(SDVY) SMID Cap Rising Dividend - NASDAQ
ETF Category: Small Value | Exchange: NASDAQ (USA) | Market Cap: 11.107m USD | Total Return: 23.6% in 12m
Avg Turnover: 52.4M
Warnings
No concerns identified
Tailwinds
No distinct edge detected
Seasonality
The First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) is a passively managed exchange-traded fund that seeks to track the performance of an index composed of small- and mid-capitalization U.S. companies with a consistent history of raising their dividends. To qualify for inclusion, securities must have increased their dividend distributions over both the trailing three-year and five-year annual periods, screening for sustained dividend growth rather than high current yield.
The fund commits at least 90% of its net assets to the common stocks comprising its underlying index, making it a rules-based equity strategy. Launched in November 2017 and listed on NASDAQ, SDVY follows a transparent indexing methodology common to First Trusts suite of dividend-focused ETFs, offering investors targeted exposure to U.S. SMID-cap names that have demonstrated disciplined capital return policies through multi-year dividend hikes.
- SMID cap value rotation boosts SDVY inflows and AUM growth
- Rising dividend constituent additions lift index reconstitution demand
- Fed rate cuts compress small cap valuations versus large caps
- Expense ratio competition intensifies among dividend ETF providers
As of June 29, 2026, the stock is trading at USD 43.08 with a total of 982,372 shares traded. Over the past week, the price has changed by +2.25%, over one month by +2.67%, over three months by +9.93% and over the past year by +23.59%.
Current recommended Stop Loss: 42.20 (which is 2% or 1.5 ATR below the current price).
SMID Cap Rising Dividend has no consensus analysts rating.