SMDV
ProShares Russell 2000 Dividend Growers ETFSMDV Fund Description
SMDV tracks an index of US small-cap stocks with a 10-year record of increasing dividends. Stocks are equally weighted.
SMDV Factset Analytics Insight
Newly launched SMDV aims for strong total returns via a concentrated basket of small-cap stocks, each with a long history of increasing dividends. The investment thesis: small firms with a proven record of increasing dividends deliver stable growth. That the fund culls only about 50 names from a broad 2,000-stock universe indicates how few firms make the cut. SMDV’s holdings are equally weighted, which will likely further distance its exposure from that of the Russell 2000 (and our neutral small-cap benchmark). The fund competes most directly with WisdomTree’s DGRS, but SMDV strictly holds firms with growing dividends, while DGRS holds dividend-paying firms with quality and growth traits. In all, SMDV targets a narrow slice of the small-cap market—currently with a huge bias toward utilities—rather than broad coverage of the entire small-cap space. Liquidity is weak, so trade with care.
SMDV MSCI ESG Analytics Insight
ProShares Russell 2000 Dividend Growers ETF has an MSCI ESG Fund Rating of BB based on a score of 3.75 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. ProShares Russell 2000 Dividend Growers ETF ranks in the 16th percentile within its peer group and in the 33th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
SMDV Charts And Performance
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SMDV Summary Data
SMDV Portfolio Data
SMDV Index Data
SMDV Portfolio Management
SMDV Tax Exposures
SMDV Fund Structure
SMDV Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of SMDV. SMDV is rated a 4 out of 5.
SMDV Tradability
SMDV Sector/Industry Breakdown
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SMDV Top 10 Holdings[View All]
SMDV Countries
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SMDV Regions
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SMDV Economic Development
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SMDV Performance Statistics
SMDV MSCI ESG Ratings
SMDV Benchmark Comparison Summary
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SMDV Benchmark Comparison Market Cap Size
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