SDVY ETF Analysis: SMID Cap Rising Dividend | NASDAQ
Small Value | NASDAQ, USA | Market Cap: 11.804m USD | 12M Return: 19.3% | US33741X1028 | Charts, Fundamentals & Technical Analysis
Avg Turnover: 36.5M
Warnings
No concerns identified
Tailwinds
No distinct edge detected
Seasonality 8.7 years of data
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.
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 August 21, 2026, the stock is trading at USD 43.67 with a total of 993,553 shares traded. Over the past week, the price has changed by -2.15%, over one month by +1.39%, over three months by +6.01% and over the past year by +19.29%.
Current recommended Stop Loss: 43.10 (which is 1.3% or 1.2 ATR below the current price).
SMID Cap Rising Dividend has no consensus analysts rating.