SDVY vs. IBHH ETF Comparison

Comparison of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) to iShares iBonds 2028 Term High Yield and Income ETF (IBHH)
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

$36.40

Average Daily Volume

1,251,926

Number of Holdings *

95

* may have additional holdings in another (foreign) market
IBHH

iShares iBonds 2028 Term High Yield and Income ETF

IBHH Description The investment seeks to track the investment results of the Bloomberg 2028 Term High Yield and Income Index composed of U.S. dollar-denominated, high yield and other income generating corporate bonds maturing in 2028. The index is composed of U.S. dollar denominated, taxable, fixed-rate, high yield and BBB or equivalently rated corporate bonds scheduled to mature between January 1, 2028 and December 15, 2028, inclusive. The fund will invest in non-U.S. issuers to the extent necessary for it to track the index. It is non-diversified.

Grade (RS Rating)

Last Trade

$23.61

Average Daily Volume

65,335

Number of Holdings *

158

* may have additional holdings in another (foreign) market
Performance
Period SDVY IBHH
30 Days 4.94% 1.04%
60 Days 10.06% 3.57%
90 Days 11.92% 3.08%
12 Months 34.63% 15.35%
3 Overlapping Holdings
Symbol Grade Weight in SDVY Weight in IBHH Overlap
IBP C 1.07% 1.0% 1.0%
SM D 0.96% 1.0% 0.96%
WGO D 1.02% 1.0% 1.0%
SDVY Overweight 92 Positions Relative to IBHH
Symbol Grade Weight
DELL C 1.13%
AOS C 1.13%
RL B 1.12%
LECO D 1.1%
STLD C 1.1%
MATX C 1.1%
EXPD D 1.09%
CRBG B 1.09%
WLK C 1.09%
J F 1.09%
CR A 1.09%
CF A 1.09%
ITT C 1.09%
GGG C 1.08%
VOYA A 1.08%
LSTR F 1.08%
WMS D 1.08%
CMC D 1.08%
FIX A 1.08%
AMKR F 1.08%
RS D 1.08%
KTB C 1.08%
WSM C 1.07%
FBP B 1.07%
NTAP D 1.07%
SHOO A 1.07%
BCC C 1.07%
AGCO D 1.07%
DKS D 1.07%
SNA C 1.07%
GRMN D 1.07%
IEX D 1.07%
CHK C 1.07%
LEA F 1.07%
OMC C 1.06%
SLM B 1.06%
EDR A 1.06%
RHI D 1.06%
G A 1.06%
ALLY F 1.06%
IPG D 1.06%
UNM A 1.06%
EQH B 1.05%
ESNT A 1.05%
OC C 1.05%
MTG A 1.05%
EG A 1.05%
TOL C 1.05%
VSH F 1.05%
JXN A 1.05%
CINF A 1.05%
TEX F 1.05%
AFG A 1.05%
MTH C 1.04%
RDN D 1.04%
CADE B 1.04%
WTFC B 1.04%
BPOP D 1.04%
UFPI C 1.04%
RF B 1.04%
BEN F 1.04%
FITB C 1.04%
CRI D 1.04%
RGA B 1.04%
DINO F 1.03%
CCS C 1.03%
HBAN B 1.03%
CALM A 1.03%
BKE B 1.03%
