SDVY vs. IMCB ETF Comparison
Comparison of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) to iShares Morningstar Mid-Cap ETF (IMCB)
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
$36.52
Average Daily Volume
1,386,499
Number of Holdings
*
100
* may have additional holdings in another (foreign) market
IMCB
iShares Morningstar Mid-Cap ETF
IMCB Description
IMCB is a passively-managed portfolio that offers exposure to a blend of growth and value stocks in the US mid-cap space. Stocks are selected based on Morningstars index methodology that uses fundamental factors. This methodology identifies growth securities as those with relatively above-average historical and forecasted earnings, sales, equity, and cash flow growth, while value securities as those with relatively low valuations based on price-to-book ratios, price-to-earnings ratios and other factors. The underlying index is reconstituted twice annually and rebalanced quarterly. Prior to March 19, 2021, the fund tracked the Morningstar US Mid Core Index under the ticker JKG.Grade (RS Rating)
Last Trade
$75.77
Average Daily Volume
31,453
Number of Holdings
*
447
* may have additional holdings in another (foreign) market
Performance
| Period | SDVY | IMCB |
|---|---|---|
| 30 Days | 5.52% | 4.12% |
| 60 Days | 3.69% | 5.48% |
| 90 Days | 10.10% | 7.69% |
| 12 Months | 30.16% | 24.89% |
40 Overlapping Holdings
| Symbol | Grade | Weight in SDVY | Weight in IMCB | Overlap | |
|---|---|---|---|---|---|
| AFG | B | 1.04% | 1.0% | 1.0% | |
| ALLY | F | 0.8% | 1.0% | 0.8% | |
| AOS | D | 0.92% | 1.0% | 0.92% | |
| BEN | F | 0.83% | 1.0% | 0.83% | |
| CF | C | 1.02% | 1.0% | 1.0% | |
| CFG | C | 1.12% | 1.0% | 1.0% | |
| CHK | D | 0.83% | 1.0% | 0.83% | |
| CINF | B | 1.17% | 1.0% | 1.0% | |
| DELL | D | 0.72% | 1.0% | 0.72% | |
| DINO | F | 0.85% | 1.0% | 0.85% | |
| DKS | D | 0.88% | 1.0% | 0.88% | |
| EG | C | 0.98% | 1.0% | 0.98% | |
| EME | B | 0.97% | 1.0% | 0.97% | |
| EQH | C | 0.93% | 1.0% | 0.93% | |
| EXPD | C | 0.93% | 1.0% | 0.93% | |
| FITB | B | 1.12% | 1.0% | 1.0% | |
| FIX | B | 1.0% | 1.0% | 1.0% | |
| GGG | C | 1.01% | 1.0% | 1.0% | |
| GRMN | D | 1.09% | 1.0% | 1.0% | |
| HBAN | B | 1.11% | 1.0% | 1.0% | |
| IEX | D | 0.95% | 1.0% | 0.95% | |
| IPG | C | 1.04% | 1.0% | 1.0% | |
| J | C | 1.0% | 1.0% | 1.0% | |
| LECO | F | 0.91% | 1.0% | 0.91% | |
| NTAP | D | 0.88% | 1.0% | 0.88% | |
| OC | D | 0.87% | 1.0% | 0.87% | |
| OMC | B | 1.08% | 1.0% | 1.0% | |
| PHM | B | 1.18% | 1.0% | 1.0% | |
| RF | B | 1.15% | 1.0% | 1.0% | |
| RGA | C | 0.99% | 1.0% | 0.99% | |
| RS | D | 0.94% | 1.0% | 0.94% | |
| SNA | C | 1.02% | 1.0% | 1.0% | |
| STLD | F | 0.84% | 1.0% | 0.84% | |
| SYF | C | 1.02% | 1.0% | 1.0% | |
| TOL | B | 1.18% | 1.0% | 1.0% | |
| TPL | B | 1.03% | 1.0% | 1.0% | |
| UNM | B | 1.04% | 1.0% | 1.0% | |
| WLK | D | 0.89% | 1.0% | 0.89% | |
