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ISIN
US33738D8121
CUSIP
33738D812
Inception Date
Aug 9, 2023
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Domicile
United States
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend

Highlights

Avg. Volume (1M)
149K
Avg. Volume Value (1M)
$4.51M

Share Price Chart


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Performance

TDVI Performance Chart

FT Vest Technology Dividend Target Income ETF (TDVI) is up 14.6% since the beginning of the year. TDVI is currently trading at $30 per share.


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Benchmark

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Returns By Period

FT Vest Technology Dividend Target Income ETF (TDVI) has returned 14.62% so far this year and 24.96% over the past 12 months.


FT Vest Technology Dividend Target Income ETF

1D
0.23%
1M
-0.87%
6M
12.23%
YTD
14.62%
1Y
24.96%
3Y*
5Y*
10Y*
ALL TIME*
24.77%

Benchmark (S&P 500 Index)

1D
0.70%
1M
0.09%
6M
7.94%
YTD
9.41%
1Y
20.07%
3Y*
17.84%
5Y*
11.25%
10Y*
13.26%
ALL TIME*
8.09%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TDVI Monthly Returns History

Based on dividend-adjusted daily data since Aug 10, 2023, TDVI's average daily return is +0.10%, while the average monthly return is +1.98%. At this rate, an investment would double in approximately 2.9 years.

Historically, 67% of months were positive and 33% were negative. The best month was Apr 2026 with a return of +14.5%, while the worst month was Mar 2025 at -6.4%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 2 months.

On a daily basis, TDVI closed higher 55% of trading days. The best single day was Apr 9, 2025 with a return of +10.5%, while the worst single day was Apr 4, 2025 at -6.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20262.13%0.28%-4.61%14.49%13.82%-6.39%-3.81%14.62%
20252.59%-1.47%-6.43%0.16%9.87%11.16%0.40%1.20%7.42%2.18%-2.99%-0.35%24.75%
20242.34%3.50%2.48%-3.62%7.25%5.37%0.75%1.61%3.14%-2.22%1.64%-0.99%22.84%
20231.88%-5.32%-1.91%10.42%5.24%9.95%

Benchmark Metrics

FT Vest Technology Dividend Target Income ETF has an annualized alpha of 2.99%, beta of 1.15, and R2 of 0.74 versus S&P 500 Index. Calculated based on daily prices since August 10, 2023.

  • This ETF captured 133.66% of S&P 500 Index gains and 119.57% of its losses - amplifying both gains and losses, but participating more in upside than downside.
  • This ETF generated an annualized alpha of 2.99% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
  • With beta of 1.15 and R2 of 0.74, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

Alpha
2.99%
Beta
1.15
0.74
Upside Capture
133.66%
Downside Capture
119.57%

Expense Ratio

TDVI has an expense ratio of 0.75%, placing it in the medium range.


Return for Risk

Risk / Return Rank

TDVI ranks 43 for risk / return — above 43% of ETFs peers on PortfoliosLab. Its historical combined result is near the middle of the peer group.


TDVI Risk / Return Rank: 4343
Overall Rank
TDVI Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
TDVI Sortino Ratio Rank: 4444
Sortino Ratio Rank
TDVI Omega Ratio Rank: 4444
Omega Ratio Rank
TDVI Calmar Ratio Rank: 4141
Calmar Ratio Rank
TDVI Martin Ratio Rank: 3939
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

Risk / Return Metrics

The table below present risk-adjusted performance metrics for FT Vest Technology Dividend Target Income ETF (TDVI) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


TDVIBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.25

Sortino ratioReturn per unit of downside risk

-0.34

Omega ratioGain probability vs. loss probability

1.21

1.25

-0.05

Calmar ratioReturn relative to maximum drawdown

1.45

2.00

-0.55

Martin ratioReturn relative to average drawdown

4.11

8.49

-4.39

Dividends

Dividend History

FT Vest Technology Dividend Target Income ETF provided a 7.57% dividend yield over the last twelve months, with an annual payout of $2.30 per share. The fund has been increasing its distributions for 2 consecutive years.


3.00%4.00%5.00%6.00%7.00%8.00%$0.00$0.50$1.00$1.50$2.00202320242025
Dividends
Dividend Yield
PeriodTTM202520242023
Dividend$2.30$2.09$1.90$0.65

Dividend yield

7.57%7.53%7.90%3.04%

Monthly Dividends

The table displays the monthly dividend distributions for FT Vest Technology Dividend Target Income ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.19$0.19$0.18$0.19$0.20$0.21$0.20$1.36
2025$0.16$0.17$0.16$0.14$0.16$0.17$0.18$0.18$0.19$0.19$0.18$0.19$2.09
2024$0.14$0.15$0.15$0.15$0.16$0.16$0.17$0.16$0.17$0.17$0.16$0.16$1.90
2023$0.24$0.13$0.14$0.15$0.65

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 FT Vest Technology Dividend Target Income 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 FT Vest Technology Dividend Target Income ETF was 22.08%, occurring on Apr 8, 2025. Recovery took 39 trading sessions.

The current FT Vest Technology Dividend Target Income ETF drawdown is 13.50%.


Drawdown

Fall

Recovery

Underwater

Related event

-22.08%Apr 2025
1mo 16d1mo 27d
3mo 13dFeb 2025 - Jun 2025
2025 selloff2025
-16.01%Jul 2026
1mo 26d
2mo 1dJun 2026 - now
-10.97%Aug 2024
19d1mo 20d
2mo 9dJul 2024 - Sep 2024
-9.83%Nov 2025
22d4mo 26d
5mo 18dOct 2025 - Apr 2026
-8.81%Oct 2023
1mo 22d18d
2mo 10dSep 2023 - Nov 2023

Drawdown Indicators


TDVIBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-22.08%

-56.78%

+34.70%

Max Drawdown (1Y)

Largest decline over 1 year

-16.01%

-9.10%

-6.91%

Max Drawdown (3Y)

Largest decline over 3 years

-18.90%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-13.50%

-1.58%

-11.92%

Average Drawdown

Average peak-to-trough decline

-3.45%

-10.70%

+7.25%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.64%

2.14%

+3.50%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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