SDVY vs. CHGX ETF Comparison
Comparison of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) to Change Finance U.S. Large Cap Fossil Fuel Free ETF (CHGX)
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
$39.61
Average Daily Volume
1,380,892
Number of Holdings
*
94
* may have additional holdings in another (foreign) market
CHGX
Change Finance U.S. Large Cap Fossil Fuel Free ETF
CHGX Description
The investment seeks to track the performance, before fees and expenses, of the Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index. Under normal circumstances, at least 80% of the fund's total assets will be invested in the component securities of the index. The index was developed by Change Finance, PBC, the fund's investment adviser and index provider, and uses an objective, rules-based methodology to measure the performance of an equal-weighted portfolio of approximately 100 large cap U.S.-listed companies that meet a diverse set of environmental, social, and governance (ESG) standards.Grade (RS Rating)
Last Trade
$39.96
Average Daily Volume
6,526
Number of Holdings
*
100
* may have additional holdings in another (foreign) market
Performance
| Period | SDVY | CHGX |
|---|---|---|
| 30 Days | 9.60% | 3.66% |
| 60 Days | 9.45% | 4.50% |
| 90 Days | 10.70% | 6.28% |
| 12 Months | 38.70% | 28.25% |
SDVY Overweight 92 Positions Relative to CHGX
| Symbol | Grade | Weight | |
|---|---|---|---|
| TPL | A | 1.54% | |
| EWBC | A | 1.27% | |
| UNM | A | 1.26% | |
| CALM | A | 1.26% | |
| SYF | B | 1.26% | |
| SNA | A | 1.25% | |
| MLI | C | 1.24% | |
| FIX | A | 1.23% | |
| WTTR | B | 1.23% | |
| ZION | B | 1.21% | |
| SNV | B | 1.21% | |
| WTFC | A | 1.2% | |
| GRMN | B | 1.19% | |
| EME | C | 1.18% | |
| PRDO | B | 1.18% | |
| HBAN | A | 1.17% | |
| WSM | B | 1.17% | |
| CR | A | 1.16% | |
| CADE | B | 1.15% | |
| G | B | 1.14% | |
| IBOC | A | 1.13% | |
| RF | A | 1.13% | |
| DELL | C | 1.13% | |
| CINF | A | 1.12% | |
| MATX | C | 1.12% | |
| OC | A | 1.11% | |
| RS | B | 1.11% | |
| OZK | B | 1.11% | |
| CMC | B | 1.11% | |
| CMA | A | 1.1% | |
| CFG | B | 1.1% | |
| EQH | B | 1.1% | |
| KTB | B | 1.1% | |
| LECO | B | 1.09% | |
| CRBG | B | 1.09% | |
| CRC | B | 1.09% | |
| CF | B | 1.09% | |
| SLM | A | 1.08% | |
| EBC | B | 1.08% | |
| RHI | B | 1.08% | |
| RL | B | 1.08% | |
| JXN | C | 1.08% | |
| BKE | B | 1.07% | |
| SM | B | 1.07% | |
| MGY | A | 1.06% | |
| IEX | B | 1.06% | |
| FITB | A | 1.06% | |
| PHIN | A | 1.05% | |
| J | F | 1.05% | |
| GGG | B | 1.04% | |
| EDR | A | 1.04% | |
| ITT | A | 1.04% | |
| RGA | A | 1.03% | |
| AFG | A | 1.03% | |
| BEN | C | 1.03% | |
| VOYA | B | 1.03% | |
| WHD | B | 1.02% | |
| ALLY | C | 1.02% | |
| TEX | D | 1.0% | |
| TOL | B | 1.0% | |
| NTAP | C | 1.0% | |
| BCC | B | 0.99% | |
| LSTR | D | 0.99% | |
| FBP | B | 0.99% | |
| SLVM | B | 0.99% | |
| UFPI | B | 0.98% | |
| EG | C | 0.97% | |
| MTG | C | 0.97% | |
| EXPD | D | 0.96% | |
| OMC | C | 0.96% | |
| WGO | C | 0.96% | |
| AGCO | D | 0.96% | |
| RDN | C | 0.95% | |
| BPOP | B | 0.95% | |
| AESI | B | 0.93% | |
| DKS | C | 0.91% | |
| DINO | D | 0.91% | |
| IPG | D | 0.9% | |
| KBH | D | 0.89% | |
| WLK | D | 0.88% | |
| SHOO | D | 0.87% | |
| MTH | D | 0.87% | |
| ESNT | D | 0.87% | |
| AOS | F | 0.86% | |
| LEA | D | 0.86% | |
| IBP | D | 0.86% | |
| WMS | D | 0.84% | |
| CCS | D | 0.83% | |
| AMKR | D | 0.81% | |
| VSH | D | 0.81% | |
| NSP | D | 0.79% | |
| CRI | D | 0.75% |
SDVY Underweight 98 Positions Relative to CHGX
| Symbol | Grade | Weight | |
|---|---|---|---|
| SQ | B | -1.34% | |
