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

ETF | Mid-Cap Value |

Last Closing

USD 34.82

Change

+0.21 (+0.61)%

Market Cap

USD 3.41B

Volume

0.97M

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: 2024-03-28 )

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FAB First Trust Multi Cap Value Al..

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PY Principal Value ETF

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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 VanEck Dynamic High Incom.. 4.12 % 0.00 %

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USD 0.81M

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 6.26% 50% F 66% D+
Dividend Return 0.31% 50% F 20% F
Total Return 6.57% 57% F 65% D
Trailing 12 Months  
Capital Gain 32.70% 83% B 80% B-
Dividend Return 2.26% 50% F 35% F
Total Return 34.96% 83% B 80% B-
Trailing 5 Years  
Capital Gain 75.15% 100% F 79% B-
Dividend Return 10.33% 43% F 42% F
Total Return 85.48% 100% F 79% B-
Average Annual (5 Year Horizon)  
Capital Gain 12.93% 86% B+ 74% C
Dividend Return 14.55% 86% B+ 75% C
Total Return 1.62% 57% F 41% F
Risk Return Profile  
Volatility (Standard Deviation) 30.48% 43% F 61% D-
Risk Adjusted Return 47.74% 86% B+ 80% B-
Market Capitalization 3.41B 100% F 86% B+

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:
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.