SDVD vs YLDE
FT Vest SMID Rising Dividend Achievers Target Income ETF vs Franklin ClearBridge Enhanced Income ETF
Which is better, SDVD or YLDE?
YLDE has been ahead.
YLDE has a lower expense ratio. YLDE led over 1Y, 3Y and the full window. SDVD is less concentrated, with 10.3% of the fund in its ten largest positions against 32.6%.
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 | YLDE |
|---|---|---|
| Expense Ratio | 0.85% | 0.48%Best |
| AUM | $872M | $173M |
| Dividend Yield | 8.68% | 7.02% |
| Holdings | 348 | 110 |
| YTD Return | +3.20% | +8.88%Best |
| 1Y Return | +6.25% | +11.41%Best |
| 3Y Return (annualized) | +13.58% | +16.86%Best |
| 5Y Return (annualized) | - | +10.66% |
| Volatility (annualized) | 22.2% | 10.4%Best |
| Max Drawdown | -29.1% | -11.2%Best |
| $10,000 over 3.2 years | $11,057 | $15,553Best |
| Top 10 Weight | 10.3%Best | 32.6% |
| Fund Family | First Trust Portfolios (US) | Franklin Templeton Investments (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Aug 9, 2023 | May 22, 2017 |
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 YLDE 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 YLDE Performance
FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) is an ETF from First Trust Portfolios (US) and Franklin ClearBridge Enhanced Income ETF (YLDE) is an ETF from Franklin Templeton Investments (US). Over the past year SDVD returned +6.25% while YLDE returned +11.41%. Year to date, SDVD is up 3.20% versus a gain of 8.88% for YLDE.
Over three years, SDVD compounded at +13.58% per year against +16.86% for YLDE.
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 10.4% for YLDE. 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 -11.2% for YLDE. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SDVD charges 0.85% per year while YLDE charges 0.48%. On a $10,000 position that is $85 vs $48 annually, a gap of $37 per year that compounds over a long holding period. On income, SDVD currently yields 8.68% against 7.02% for YLDE.
Holdings Overlap
We hold position weights for 172 holdings in SDVD and 48 in YLDE, totalling 99.6% and 100.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 172 positions we hold weights for in SDVD and 48 in YLDE, against full books of 348 and 110.
What only one of them owns
Our book lists 44 positions for YLDE that do not appear in our book for SDVD (92.3% of the fund), and 169 for SDVD that do not appear in YLDE (98.0%).
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.
You are not choosing between two funds in isolation.
Whichever of SDVD and YLDE 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, SDVD or YLDE?
SDVD has an expense ratio of 0.85% while YLDE charges 0.48%. YLDE is the cheaper option, by $37 a year on a $10,000 investment.
Which performed better, SDVD or YLDE?
Over the past year SDVD returned +6.25% vs +11.41% for YLDE, so YLDE leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SDVD or YLDE?
SDVD has been the more volatile fund at 22.2% annualized versus 10.4% for YLDE. Worst drawdown: SDVD -29.1% vs YLDE -11.2%.
Should I hold both SDVD and YLDE?
SDVD and YLDE have a monthly-return correlation of 0.81, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, SDVD or YLDE?
SDVD yields 8.68% while YLDE yields 7.02%, so SDVD currently pays the higher dividend yield.
Is YLDE better than SDVD?
YLDE has a lower expense ratio. YLDE led over 1Y, 3Y and the full window. SDVD is less concentrated, with 10.3% of the fund in its ten largest positions against 32.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.