| WMS | D | 0.83% | 1.0% | 0.83% | |
| WSM | D | 0.84% | 1.0% | 0.84% |
SDVY Overweight 60 Positions Relative to IMCB
| Symbol | Grade | Weight | |
|---|---|---|---|
| EBC | B | 1.21% | |
| G | C | 1.19% | |
| CMA | B | 1.18% | |
| MLI | A | 1.18% | |
| CALM | A | 1.17% | |
| CCS | B | 1.16% | |
| MTG | B | 1.14% | |
| MTH | A | 1.14% | |
| KBH | A | 1.13% | |
| SNV | C | 1.13% | |
| BKE | B | 1.12% | |
| FBP | C | 1.11% | |
| BPOP | C | 1.11% | |
| PHIN | B | 1.11% | |
| RDN | C | 1.1% | |
| WTFC | B | 1.09% | |
| WHD | C | 1.09% | |
| ZION | D | 1.09% | |
| EWBC | D | 1.09% | |
| CADE | C | 1.08% | |
| IBOC | D | 1.08% | |
| ESNT | B | 1.08% | |
| MCRI | C | 1.07% | |
| SLVM | B | 1.07% | |
| JXN | A | 1.07% | |
| IBP | D | 1.04% | |
| CRI | D | 1.04% | |
| KTB | B | 1.03% | |
| ETH | D | 1.02% | |
| AESI | C | 1.01% | |
| OZK | D | 1.01% | |
| WTTR | D | 1.0% | |
| EDR | A | 1.0% | |
| WGO | D | 0.99% | |
| ITT | B | 0.99% | |
| PRDO | D | 0.99% | |
| BCC | B | 0.98% | |
| CR | C | 0.98% | |
| UFPI | C | 0.97% | |
| LSTR | D | 0.97% | |
| SHOO | B | 0.97% | |
| CRC | C | 0.96% | |
| MATX | B | 0.96% | |
| SLM | D | 0.95% | |
| RHI | D | 0.95% | |
| VOYA | B | 0.94% | |
| RL | C | 0.92% | |
| MGY | C | 0.91% | |
| TEX | F | 0.91% | |
| LEA | F | 0.9% | |
| NSP | F | 0.9% | |
| CMC | D | 0.89% | |
| CRBG | D | 0.88% | |
| AGCO | D | 0.86% | |
| SSTK | F | 0.85% | |
| SM | F | 0.79% | |
| SXC | F | 0.77% | |
| VSH | F | 0.77% | |
| AMKR | F | 0.73% | |
| HVT | D | 0.46% |
SDVY Underweight 407 Positions Relative to IMCB
| Symbol | Grade | Weight | |
|---|---|---|---|
| UHAL | A | -1.0% | |
| ALAB | D | -1.0% | |
| FWONA | C | -1.0% | |
| LEN | B | -1.0% | |
| AGR | B | -1.0% | |
| NWS | D | -1.0% | |
| PAG | D | -1.0% | |
| COTY | F | -1.0% | |
| FOX | B | -1.0% | |
| PCOR | F | -1.0% | |
| CELH | F | -1.0% | |
| SNX | D | -1.0% | |
| U | D | -1.0% | |
| AZPN | B | -1.0% | |
| SIRI | C | -1.0% | |
| BRKR | D | -1.0% | |
| WBA | F | -1.0% | |
| BSY | D | -1.0% | |
| UHAL | A | -1.0% | |
| CNM | F | -1.0% | |
| WYNN | D | -1.0% | |
| ACI | F | -1.0% | |
| DVA | B | -1.0% | |
| AR | F | -1.0% | |
| MOS | F | -1.0% | |
| MORN | C | -1.0% | |
| CG | D | -1.0% | |
| PAYC | D | -1.0% | |
| MEDP | F | -1.0% | |
| MGM | F | -1.0% | |
| APA | F | -1.0% | |
| FOXA | B | -1.0% | |
| CNH | D | -1.0% | |
| DAY | D | -1.0% | |
| HRL | C | -1.0% | |
| LW | D | -1.0% | |
| SOLV | C | -1.0% | |
| TAP | D | -1.0% | |
| WTRG | D | -1.0% | |
| NWSA | D | -1.0% | |
| BJ | D | -1.0% | |
| CPB | C | -1.0% | |
| RRX | C | -1.0% | |
| CHDN | C | -1.0% | |
| TWLO | D | -1.0% | |
| CRL | F | -1.0% | |
| QRVO | F | -1.0% | |
| SNAP | F | -1.0% | |
| OVV | F | -1.0% | |
| HII | D | -1.0% | |
| ALB | D | -1.0% | |
| INCY | C | -1.0% | |
| LKQ | F | -1.0% | |
| NVT | D | -1.0% | |
| HEI | B | -1.0% | |
| CCK | A | -1.0% | |
