SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
ETF
$41.28+0.31 (+0.76%)Close Oct 2, 2026
Adjusted price
+9.84% total return, past year
Key statistics
- Expense ratio
- 0.58%
- 52-week range
- $36.43$44.94
- From all-time high
- −8.14%
- Max drawdown
- −44.70%
- Volatility
- 24.45%
- Sharpe ratio
- 0.53
- Beta (5Y monthly)
- 1.01
- Median dollar volume
- $34.3M
- First close
- Nov 3, 2017
Returns
Total
- 1M
- −4.0%
- YTD
- +8.5%
- 1Y
- +9.8%
Per year
- 3Y
- +15.7%
- 5Y
- +9.4%
- Since 2017
- +10.3%
Fund facts
As of Jun 30, 2026- Net assets
- $11.4B
- Holdings
- 174
- Top 10 holdings
- 11.1%
- Stocks
- 99.9%
Sectors
- Financials
- 33.5%
- Industrials
- 31.6%
- Information Technology
- 8.0%
- Consumer Staples
- 6.9%
- Consumer Discretionary
- 6.7%
- Other
- 13.2%
Top holdings
| Holding | Weight (%) |
|---|---|
| ENSEnerSys | 1.3 |
| FIXComfort Systems USA, Inc. | 1.2 |
| NHCNational HealthCare Corporation | 1.2 |
| PSMTPriceSmart, Inc. | 1.2 |
| WWDWoodward, Inc. | 1.1 |
| WTSWatts Water Technologies, Inc. Class A | 1.1 |
| YOUClear Secure, Inc. | 1.1 |
| IBKRInteractive Brokers Group, Inc. Class A | 1.0 |
| AITApplied Industrial Technologies, Inc. | 1.0 |
| EMEEMCOR Group, Inc. | 1.0 |
Annual returns
2017 from Nov 3 · 2026 through Oct 2