ducovest

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

ETF | Mid-Cap Value |

Last Closing

USD 38.09

Change

-0.21 (-0.55)%

Market Cap

USD 6.33B

Volume

1.20M

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.

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-15 )

Largest Industry Peers for Mid-Cap Value

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

N/A

 USD 1.22B
FAB First Trust Multi Cap Value Al..

-0.34 (-0.39%)

 USD 0.14B
PY Principal Value ETF

-0.30 (-0.59%)

 USD 0.07B
DDIV First Trust RBA Quality Income

+0.15 (+0.38%)

 USD 0.07B
DVLU First Trust Dorsey Wright Mome..

-0.06 (-0.19%)

 USD 0.03B

ETFs Containing SDVY

INC 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 16.23% 50% F 72% C
Dividend Return 1.19% 33% F 25% F
Total Return 17.43% 50% F 72% C
Trailing 12 Months  
Capital Gain 30.80% 67% D+ 75% C
Dividend Return 1.97% 33% F 29% F
Total Return 32.78% 67% D+ 74% C
Trailing 5 Years  
Capital Gain 77.16% 100% F 79% B-
Dividend Return 11.25% 50% F 39% F
Total Return 88.41% 100% F 80% B-
Average Annual (5 Year Horizon)  
Capital Gain 18.92% 100% F 72% C
Dividend Return 20.71% 100% F 73% C
Total Return 1.80% 50% F 45% F
Risk Return Profile  
Volatility (Standard Deviation) 28.19% 17% F 65% D
Risk Adjusted Return 73.47% 100% F 89% A-
Market Capitalization 6.33B 100% F 90% 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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.