RDVI vs. SDVY ETF Comparison
Comparison of FT CBOE Vest Rising Dividend Achievers Target Income ETF (RDVI) to First Trust SMID Cap Rising Dividend Achievers ETF (SDVY)
RDVI
FT CBOE Vest Rising Dividend Achievers Target Income ETF
RDVI 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. In furtherance of its objectives, the adviser seeks to make distributions from stock dividends and option premiums at an annual rate that is approximately 8.0% over the current annual dividend yield of the S&P 500 ® Index. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$24.39
Average Daily Volume
265,855
49
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an index called the Nasdaq US Small Mid Cap Rising Dividend AchieversTM Index (the index). 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 provide access to a diversified portfolio of 100 small and mid cap companies with a history of raising their dividends and exhibit the characteristics to continue to do so in the future.Grade (RS Rating)
Last Trade
$35.95
Average Daily Volume
1,043,040
94
Performance
Period | RDVI | SDVY |
---|---|---|
30 Days | 0.24% | 0.11% |
60 Days | 0.40% | 0.25% |
90 Days | 3.61% | 5.62% |
12 Months | 28.08% | 32.02% |
20 Overlapping Holdings
Symbol | Grade | Weight in RDVI | Weight in SDVY | Overlap | |
---|---|---|---|---|---|
CF | B | 1.97% | 1.04% | 1.04% | |
CRC | B | 1.97% | 1.03% | 1.03% | |
EQH | B | 2.12% | 1.14% | 1.14% | |
EWBC | A | 2.29% | 1.25% | 1.25% | |
FITB | B | 1.99% | 1.07% | 1.07% | |
GRMN | A | 1.85% | 1.02% | 1.02% | |
IPG | F | 1.88% | 1.01% | 1.01% | |
JXN | B | 2.12% | 1.18% | 1.18% | |
MGY | C | 1.94% | 1.02% | 1.02% | |
MLI | A | 2.17% | 1.2% | 1.2% | |
MTG | D | 1.95% | 1.04% | 1.04% | |
OMC | B | 1.92% | 1.04% | 1.04% | |
RDN | F | 1.9% | 1.03% | 1.03% | |
RF | B | 2.01% | 1.08% | 1.08% | |
RS | C | 2.04% | 1.1% | 1.1% | |
SLM | C | 1.97% | 1.05% | 1.05% | |
SNA | A | 2.25% | 1.23% | 1.23% | |
STLD | A | 2.15% | 1.18% | 1.18% | |
SYF | B | 2.12% | 1.15% | 1.15% | |
WSM | F | 1.81% | 0.93% | 0.93% |
RDVI Overweight 29 Positions Relative to SDVY
Symbol | Grade | Weight | |
---|---|---|---|
ACN | C | 2.13% | |
MTB | B | 2.12% | |
CSCO | B | 2.1% | |
JPM | A | 2.09% | |
BAC | B | 2.07% | |
PCAR | C | 2.07% | |
XOM | C | 2.03% | |
MA | B | 2.03% | |
AFL | D | 2.03% | |
HIG | D | 2.02% | |
COF | A | 1.97% | |
DFS | A | 1.97% | |
CB | C | 1.97% | |
LRCX | F | 1.96% | |
AAPL | C | 1.96% | |
V | A | 1.95% | |
AXP | A | 1.95% | |
EOG | D | 1.94% | |
ODFL | A | 1.94% | |
CTSH | D | 1.94% | |
QCOM | D | 1.93% | |
MSFT | D | 1.9% | |
AMAT | F | 1.89% | |
NUE | F | 1.89% | |
LEN | D | 1.87% | |
DHI | D | 1.85% | |
NKE | F | 1.8% | |
KLAC | F | 1.73% | |
ELV | F | 1.52% |
RDVI Underweight 74 Positions Relative to SDVY
Symbol | Grade | Weight | |
---|---|---|---|
CALM | B | -1.26% | |
TPL | A | -1.24% | |
CRBG | B | -1.2% | |
J | D | -1.19% | |
SNV | B | -1.16% | |
RL | B | -1.15% | |
ZION | B | -1.14% | |
WTFC | B | -1.12% | |
UNM | A | -1.12% | |
AGCO | C | -1.11% | |
CADE | B | -1.11% | |
LECO | B | -1.11% | |
TEX | F | -1.1% | |
VOYA | B | -1.1% | |
HBAN | B | -1.1% | |
CINF | B | -1.1% | |
OC | B | -1.09% | |
RHI | C | -1.09% | |
CR | B | -1.09% | |
EDR | A | -1.09% | |
CMC | A | -1.08% | |
FIX | B | -1.08% | |
OZK | B | -1.08% | |
DELL | A | -1.08% | |
ALLY | F | -1.07% | |
CMA | A | -1.07% | |
IBOC | B | -1.06% | |
ITT | C | -1.06% | |
CFG | A | -1.06% | |
BEN | B | -1.05% | |
EME | A | -1.05% | |
LSTR | D | -1.05% | |
SM | F | -1.05% | |
PRDO | B | -1.04% | |
NTAP | D | -1.04% | |
WMS | F | -1.04% | |
EBC | C | -1.04% | |
MATX | A | -1.04% | |
TOL | C | -1.03% | |
BKE | C | -1.03% | |
G | C | -1.03% | |
EXPD | D | -1.02% | |
EG | F | -1.02% | |
WGO | D | -1.02% | |
VSH | F | -1.02% | |
SLVM | B | -1.02% | |
IEX | A | -1.02% | |
KTB | A | -1.02% | |
RGA | C | -1.01% | |
GGG | D | -1.01% | |
DKS | F | -1.0% | |
BCC | D | -1.0% | |
ESNT | F | -1.0% | |
AFG | D | -0.99% | |
SHOO | D | -0.99% | |
FBP | D | -0.98% | |
UFPI | C | -0.98% | |
WTTR | D | -0.97% | |
PHM | D | -0.96% | |
WLK | F | -0.96% | |
NSP | F | -0.96% | |
AOS | F | -0.96% | |
LEA | F | -0.96% | |
AMKR | F | -0.95% | |
PHIN | C | -0.95% | |
AESI | F | -0.94% | |
KBH | D | -0.94% | |
WHD | B | -0.94% | |
IBP | F | -0.94% | |
MTH | D | -0.93% | |
BPOP | F | -0.93% | |
DINO | F | -0.92% | |
CCS | F | -0.91% | |
CRI | F | -0.87% |
RDVI: Top Represented Industries & Keywords
SDVY: Top Represented Industries & Keywords