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.
First Trust · Since 2017 (8 years)
Annual Cost
0.58%
#2732 out of 5,332 ETFs
Fund Size
$10.1B
#233 out of 5,332 ETFs
Dividend Yield
1.02%
Track Record
8 years
#1673 out of 5,332 ETFs
Performance
1 Year
+31.1%
3 Years
+20.2%
5 Years
+9.1%
What's inside
Asset class
Region
Strategy
index tracking
Cap
smid
Factor
dividend
Asset allocation
Stocks
99.9%
Cash
0.1%
Sector breakdown
Financial Services
32.0%
Industrials
28.6%
Consumer Cyclical
10.1%
Technology
8.4%
Consumer Defensive
7.3%
Basic Materials
4.4%
Energy
3.9%
Healthcare
2.9%
Other
2.4%
Top holdings
Comfort Systems USA IncFIX1.5%
EnerSysENS1.3%
Weatherford International PLC Ordinary Shares - NewWFRD1.2%
Clear Secure Inc Ordinary Shares Class AYOU1.2%
Primoris Services CorpPRIM1.1%
New York Times Co Class ANYT1.1%
Woodward IncWWD1.1%
Pricesmart IncPSMT1.1%
Powell Industries IncPOWL1.1%
EMCOR Group IncEME1.1%
Risk profile
Volatility (1Y)
16.0%
Moderate
Max drawdown
-44.7%
Worst peak-to-trough loss
Sharpe (3Y)
0.86
Decent risk-adjusted returns
Sortino (3Y)
1.32
Good downside protection
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Data updated on 2026-05-05