SDVY:NSD-First Trust SMID Cap Rising Dividend Achievers ETF (USD)

ETF | Mid-Cap Value |

Last Closing

USD 36.25

Change

0.00 (0.00)%

Market Cap

USD 5.98B

Volume

0.96M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund will normally invest at least 90% of its net assets (including investment borrowings) in common stocks that comprise the index. The index is designed to provide access to a diversified portfolio of 100 small and mid cap companies with a history of raising their dividends and exhibit the characteristics to continue to do so in the future.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-28 )

Largest Industry Peers for Mid-Cap Value

Symbol Name Price(Change) Market Cap
PEY Invesco High Yield Equity Divi..

N/A

USD 1.24B
FAB First Trust Multi Cap Value Al..

N/A

USD 0.14B
PY Principal Value ETF

N/A

USD 0.08B
DDIV First Trust RBA Quality Income

N/A

USD 0.06B
DVLU First Trust Dorsey Wright Mome..

N/A

USD 0.03B

ETFs Containing SDVY

INC VanEck Dynamic High Incom.. 4.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Mid-Cap Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 10.62% 50% F 59% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 10.62% 50% F 59% D-
Trailing 12 Months  
Capital Gain 28.41% 67% D+ 65% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 28.41% 67% D+ 65% D
Trailing 5 Years  
Capital Gain 78.57% 100% F 74% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 78.57% 100% F 74% C
Average Annual (5 Year Horizon)  
Capital Gain 17.81% N/A N/A 76% C+
Dividend Return 19.62% N/A N/A 77% C+
Total Return 1.81% N/A N/A 42% F
Risk Return Profile  
Volatility (Standard Deviation) 28.44% N/A N/A 64% D
Risk Adjusted Return 68.99% N/A N/A 88% B+
Market Capitalization 5.98B 100% F 89% A-

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:

There is nothing we particularly dislike