FT Vest SMID Rising Dividend Achievers Target… (SDVD) Performance
SDVD total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +11.8% since Dec 31, 2025
- 1 year
- +14.5% total return
- 3 years
- +18.0% a year
- Since first price
- +13.2% a year since 2023
SDVD trailing returns vs SPY, QQQ, AGG
| Period | SDVD total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +2.3% | +0.8% | −1.0% | −5.0% | +0.9% |
| 3 months | −0.7% | −2.8% | +3.2% | +1.9% | −0.4% |
| 6 months | +1.1% | −3.1% | +7.8% | +8.4% | −1.5% |
| YTD | +11.8% | +3.5% | +12.3% | +15.1% | −1.0% |
| 1 year | +14.5% | +4.6% | +14.4% | +15.9% | −1.1% |
| 3 years | +64.4%+18.0%/yr | +25.4% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| Since inceptionAug 10, 2023 | +48.9%+13.2%/yr | +12.1% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: SDVD vs SPY
From Aug 10, 2023: SDVD grew to $14,888, SPY to $17,735.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
SDVD returns by calendar year
2 of 2 full years positive. Best 2024 (+11.2%), worst 2025 (+8.7%). 2026 is year to date.
SDVD annual returns table
| Year | SDVD | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +11.8% | −8.9% | +12.3% | +15.1% | −1.0% |
| 2025 | +8.7% | −20.7% | +17.7% | +20.8% | +7.2% |
| 2024 | +11.2% | −11.2% | +24.9% | +25.6% | +1.3% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
SDVD largest drawdowns
Now 5.5% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Nov 25, 2024 | −24.6% | Apr 8, 2025 | Dec 11, 2025 | 4 months | 1.0 years |
| Sep 1, 2023 | −11.0% | Oct 27, 2023 | Dec 1, 2023 | 56 days | 3 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
SDVD risk statistics
| Statistic | 3 years | Since 2023 |
|---|---|---|
| Annualized return | +14.7% | +12.7% |
| Volatility (annualized) | 17.6% | 17.6% |
| Sharpe ratio | 0.62 | 0.52 |
| Sortino ratio | 1.06 | 0.87 |
| Best month | +11.7% | +11.7% |
| Worst month | −9.3% | −9.3% |
| Best 12 months | +36.9% | +36.9% |
| Worst 12 months | −2.5% | −2.5% |
| Positive months | 58% | 57% |
| Beta vs S&P 500 | 0.92 | — |
| Correlation with S&P 500 | 0.65 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
SDVD rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 27 | −2.5% | +11.2% | +36.9% | 93% |
| 3-year (a year) | 3 | +14.7% | +15.1% | +17.9% | 100% |
Every holding period starting at a month-end since 2023. Returns for 3 years and longer are annualized.
SDVD performance overview
FT Vest SMID Rising Dividend Achievers Target… (SDVD) returned +14.5% over the past year, with distributions reinvested. Since its first recorded price in 2023 it has returned +13.2% a year, turning $10,000 into about $14,888. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −24.6%, from Nov 25, 2024 to Apr 8, 2025, and it took 8 months to get back to the old high. Volatility has been 17.6% a year.
Related: SDVD chart, SDVD holdings, SDVD dividends, SDVD valuation. See the SDVD overview for the latest quote and fund facts.
SDVD performance FAQ
What is the SDVD return over the past year?
SDVD returned +14.5% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 4.6%.
How much would $10,000 invested in SDVD be worth?
$10,000 invested in SDVD at its first recorded close on August 10, 2023 would be worth about $14,888 on October 23, 2026 with distributions reinvested.
What was the worst year for SDVD?
The worst calendar year was 2025, with a total return of +8.7%. The best was 2024 at +11.2%.
What is the biggest drawdown of SDVD?
The largest peak-to-trough decline was −24.6% between November 25, 2024 and April 8, 2025. It recovered to the old high on December 11, 2025, 8 months after the bottom.
How volatile is SDVD?
Over the past 3 years SDVD had an annualized volatility of 17.6% and a Sharpe ratio of 0.62 (excess return over 1–3 month T-bills per unit of risk).