First Trust SMID Cap Rising Dividend Achievers ETF (SDVY)

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The chart shows the growth of an initial investment of $10,000 in First Trust SMID Cap Rising Dividend Achievers ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) has returned 3.15% so far this year and 19.27% over the past 12 months.

Based on dividend-adjusted daily data since Nov 3, 2017, SDVY's average daily return is +0.05%, while the average monthly return is +1.03%. At this rate, your investment would double in approximately 5.6 years.

Historically, 57% of months were positive and 43% were negative. The best month was Nov 2020 with a return of +18.5%, while the worst month was Mar 2020 at -23.3%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 4 months.

On a daily basis, SDVY closed higher 49% of trading days. The best single day was Jul 24, 2019 with a return of +11.2%, while the worst single day was Mar 16, 2020 at -11.1%.

First Trust SMID Cap Rising Dividend Achievers ETF has an annualized alpha of 0.49%, beta of 0.97, and R² of 0.56 versus S&P 500 Index. Calculated based on daily prices since November 06, 2017.

• This ETF participated in 112.68% of S&P 500 Index downside but only 108.53% of its upside — more exposed to losses than it benefited from rallies.
• With beta of 0.97 and R² of 0.56, this ETF moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

SDVY has an expense ratio of 0.60%, placing it in the medium range.

SDVY ranks 53 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) and compare them to a chosen benchmark (S&P 500 Index).

First Trust SMID Cap Rising Dividend Achievers ETF provided a 1.26% dividend yield over the last twelve months, with an annual payout of $0.50 per share.

The table displays the monthly dividend distributions for First Trust SMID Cap Rising Dividend Achievers ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the First Trust SMID Cap Rising Dividend Achievers ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the First Trust SMID Cap Rising Dividend Achievers ETF was 44.70%, occurring on Mar 23, 2020. Recovery took 167 trading sessions.

The current First Trust SMID Cap Rising Dividend Achievers ETF drawdown is 7.06%.

The chart below shows the rolling one-month volatility.