First Trust SMID Cap Price, Forecast, Insider, Ratings, Fundamentals & Signals

The First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) made its debut on 11/01/2017, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - Mid Cap Value category of the market.

SDVY tracks an equal-weighted basket of small- and mid-cap stocks exhibiting strong historical dividend growth characteristics. Fees are 0.60% and SDVY yields 1.75% (1.55% expected). DGI investors typically seek positive trends in dividend growth and earnings. However, SDVY's requirement only requires positive growth from three years ago. As a result, SDVY holds many high-growth companies from three years ago, but about 50% have negative one-year trailing and expected earnings per share growth.

The First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) was launched on 11/01/2017, and is a passively managed exchange traded fund designed to offer broad exposure to the Mid Cap Value segment of the US equity market.

Some of the best-performing stocks over the long haul are mid-caps, traditionally defined as companies with market capitalizations between $2 billion and $10 billion. In January 2020, I wrote about 10 mid-cap ETFs to buy for the next decade.

Designed to provide broad exposure to the Style Box - Mid Cap Value category of the market, the First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) is a smart beta exchange traded fund launched on 11/01/2017.

First Trust SMID Cap Rising Dividend Achievers ETF holds 100 small and mid-cap stocks screened on dividend growth, earnings growth, and quality. The SDVY ETF has a well-diversified portfolio but is concentrated in financials and industrials. Since its inception, SDVY has outperformed the S&P MidCap 400 index and two close competitors in total return and dividend growth rate.

Launched on 11/01/2017, the First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) is a passively managed exchange traded fund designed to provide a broad exposure to the Mid Cap Value segment of the US equity market.

Although the dividend ETFs lagged in 2023, a few funds topped the S&P 500.

Launched on 11/01/2017, the First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) is a smart beta exchange traded fund offering broad exposure to the Style Box - Mid Cap Value category of the market.

Launched on 11/01/2017, the First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) is a passively managed exchange traded fund designed to provide a broad exposure to the Mid Cap Value segment of the US equity market.