First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
NASDAQ
Weiss Ratings | SDVY - NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Fair | |||
Risk Grade | C+ | |||
Valuation | SDVY - NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Price | $36.45 | |||
Company Info | SDVY - NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Provider | First Trust | |||
Manager/Tenure (Years) | Jon C. Erickson (7), Daniel J. Lindquist (7), David G. McGarel (7), 4 others | |||
Website | http://www.ftportfolios.com/ | |||
Phone Number | 800-621-1675 | |||
Fund Information | SDVY - NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Fund Name | First Trust SMID Cap Rising Dividend Achievers ETF | |||
Category | Small Value | |||
Sub-Category | US Equity Small Cap | |||
Prospectus Objective | Growth and Income | |||
Inception Date | Nov 01, 2017 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | -- | |||
Minimum Subsequent Investment | -- | |||
Front End Fee | -- | |||
Back End Fee | -- | |||
Dividends and Shares | SDVY - NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Dividend Yield | 1.84% | |||
Dividend | SDVY - NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Dividend Yield (Forward) | 1.98% | |||
Asset Allocation | SDVY - NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Cash | 0.05% | |||
Stock | 99.94% | |||
U.S. Stock | 97.41% | |||
Non-U.S. Stock | 2.53% | |||
Bond | 0.00% | |||
U.S. Bond | 0.00% | |||
Non-U.S. Bond | 0.00% | |||
Preferred | 0.00% | |||
Convertible | 0.00% | |||
Other Net | 0.00% | |||
Price History | SDVY - NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
7-Day Total Return | 5.14% | |||
30-Day Total Return | 6.72% | |||
60-Day Total Return | 9.34% | |||
90-Day Total Return | 15.45% | |||
Year to Date Total Return | 2.64% | |||
1-Year Total Return | 12.08% | |||
2-Year Total Return | 32.38% | |||
3-Year Total Return | 60.42% | |||
5-Year Total Return | 130.62% | |||
Price | SDVY - NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Closing Price | $36.24 | |||
1-Month Low Price | $34.28 | |||
1-Month High Price | $36.24 | |||
52-Week Low Price | $29.52 | |||
52-Week Low Price (Date) | Apr 08, 2025 | |||
52-Week High Price | $40.33 | |||
52-Week High Price (Date) | Nov 25, 2024 | |||
NAV | SDVY - NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
1-Month Low NAV | $34.28 | |||
1-Month High NAV | $36.22 | |||
52-Week Low NAV | $29.48 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $40.28 | |||
52-Week High Price (Date) | Nov 25, 2024 | |||
Beta / Standard Deviation | SDVY - NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Beta | -- | |||
Standard Deviation | 23.11 | |||
Balance Sheet | SDVY - NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Total Assets | 8.16B | |||
Operating Ratios | SDVY - NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Expense Ratio | 0.59% | |||
Turnover Ratio | 64.00% | |||
Performance | SDVY - NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Last Bull Market Total Return | 22.81% | |||
Last Bear Market Total Return | -13.69% | |||