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

ETF | Mid-Cap Value |

Last Closing

USD 34.3

Change

0.00 (0.00)%

Market Cap

USD 8.14B

Volume

1.01M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-06-14 )

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PY Principal Value ETF

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FAB First Trust Multi Cap Value Al..

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DDIV First Trust RBA Quality Income

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DVLU First Trust Dorsey Wright Mome..

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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 -4.32% 33% F 49% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -4.32% 33% F 48% F
Trailing 12 Months  
Capital Gain 4.61% 67% D+ 58% F
Dividend Return 0.88% 33% F 21% F
Total Return 5.48% 50% F 57% F
Trailing 5 Years  
Capital Gain 95.66% 83% B 81% B-
Dividend Return 12.64% 33% F 40% F
Total Return 108.30% 83% B 81% B-
Average Annual (5 Year Horizon)  
Capital Gain 13.00% 83% B 72% C
Dividend Return 14.75% 67% D+ 72% C
Total Return 1.75% 33% F 45% F
Risk Return Profile  
Volatility (Standard Deviation) 20.91% 33% F 74% C
Risk Adjusted Return 70.54% 33% F 89% A-
Market Capitalization 8.14B 100% F 91% 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.