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SDVY ETF · First Trust SMID Cap Rising Dividend Achievers ETF (CA)
Performance & flows
Historic performance and flows
| 1M | 3M | 1Y | 3Y | 5Y | MTD | QTD | YTD | ||
|---|---|---|---|---|---|---|---|---|---|
| Perf. | +7.70%  | +5.52%  | +29.75% | N/A | N/A | +5.51% | +5.51% | +10.21% | |
| Flows |
Key fund info
Essentials
Enterprise
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Risk profile
Historical risk/return profile
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Returns | +5.52% | +29.75% | N/A | N/A |
| Volatility | ||||
| Perf./Volatility | ||||
| Max drawdown |
Exposure
Sustainability
ESG Consensus® by Conser
Our partner Conser gathers the industry's consensus on the business practices of the underlying holdings. We have computed the following metrics about SDVY ETF's sustainability, based on their methodology.
ESG Consensus® is based on the Final Sustainability Grade, which itself consists of 10 grades. Our partner Conser calculates the exact grade, based on market intelligence, using their proprietary ESG Consensus® methodology.
SDVY’s has a Final Sustainability Grade of either B+, B, or B-.
Issuer
| AuM | ||
|---|---|---|
RDVY | First Trust NASDAQ Rising Dividend Achievers ETF | €18.75B |
SDVY | First Trust SMID Cap Rising Dividend Achievers ETF | €9.31B |
CIBR | First Trust NASDAQ Cybersecurity ETF | €8.69B |
AIRR | First Trust RBA American Industrial Renaissance ETF | €8.37B |
GRID | First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund ETF | €8.33B |
Frequently asked questions about SDVY
What does First Trust SMID Cap Rising Dividend Achievers ETF (CA), SDVY, invest in?
SDVY is a Passive ETF. This ETF provides exposure to Equally Weighted Mid and Small-Cap US Equities.
Which benchmark or index does SDVY replicate?
SDVY tracks the Nasdaq US SMID Cap Rising Dividend Achievers Total Return Index - USD, through a full replication replication method.
What is the Total Expense ratio (TER) of SDVY?
SDVY carries a total expense ratio (TER) of 0.76%, indicating the annual cost for holding the fund.
When was SDVY launched?
SDVY was introduced to the market on September 9, 2024. It trades on Canada
Who is the ETF issuer of SDVY?
First Trust SMID Cap Rising Dividend Achievers ETF (CA), SDVY, is provided by First Trust. Learn more about First Trust here.
What is the current assets under management (AUM) of SDVY?
SDVY oversees €18M in assets as of April 27, 2026.
How has SDVY performed lately?
Based on data from April 27, 2026, SDVY returned 7.70% over the past month, 5.52% over the last three months and 10.21% year-to-date.
What are the latest inflows or outflows for SDVY?
As of April 27, 2026, SDVY recorded net flows of +€1.7M over the last month and +€4.4M year-to-date.
Does SDVY distribute dividends?
SDVY follows a distributing dividend policy, meaning it pays out income to investors. As of April 27, 2026, its 12-month trailing yield was 0.89%.
What are the main country or region exposures of SDVY?
As of March 31, 2026, SDVY has significant geographic allocations in USA, Bermuda and Ireland.
In which sector or theme does SDVY invest in?
As of March 31, 2026, SDVY focuses largely on Financials, Industrials and Consumer Discretionary.
How many securities does SDVY hold and how diversified is it?
As of March 31, 2026, SDVY holds 166 positions in its portfolio, with 16.94% of assets concentrated in its top 15 holdings.
What are the main positions in SDVY?
As of March 31, 2026, SDVY top three holdings include COMFORT SYSTEMS USA, ENERSYS and WEATHERFORD INTL PLC.
What is the base currency of SDVY?
The base currency of SDVY is CAD.
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