ABFL vs SDVD
Abacus FCF Leaders ETF vs FT Vest SMID Rising Dividend Achievers Target Income ETF
Which is better, ABFL or SDVD?
ABFL has been ahead.
ABFL has a lower expense ratio. ABFL led over 1Y, 3Y and the full window. SDVD is less concentrated, with 10.3% of the fund in its ten largest positions against 35.0%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | ABFL | SDVD |
|---|---|---|
| Expense Ratio | 0.49%Best | 0.85% |
| AUM | $473M | $872M |
| Dividend Yield | 0.60% | 8.68% |
| Holdings | 58 | 348 |
| YTD Return | +11.62%Best | +3.20% |
| 1Y Return | +12.48%Best | +6.25% |
| 3Y Return (annualized) | +15.92%Best | +13.58% |
| 5Y Return (annualized) | +10.39% | - |
| Volatility (annualized) | 13.2%Best | 22.2% |
| Max Drawdown | -19.9%Best | -29.1% |
| $10,000 over 3.2 years | $15,596Best | $11,057 |
| Top 10 Weight | 35.0% | 10.3%Best |
| Fund Family | FCF Advisors | First Trust Portfolios (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 27, 2016 | Aug 9, 2023 |
Volatility and max drawdown, and the $10,000 over 3.2 years row, are measured over the window both funds cover: Aug 10, 2023 to Oct 14, 2026 (3.2 years).
ABFL vs SDVD growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.2 years both funds cover.
ABFL vs SDVD Performance
Abacus FCF Leaders ETF (ABFL) is an ETF from FCF Advisors and FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) is an ETF from First Trust Portfolios (US). Over the past year ABFL returned +12.48% while SDVD returned +6.25%. Year to date, ABFL is up 11.62% versus a gain of 3.20% for SDVD.
Over three years, ABFL compounded at +15.92% per year against +13.58% for SDVD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SDVD has been the more volatile fund, with annualized monthly volatility of 22.2% compared with 13.2% for ABFL. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -19.9% for ABFL and -29.1% for SDVD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.66. They move together some of the time, and apart the rest.
Fees and Cost Over Time
ABFL charges 0.49% per year while SDVD charges 0.85%. On a $10,000 position that is $49 vs $85 annually, a gap of $36 per year that compounds over a long holding period. On income, ABFL currently yields 0.60% against 8.68% for SDVD.
Holdings Overlap
14.5% of ABFL's money is in holdings SDVD also owns. 7.0% of SDVD's money is in holdings ABFL also owns.
ABFL and SDVD share little of their money.
11 positions in common, counted across the 54 positions we hold weights for in ABFL and 172 in SDVD, against full books of 58 and 348.
What only one of them owns
Our book lists 158 positions for SDVD that do not appear in our book for ABFL (91.0% of the fund), and 41 for ABFL that do not appear in SDVD (81.9%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in ABFL | Weight in SDVD | Difference |
|---|---|---|---|
| NTAPNetapp Inc | 2.07% | 0.97% | 1.10% |
| VRSNVerisign Inc. | 1.57% | 0.96% | 0.61% |
| EXPEExpedia Inc | 1.42% | 0.93% | 0.49% |
| EMEEmcor Group Inc | 1.31% | 0.95% | 0.36% |
| TPRTapestry Inc. | 1.83% | 0.21% | 1.62% |
| TPCTutor Perini Corp | 1.21% | 0.75% | 0.46% |
| NYTNew York Times Co | 0.96% | 0.77% | 0.19% |
| AGXArgan, Inc. | 1.37% | 0.33% | 1.04% |
| POWLPowell Industries Inc | 0.97% | 0.40% | 0.57% |
| CHEChemed Corp | 0.81% | 0.51% | 0.30% |
You are not choosing between two funds in isolation.
Whichever of ABFL and SDVD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, ABFL or SDVD?
ABFL has an expense ratio of 0.49% while SDVD charges 0.85%. ABFL is the cheaper option, by $36 a year on a $10,000 investment.
Which performed better, ABFL or SDVD?
Over the past year ABFL returned +12.48% vs +6.25% for SDVD, so ABFL leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ABFL or SDVD?
SDVD has been the more volatile fund at 22.2% annualized versus 13.2% for ABFL. Worst drawdown: ABFL -19.9% vs SDVD -29.1%.
Should I hold both ABFL and SDVD?
ABFL and SDVD have a monthly-return correlation of 0.66, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between ABFL and SDVD?
14.5% of ABFL's money is in holdings SDVD also owns. 7.0% of SDVD's is in holdings ABFL also owns. They hold 11 positions in common, counted across the 54 positions we hold weights for in ABFL and 172 in SDVD.
Which pays a higher dividend, ABFL or SDVD?
ABFL yields 0.60% while SDVD yields 8.68%, so SDVD currently pays the higher dividend yield.
Is SDVD better than ABFL?
ABFL has a lower expense ratio. ABFL led over 1Y, 3Y and the full window. SDVD is less concentrated, with 10.3% of the fund in its ten largest positions against 35.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.