ducovest

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

ETF | Mid-Cap Value |

Last Closing

USD 34.37

Change

-0.13 (-0.38)%

Market Cap

USD 8.14B

Volume

0.97M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-05-30 )

Largest Industry Peers for Mid-Cap Value

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

N/A

 USD 1.11B
PY Principal Value ETF

N/A

 USD 0.29B
FAB First Trust Multi Cap Value Al..

N/A

 USD 0.11B
DDIV First Trust RBA Quality Income

N/A

 USD 0.07B
DVLU First Trust Dorsey Wright Mome..

N/A

 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 -4.13% 50% F 51% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -4.13% 50% F 50% F
Trailing 12 Months  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return 0.84% 33% F 20% F
Total Return 0.84% 50% F 52% F
Trailing 5 Years  
Capital Gain 99.83% 83% B 80% B-
Dividend Return 12.88% 33% F 40% F
Total Return 112.70% 83% B 80% B-
Average Annual (5 Year Horizon)  
Capital Gain 13.56% 83% B 72% C
Dividend Return 15.32% 67% D+ 73% C
Total Return 1.76% 33% F 44% F
Risk Return Profile  
Volatility (Standard Deviation) 21.44% 33% F 73% C
Risk Adjusted Return 71.46% 33% F 89% A-
Market Capitalization 8.14B 100% F 92% 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:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

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.