ETF comparison
Verified factor-similar pair

SDVY vs XMVM

These two ETFs meet the same FF6 US comparison criteria: US-listed equity ETFs, the same USD model basis, at least one material non-market factor, and 100% overlap in statistically significant material factor exposure.

SMB HML RMW
Similarity score
83
Verified similar

The score combines exposure-level distance, factor-vector shape, market-beta closeness, and a small backtested relative-Sharpe term.

Quick Read

  • XMVM has the higher backtested relative Sharpe (0.999 vs 0.957).
  • XMVM has the lower published fee (0.41% vs 0.58%).
  • XMVM is cheaper on dividend valuation (98 vs 181, where 100 is each fund's historical median).
  • SDVY has the stronger regression fit (adjusted R-squared 0.950 vs 0.899).

These are screening signals, not a complete review of portfolio construction, turnover, taxes, or trading quality.

SDVY

First Trust SMID Cap Rising Dividend Achievers ETF
SMB HML RMW
Adj. R2
0.950
Rel. Sharpe
0.957
Mkt beta
0.97
AUM
US$10.7B
MER
0.58%
Valuation
181

XMVM

Invesco S&P MidCap Value with Momentum ETF
SMB HML RMW
Adj. R2
0.899
Rel. Sharpe
0.999
Mkt beta
0.98
AUM
US$435M
MER
0.41%
Valuation
98

Factor Exposure Match

Blue bars compare raw factor beta magnitude. Green bars compare absolute t-stat strength. Dim bars indicate the t-stat is below 1.96.

SMB
SDVY
+0.72
|t|
+11.9
XMVM
+0.46
|t|
+9.4
diff +0.26
HML
SDVY
+0.40
|t|
+7.6
XMVM
+0.34
|t|
+7.0
diff +0.07
RMW
SDVY
+0.31
|t|
+4.9
XMVM
+0.25
|t|
+4.3
diff +0.06
CMA
SDVY
-0.14
|t|
-1.9
XMVM
+0.04
|t|
+0.6
diff -0.18
UMD
SDVY
-0.04
|t|
-1.1
XMVM
-0.06
|t|
-2.1
diff +0.02

Why This Pair Matches

Exposure level
78
Exposure shape
98
Mkt beta diff
0.00
Rel. Sharpe diff
0.042

This comparison focuses on measured factor exposure. It does not compare holdings methodology, turnover, tax handling, or issuer process. Backtested relative Sharpe is a secondary signal rather than a stand-alone forecast. See methodology.

SDVY fund page XMVM fund page US ETF Leaders US Universe
Important context

VerifiedBeta publishes educational ETF research, not personalized investment advice, portfolio management, or security recommendations. Funds that screen well here can still be unsuitable for your objectives, taxes, liquidity needs, or constraints. Review fund documents, methodology assumptions, and your own circumstances before acting. See the full disclaimer.