| RPRX | C | -1.0% | |
| HOOD | C | -1.0% | |
| SAIA | D | -1.0% | |
| EPAM | F | -1.0% | |
| PFGC | B | -1.0% | |
| SRPT | D | -1.0% | |
| TFX | C | -1.0% | |
| DOCU | C | -1.0% | |
| SCI | B | -1.0% | |
| TECH | C | -1.0% | |
| FND | C | -1.0% | |
| WING | B | -1.0% | |
| BLD | D | -1.0% | |
| OKTA | F | -1.0% | |
| EMN | B | -1.0% | |
| FFIV | B | -1.0% | |
| FLEX | C | -1.0% | |
| HST | C | -1.0% | |
| KMX | D | -1.0% | |
| NBIX | F | -1.0% | |
| TTEK | C | -1.0% | |
| ALLE | B | -1.0% | |
| CLH | A | -1.0% | |
| BXP | B | -1.0% | |
| JBL | D | -1.0% | |
| EXAS | C | -1.0% | |
| XPO | D | -1.0% | |
| REG | C | -1.0% | |
| JNPR | B | -1.0% | |
| SJM | C | -1.0% | |
| NDSN | C | -1.0% | |
| AES | C | -1.0% | |
| UTHR | C | -1.0% | |
| JKHY | B | -1.0% | |
| ERIE | B | -1.0% | |
| AMH | C | -1.0% | |
| ACM | B | -1.0% | |
| CE | F | -1.0% | |
| POOL | C | -1.0% | |
| CPT | B | -1.0% | |
| RNR | C | -1.0% | |
| IBKR | B | -1.0% | |
| TW | B | -1.0% | |
| TRMB | C | -1.0% | |
| ELS | C | -1.0% | |
| GLPI | C | -1.0% | |
| WPC | C | -1.0% | |
| BG | D | -1.0% | |
| USFD | B | -1.0% | |
| UHS | B | -1.0% | |
| EVRG | B | -1.0% | |
| DLTR | F | -1.0% | |
| FNF | B | -1.0% | |
| DT | C | -1.0% | |
| UDR | C | -1.0% | |
| DPZ | F | -1.0% | |
| JBHT | D | -1.0% | |
| VTRS | D | -1.0% | |
| CASY | D | -1.0% | |
| LYV | B | -1.0% | |
| ENPH | D | -1.0% | |
| MRO | C | -1.0% | |
| L | C | -1.0% | |
| AKAM | D | -1.0% | |
| ROL | C | -1.0% | |
| RVTY | B | -1.0% | |
| PSTG | F | -1.0% | |
| NTNX | C | -1.0% | |
| SWK | B | -1.0% | |
| PNR | B | -1.0% | |
| LNT | B | -1.0% | |
| GEN | B | -1.0% | |
| CAG | C | -1.0% | |
| NI | B | -1.0% | |
| ZS | F | -1.0% | |
| NTRA | C | -1.0% | |
| KEY | B | -1.0% | |
| THC | A | -1.0% | |
| RPM | B | -1.0% | |
| LPLA | D | -1.0% | |
| HEI | B | -1.0% | |
| VRSN | D | -1.0% | |
| AMCR | B | -1.0% | |
| DOC | C | -1.0% | |
| SSNC | B | -1.0% | |
| BMRN | F | -1.0% | |
| KIM | C | -1.0% | |
| ZM | C | -1.0% | |
| LVS | D | -1.0% | |
| SWKS | D | -1.0% | |
| APTV | D | -1.0% | |
| PODD | B | -1.0% | |
| MANH | B | -1.0% | |
| UAL | C | -1.0% | |
| ENTG | F | -1.0% | |
| FWONK | C | -1.0% | |
| WSO | C | -1.0% | |
| IP | B | -1.0% | |
| TXT | D | -1.0% | |
| NRG | C | -1.0% | |
| EXPE | C | -1.0% | |
| FDS | C | -1.0% | |
| CCL | C | -1.0% | |
| CTRA | D | -1.0% | |
| ALGN | D | -1.0% | |
| LUV | C | -1.0% | |
| WBD | D | -1.0% | |
| DGX | B | -1.0% | |
| ZBRA | B | -1.0% | |
| TSN | C | -1.0% | |
| MAS | B | -1.0% | |
| PINS | F | -1.0% | |
| BURL | B | -1.0% | |
| AVY | C | -1.0% | |
| CNP | C | -1.0% | |
| ULTA | D | -1.0% | |
| NTRS | A | -1.0% | |
| AVTR | B | -1.0% | |
| WRB | C | -1.0% | |
| SUI | B | -1.0% | |
| DG | F | -1.0% | |
| LII | B | -1.0% | |
| DKNG | C | -1.0% | |
| EQT | D | -1.0% | |
| PKG | B | -1.0% | |
| HOLX | B | -1.0% | |
| LH | C | -1.0% | |
| PFG | B | -1.0% | |
