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Upturn AI SWOT - About
First Trust SMID Cap Rising Dividend Achievers ETF (SDVY)
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Upturn Advisory Summary
07/03/2025: SDVY (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 8.82% | Avg. Invested days 51 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/03/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.22 | 52 Weeks Range 28.74 - 40.08 | Updated Date 06/29/2025 |
52 Weeks Range 28.74 - 40.08 | Updated Date 06/29/2025 |
Upturn AI SWOT
First Trust SMID Cap Rising Dividend Achievers ETF
ETF Overview
Overview
The First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) seeks investment results that correspond generally to the price and yield of an equity index called the NASDAQ US Rising Dividend Achievers Index. It focuses on small- and mid-capitalization companies with a history of increasing dividends.
Reputation and Reliability
First Trust is a well-established ETF provider with a solid reputation for offering innovative and diversified investment products.
Management Expertise
First Trust has a team of experienced professionals managing its ETFs, known for their disciplined investment approach and focus on delivering consistent results.
Investment Objective
Goal
To provide investment results that correspond generally to the price and yield of the NASDAQ US Rising Dividend Achievers Index.
Investment Approach and Strategy
Strategy: The ETF tracks the NASDAQ US Rising Dividend Achievers Index, which selects small- and mid-cap companies with a history of increasing dividends.
Composition Primarily holds stocks of small- and mid-capitalization companies that have consistently raised their dividend payments.
Market Position
Market Share: SDVY holds a moderate market share within the dividend-focused SMID-cap ETF segment.
Total Net Assets (AUM): 1084000000
Competitors
Key Competitors
- Vanguard Small-Cap Value ETF (VBR)
- Schwab U.S. Dividend Equity ETF (SCHD)
- iShares Core Dividend Growth ETF (DGRO)
Competitive Landscape
The dividend-focused SMID-cap ETF industry is competitive, with SDVY offering a focus on companies with a track record of increasing dividends. SDVY's focus on dividend growth differentiates it, but it faces competition from broader market ETFs and other dividend-focused funds.
Financial Performance
Historical Performance: Historical performance data needs to be retrieved from financial data providers.
Benchmark Comparison: Benchmark comparison needs to be retrieved from financial data providers.
Expense Ratio: 0.0067
Liquidity
Average Trading Volume
SDVY exhibits moderate liquidity, as indicated by its average daily trading volume.
Bid-Ask Spread
SDVY generally has a tight bid-ask spread, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, and investor sentiment towards dividend-paying stocks can all influence SDVY's performance.
Growth Trajectory
SDVY's growth is tied to the performance of its underlying holdings and investor demand for dividend-focused investments.
Moat and Competitive Advantages
Competitive Edge
SDVY's competitive advantage lies in its focus on small- and mid-cap companies with a proven history of raising dividends, offering investors exposure to a potentially growing income stream. This targeted strategy differentiates it from broader market ETFs. Furthermore, the ETF's index methodology focuses on dividend achievers, screening for companies with consistent dividend growth. This can provide a degree of resilience during market downturns as dividend-paying companies are often more stable.
Risk Analysis
Volatility
Volatility data for SDVY needs to be retrieved from financial data providers.
Market Risk
SDVY is exposed to market risk, including the risk of declines in the value of its underlying holdings due to economic or market conditions. SMID-cap companies may experience more volatility.
Investor Profile
Ideal Investor Profile
SDVY is suitable for investors seeking a combination of capital appreciation and dividend income from small- and mid-cap stocks.
Market Risk
SDVY is best for long-term investors seeking dividend income and diversification within the SMID-cap space.
Summary
The First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) provides exposure to small- and mid-cap companies with a history of increasing dividends, offering a blend of growth and income potential. Its dividend growth focus differentiates it from broader market ETFs. SDVY's expense ratio is competitive. While the ETF is subject to market risk, it can be a suitable option for long-term investors seeking diversified dividend income from the SMID-cap segment.
Peer Comparison
Sources and Disclaimers
Data Sources:
- First Trust Website
- NASDAQ Website
- Yahoo Finance
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Market conditions can change rapidly, and past performance is not indicative of future results. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About First Trust SMID Cap Rising Dividend Achievers ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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 measure the performance of a selection of securities that have increased their dividend value over the previous three year and five year annual periods.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
