Stock Scorer
SDVY

First Trust SMID Cap Rising Dividend Achievers ETF

1 year +12.5%
Assets$11.10BFirst Trust
Fee0.59%a year
Yield1.0%Quarterly
This year+10.3%
5 years+9.3%a year on average
Components172top 10: 10%

Returns

This year +10.3% 1 year +12.5% 3 years, yearly +17.7% 5 years, yearly +9.3% 10 years, yearly +0.0%

The fund's own total return. Volatility 14.7% over one year, 17.7% over three; Sharpe ratio over three years 0.56.

Sectors

Financial Services36.1%
Industrials25.7%
Technology10.6%
Consumer Cyclicals9.5%
Consumer Defensive5.1%
Basic Materials4.1%
Healthcare3.5%
Energy3.3%
Communication Services3.2%
Real Estate0.2%

Regions

North America95.0%
Latin America2.2%
Asia Emerging0.9%

Asset classes

Stock US95.2%
Stock non-US3.2%
Cash0.1%

About the fund

Issuer
First Trust
Since
2017-11-01
Listed on
NASDAQ
ISIN
US33741X1028
Turnover
0% a year

The fund will normally invest at least 90% of its net assets (including investment borrowings) in common stocks that comprise the index. The index is designed to measure the performance of a selection of securities that have increased their dividend value over the previous three year and five year annual periods.

From the market data provider's fund data, read 2026-10-29. Returns are the fund's own; past returns say nothing certain about future ones. None of this is advice.