SDVD ETF Analysis: FT Vest SMID Rising | BATS

Derivative Income | BATS, USA | Market Cap: 865m USD | 12M Return: 23.5% | Charts, Fundamentals & Technical Analysis

Small-Cap Stocks, Mid-Cap Stocks, Dividend Achievers, Income Strategies
Total Rating 60
Safety 61
Buy Signal -0.07
Derivative Income
Category Rotation: -9.2
TER: 0.85%
AUM: 865M
Avg Turnover: 3.30M
Risk 3d forecast
Volatility15.7%
VaR 5th Pctl2.67%
VaR vs Median-5.51%
Reward TTM
Sharpe Ratio1.20
Rel. Str. IBD51.8
Rel. Str. Peer Group65.3
Character TTM
Beta0.871
Beta Downside0.973
Hurst Exponent0.522
Drawdowns 3y
Max DD24.60%
CAGR/Max DD0.62
CAGR/Mean DD3.07

Warnings

Choppy

Tailwinds

No distinct edge detected

Seasonality 2.9 years of data

Jan +1.3% 17
Feb -0.2% 1
Mar -6.0% 25
Apr -4.9% 41
May +3.9% 49
Jun +0.2% 3
Jul +4.6% 14
Aug +0.3% 2
Sep -1.0% 10
Oct -3.4% 19
Nov +6.6% 28
Dec -0.6% 1

Average return per month, with how dependable it is below — did the month move the same way every year (high) or randomly (low). Above 60 is a pattern worth trusting; under 40 is noise.

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 June 30, 2026, the stock is trading at USD 23.02 with a total of 120,375 shares traded. Over the past week, the price has changed by +2.37%, over one month by +2.78%, over three months by +9.07% and over the past year by +23.52%.

Current recommended Stop Loss: 22.30 (which is 3.1% or 2.6 ATR below the current price).

Is SDVD a buy, sell or hold?

FT Vest SMID Rising has no consensus analysts rating.