SDVY — First Trust SMID Cap Rising Dividend Achievers ETF
First Trust SMID Cap Rising Dividend Achievers ETF (ticker: SDVY) is a equity ETF issued by First Trust tracking NASDAQ US Small Mid Cap Rising Dividend Achievers™ Index. It was launched on 2017-11-01.
Returns (Total Return)
| Period | Return |
|---|---|
| 1 Day | 0.02% |
| 1 Week | 0.80% |
| 1 Month | -1.10% |
| 3 Months | 2.81% |
| 6 Months | 8.04% |
| YTD | 7.99% |
| 1 Year | 19.23% |
| 3 Years | 55.00% |
| 5 Years | 48.56% |
| 10 Years | — |
| Since Inception | — |
Top Holdings
| # | Security | Symbol | Weight |
|---|---|---|---|
| 1 | Comfort Systems USA, Inc. | FIX | 1.93% |
| 2 | Comfort Systems USA, Inc. | FIX | 1.93% |
| 3 | Comfort Systems USA, Inc. | FIX | 1.93% |
| 4 | Comfort Systems USA, Inc. | FIX | 1.93% |
| 5 | Comfort Systems USA, Inc. | FIX | 1.93% |
| 6 | Comfort Systems USA, Inc. | FIX | 1.93% |
| 7 | Comfort Systems USA, Inc. | FIX | 1.67% |
| 8 | Comfort Systems USA, Inc. | FIX | 1.67% |
| 9 | Comfort Systems USA, Inc. | FIX | 1.67% |
| 10 | Comfort Systems USA, Inc. | FIX | 1.67% |
Fund Profile
| Issuer | First Trust |
|---|---|
| Brand | First Trust |
| Asset Class | equity |
| Strategy | Fundamental |
| Structure | ETF |
| Category | Size and Style |
| Segment | Equity: U.S. - Extended Market |
| Region | North America |
| Index Tracked | NASDAQ US Small Mid Cap Rising Dividend Achievers™ Index |
| Inception Date | 2017-11-01 |
| Tax on Distributions | Qualified dividends |
Quick Facts
| Ticker | SDVY |
|---|---|
| Full Name | First Trust SMID Cap Rising Dividend Achievers ETF |
| Issuer | First Trust |
| Asset Class | equity |
| Expense Ratio | 0.01% |
| AUM | $10.76B |
| Inception | 2017-11-01 |
| Index Tracked | NASDAQ US Small Mid Cap Rising Dividend Achievers™ Index |
Frequently Asked Questions
What does SDVY track?
SDVY (First Trust SMID Cap Rising Dividend Achievers ETF) tracks NASDAQ US Small Mid Cap Rising Dividend Achievers™ Index, a equity benchmark.
What is the expense ratio of SDVY?
SDVY has an expense ratio of 0.01% per year.
What is the AUM of SDVY?
SDVY has approximately $10.76B in assets under management.
Does SDVY pay a dividend?
SDVY distributes income according to its prospectus (Qualified dividends tax treatment). Check the dividend history tab for ex-dividend dates and yield.
Who issues SDVY?
SDVY is issued by First Trust, launched on 2017-11-01.
Open the interactive SDVY dashboard for charts, historical fund flows, holdings breakdown and seasonality patterns.