First Trust SMID Cap Rising Dividend Achievers ETF (SDVY)
SDVY is a passive ETF by First Trust tracking the investment results of the NASDAQ US Small Mid Cap Rising Dividend Achievers™ Index. SDVY launched on Nov 1, 2017 and has a 0.60% expense ratio.
ETF Info
US33741X1028
33741X102
Nov 1, 2017
North America (U.S.)
1x
NASDAQ US Small Mid Cap Rising Dividend Achievers™ Index
Multi-Cap
Blend
Expense Ratio
SDVY has an expense ratio of 0.60%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) returned -5.48% year-to-date (YTD) and -0.28% over the past 12 months.
SDVY
-5.48%
9.73%
-11.79%
-0.28%
18.48%
N/A
^GSPC (Benchmark)
-3.77%
7.44%
-5.60%
8.37%
14.12%
10.46%
Monthly Returns
The table below presents the monthly returns of SDVY, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 4.27% | -5.08% | -5.14% | -2.96% | 3.75% | -5.48% | |||||||
| 2024 | -2.53% | 3.29% | 5.87% | -5.89% | 4.88% | -2.44% | 9.92% | -1.88% | 1.45% | -0.85% | 10.76% | -9.83% | 11.19% |
| 2023 | 11.09% | -1.17% | -6.33% | -1.41% | -3.06% | 12.00% | 6.82% | -1.88% | -4.52% | -4.85% | 9.57% | 11.97% | 28.57% |
| 2022 | -4.63% | -0.76% | -2.57% | -6.35% | 3.49% | -11.01% | 11.14% | -4.14% | -8.56% | 11.98% | 6.91% | -5.09% | -11.98% |
| 2021 | 1.59% | 10.99% | 6.25% | 3.49% | 2.17% | -2.83% | -0.19% | 2.34% | -4.61% | 4.39% | -2.35% | 5.60% | 29.13% |
| 2020 | -3.92% | -10.36% | -23.27% | 13.72% | 6.21% | 2.60% | 2.36% | 4.79% | -2.59% | 2.52% | 18.52% | 7.45% | 11.72% |
| 2019 | 11.38% | 6.24% | -4.04% | 4.98% | -8.77% | 8.73% | 0.84% | -6.38% | 4.85% | 2.71% | 2.80% | 1.66% | 25.63% |
| 2018 | 2.82% | -2.02% | -1.73% | -0.77% | 2.17% | 0.35% | 1.03% | 2.37% | -1.84% | -7.87% | 2.31% | -12.07% | -15.26% |
| 2017 | 5.26% | 0.49% | 5.78% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SDVY is 20, meaning it’s performing worse than 80% of other ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
First Trust SMID Cap Rising Dividend Achievers ETF provided a 1.86% dividend yield over the last twelve months, with an annual payout of $0.63 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.63 | $0.57 | $0.62 | $0.59 | $0.33 | $0.35 | $0.37 | $0.28 | $0.06 |
Dividend yield | 1.86% | 1.60% | 1.90% | 2.28% | 1.09% | 1.48% | 1.69% | 1.57% | 0.29% |
Monthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | |||||||
| 2024 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.18 | $0.57 |
| 2023 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.18 | $0.62 |
| 2022 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.23 | $0.59 |
| 2021 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.12 | $0.33 |
| 2020 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.13 | $0.35 |
| 2019 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.13 | $0.37 |
| 2018 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.10 | $0.28 |
| 2017 | $0.06 | $0.06 |
Drawdowns
Drawdowns Chart
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.
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Worst Drawdowns
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 161 trading sessions.
The current First Trust SMID Cap Rising Dividend Achievers ETF drawdown is 15.58%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -44.7% | Jul 25, 2019 | 166 | Mar 23, 2020 | 161 | Nov 17, 2020 | 327 |
| -26.11% | Nov 26, 2024 | 90 | Apr 8, 2025 | — | — | — |
| -24.43% | Jan 5, 2022 | 182 | Sep 26, 2022 | 203 | Jul 19, 2023 | 385 |
| -22.58% | Aug 29, 2018 | 65 | Dec 24, 2018 | 128 | Jul 24, 2019 | 193 |
| -12.53% | Aug 8, 2023 | 58 | Oct 27, 2023 | 25 | Dec 4, 2023 | 83 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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