| ARE | C | -1.0% | |
| TRU | B | -1.0% | |
| WAT | C | -1.0% | |
| GPC | D | -1.0% | |
| DRI | B | -1.0% | |
| BBY | C | -1.0% | |
| MAA | B | -1.0% | |
| CSL | B | -1.0% | |
| EL | F | -1.0% | |
| BAH | C | -1.0% | |
| ESS | B | -1.0% | |
| MSTR | D | -1.0% | |
| BAX | C | -1.0% | |
| TER | D | -1.0% | |
| TDY | B | -1.0% | |
| MKL | C | -1.0% | |
| ILMN | C | -1.0% | |
| ATO | B | -1.0% | |
| STX | C | -1.0% | |
| CLX | C | -1.0% | |
| MOH | D | -1.0% | |
| WDC | D | -1.0% | |
| GDDY | C | -1.0% | |
| PTC | D | -1.0% | |
| CMS | C | -1.0% | |
| BALL | C | -1.0% | |
| LDOS | B | -1.0% | |
| INVH | C | -1.0% | |
| MKC | C | -1.0% | |
| MDB | D | -1.0% | |
| K | B | -1.0% | |
| HUBB | B | -1.0% | |
| CPAY | B | -1.0% | |
| BLDR | C | -1.0% | |
| COO | B | -1.0% | |
| ZBH | F | -1.0% | |
| WST | D | -1.0% | |
| HPE | D | -1.0% | |
| APP | C | -1.0% | |
| SMCI | F | -1.0% | |
| SW | B | -1.0% | |
| RJF | C | -1.0% | |
| AEE | C | -1.0% | |
| FE | C | -1.0% | |
| FCNCA | D | -1.0% | |
| WY | C | -1.0% | |
| TROW | D | -1.0% | |
| MRNA | F | -1.0% | |
| PPL | C | -1.0% | |
| DECK | C | -1.0% | |
| ES | C | -1.0% | |
| RBLX | B | -1.0% | |
| NET | D | -1.0% | |
| FSLR | C | -1.0% | |
| TTWO | C | -1.0% | |
| STE | C | -1.0% | |
| LYB | D | -1.0% | |
| TYL | C | -1.0% | |
| BR | D | -1.0% | |
| STT | A | -1.0% | |
| HAL | F | -1.0% | |
| HUBS | D | -1.0% | |
| BRO | C | -1.0% | |
| DVN | F | -1.0% | |
| CHD | D | -1.0% | |
| DTE | C | -1.0% | |
| DOV | B | -1.0% | |
| KEYS | C | -1.0% | |
| FTV | C | -1.0% | |
| SBAC | C | -1.0% | |
| VLTO | C | -1.0% | |
| VST | C | -1.0% | |
| TEAM | D | -1.0% | |
| VTR | C | -1.0% | |
| ETR | B | -1.0% | |
| IFF | B | -1.0% | |
| EQR | B | -1.0% | |
| ARES | B | -1.0% | |
| DXCM | F | -1.0% | |
| CAH | C | -1.0% | |
| AXON | B | -1.0% | |
| MTB | B | -1.0% | |
| ANSS | D | -1.0% | |
| NVR | B | -1.0% | |
| GPN | D | -1.0% | |
| NDAQ | A | -1.0% | |
| CPNG | B | -1.0% | |
| DAL | C | -1.0% | |
| AWK | B | -1.0% | |
| BIIB | F | -1.0% | |
| LULU | D | -1.0% | |
| CDW | D | -1.0% | |
| HSY | C | -1.0% | |
| ADM | D | -1.0% | |
| MTD | D | -1.0% | |
| WAB | B | -1.0% | |
| FANG | D | -1.0% | |
| ROK | D | -1.0% | |
| PPG | D | -1.0% | |
| ON | D | -1.0% | |
| WEC | C | -1.0% | |
| WTW | C | -1.0% | |
| TSCO | C | -1.0% | |
| VRT | C | -1.0% | |
| VMC | D | -1.0% | |
| KHC | C | -1.0% | |
| XYL | C | -1.0% | |
| CSGP | D | -1.0% | |
| MLM | D | -1.0% | |
| EBAY | B | -1.0% | |
| COIN | F | -1.0% | |
| DDOG | D | -1.0% | |
| DFS | B | -1.0% | |
| GLW | C | -1.0% | |
| VEEV | C | -1.0% | |
| EIX | C | -1.0% | |
| TRGP | B | -1.0% | |
| HPQ | D | -1.0% | |
| AVB | B | -1.0% | |
| ALNY | C | -1.0% | |
| CHTR | D | -1.0% | |
| DD | B | -1.0% | |
| BKR | C | -1.0% | |
| NUE | F | -1.0% | |
| HIG | B | -1.0% | |
| IRM | C | -1.0% | |
| GEHC | C | -1.0% | |
| VICI | C | -1.0% | |
| XEL | B | -1.0% | |
