IQSU vs SDVD
NYLIM Candriam US Large Cap Equity ETF vs FT Vest SMID Rising Dividend Achievers Target Income ETF
Which is better, IQSU or SDVD?
IQSU has been ahead.
IQSU has a lower expense ratio. IQSU led over 1Y, 3Y and the full window. SDVD is less concentrated, with 10.3% of the fund in its ten largest positions against 43.3%.
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 | IQSU | SDVD |
|---|---|---|
| Expense Ratio | 0.09%Best | 0.85% |
| AUM | $354M | $872M |
| Dividend Yield | 0.91% | 8.68% |
| Holdings | 264 | 348 |
| YTD Return | +15.73%Best | +3.20% |
| 1Y Return | +20.02%Best | +6.25% |
| 3Y Return (annualized) | +19.22%Best | +13.58% |
| 5Y Return (annualized) | +11.67% | - |
| Volatility (annualized) | 14.1%Best | 22.2% |
| Max Drawdown | -21.0%Best | -29.1% |
| $10,000 over 3.2 years | $16,832Best | $11,057 |
| Top 10 Weight | 43.3% | 10.3%Best |
| Fund Family | New York Life Investments | First Trust Portfolios (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Dec 17, 2019 | 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).
IQSU 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.
IQSU vs SDVD Performance
NYLIM Candriam US Large Cap Equity ETF (IQSU) is an ETF from New York Life Investments and FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) is an ETF from First Trust Portfolios (US). Over the past year IQSU returned +20.02% while SDVD returned +6.25%. Year to date, IQSU is up 15.73% versus a gain of 3.20% for SDVD.
Over three years, IQSU compounded at +19.22% 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 14.1% for IQSU. 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 -21.0% for IQSU 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 0.64. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IQSU charges 0.09% per year while SDVD charges 0.85%. On a $10,000 position that is $9 vs $85 annually, a gap of $76 per year that compounds over a long holding period. On income, IQSU currently yields 0.91% against 8.68% for SDVD.
Holdings Overlap
1.9% of IQSU's money is in holdings SDVD also owns. 13.0% of SDVD's money is in holdings IQSU also owns.
SDVD and IQSU share little of their money.
22 positions in common, counted across the 269 positions we hold weights for in IQSU and 172 in SDVD, against full books of 264 and 348.
What only one of them owns
Our book lists 147 positions for SDVD that do not appear in our book for IQSU (85.0% of the fund), and 242 for IQSU that do not appear in SDVD (97.3%).
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 IQSU | Weight in SDVD | Difference |
|---|---|---|---|
| NTAPNetapp Inc | 0.13% | 0.97% | 0.84% |
| VRSNVerisign Inc. | 0.06% | 0.96% | 0.90% |
| MTBM&T Bank Corp | 0.09% | 0.89% | 0.80% |
| CINFCincinnati Financial Corp. | 0.07% | 0.86% | 0.79% |
| SYFSynchrony Financial | 0.07% | 0.85% | 0.78% |
| RFRegions Financia | 0.06% | 0.85% | 0.79% |
| DOVDover Corp. | 0.07% | 0.81% | 0.74% |
| FIXComfort Systems USA Inc. | 0.17% | 0.63% | 0.46% |
| EGEverest Group, Ltd. | 0.04% | 0.72% | 0.68% |
| CBOEC B O E Holdings Inc. | 0.08% | 0.62% | 0.54% |
You are not choosing between two funds in isolation.
Whichever of IQSU 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, IQSU or SDVD?
IQSU has an expense ratio of 0.09% while SDVD charges 0.85%. IQSU is the cheaper option, by $76 a year on a $10,000 investment.
Which performed better, IQSU or SDVD?
Over the past year IQSU returned +20.02% vs +6.25% for SDVD, so IQSU leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IQSU or SDVD?
SDVD has been the more volatile fund at 22.2% annualized versus 14.1% for IQSU. Worst drawdown: IQSU -21.0% vs SDVD -29.1%.
Should I hold both IQSU and SDVD?
IQSU and SDVD have a monthly-return correlation of 0.64, 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 IQSU and SDVD?
13.0% of SDVD's money is in holdings IQSU also owns. 13.0% of SDVD's is in holdings IQSU also owns. They hold 22 positions in common, counted across the 269 positions we hold weights for in IQSU and 172 in SDVD.
Which pays a higher dividend, IQSU or SDVD?
IQSU yields 0.91% while SDVD yields 8.68%, so SDVD currently pays the higher dividend yield.
Is SDVD better than IQSU?
IQSU has a lower expense ratio. IQSU led over 1Y, 3Y and the full window. SDVD is less concentrated, with 10.3% of the fund in its ten largest positions against 43.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.