SDVYvsEZMETF Comparison
ETF 1
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
This fund is part of
US High Dividend
-0.11%
VS
First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) belongs to the US High Dividend segment. WisdomTree U.S. MidCap Fund (EZM) is part of the US Mid Cap segment. Both ETFs have the same top 3 sector exposures: Finance, Industrials and Technology. SDVY is more expensive with a Total Expense Ratio (TER) of 0.58%, versus 0.38% for EZM. SDVY is up 11.72% year-to-date (YTD) with +$709M in YTD flows. EZM performs better with 13.27% YTD performance, and +$29M in YTD flows. Run a side-by-side ETF comparison of SDVY and EZM below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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SDVY vs EZM performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/29/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SDVY EZM | +3.95%+4.70% | -2.38%-1.04% | +11.72%+13.27% | +14.50%+17.39% | +66.23%+64.77% | +57.48%+44.90% |
| Flows | SDVY EZM | -$86M+$7M | -$4M+$11M | +$709M+$29M | +$995M+$30M | +$7.42B-$84M | +$8.76B-$124M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SDVY EZM | +10.97%+10.89% | +13.96%+13.38% | +18.60%+17.78% | +20.64%+20.01% |
| Max drawdown | SDVY EZM | -9.46%-7.62% | -9.46%-8.88% | -26.11%-23.35% | -26.11%-23.35% |
| Max drawdown duration | SDVY EZM | 86d75d | 86d65d | 406d372d | 406d372d |
Trading data
SDVY | EZM | |
Last sale 10/30/2026 at 1:30 PM | $42.03 | $74.99 |
| Previous close 10/29/2026 | $42.50 | $75.41 |
| Consolidated volume 10/29/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of October 30, 2026
1-year trailing difference
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SDVY | EZM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/30/2026 at 1:30 PM
Live
Closed
SDVY | EZM | |
|---|---|---|
| Last price | $42.03 | $74.99 |
| 1D performance | -1.11% | -0.56% |
| AuM | $11.22 B | $940.16 M |
| E/R | 0.58% | 0.38% |
Characteristics
SDVY | EZM | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | First Trust | WisdomTree |
| Benchmark | Nasdaq US SMID Cap Rising Dividend Achievers Index | WisdomTree U.S. MidCap Index |
| N° of holdings | 172 | 505 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | November 1, 2017 | February 23, 2007 |
| ESG | No | No |
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Exposure
Countries
SDVY
USA
94.87%
Other
5.13%
EZM
USA
96.16%
Other
3.84%
Sectors
SDVY
Finance
35.89%
Industrials
22.06%
Technology
10.28%
Non-Energy Materi.
7.74%
Other
24.03%
EZM
Finance
24.67%
Industrials
12.57%
Technology
12.57%
Healthcare
11.27%
Consumer Cyclical.
8.23%
Non-Energy Materi.
7.42%
Other
23.26%
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Diversification
SDVY
Total weight of top 15 holdings out of 15
15.01%
EZM
Total weight of top 15 holdings out of 15
11.48%
Top 15 holdings
Data as of September 30, 2026
SDVY
National HealthCare Corp.
1.15%
Applied Industrial Technologies, Inc.
1.03%
First BanCorp (Puerto Rico)
1.03%
OFG Bancorp
1.02%
Reinsurance Group of America, Inc.
1.02%
Interparfums, Inc.
1.01%
Williams-Sonoma, Inc.
1.01%
Watts Water Technologies, Inc.
1.00%
The Hanover Insurance Group, Inc.
0.99%
PriceSmart, Inc.
0.97%
VeriSign, Inc.
0.97%
Interactive Brokers Group, Inc.
0.96%
EnerSys
0.95%
Assurant, Inc.
0.95%
East West Bancorp, Inc.
0.95%
EZM
Viatris, Inc.
1.66%
APA Corp.
0.93%
CF Industries Holdings, Inc.
0.93%
RenaissanceRe Holdings Ltd.
0.81%
TD SYNNEX Corp.
0.78%
Ovintiv, Inc.
0.78%
The AES Corp.
0.72%
Jackson Financial, Inc.
0.71%
Entegris, Inc.
0.64%
Franklin Resources, Inc.
0.63%
BorgWarner, Inc.
0.63%
Globe Life, Inc.
0.60%
Lincoln National Corp.
0.56%
Halozyme Therapeutics, Inc.
0.56%
SiriusXM Holdings, Inc.
0.55%
Frequently asked questions about SDVY and EZM
How have the SDVY and EZM ETFs performed in 2026?
As of October 29, 2026, SDVY is up 11.72% year-to-date (YTD), while EZM has returned 13.27%. That puts EZM better performer ahead so far this year.
Which ETF is attracting more investor money: SDVY or EZM?
Year-to-date, the SDVY ETF saw +$709M in flows, compared to +$29M for EZM.
Which ETF is more volatile: SDVY or EZM?
Over the past year, SDVY had a volatility of 13.96%, while EZM experienced 13.38%.
Which ETF is bigger: SDVY or EZM?
As of October 29, 2026, SDVY holds $11.22 B in assets under management (AUM), while EZM manages $940.16 M.
What sectors do the SDVY and EZM ETFs invest in?
SDVY leans toward sectors like Finance, Industrials and Technology. Meanwhile, EZM focuses on Finance, Industrials and Technology.
What are the top holdings of the SDVY ETF and EZM ETF?
SDVY top holdings include National HealthCare Corp., Applied Industrial Technologies, Inc. and First BanCorp (Puerto Rico). EZM holds in its top three: Viatris, Inc., APA Corp. and CF Industries Holdings, Inc..
Which ETF is more diversified: SDVY or EZM?
SDVY holds 172 securities with 15.01% of its assets in the top 15. EZM has 865 securities and a top 15 weight of 11.48%.
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