SDVY
First Trust SMID Cap Rising Dividend Achievers ETFSDVY Fund Description
SDVY tracks an equal-weighted index of small- and mid-cap 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 mid-cap 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 mid-cap version of RDVY, which applies a similar methodology to the large-cap space. The index is rebalanced quarterly and reconstituted annually.
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 Benchmark Comparison Summary
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SDVY Benchmark Comparison Market Cap Size
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