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SDVY vs VBR
SDVY vs VBR Comparison
Open Charts SDVY vs VBR
First Trust SMID Cp Rising Div Achv ETF
Price$37.15
Change+$0.13 (+0.35%)
Volume$987.88K
Net Assets8.6B
Vanguard Small-Cap Value ETF
Price$203.93
Change+$0.93 (+0.46%)
Volume$355.51K
Net Assets56.44B
SDVY vs VBR Comparison Chart in %
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SDVY vs. VBR commentary
Aug 20, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SDVY is a StrongBuy and VBR is a Hold.
SUMMARIES
FUNDAMENTALS
Fundamentals
VBR has more net assets: 56.4B vs. SDVY (8.6B). SDVY has a higher annual dividend yield than VBR: SDVY (4.620) vs VBR (3.200). SDVY was incepted earlier than VBR: SDVY (8 years) vs VBR (22 years). VBR (0.07) has a lower expense ratio than SDVY (0.59). SDVY has a higher turnover VBR (16.00) vs VBR (16.00).
| SDVY | VBR | SDVY / VBR | |
| Gain YTD | 4.620 | 3.200 | 144% |
| Net Assets | 8.6B | 56.4B | 15% |
| Total Expense Ratio | 0.59 | 0.07 | 843% |
| Turnover | 64.00 | 16.00 | 400% |
| Yield | 1.65 | 2.07 | 80% |
| Fund Existence | 8 years | 22 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| SDVY | VBR | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 80% | N/A |
| Stochastic ODDS (%) | 1 day ago 81% | 1 day ago 79% |
| Momentum ODDS (%) | 1 day ago 81% | 1 day ago 86% |
| MACD ODDS (%) | 1 day ago 82% | 1 day ago 89% |
| TrendWeek ODDS (%) | 1 day ago 82% | 1 day ago 85% |
| TrendMonth ODDS (%) | 1 day ago 84% | 1 day ago 82% |
| Advances ODDS (%) | 1 day ago 86% | 8 days ago 84% |
| Declines ODDS (%) | 6 days ago 81% | 3 days ago 83% |
| BollingerBands ODDS (%) | 1 day ago 88% | 1 day ago 90% |
| Aroon ODDS (%) | 1 day ago 86% | 1 day ago 81% |
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Interesting Tickers
SDVY and
Correlation & Price change
A.I.dvisor indicates that over the last year, SDVY has been closely correlated with WTFC. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if SDVY jumps, then WTFC could also see price increases.
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| Ticker / NAME | Correlation To SDVY | 1D Price Change % | ||
|---|---|---|---|---|
| SDVY | 100% | +0.35% | ||
| WTFC - SDVY | 89% Closely correlated | -0.52% | ||
| HBAN - SDVY | 88% Closely correlated | -0.36% | ||
| RF - SDVY | 87% Closely correlated | +0.12% | ||
| CFG - SDVY | 86% Closely correlated | -0.31% | ||
| SYF - SDVY | 86% Closely correlated | -0.28% | ||
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VBR and
Correlation & Price change
A.I.dvisor indicates that over the last year, VBR has been loosely correlated with IEX. These tickers have moved in lockstep 62% of the time. This A.I.-generated data suggests there is some statistical probability that if VBR jumps, then IEX could also see price increases.
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