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SDVY ETF · First Trust SMID Cap Rising Dividend Achievers ETF
Performance & flows
Historic performance and flows
| 1M | 3M | 1Y | 3Y | 5Y | MTD | QTD | YTD | ||
|---|---|---|---|---|---|---|---|---|---|
| Perf. | -5.41%  | +2.94%  | +19.38%  | +56.30% | +50.95%  | +0.85% | +0.85% | +4.01% | |
| Flows |
Key fund info
Enterprise
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Risk profile
Historical risk/return profile
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Returns | +2.94% | +19.38% | +56.30% | +50.95% |
| 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-.
Replication
Issuer
| AuM | ||
|---|---|---|
RDVY | First Trust NASDAQ Rising Dividend Achievers ETF | €17.34B |
SDVY | First Trust SMID Cap Rising Dividend Achievers ETF | €8.84B |
CIBR | First Trust NASDAQ Cybersecurity ETF | €8.28B |
BUFR | FT Vest Fund of Buffer ETF | €7.54B |
AIRR | First Trust RBA American Industrial Renaissance ETF | €7.45B |
Frequently asked questions about SDVY
What does First Trust SMID Cap Rising Dividend Achievers ETF, 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 0.59%, indicating the annual cost for holding the fund.
When was SDVY launched?
SDVY was introduced to the market on November 1, 2017. It trades on United States
Who is the ETF issuer of SDVY?
First Trust SMID Cap Rising Dividend Achievers ETF, SDVY, is provided by First Trust. Learn more about First Trust here.
What is the current assets under management (AUM) of SDVY?
SDVY oversees €8.84B in assets as of April 1, 2026.
How has SDVY performed lately?
Based on data from April 1, 2026, SDVY returned -5.41% over the past month, 2.94% over the last three months and 4.01% year-to-date.
What are the latest inflows or outflows for SDVY?
As of April 1, 2026, SDVY recorded net flows of +€45M over the last month and +€335M year-to-date.
Does SDVY distribute dividends?
SDVY follows a distributing dividend policy, meaning it pays out income to investors. As of April 1, 2026, its 12-month trailing yield was 1.11%.
What are the main country or region exposures of SDVY?
As of February 28, 2026, SDVY has significant geographic allocations in USA, Bermuda and Ireland.
In which sector or theme does SDVY invest in?
As of February 28, 2026, SDVY focuses largely on Financials, Industrials and Consumer Discretionary.
How many securities does SDVY hold and how diversified is it?
As of February 28, 2026, SDVY holds 174 positions in its portfolio, with 18.21% of assets concentrated in its top 15 holdings.
What are the main positions in SDVY?
As of February 28, 2026, SDVY top three holdings include COMFORT SYSTEMS USA, COCA COLA CONSOLIDATED and ENERSYS.
What is the base currency of SDVY?
The base currency of SDVY is USD.
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Since our founding in 2016, we have been at the forefront of the industry, delivering accessible, comprehensive, and reliable tools to support the evolving needs of investors.
Over the past decade, Trackinsight has expanded its operations across six countries, serving thousands of professional investors. We’ve consistently innovated to provide cutting-edge solutions that meet the changing demands of the ETF market.
In 2024, Kepler Cheuvreux, a leading independent European financial services firm, acquired a majority stake in Trackinsight, becoming the company's principal shareholder.
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