| DOW | D | -1.0% | |
| EA | D | -1.0% | |
| SQ | D | -1.0% | |
| HES | F | -1.0% | |
| CBRE | A | -1.0% | |
| ED | C | -1.0% | |
| IR | C | -1.0% | |
| ODFL | D | -1.0% | |
| EFX | B | -1.0% | |
| RMD | C | -1.0% | |
| KR | C | -1.0% | |
| EXR | B | -1.0% | |
| YUM | D | -1.0% | |
| OTIS | C | -1.0% | |
| CTSH | C | -1.0% | |
| SYY | D | -1.0% | |
| HWM | B | -1.0% | |
| AME | C | -1.0% | |
| VRSK | D | -1.0% | |
| FERG | D | -1.0% | |
| IT | B | -1.0% | |
| CTVA | B | -1.0% | |
| RCL | B | -1.0% | |
| HUM | F | -1.0% | |
| PWR | B | -1.0% | |
| EXC | C | -1.0% | |
| A | C | -1.0% | |
| FAST | C | -1.0% | |
| DASH | C | -1.0% | |
| KVUE | C | -1.0% | |
| CNC | D | -1.0% | |
| KDP | B | -1.0% | |
| MCHP | F | -1.0% | |
| CMI | C | -1.0% | |
| LNG | C | -1.0% | |
| STZ | D | -1.0% | |
| IDXX | C | -1.0% | |
| EW | F | -1.0% | |
| COR | D | -1.0% | |
| KMI | B | -1.0% | |
| ACGL | C | -1.0% | |
| GIS | B | -1.0% | |
| PEG | B | -1.0% | |
| MPWR | C | -1.0% | |
| F | F | -1.0% | |
| PRU | C | -1.0% | |
| PCG | C | -1.0% | |
| CPRT | D | -1.0% | |
| LHX | C | -1.0% | |
| AMP | A | -1.0% | |
| LEN | B | -1.0% | |
| PAYX | C | -1.0% | |
| IQV | C | -1.0% | |
| VLO | F | -1.0% | |
| TEL | D | -1.0% | |
| MSCI | C | -1.0% | |
| GWW | B | -1.0% | |
| FICO | B | -1.0% | |
| TTD | B | -1.0% | |
| URI | B | -1.0% | |
| FIS | B | -1.0% | |
| D | C | -1.0% | |
| KMB | D | -1.0% | |
| FTNT | C | -1.0% | |
| JCI | B | -1.0% | |
| AIG | D | -1.0% | |
| ALL | B | -1.0% | |
| PCAR | D | -1.0% | |
| SPG | B | -1.0% | |
| ROST | C | -1.0% | |
| SRE | C | -1.0% | |
| CCI | C | -1.0% | |
| BK | B | -1.0% | |
| DLR | B | -1.0% | |
| COF | B | -1.0% | |
| GM | C | -1.0% | |
| OKE | B | -1.0% | |
| HLT | B | -1.0% | |
| WDAY | D | -1.0% | |
| TRV | C | -1.0% | |
| AZO | D | -1.0% | |
| AEP | C | -1.0% | |
| O | C | -1.0% | |
| WMB | B | -1.0% | |
| ADSK | C | -1.0% | |
| TFC | C | -1.0% | |
| AFL | C | -1.0% | |
| PSA | B | -1.0% | |
| DHI | B | -1.0% | |
| NSC | C | -1.0% | |
| GEV | B | -1.0% | |
| NEM | B | -1.0% | |
| CARR | B | -1.0% | |
| PLTR | B | -1.0% |
SDVY: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Diversified Industrials
Residential Construction
Asset Management
Oil & Gas E&P
Apparel Manufacturing
Engineering & Construction
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
IMCB: Top Represented Industries & Keywords
Industries:
Software - Application
Diagnostics & Research
Business Services
Diversified Industrials
Utilities - Regulated Electric
Oil & Gas E&P
REIT - Residential
Biotechnology
Packaged Foods
Specialty Retail
Asset Management
Banks - Regional - US
Software - Infrastructure
Engineering & Construction
Insurance - Property & Casualty
Medical Instruments & Supplies
Specialty Chemicals
Utilities - Diversified
Broadcasting - TV
Building Materials
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