ETF Decision Dashboard

SDVY

First Trust SMID Cap Rising Dividend Achievers ETF

Small Value · First Trust

Live price history could not be loaded (Unexpected response for SDVY (not CSV; likely blocked or unknown symbol)). The figures below are omitted rather than estimated.

Snapshot figures (2025-05-25, not current)

Assets
$7.5B
Yield
1.93%
3Y return
12.1%
5Y return
18.1%

Largest other funds in Small Value

VBRVanguard Small-Cap Value Index Fund ETF Shares$51.7B7.5%
AVUVAvantis US Small Cap Value ETF$14.1B7.2%
IWNiShares Russell 2000 Value ETF$10.7B2.8%
DFATDimensional U.S. Targeted Value ETF$9.6B7.4%
IJJiShares S&P Mid-Cap 400 Value ETF$7.3B7.8%
IJSiShares S&P Small-Cap 600 Value ETF$5.8B1.7%
CALFPacer US Small Cap Cash Cows 100 ETF$4.2B2.6%
DFSVDimensional US Small Cap Value ETF$4.1B6.3%

Funds in one category often hold similar portfolios, so cost and structure usually matter more than the difference in headline returns.

Not investment advice. Past performance does not predict future results.