Key stats
About FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
Expense ratio
0.60%
Home page
Inception date
Nov 1, 2017
SDVY aims to curate a portfolio of 100 small- and mid-cap US companies with increasing dividends over the past five years. Holdings must also meet certain fundamental criteria, including a cash-to-debt ratio greater than 25%, a payout ratio no greater than 65%, and positive earnings. The resulting portfolio is then equal-weighed. SDVY looks to be a small- and mid-cap version of RDVY, which applies a similar methodology to the large-cap space. The index is rebalanced quarterly and reconstituted annually.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Finance
Producer Manufacturing
Stocks99.81%
Finance34.88%
Producer Manufacturing11.06%
Consumer Durables6.73%
Electronic Technology6.17%
Process Industries5.32%
Energy Minerals5.32%
Industrial Services5.21%
Commercial Services4.84%
Non-Energy Minerals4.35%
Retail Trade3.70%
Consumer Non-Durables3.15%
Transportation3.09%
Miscellaneous1.51%
Utilities1.23%
Consumer Services1.18%
Technology Services1.06%
Distribution Services1.00%
Bonds, Cash & Other0.19%
Cash0.19%
Stock breakdown by region
North America100.00%
Latin America0.00%
Europe0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history