BAGX vs SDVD
EA Bridgeway Aggressive Investors ETF vs FT Vest SMID Rising Dividend Achievers Target Income ETF
Which is better, BAGX or SDVD?
BAGX has been ahead.
BAGX has a lower expense ratio. BAGX led over 1Y. SDVD is less concentrated, with 10.3% of the fund in its ten largest positions against 30.1%.
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 | BAGX | SDVD |
|---|---|---|
| Expense Ratio | 0.73%Best | 0.85% |
| AUM | $202M | $872M |
| Dividend Yield | 0.00% | 8.68% |
| Holdings | 94 | 348 |
| YTD Return | +4.87%Best | +3.20% |
| 1Y Return | - | +6.25% |
| 3Y Return (annualized) | - | +13.58% |
| Top 10 Weight | 30.1% | 10.3%Best |
| Fund Family | Bridgeway Funds | First Trust Portfolios (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jul 24, 2026 | Aug 9, 2023 |
Not shown on this pair: 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.
BAGX 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
BAGX vs SDVD Performance
EA Bridgeway Aggressive Investors ETF (BAGX) is an ETF from Bridgeway Funds and FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) is an ETF from First Trust Portfolios (US). Year to date, BAGX is up 4.87% versus a gain of 3.20% for SDVD.
Past performance does not guarantee future results.
Fees and Cost Over Time
BAGX charges 0.73% per year while SDVD charges 0.85%. On a $10,000 position that is $73 vs $85 annually, a gap of $12 per year that compounds over a long holding period. On income, BAGX currently yields 0.00% against 8.68% for SDVD.
Holdings Overlap
12.3% of BAGX's money is in holdings SDVD also owns. 8.5% of SDVD's money is in holdings BAGX also owns.
BAGX and SDVD share little of their money.
13 positions in common, counted across the 94 positions we hold weights for in BAGX and 172 in SDVD, against full books of 94 and 348.
What only one of them owns
Our book lists 156 positions for SDVD that do not appear in our book for BAGX (89.5% of the fund), and 76 for BAGX that do not appear in SDVD (84.1%).
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 BAGX | Weight in SDVD | Difference |
|---|---|---|---|
| SYFSynchrony Financial | 1.49% | 0.85% | 0.64% |
| NTAPNetapp Inc | 1.37% | 0.97% | 0.40% |
| VRSNVerisign Inc. | 1.17% | 0.96% | 0.21% |
| EXPEExpedia Inc | 1.08% | 0.93% | 0.15% |
| RFRegions Financial Corp 6.375 Pfund Stk Series B | 0.93% | 0.85% | 0.08% |
| AITApplied Industrial Technologies Inc | 0.66% | 1.03% | 0.37% |
| MTBM&T Bank Corp | 0.75% | 0.89% | 0.14% |
| HPQHP Inc | 0.85% | 0.50% | 0.35% |
| CFGCitizens Financial Group Inc. | 0.90% | 0.44% | 0.46% |
| TPRTapestry Inc. | 1.01% | 0.21% | 0.80% |
You are not choosing between two funds in isolation.
Whichever of BAGX 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, BAGX or SDVD?
BAGX has an expense ratio of 0.73% while SDVD charges 0.85%. BAGX is the cheaper option, by $12 a year on a $10,000 investment.
What is the holdings overlap between BAGX and SDVD?
12.3% of BAGX's money is in holdings SDVD also owns. 8.5% of SDVD's is in holdings BAGX also owns. They hold 13 positions in common, counted across the 94 positions we hold weights for in BAGX and 172 in SDVD.
Which pays a higher dividend, BAGX or SDVD?
BAGX yields 0.00% while SDVD yields 8.68%, so SDVD currently pays the higher dividend yield.
Is SDVD better than BAGX?
BAGX has a lower expense ratio. BAGX led over 1Y. SDVD is less concentrated, with 10.3% of the fund in its ten largest positions against 30.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.