SDVYFirst Trust SMID Cap Rising Dividend Achievers ETF
Seeks investment results that correspond generally to the price and yield of the Nasdaq US Small Mid Cap Rising Dividend Achievers Index.
By First Trust · Launched 2017
Annual Cost
0.58%
#3,048 of 5,861 · average
Fund Size
$11.4B
#249 of 5,861 · large
Return (1Y)Goal
+22.2%
Track Record
8 years
#1,610 of 5,861 · established
Performance
Total-return NAV · USDGrowth of $10,000
$12,473+24.7%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Smid
Strategy
Index tracking
Factor
Dividend
Index tracked
Nasdaq US Small Mid Cap Rising Dividend Achievers Index
What it actually holds
By weightConcentration
Top 10 holdings = 11.7% of fund✓ well diversified
Comfort Systems USA Inc.
1.5%
EnerSys
1.3%
Weatherford International Plc
1.2%
Clear Secure Inc
1.2%
Primoris Services Corp.
1.1%
The New York Times Company
1.1%
Woodward Inc.
1.1%
Pricesmart Inc
1.1%
Powell Industries Inc.
1.1%
Emcor Group Inc
1.1%
Asset allocation
Stocks
99.9%
Cash
0.1%
By sector
Financial Services
33.8%
Industrials
29.1%
Consumer Cyclical
9.4%
Technology
8.6%
Consumer Defensive
6.0%
Basic Materials
4.2%
Healthcare
3.5%
Energy
2.9%
Other
2.7%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
15.1%Moderate
Year-on-year price swings
Max drawdown
-44.7%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.64Decent risk-adjusted returns
Sortino (3Y)
0.97Moderate downside risk
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks investment results that correspond generally to the price and yield of the Nasdaq US Small Mid Cap Rising Dividend Achievers Index.
- Strategy
- Invests at least 90% of net assets in securities that comprise the Nasdaq US Small Mid Cap Rising Dividend Achievers Index using an indexing investment approach. The Index includes securities with market capitalizations ranging from $1.38 billion to $48.83 billion, focusing on U.S. financial and industrial companies.
- Inception date
- November 1, 2017
- Fund family
- First Trust
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Data updated on 2026-08-04