SDVD ETF Analysis: FT Vest SMID Rising | BATS

Derivative Income | BATS, USA | Market Cap: 929m USD | 12M Return: 19.5% | US33738D8204 | Charts, Fundamentals & Technical Analysis

Small-Cap Stocks, Mid-Cap Stocks, Dividend Achievers, Income Strategies
Total Rating 60
Safety 65
Buy Signal 0.05
Derivative Income
Category Rotation: +4.3
TER: 0.85%
AUM: 929M
Avg Turnover: 4.60M
Risk 3d forecast
Volatility18.9%
VaR 5th Pctl3.25%
VaR vs Median-4.67%
Reward TTM
Sharpe Ratio1.01
Rel. Str. IBD49
Rel. Str. Peer Group62.5
Character TTM
Beta0.767
Beta Downside0.798
Hurst Exponent0.489
Drawdowns 3y
Max DD24.60%
CAGR/Max DD0.68
CAGR/Mean DD3.51

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 3 years of data

Jan +2.9% 35
Feb -1.7% 0
Mar -5.4% 35
Apr +0.9% 0
May +0.8% 0
Jun +2.5% 33
Jul +0.9% 0
Aug +0.2% 0
Sep -0.9% 27
Oct -2.9% 35
Nov +4.3% 30
Dec -5.2% 29

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: SDVD FT Vest SMID Rising

The FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) is a passively managed, non-diversified exchange-traded fund that primarily invests in dividend-paying U.S. small- and mid-capitalization companies, allocating at least 80% of its net assets to this segment under normal market conditions. The fund pursues a secondary objective of capital appreciation alongside its core income mandate.

As a Derivative Income category ETF, SDVD reflects FT Vests broader strategy of using options-based and structured techniques to enhance yield, often involving options overlay strategies on an underlying dividend-focused equity portfolio. Small- and mid-cap dividend ETFs typically target companies with established track records of dividend payments, and the Rising Dividend Achievers component generally refers to firms with a multi-year history of consecutive dividend increases, which can offer a measure of financial stability but also expose investors to greater volatility than large-cap dividend funds.

Headlines to Watch Out For
  • SMID dividend stock performance drives underlying NAV
  • Covered call premium income fluctuates with implied volatility
  • Rising rate environment pressures high-yielding small cap dividend payers
What is the price of SDVD shares?

As of August 21, 2026, the stock is trading at USD 23.29 with a total of 106,689 shares traded. Over the past week, the price has changed by -2.23%, over one month by +1.37%, over three months by +6.07% and over the past year by +19.51%.

Current recommended Stop Loss: 22.90 (which is 1.7% or 1.3 ATR below the current price).

Is SDVD a buy, sell or hold?

FT Vest SMID Rising has no consensus analysts rating.