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First Trust SMID Cap Rising Dividend Achievers ETF

SDVY

NASDAQ
$42.022.97% (-1.28)
High
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Low
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Returns
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1D
1W
1M
3M
6M
1Y
5Y
Max

US ETF

US Small & Midcap Equity

US Small & Midcap ETF

Invests in us small & midcap equity segment

Key Metrics

Key Metrics

Expense Ratio
Expense Ratio

The operating and administrative costs of running the fund measured as the percentage of fund assets

0.59%
AUM
AUM

Current market value of the ETF scheme managed by the Asset Management Company

$11.23B
Beta
Beta

Sensitivity of the stock's price relative to the country's key indices over the last 5 years

1.04
Volatility (3Y)
Volatility (3Y)

The annualized standard deviation of the ETF's returns calculated over the last 3 years

18.31%
PE
PE

Ratio of price to the prospective earnings of the ETF's underlyings

13.13
PE Category
PE Category

Ratio of price to the prospective earnings of the holdings of ETFs from the same category

13.16

ETF Profile

ETF Profile

Exp. Ratio
0.04%
0.04%
PE
14.33
14.33
1Y Return
10.65%
10.65%
Exp. Ratio
0.03%
0.03%
PE
17.97
17.97
1Y Return
10.19%
10.19%
Exp. Ratio
0.06%
0.06%
PE
12.71
12.71
1Y Return
15.97%
15.97%
Exp. Ratio
0.04%
0.04%
PE
17.02
17.02
1Y Return
11.84%
11.84%
Exp. Ratio
0.19%
0.19%
PE
13.51
13.51
1Y Return
10.74%
10.74%
Compare with Peers

Peers

Peers & Comparison

Peers & Comparison

Comparing 2 ETFs from
ETFUS Small & Mid Cap Equity
ScreenerCompare ETFs on Screener
ETFTotal AUMTotal AUMExp. RatioExp. Ratio1Y Return1Y Return
First Trust SMID Cap Rising Dividend Achievers ETF $11.23B0.59%11.63%
iShares Core S&P Mid-Cap ETF$124.56B0.04%10.65%
Vanguard Mid-Cap Index Fund ETF Shares$107.68B0.03%10.19%

Price Comparison

Price Comparison

Compare SDVY with any stock or ETF
Compare SDVY with any stock or ETF
Comparing from
SDVY
IJH
VO
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Top Holdings

Top Holdings

  • Name
    Holdings
    Sector
  • Williams-Sonoma Inc
    Sector: Consumer Cyclical
    Holdings1.06 %
    Williams-Sonoma Inc
    WSM

    Holdings

    1.06 %

    Consumer Cyclical
  • Reinsurance Group of America
    Sector: Financial Services
    Holdings1.08 %
    Reinsurance Group of America
    RGA

    Holdings

    1.08 %

    Financial Services
  • National HealthCare Corporation
    Sector: Healthcare
    Holdings1.03 %
    National HealthCare Corporation
    NHC

    Holdings

    1.03 %

    Healthcare
  • The Hanover Insurance Group Inc
    Sector: Financial Services
    Holdings1.00 %
    The Hanover Insurance Group Inc
    THG

    Holdings

    1.00 %

    Financial Services
  • Assurant, Inc.
    Sector: Financial Services
    Holdings0.97 %
    Assurant, Inc.
    AIZ

    Holdings

    0.97 %

    Financial Services
  • Interparfums, Inc.
    Sector: Consumer Defensive
    Holdings1.05 %
    Interparfums, Inc.
    IPAR

    Holdings

    1.05 %

    Consumer Defensive
  • VeriSign Inc
    Sector: Technology
    Holdings0.95 %
    VeriSign Inc
    VRSN

    Holdings

    0.95 %

    Technology
  • First BanCorp.
    Sector: Financial Services
    Holdings0.98 %
    First BanCorp.
    FBP

    Holdings

    0.98 %

    Financial Services
  • OFG Bancorp
    Sector: Financial Services
    Holdings0.99 %
    OFG Bancorp
    OFG

    Holdings

    0.99 %

    Financial Services
  • East West Bancorp Inc
    Sector: Financial Services
    Holdings0.92 %
    East West Bancorp Inc
    EWBC

    Holdings

    0.92 %

    Financial Services

Frequently asked questions

  1. First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) is currently trading at $42.02. You can also track daily change, historical performance, trading volume and other key ETF details on this page.

  2. Indian investors can buy First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) by opening a US investing account through a platform that provides access to US stocks and ETFs, completing the required verification, transferring funds under the Liberalised Remittance Scheme (LRS), and placing an order in USD.

  3. Yes, Indian residents and NRIs can invest in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) through platforms that offer access to US-listed stocks and ETFs, subject to applicable regulations, including RBI’s Liberalised Remittance Scheme (LRS) guidelines.

  4. The expense ratio of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) is 0.59%. It represents the annual operating cost charged by the ETF provider for managing the fund and tracking its underlying index.

  5. First Trust SMID Cap Rising Dividend Achievers ETF (SDVY)’s top holdings currently include Reinsurance Group of America, Williams-Sonoma Inc, and Interparfums, Inc.. The ETF’s complete holdings list, allocation and sector exposure are available in the Holdings section on this page.

  6. Many platforms offering US ETF investing allow fractional investing, enabling Indian investors to buy a portion of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) instead of a full share. This allows investment based on a fixed dollar amount.

  7. Gains from First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) are generally taxed in India based on the applicable holding period and tax rules. Dividends may be subject to US withholding tax and Indian taxation rules. The final tax treatment depends on individual circumstances.

  8. Remittances under the Liberalised Remittance Scheme (LRS) for overseas investments, including US ETFs like First Trust SMID Cap Rising Dividend Achievers ETF (SDVY), may attract TCS above specified thresholds. Applicable rates and limits are determined by government regulations and may change over time.

  9. First Trust SMID Cap Rising Dividend Achievers ETF (SDVY)’s current assets under management (AUM) are $11.23B. AUM represents the total market value of assets managed by the ETF and indicates the size of the fund.

  10. First Trust SMID Cap Rising Dividend Achievers ETF (SDVY)’s price-to-earnings (P/E) ratio is 13.13. It represents the weighted valuation of the companies held within the ETF relative to their earnings.

  11. You can compare First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) with iShares Core S&P Mid-Cap ETF (IJH), Vanguard Mid-Cap Index Fund ETF Shares (VO), and iShares Core S&P Small-Cap ETF (IJR) based on metrics such as expense ratio, AUM, P/E ratio, holdings, liquidity and historical returns in the Peers & Comparison section.

  12. First Trust SMID Cap Rising Dividend Achievers ETF (SDVY)’s NAV represents the per-unit value of the ETF’s underlying holdings after adjusting for expenses and liabilities. It is calculated once daily after markets close and may differ from the ETF’s live market price.

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