SDVDFT Vest SMID Rising Dividend Achievers Target Income ETF
Seeks current income with a secondary objective of providing capital appreciation.
By First Trust · Launched 2023
Annual Cost
0.85%
#4,678 of 6,040 · expensive
Fund Size
$918M
#1,230 of 6,040 · large
Return (1Y)
+11.9%
Track Record
3 years
#3,042 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,187+11.9%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
AlternativeRegion
North americaStrategy
Option income
Index tracked
Nasdaq US Small Mid Cap Rising Dividend Achievers Index
Holdings
By weightConcentration
Top 10 holdings = 13.1% of funddiversified
COMFORT SYSTEMS USA INC
1.9%
POWELL INDUSTRIES INC
1.5%
ENERSYS
1.5%
WEATHERFORD INTERNATIONAL PLC
1.3%
PRIMORIS SERVICES CORP
1.3%
CLEAR SECURE INC
1.2%
EMCOR GROUP INC
1.2%
MUELLER INDUSTRIES INC
1.1%
ALLISON TRANSMISSION HOLDINGS INC
1.1%
ATMUS FILTRATION TECHNOLOGIES INC
1.1%
Asset allocation
Stocks
99.7%
Cash
0.3%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
14.2%Moderate
Year-on-year price swings
Max drawdown
-24.6%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.64Decent risk-adjusted returns
Sortino (3Y)
0.96Moderate downside risk
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks current income with a secondary objective of providing capital appreciation.
- Strategy
- Invests primarily in U.S. exchange-traded equity securities of small- and mid-cap companies in the Nasdaq US Small-Mid Cap Rising Dividend Achievers Index. Aims to generate current income and capital appreciation through dividends and option premiums.
- Inception date
- August 9, 2023
- Fund family
- First Trust
Similar funds
Same asset class, closest by strategy & exposureNext steps
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Data updated on 2026-09-18