%−0.6%+18.0%+21.0%$45.1B
5CGDVCapital Group Dividend Value ETFReadVersus0.33%1.2%+0.4%+13.0%+16.1%$38.8B
6SDVYFirst Trust SMID Cap Rising Dividend Achievers ETFThis fund0.58%1.0%−0.4%+11.9%+15.2%$11.3B
#133 of 324 this year · #203 cheapest of 402 · sorted by assetsOpen the Income table →
SDVY and its peer group · total return · as of Nov 4, 2026
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Cards for This View

SDVY’s Top 10 Holdings

Today
10.3%of SDVY sits in these 10
1THGThe Hanover Insurance Group1.08%
2RGAReinsurance Group of America, Incorporated1.07%
3WSMWilliams-Sonoma1.07%
4NHCNational HealthCare1.03%
5IPARInterparfums1.03%
6AIZAssurant1.02%
7VLTOVeralto1.01%
8VRSNVeriSign1.01%
9EXPEExpedia Group0.99%
10FBPFirst BanCorp0.98%
First Trust SDVY · weight in the fund · as of Nov 3, 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 3, 2026
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SCHD vs SDVY

YTD
SCHDSchwabSDVYFirst Trust
Year to date
SCHD wins+20.9 pts
Past year
SCHD wins+22.3 pts
Fee
SCHD winslower fee
Yield
SCHD wins+2.0 pts
AUM
SCHD10.8× more
4–0SCHD wins
SCHD and SDVY · year-to-date · as of Nov 4, 2026 · AUM not scored
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SDVY vs Peer Average

YTD
SDVYAvsBPeer average
1D−0.4%−0.2%
1M+2.8%+0.1%
3M−4.4%−1.6%
YTD+11.9%+9.4%
1Y+15.2%+12.1%
3Y+67.9%+61.7%
5Y+56.3%+48.9%
5–2SDVY wins
401 Dividend stocks peers · each row scaled to its leader
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