(SDVY) First Trust SMID Cap - Performance 2.1% in 12m
Compare SDVY with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
69.71%
#8 in Group
Rel. Strength
44.21%
#4440 in Universe
Total Return 12m
2.07%
#17 in Group
Total Return 5y
137.16%
#7 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: SDVY (2.1%) vs QQQ (15.2%)
5y Drawdown (Underwater) Chart
Top Performers 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 |
-2.03% | 8.14% | 89.2% | - | - | - | - | - |
| IVOV NYSE ARCA Vanguard S&P Mid-Cap 400 |
-3.61% | 6.13% | 114% | - | - | - | - | - |
| XMVM NYSE ARCA Invesco S&P MidCap Value |
-2.1% | 4.62% | 132% | - | - | - | - | - |
| MDYV NYSE ARCA SPDR S&P 400 Mid Cap Value |
-3.72% | 5.96% | 113% | - | - | - | - | - |
| IJJ NYSE ARCA iShares S&P Mid-Cap 400 |
-3.64% | 5.95% | 113% | - | - | - | - | - |
| AVUV NYSE ARCA Avantis U.S. Small Cap |
-3.78% | -3.31% | 161% | - | - | - | - | - |
| SDVY NASDAQ First Trust SMID Cap Rising |
-1.85% | 2.07% | 137% | - | - | - | - | - |
| RWJ NYSE ARCA Invesco S&P SmallCap 600 |
-3.96% | -0.37% | 167% | - | - | - | - | - |
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 | -1.85% | 2.66% | 0.40% |
| 3 Months | -8.37% | -5.51% | -4.90% |
| 12 Months | 2.07% | 15.21% | 13.65% |
| 5 Years | 137.16% | 134.38% | 114.96% |
| Trend Score (consistency of price movement) | SDVY | QQQ | S&P 500 |
| 1 Month | 78.2% | 76.4% | 74.8% |
| 3 Months | -84.5% | -81.2% | -84.7% |
| 12 Months | 14.9% | 41.4% | 53.5% |
| 5 Years | 80.5% | 76.9% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. QQQ | vs. S&P 500 |
| 1 Month | #35 | -4.39% | -2.23% |
| 3 Month | #21 | -3.03% | -3.65% |
| 12 Month | #29 | -11.4% | -10.2% |
| 5 Years | #18 | 1.19% | 10.3% |
FAQs
Does SDVY First Trust SMID Cap outperforms the market?
No,
over the last 12 months SDVY made 2.07%, while its related Sector, the Invesco QQQ Trust (QQQ) made 15.21%.
Over the last 3 months SDVY made -8.37%, while QQQ made -5.51%.
Over the last 3 months SDVY made -8.37%, while QQQ made -5.51%.
Performance Comparison SDVY vs Indeces and Sectors
SDVY vs. Indices SDVY is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.37% | -2.25% | -6.30% | -11.6% |
| US NASDAQ 100 | QQQ | -0.14% | -4.51% | -7.09% | -13.1% |
| US Dow Jones Industrial 30 | DIA | 0.30% | 0.23% | -5.77% | -7.74% |
| German DAX 40 | DAX | -0.41% | -4.88% | -26.5% | -26.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.53% | -1.62% | -2.33% | -3.28% |
| Hongkong Hang Seng | HSI | -0.31% | -1.91% | -6.68% | -8.47% |
| India NIFTY 50 | INDA | 1.29% | -6.41% | -6.20% | -0.42% |
| Brasil Bovespa | EWZ | 2.63% | -5.60% | -8.27% | 9.84% |
SDVY vs. Sectors SDVY is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.06% | -2.44% | -12.6% | -22.1% |
| Consumer Discretionary | XLY | 1.36% | -0.93% | -7.69% | -12.9% |
| Consumer Staples | XLP | 2.41% | -1.86% | -8.99% | -8.55% |
| Energy | XLE | 3.80% | 11.1% | 0.79% | 10.6% |
| Financial | XLF | -0.32% | -1.05% | -14.6% | -22.8% |
| Health Care | XLV | 2.95% | 2.15% | -1.38% | 1.87% |
| Industrial | XLI | -1.02% | -3.0% | -7.55% | -9.95% |
| Materials | XLB | 0.50% | 0.54% | 2.10% | 4.39% |
| Real Estate | XLRE | -0.15% | -1.49% | -4.88% | -16.1% |
| Technology | XLK | -0.60% | -5.23% | -3.34% | -8.62% |
| Utilities | XLU | 1.33% | -2.27% | -11.1% | -19.0% |
| Aerospace & Defense | XAR | -1.09% | -9.53% | -20.8% | -26.8% |
| Biotech | XBI | -0.75% | -5.46% | 9.64% | 7.41% |
| Homebuilder | XHB | -0.58% | -0.25% | 9.44% | 7.45% |
| Retail | XRT | 0.23% | -0.66% | 0.22% | 3.12% |