SDVD vs TILT
FT Vest SMID Rising Dividend Achievers Target Income ETF vs Northern Trust Morningstar US Market Factor Tilt ETF
Which is better, SDVD or TILT?
TILT has been ahead.
TILT has a lower expense ratio. TILT led over 1Y, 3Y and the full window. SDVD is less concentrated, with 10.3% of the fund in its ten largest positions against 27.1%.
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 | SDVD | TILT |
|---|---|---|
| Expense Ratio | 0.85% | 0.25%Best |
| AUM | $872M | $2.2B |
| Dividend Yield | 8.68% | 1.08% |
| Holdings | 348 | 1,929 |
| YTD Return | +3.20% | +11.74%Best |
| 1Y Return | +6.25% | +15.61%Best |
| 3Y Return (annualized) | +13.58% | +20.41%Best |
| 5Y Return (annualized) | - | +11.12% |
| Volatility (annualized) | 22.2% | 13.3%Best |
| Max Drawdown | -29.1% | -19.9%Best |
| $10,000 over 3.2 years | $11,057 | $16,859Best |
| Top 10 Weight | 10.3%Best | 27.1% |
| Fund Family | First Trust Portfolios (US) | Northern Trust Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Aug 9, 2023 | Sep 16, 2011 |
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).
SDVD vs TILT 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.
SDVD vs TILT Performance
FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) is an ETF from First Trust Portfolios (US) and Northern Trust Morningstar US Market Factor Tilt ETF (TILT) is an ETF from Northern Trust Asset Management. Over the past year SDVD returned +6.25% while TILT returned +15.61%. Year to date, SDVD is up 3.20% versus a gain of 11.74% for TILT.
Over three years, SDVD compounded at +13.58% per year against +20.41% for TILT.
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 13.3% for TILT. 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 -29.1% for SDVD and -19.9% for TILT. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SDVD charges 0.85% per year while TILT charges 0.25%. On a $10,000 position that is $85 vs $25 annually, a gap of $60 per year that compounds over a long holding period. On income, SDVD currently yields 8.68% against 1.08% for TILT.
Holdings Overlap
96.3% of SDVD's money is in holdings TILT also owns. 5.2% of TILT's money is in holdings SDVD also owns.
Most of SDVD is already inside TILT. Owning both mostly buys the same companies twice.
164 positions in common, counted across the 172 positions we hold weights for in SDVD and 1,904 in TILT, against full books of 348 and 1,929.
What only one of them owns
Our book lists 1,383 positions for TILT that do not appear in our book for SDVD (93.5% of the fund), and 7 for SDVD that do not appear in TILT (3.1%).
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 SDVD | Weight in TILT | Difference |
|---|---|---|---|
| NHCNational Healthcare Corporation | 1.16% | 0.01% | 1.15% |
| RGAReinsurance Group of America, Incorporated | 1.03% | 0.14% | 0.89% |
| AIZAssurant, Inc. | 0.95% | 0.13% | 0.82% |
| FBPFirst Bancorp/puerto Rico | 1.03% | 0.04% | 0.99% |
| THGHanover Insurance Group Inc | 0.99% | 0.07% | 0.92% |
| AITApplied Industrial Technologies Inc | 1.03% | 0.02% | 1.01% |
| OFG:PROfg Bancorp Common Stock | 1.02% | 0.02% | 1.00% |
| IPARInter Parfums Inc | 1.02% | 0.01% | 1.01% |
| WSMWilliams-sonoma Inc | 1.00% | 0.03% | 0.97% |
| WTSWatts Water Technologies Inc | 1.00% | 0.02% | 0.98% |
96.3% of SDVD is already inside TILT.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, SDVD or TILT?
SDVD has an expense ratio of 0.85% while TILT charges 0.25%. TILT is the cheaper option, by $60 a year on a $10,000 investment.
Which performed better, SDVD or TILT?
Over the past year SDVD returned +6.25% vs +15.61% for TILT, so TILT leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SDVD or TILT?
SDVD has been the more volatile fund at 22.2% annualized versus 13.3% for TILT. Worst drawdown: SDVD -29.1% vs TILT -19.9%.
Should I hold both SDVD and TILT?
SDVD and TILT have a monthly-return correlation of 0.78, 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 SDVD and TILT?
96.3% of SDVD's money is in holdings TILT also owns. 5.2% of TILT's is in holdings SDVD also owns. They hold 164 positions in common, counted across the 172 positions we hold weights for in SDVD and 1,904 in TILT.
Which pays a higher dividend, SDVD or TILT?
SDVD yields 8.68% while TILT yields 1.08%, so SDVD currently pays the higher dividend yield.
Is TILT better than SDVD?
TILT has a lower expense ratio. TILT led over 1Y, 3Y and the full window. SDVD is less concentrated, with 10.3% of the fund in its ten largest positions against 27.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.