| ORCL | B | -1.3% | |
| FICO | B | -1.29% | |
| CRM | B | -1.27% | |
| CRWD | B | -1.23% | |
| NFLX | A | -1.22% | |
| AMP | A | -1.21% | |
| DIS | B | -1.21% | |
| SCHW | B | -1.18% | |
| NOW | A | -1.17% | |
| FTNT | C | -1.17% | |
| NVDA | C | -1.17% | |
| GWW | B | -1.16% | |
| MRVL | B | -1.16% | |
| ADSK | A | -1.16% | |
| PYPL | B | -1.12% | |
| BK | A | -1.1% | |
| DECK | A | -1.09% | |
| CSCO | B | -1.09% | |
| CDNS | B | -1.09% | |
| ANET | C | -1.09% | |
| AXP | A | -1.08% | |
| DE | A | -1.08% | |
| MCK | B | -1.07% | |
| V | A | -1.07% | |
| NDAQ | A | -1.07% | |
| STT | A | -1.06% | |
| EA | A | -1.06% | |
| INTC | D | -1.06% | |
| AON | A | -1.06% | |
| PANW | C | -1.05% | |
| CMCSA | B | -1.05% | |
| IBM | C | -1.05% | |
| CHD | B | -1.05% | |
| ADP | B | -1.05% | |
| SPG | B | -1.04% | |
| CAT | B | -1.04% | |
| CPRT | A | -1.03% | |
| ORA | B | -1.03% | |
| INTU | C | -1.03% | |
| SYK | C | -1.03% | |
| MA | C | -1.02% | |
| ORLY | B | -1.02% | |
| MU | D | -1.02% | |
| SNPS | B | -1.02% | |
| VRSK | A | -1.01% | |
| IT | C | -1.01% | |
| ACN | C | -1.01% | |
| CARR | D | -1.0% | |
| PGR | A | -1.0% | |
| HPQ | B | -1.0% | |
| CME | A | -1.0% | |
| ABT | B | -0.99% | |
| FIS | C | -0.99% | |
| GOOG | C | -0.98% | |
| COR | B | -0.98% | |
| GOOGL | C | -0.98% | |
| CTSH | B | -0.97% | |
| WDAY | B | -0.97% | |
| TJX | A | -0.97% | |
| MSCI | C | -0.96% | |
| AVGO | D | -0.96% | |
| SPGI | C | -0.95% | |
| AAPL | C | -0.95% | |
| ROP | B | -0.95% | |
| ICE | C | -0.94% | |
| MMC | B | -0.94% | |
| AWK | D | -0.93% | |
| MCO | B | -0.93% | |
| ECL | D | -0.92% | |
| SYY | B | -0.92% | |
| AZO | C | -0.92% | |
| ROST | C | -0.91% | |
| MDT | D | -0.91% | |
| JNJ | D | -0.89% | |
| LEN | D | -0.88% | |
| A | D | -0.88% | |
| TXN | C | -0.88% | |
| AMD | F | -0.88% | |
| ADI | D | -0.87% | |
| NKE | D | -0.86% | |
| QCOM | F | -0.85% | |
| GIS | D | -0.85% | |
| PLD | D | -0.85% | |
| ADBE | C | -0.84% | |
| ON | D | -0.84% | |
| PFE | D | -0.83% | |
| AMGN | D | -0.83% | |
| ABBV | D | -0.83% | |
| TMO | F | -0.8% | |
| HCA | F | -0.8% | |
| MRK | F | -0.8% | |
| EFX | F | -0.79% | |
| MCHP | D | -0.77% | |
| LLY | F | -0.75% | |
| IQV | D | -0.75% | |
| KLAC | D | -0.74% | |
| MPWR | F | -0.58% |
SDVY: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Diversified Industrials
Residential Construction
Asset Management
Apparel Manufacturing
Engineering & Construction
Oil & Gas E&P
Steel
Advertising Agencies
Auto Parts
Building Materials
Credit Services
Farm & Construction Equipment
Insurance - Property & Casualty
Insurance - Reinsurance
Insurance - Specialty
Integrated Shipping & Logistics
Lumber & Wood Production
Oil & Gas Equipment & Services
Semiconductors
CHGX: Top Represented Industries & Keywords
Industries:
Semiconductors
Software - Application
Drug Manufacturers - Major
Business Services
Capital Markets
Credit Services
Information Technology Services
Asset Management
Diagnostics & Research
Financial Data & Stock Exchanges
Medical Devices
Software - Infrastructure
Apparel Stores
Computer Systems
Farm & Construction Equipment
Footwear & Accessories
Insurance Brokers
Internet Content & Information
Media - Diversified
Medical Distribution
Keywords:
S&P 500
Nasdaq 100
Computing
Dow Jones Component
Integrated Circuits
Work From Home
Insurance
Mobile Devices
Semiconductor
Cloud Computing
Electronics
Smartphones
Telecommunications
Ethernet
IBD 50
Operating System
Payment Systems
Pharmaceutical Products
Risk Management
Electronic Engineering
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