RDVY vs. SMRI ETF Comparison
Comparison of First Trust NASDAQ Rising Dividend Achievers ETF (RDVY) to Bushido Capital US Equity ETF (SMRI)
RDVY
First Trust NASDAQ Rising Dividend Achievers ETF
RDVY Description
The investment seeks investment results that correspond generally to the price and yield (before the fees and expenses) of the NASDAQ US Rising Dividend Achievers Index. The fund will normally invest at least 90% of its net assets (plus the amount of any borrowings for investment purposes) in securities that comprise the index. The index is composed of the securities of 50 companies with a history of raising their dividends and exhibit the characteristics to continue to do so in the future. The index is designed to provide access to a diversified portfolio of small, mid and large capitalization income producing securities. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$63.72
Average Daily Volume
677,704
49
SMRI
Bushido Capital US Equity ETF
SMRI Description
The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of the fund"s net assets (plus the amount of any borrowings for investment purposes) in U.S. listed common stock.Grade (RS Rating)
Last Trade
$33.54
Average Daily Volume
5,628
50
Performance
| Period | RDVY | SMRI |
|---|---|---|
| 30 Days | 7.44% | 10.48% |
| 60 Days | 8.36% | 9.99% |
| 90 Days | 10.15% | 11.21% |
| 12 Months | 35.80% | 34.42% |
RDVY Overweight 40 Positions Relative to SMRI
| Symbol | Grade | Weight | |
|---|---|---|---|
| EWBC | A | 2.41% | |
| SYF | B | 2.4% | |
| MLI | C | 2.36% | |
| DFS | B | 2.28% | |
| STLD | B | 2.26% | |
| GRMN | B | 2.26% | |
| MTB | A | 2.24% | |
| COF | B | 2.23% | |
| JPM | A | 2.15% | |
| BAC | A | 2.15% | |
| RF | A | 2.14% | |
| RS | B | 2.1% | |
| EQH | B | 2.09% | |
| ODFL | B | 2.08% | |
| CSCO | B | 2.08% | |
| CRC | B | 2.07% | |
| CF | B | 2.07% | |
| JXN | C | 2.06% | |
| SLM | A | 2.04% | |
| V | A | 2.03% | |
| FITB | A | 2.02% | |
| MGY | A | 2.01% | |
| AXP | A | 2.01% | |
| ACN | C | 2.0% | |
| MA | C | 1.96% | |
| CTSH | B | 1.93% | |
| AFL | B | 1.92% | |
| HIG | B | 1.91% | |
| AAPL | C | 1.89% | |
| CB | C | 1.83% | |
| MTG | C | 1.83% | |
| OMC | C | 1.82% | |
| MSFT | F | 1.8% | |
| RDN | C | 1.8% | |
| IPG | D | 1.72% | |
| LRCX | F | 1.71% | |
| AMAT | F | 1.67% | |
| NKE | D | 1.6% | |
| DHI | D | 1.6% | |
| KLAC | D | 1.53% |
RDVY Underweight 41 Positions Relative to SMRI
| Symbol | Grade | Weight | |
|---|---|---|---|
| APP | B | -4.07% | |
| DAL | C | -2.56% | |
| DOCU | A | -2.55% | |
| MCK | B | -2.34% | |
| EXPE | B | -2.33% | |
| VST | B | -2.32% | |
| EPAM | C | -2.28% | |
| BKNG | A | -2.22% | |
| ZM | B | -2.2% | |
| EME | C | -2.14% | |
| JBL | B | -2.11% | |
| HPE | B | -2.1% | |
| GEN | B | -2.07% | |
| OC | A | -2.07% | |
| CAH | B | -2.04% | |
| CVX | A | -2.04% | |
| FFIV | B | -2.03% | |
| PYPL | B | -2.03% | |
| PAYX | C | -2.03% | |
| COR | B | -2.0% | |
| UTHR | C | -2.0% | |
| EG | C | -1.97% | |
| VLO | C | -1.94% | |
| NRG | B | -1.93% | |
| ABNB | C | -1.91% | |
| BWA | D | -1.89% | |
| SLB | C | -1.87% | |
| FANG | D | -1.84% | |
| LKQ | D | -1.79% | |
| MPC | D | -1.79% | |
| NTAP | C | -1.79% | |
| DVN | F | -1.78% | |
| NVR | D | -1.76% | |
| CI | F | -1.71% | |
| BLD | D | -1.68% | |
| BG | F | -1.68% | |
| AMGN | D | -1.68% | |
| PHM | D | -1.68% | |
| MOH | F | -1.64% | |
| MRK | F | -1.58% | |
| CNC | D | -1.46% |
RDVY: Top Represented Industries & Keywords
SMRI: Top Represented Industries & Keywords
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