First Trust SMID Cp Rising Div Achv ETF (SDVY)
32.66
+0.33
(+1.02%)
USD |
NASDAQ |
Apr 19, 10:14
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.60% | 0.03% | 3.843B | 1.013M |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 1.82% | 58.00% | 2.360B | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an index called the Nasdaq U.S. Small Mid Cap Rising Dividend AchieversTM Index (the "index"). The fund will normally invest at least 90% of its net assets (including investment borrowings) in common stocks that comprise the index. The index is designed to provide access to a diversified portfolio of 100 small and mid cap companies with a history of raising their dividends and exhibit the characteristics to continue to do so in the future. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Small Cap/Value |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Small Value |
| Category Index | Russell 2000 Value TR USD |
| Global Category Name | US Equity Small Cap |
| YCharts Categorization | US Small & Mid Cap |
| YCharts Benchmark | Russell 2000 Total Return (^RUTTR) |
| Prospectus Objective | Growth and Income |
| Fund Owner Firm Name | First Trust Advisors L.P. |
| Prospectus Benchmark Index | |
| NASDAQ US SMID Rising Div Achvrs TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Chris Peterson | 6.42 yrs |
| Daniel Lindquist | 6.42 yrs |
| David McGarel | 6.42 yrs |
| Jon Erickson | 6.42 yrs |
| Roger Testin | 6.42 yrs |
| Stan Ueland | 6.42 yrs |
| Erik Russo | 3.16 yrs |
Performance Versus Category
As of April 18, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 18, 2024.
Basic Info
| Investment Strategy | |
| The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an index called the Nasdaq U.S. Small Mid Cap Rising Dividend AchieversTM Index (the "index"). The fund will normally invest at least 90% of its net assets (including investment borrowings) in common stocks that comprise the index. The index is designed to provide access to a diversified portfolio of 100 small and mid cap companies with a history of raising their dividends and exhibit the characteristics to continue to do so in the future. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Small Cap/Value |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Small Value |
| Category Index | Russell 2000 Value TR USD |
| Global Category Name | US Equity Small Cap |
| YCharts Categorization | US Small & Mid Cap |
| YCharts Benchmark | Russell 2000 Total Return (^RUTTR) |
| Prospectus Objective | Growth and Income |
| Fund Owner Firm Name | First Trust Advisors L.P. |
| Prospectus Benchmark Index | |
| NASDAQ US SMID Rising Div Achvrs TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Chris Peterson | 6.42 yrs |
| Daniel Lindquist | 6.42 yrs |
| David McGarel | 6.42 yrs |
| Jon Erickson | 6.42 yrs |
| Roger Testin | 6.42 yrs |
| Stan Ueland | 6.42 yrs |
| Erik Russo | 3.16 yrs |