FVDvsSDY
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND against SPDR S&P Dividend ETF — the fee, the flows, the book, and a year head-to-head.
Head to head
| FVD | SDY | |
|---|---|---|
| Expense ratio | 0.65% | 0.35% |
| Assets | $9.8B | $20.4B |
| Net flow, 1 month | — | −$46M |
| Net flow, 1 year | — | −$818M |
| Return, YTD | +2.2% | +6.0% |
| Return, 1 year | +2.3% | +5.5% |
| Avg daily volume | 563K | 186K |
| Holdings | 170 | 133 |
| Listed | Sep 23, 2023 | Nov 8, 2005 |
| Options market | Yes | Yes |
MARKED CELLS LEAD ON THAT LINE · LOWER FEE, LARGER ASSETS, STRONGER FLOWS & RETURNS