(SDVY) First Trust SMID Cap - Performance 5% in 12m
SDVY performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
59.75%
#11 in Peer-Group
Rel. Strength
48.31%
#3858 in Stock-Universe
Total Return 12m
5.00%
#23 in Peer-Group
Total Return 5y
113.23%
#9 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 39.95 USD |
| 52 Week Low | 29.52 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 36.54 |
| Buy/Sell Signal +-5 | -0.32 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: SDVY (5%) vs QQQ (10.1%)
5y Drawdown (Underwater) Chart
Top Performer in Small Value
Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability | EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| REGL BATS ProShares S&P MidCap 400 |
-2.62% | 11.4% | 72.4% | - | - | - | - | - |
| IVOV NYSE ARCA Vanguard S&P Mid-Cap 400 |
-0.83% | 9.32% | 98.1% | - | - | - | - | - |
| MDYV NYSE ARCA SPDR S&P 400 Mid Cap Value |
-0.96% | 9.26% | 97.6% | - | - | - | - | - |
| IJJ NYSE ARCA iShares S&P Mid-Cap 400 |
-0.97% | 9.19% | 97.2% | - | - | - | - | - |
| AVUV NYSE ARCA Avantis U.S. Small Cap |
-0.7% | 2.35% | 137% | - | - | - | - | - |
| EZM NYSE ARCA WisdomTree U.S. MidCap |
-1.58% | 6.34% | 97.2% | - | - | - | - | - |
| RWJ NYSE ARCA Invesco S&P SmallCap 600 |
-0.33% | 5.69% | 143% | - | - | - | - | - |
| SDVY NASDAQ First Trust SMID Cap Rising |
-2.05% | 5% | 113% | - | - | - | - | - |
Performance Comparison: SDVY vs QQQ vs S&P 500
QQQ (Invesco QQQ Trust ETF) is the Sector Benchmark for SDVY
| Total Return (including Dividends) | SDVY | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | -2.05% | 1.26% | 0.24% |
| 3 Months | 2.40% | 10.09% | 5.41% |
| 12 Months | 5.00% | 10.09% | 10.03% |
| 5 Years | 113.23% | 119.95% | 104.87% |
| Trend Score (consistency of price movement) | SDVY | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | 30.5% | 77.5% | 78.8% |
| 3 Months | 67.2% | 83.8% | 79.5% |
| 12 Months | -12.6% | 39.4% | 43% |
| 5 Years | 80% | 76.7% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. QQQ | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #45 | -3.27% | -2.29% |
| 3 Month | #39 | -6.99% | -2.86% |
| 12 Month | #26 | -4.62% | -4.57% |
| 5 Years | #19 | -3.05% | 4.08% |
FAQs
Does First Trust SMID Cap (SDVY) outperform the market?
No,
over the last 12 months SDVY made 5.00%, while its related Sector, the Invesco QQQ Trust (QQQ) made 10.09%.
Over the last 3 months SDVY made 2.40%, while QQQ made 10.09%.
Performance Comparison SDVY vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
SDVY vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.7% | -2.3% | -4.4% | -5% |
| US NASDAQ 100 | QQQ | 0.3% | -3.3% | -5.5% | -5% |
| German DAX 40 | DAX | 1% | 0.8% | -20.4% | -22% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.4% | -1% | -3.4% | -8% |
| Hongkong Hang Seng | HSI | 2% | -4.1% | -20.8% | -21% |
| India NIFTY 50 | INDA | 0.5% | -1.7% | -4.5% | 6% |
| Brasil Bovespa | EWZ | 0.1% | -2.1% | -25.6% | -4% |
SDVY vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0% | -3.2% | -9.1% | -18% |
| Consumer Discretionary | XLY | 0.8% | 0.4% | 4% | -12% |
| Consumer Staples | XLP | 0.2% | -0.1% | -6.2% | -2% |
| Energy | XLE | -0.7% | -8.5% | -11% | 3% |
| Financial | XLF | -0.5% | -0.1% | -8.2% | -18% |
| Health Care | XLV | 2.9% | -0.5% | -0.5% | 13% |
| Industrial | XLI | 0.5% | -1.1% | -10.8% | -12% |
| Materials | XLB | 1.4% | -1.3% | -5.6% | 7% |
| Real Estate | XLRE | 0.4% | -1.9% | -7.9% | -8% |
| Technology | XLK | -0.3% | -5% | -5.9% | -1% |
| Utilities | XLU | 1.1% | 0.4% | -10.9% | -14% |
| Aerospace & Defense | XAR | -0.2% | -7.4% | -23.5% | -37% |
| Biotech | XBI | 1.7% | -3.3% | 6.2% | 13% |
| Homebuilder | XHB | -0.4% | 1.9% | 6.5% | 12% |
| Retail | XRT | -1.9% | -2.7% | 0.7% | 2% |
SDVY vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -3.4% | -23.1% | -17.3% | 0% |
| Natural Gas | UNG | -7.7% | -6% | -14.9% | 12% |
| Gold | GLD | 2.2% | -4.2% | -31.7% | -37% |
| Silver | SLV | 1% | -10.7% | -25.1% | -12% |
| Copper | CPER | -1.5% | -5.6% | -21.8% | -3% |
SDVY vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 0.1% | -3.7% | -3.3% | 9% |
| iShares High Yield Corp. Bond | HYG | -0.3% | -3.1% | -7.6% | -4% |