SDVY vs. ISCB ETF Comparison
Comparison of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) to iShares Morningstar Small-Cap ETF (ISCB)
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
$35.72
Average Daily Volume
1,377,728
100
ISCB
iShares Morningstar Small-Cap ETF
ISCB Description
ISCB holds small-cap stocks that fall into Morningstar's classifications as both growth and value. The fund selects companies from its parent, the Morningstar US Market Extended Index, that have market capitalization in the 90th and 99.5th percentile. The index provider uses a proprietary methodology that classifies stocks as either growth or value companies based on earnings, cash flow and other valuations metrics. Stocks that fall under both categories are tagged as blend and are thereby included in the index. The index is rebalanced quarterly. Before March 19, 2021, this fund tracked the Morningstar US Small Core Index, under the ticker JKJ.Grade (RS Rating)
Last Trade
$57.90
Average Daily Volume
5,264
10
Performance
| Period | SDVY | ISCB |
|---|---|---|
| 30 Days | 2.06% | 2.12% |
| 60 Days | 1.42% | 2.28% |
| 90 Days | 7.63% | 8.89% |
| 12 Months | 26.03% | 21.40% |
1 Overlapping Holdings
| Symbol | Grade | Weight in SDVY | Weight in ISCB | Overlap | |
|---|---|---|---|---|---|
| EWBC | C | 1.09% | 0.25% | 0.25% |
SDVY Overweight 99 Positions Relative to ISCB
| Symbol | Grade | Weight | |
|---|---|---|---|
| EBC | B | 1.21% | |
| G | C | 1.19% | |
| PHM | B | 1.18% | |
| CMA | B | 1.18% | |
| MLI | B | 1.18% | |
| TOL | B | 1.18% | |
| CINF | B | 1.17% | |
| CALM | B | 1.17% | |
| CCS | B | 1.16% | |
| RF | B | 1.15% | |
| MTG | B | 1.14% | |
| MTH | B | 1.14% | |
| KBH | B | 1.13% | |
| SNV | C | 1.13% | |
| FITB | B | 1.12% | |
| BKE | B | 1.12% | |
| CFG | D | 1.12% | |
| FBP | C | 1.11% | |
| BPOP | C | 1.11% | |
| HBAN | B | 1.11% | |
| PHIN | B | 1.11% | |
| RDN | B | 1.1% | |
| WTFC | B | 1.09% | |
| WHD | C | 1.09% | |
| ZION | D | 1.09% | |
| GRMN | D | 1.09% | |
| CADE | B | 1.08% | |
| OMC | A | 1.08% | |
| IBOC | C | 1.08% | |
| ESNT | B | 1.08% | |
| MCRI | B | 1.07% | |
| SLVM | B | 1.07% | |
| JXN | B | 1.07% | |
| IBP | C | 1.04% | |
| AFG | B | 1.04% | |
| CRI | C | 1.04% | |
| IPG | C | 1.04% | |
| UNM | B | 1.04% | |
| TPL | C | 1.03% | |
| KTB | B | 1.03% | |
| SNA | B | 1.02% | |
| CF | B | 1.02% | |
| SYF | C | 1.02% | |
| ETH | D | 1.02% | |
| AESI | C | 1.01% | |
| GGG | C | 1.01% | |
| OZK | D | 1.01% | |
| WTTR | C | 1.0% | |
| J | D | 1.0% | |
| FIX | B | 1.0% | |
| EDR | A | 1.0% | |
| RGA | B | 0.99% | |
| WGO | D | 0.99% | |
| ITT | C | 0.99% | |
| PRDO | D | 0.99% | |
| BCC | C | 0.98% | |
| EG | B | 0.98% | |
| CR | C | 0.98% | |
| UFPI | C | 0.97% | |
| EME | B | 0.97% | |
| LSTR | D | 0.97% | |
| SHOO | B | 0.97% | |
| CRC | C | 0.96% | |
| MATX | C | 0.96% | |
| SLM | C | 0.95% | |
| RHI | D | 0.95% | |
| IEX | D | 0.95% | |
| RS | D | 0.94% | |
| VOYA | A | 0.94% | |
| EQH | C | 0.93% | |
| EXPD | B | 0.93% | |
| AOS | C | 0.92% | |
| RL | B | 0.92% | |
| LECO | F | 0.91% | |
| MGY | C | 0.91% | |
| TEX | D | 0.91% | |
| LEA | D | 0.9% | |
| NSP | D | 0.9% | |
| WLK | D | 0.89% | |
| CMC | D | 0.89% | |
| DKS | D | 0.88% | |
| CRBG | D | 0.88% | |
| NTAP | D | 0.88% | |
| OC | C | 0.87% | |
| AGCO | D | 0.86% | |
| SSTK | F | 0.85% | |
| DINO | D | 0.85% | |
| STLD | D | 0.84% | |
| WSM | C | 0.84% | |
| WMS | D | 0.83% | |
| CHK | D | 0.83% | |
| BEN | F | 0.83% | |
| ALLY | F | 0.8% | |
| SM | D | 0.79% | |
| SXC | F | 0.77% | |
| VSH | D | 0.77% | |
| AMKR | F | 0.73% | |
| DELL | D | 0.72% | |
| HVT | D | 0.46% |
SDVY: Top Represented Industries & Keywords
ISCB: Top Represented Industries & Keywords
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