MGMT vs. SDVD ETF Comparison
Comparison of Ballast Small/Mid Cap ETF (MGMT) to FT Cboe Vest SMID Rising Dividend Achievers Target Income ETF (SDVD)
MGMT
Ballast Small/Mid Cap ETF
MGMT Description
The investment seeks to generate positive risk adjusted returns. Under normal circumstances, the fund invests at least 80% of the value of its net assets (plus borrowings for investment purposes) in equity securities (principally common stocks) of domestic companies with small to medium market capitalizations. It may also invest all or substantially all of its assets in cash and cash equivalents, including money market funds and other short-term fixed income investments, in seeking to protect principal, or when, in the Adviser's opinion, there are not sufficient companies appropriate for investment.
Grade (RS Rating)
Last Trade
$38.07
Average Daily Volume
11,160
43
SDVD
FT Cboe Vest SMID Rising Dividend Achievers Target Income ETF
SDVD Description
Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in dividend-paying securities and/or investments that provide exposure to dividend-paying securities of small and/or mid-capitalization companies. The fund also seeks a secondary objective of generating capital appreciation. The fund is non-diversified.Grade (RS Rating)
Last Trade
$21.85
Average Daily Volume
43,512
10
Performance
| Period | MGMT | SDVD |
|---|---|---|
| 30 Days | 0.14% | -0.50% |
| 60 Days | 4.33% | 5.05% |
| 90 Days | 5.72% | 7.24% |
| 12 Months | 13.75% | 30.04% |
1 Overlapping Holdings
| Symbol | Grade | Weight in MGMT | Weight in SDVD | Overlap | |
|---|---|---|---|---|---|
| G | A | 1.47% | 1.13% | 1.13% |
MGMT Overweight 42 Positions Relative to SDVD
| Symbol | Grade | Weight | |
|---|---|---|---|
| NRP | B | 5.46% | |
| AGM | F | 3.54% | |
| CVCO | B | 3.49% | |
| MTG | B | 3.45% | |
| PHIN | C | 3.35% | |
| AZZ | C | 3.12% | |
| EXP | C | 3.01% | |
| BELFB | B | 2.83% | |
| IGIC | C | 2.74% | |
| CEIX | B | 2.66% | |
| CBNK | D | 2.6% | |
| LII | C | 2.42% | |
| PATK | C | 2.39% | |
| CASS | D | 2.38% | |
| LSTR | D | 2.3% | |
| TPB | A | 2.2% | |
| TDC | D | 2.2% | |
| BLCO | C | 2.08% | |
| GEO | F | 2.06% | |
| IMXI | F | 2.04% | |
| BCO | C | 1.99% | |
| EPR | C | 1.84% | |
| DOX | B | 1.8% | |
| ECVT | F | 1.72% | |
| BWA | B | 1.71% | |
| UFPT | D | 1.69% | |
| RCMT | D | 1.42% | |
| BIOX | F | 1.41% | |
| KN | C | 1.36% | |
| KOS | F | 1.34% | |
| TRIP | F | 1.34% | |
| GSM | D | 1.26% | |
| GPRE | F | 1.25% | |
| IPGP | D | 1.22% | |
| EPSN | A | 1.16% | |
| TKR | D | 1.09% | |
| CRMT | F | 1.08% | |
| EXTR | C | 1.04% | |
| IRMD | B | 1.03% | |
| CMPO | B | 1.03% | |
| NTIC | F | 0.9% | |
| RMNI | F | 0.74% |
MGMT: Top Represented Industries & Keywords
SDVD: Top Represented Industries & Keywords
Compare ETFs
