SDVY
First Trust SMID Cap Rising Dividend Achievers ETFSDVY 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 6.09 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 53th percentile within its peer group and in the 30th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
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 Tradability
SDVY Sector/Industry Breakdown
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SDVY Top 10 Holdings[View All]
SDVY Countries
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SDVY Regions
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SDVY Economic Development
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SDVY Performance Statistics
SDVY MSCI ESG Ratings
SDVY Benchmark Comparison Summary
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SDVY Benchmark Comparison Market Cap Size
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.