PRDO D 1.03%
EWBC B 1.03%
EME B 1.03%
PHM C 1.03%
MLI B 1.03%
SYF A 1.02%
CFG C 1.02%
SNV D 1.02%
OZK D 1.02%
IBOC D 1.01%
ZION D 1.01%
KBH D 1.01%
CMA C 1.01%
EBC B 1.0%
CRC B 0.99%
NSP F 0.99%
SLVM C 0.99%
TPL A 0.98%
PHIN D 0.98%
AESI B 0.98%
WTTR B 0.97%
MGY B 0.96%
WHD A 0.94%
SDVY Underweight 155 Positions Relative to IBHH
Symbol Grade Weight
NINE F -1.0%
KBR A -1.0%
CLW F -1.0%
CENX C -1.0%
FUL F -1.0%
FOR D -1.0%
LIND C -1.0%
CENT F -1.0%
TILE C -1.0%
OII D -1.0%
FUN F -1.0%
AAP F -1.0%
EAF C -1.0%
HPP F -1.0%
DFH C -1.0%
CSTM F -1.0%
CLMT B -1.0%
JWN D -1.0%
SWN D -1.0%
POST C -1.0%
VSAT F -1.0%
SVC D -1.0%
VAC D -1.0%
RIG F -1.0%
TPH C -1.0%
MUR F -1.0%
NOVA F -1.0%
QVCD C -1.0%
WNC F -1.0%
CVI D -1.0%
GOLF F -1.0%
NBR D -1.0%
BDN B -1.0%
BWXT A -1.0%
MTX C -1.0%
ENTG D -1.0%
ABG D -1.0%
MHO C -1.0%
SAIC A -1.0%
PBH D -1.0%
ATGE D -1.0%
DAN D -1.0%
HOLX D -1.0%
TWI F -1.0%
VTOL D -1.0%
CRS B -1.0%
AXL F -1.0%
CARS F -1.0%
PRAA F -1.0%
DKL B -1.0%
RHP B -1.0%
CCSI C -1.0%
GPK D -1.0%
LGIH C -1.0%
ENVA B -1.0%
MMLP B -1.0%
BBWI F -1.0%
ACHC F -1.0%
FLL F -1.0%
ANGI D -1.0%
TMHC C -1.0%
THS D -1.0%
FCFS F -1.0%
CAR D -1.0%
UNFI C -1.0%
KALU D -1.0%
LYV A -1.0%
UONE F -1.0%
LXU C -1.0%
NAVI D -1.0%
WH C -1.0%
PTC B -1.0%
PTVE D -1.0%
HL C -1.0%
TFX C -1.0%
CRL F -1.0%
MSTR B -1.0%
LW D -1.0%
HLT A -1.0%
NGVT D -1.0%
ADNT F -1.0%
AA B -1.0%
MTDR D -1.0%
SUN D -1.0%
ASGN D -1.0%
HESM C -1.0%
UAN F -1.0%
FPH B -1.0%
SLGN B -1.0%
ATSG D -1.0%
LAMR C -1.0%
ENR B -1.0%
FLR B -1.0%
TRN C -1.0%
NCLH C -1.0%
XRX D -1.0%
STR D -1.0%
AM A -1.0%
VYX C -1.0%
CACC F -1.0%
RRR D -1.0%
ON F -1.0%
CWK D -1.0%
SPR D -1.0%
CHDN C -1.0%
GEL D -1.0%
GPI C -1.0%
CNSL A -1.0%
NOG D -1.0%
ACI F -1.0%
HHH C -1.0%
LNW F -1.0%
PK D -1.0%
MGM D -1.0%
CC D -1.0%
CNK D -1.0%
EPC F -1.0%
AAL D -1.0%
ESI C -1.0%
ELAN D -1.0%
OMF D -1.0%
MOH F -1.0%
EHC C -1.0%
BALL C -1.0%
SEE C -1.0%
VRT B -1.0%
KNTK A -1.0%
COOP B -1.0%
NRG A -1.0%
IRM B -1.0%
BGS D -1.0%
COIN F -1.0%
CCO C -1.0%
NXST D -1.0%
GFF C -1.0%
TGNA B -1.0%
PCG C -1.0%
FTAI A -1.0%
TGI F -1.0%
ARMK C -1.0%
HEES D -1.0%
WCC D -1.0%
CIVI F -1.0%
AVTR D -1.0%
FYBR C -1.0%
RCL B -1.0%
URI C -1.0%
TEN C -1.0%
SIRI C -1.0%
OGN F -1.0%
TDG A -1.0%
CCL C -1.0%
CHTR D -1.0%
THC D -1.0%
UNIT B -1.0%
Compare ETFs