SDVYFirst Trust SMID Cap Rising Dividend Achievers ETF
SDVY Fund Description
SDVY tracks an equal-weighted index of small- and midcap US companies with historically increasing dividends and that meet various fundamental criteria.
SDVY Factset Analytics Insight
SDVY aims to curate a portfolio of 100 small- and midcap 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 midcap version of RDVY, which applies a similar methodology to the large-cap space. The index is rebalanced quarterly and reconstituted annually.
SDVY MSCI ESG Analytics Insight
First Trust SMID Cap Rising Dividend Achievers ETF has an MSCI ESG Fund Rating of A based on a score of 6.27 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. First Trust SMID Cap Rising Dividend Achievers ETF ranks in the 54th percentile within its peer group and in the 35th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
SDVY MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
SDVY Summary Data
SDVY Portfolio Data
SDVY Index Data
SDVY Portfolio Management
SDVY Tax Exposures
SDVY Fund Structure
SDVY Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of SDVY. SDVY is rated a 5 out of 5.
SDVY Sector/Industry Breakdown
SDVY Top 10 Holdings[View All]
SDVY Economic Development
SDVY Performance Statistics
SDVY MSCI ESG Ratings
SDVY Benchmark Comparison Summary
SDVY Benchmark Comparison Market Cap Size