SDVY vs. IVOG ETF Comparison

Comparison of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) to Vanguard S&P Mid-Cap 400 Growth ETF (IVOG)

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

Number of Holdings ^*

100

* may have additional holdings in another (foreign) market

IVOG

Vanguard S&P Mid-Cap 400 Growth ETF

IVOG Description

The investment seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization growth stocks in the United States. The fund employs an indexing investment approach designed to track the performance of the S&P MidCap 400Â® Growth Index, which represents the growth companies of the S&P MidCap 400 Index. The index measures the performance of mid-capitalization growth stocks. It attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

Grade (RS Rating)

Last Trade

$112.86

Average Daily Volume

27,142

Number of Holdings ^*

245

* may have additional holdings in another (foreign) market

Performance

Period	SDVY	IVOG
30 Days	2.06%	0.87%
60 Days	1.42%	0.86%
90 Days	7.63%	3.08%
12 Months	26.03%	23.51%

26 Overlapping Holdings

Symbol	Grade	Weight in SDVY	Weight in IVOG	Overlap
CR	C	0.98%	0.54%	0.54%
DKS	D	0.88%	0.45%	0.45%
EME	B	0.97%	1.2%	0.97%
EQH	C	0.93%	0.48%	0.48%
EWBC	C	1.09%	0.45%	0.45%
FIX	B	1.0%	0.8%	0.8%
GGG	C	1.01%	0.98%	0.98%
IBOC	C	1.08%	0.11%	0.11%
ITT	C	0.99%	0.79%	0.79%
KBH	B	1.13%	0.21%	0.21%
LECO	F	0.91%	0.79%	0.79%
LSTR	D	0.97%	0.31%	0.31%
MTG	B	1.14%	0.17%	0.17%
NSP	D	0.9%	0.12%	0.12%
OC	C	0.87%	1.1%	0.87%
OZK	D	1.01%	0.17%	0.17%
RS	D	0.94%	1.19%	0.94%
SLM	C	0.95%	0.14%	0.14%
TEX	D	0.91%	0.16%	0.16%
TOL	B	1.18%	1.01%	1.01%
TPL	C	1.03%	0.72%	0.72%
UFPI	C	0.97%	0.55%	0.55%
VOYA	A	0.94%	0.2%	0.2%
WLK	D	0.89%	0.32%	0.32%
WMS	D	0.83%	0.82%	0.82%
WSM	C	0.84%	1.35%	0.84%

SDVY Overweight 74 Positions Relative to IVOG

Symbol	Grade	Weight
EBC	B	1.21%
G	C	1.19%
PHM	B	1.18%
CMA	B	1.18%
MLI	B	1.18%
CINF	B	1.17%
CALM	B	1.17%
CCS	B	1.16%
RF	B	1.15%
MTH	B	1.14%
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%
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%
KTB	B	1.03%
SNA	B	1.02%
CF	B	1.02%
SYF	C	1.02%
ETH	D	1.02%
AESI	C	1.01%
WTTR	C	1.0%
J	D	1.0%
EDR	A	1.0%
RGA	B	0.99%
WGO	D	0.99%
PRDO	D	0.99%
BCC	C	0.98%
EG	B	0.98%
SHOO	B	0.97%
CRC	C	0.96%
MATX	C	0.96%
RHI	D	0.95%
IEX	D	0.95%
EXPD	B	0.93%
AOS	C	0.92%
RL	B	0.92%
MGY	C	0.91%
LEA	D	0.9%
CMC	D	0.89%
CRBG	D	0.88%
NTAP	D	0.88%
AGCO	D	0.86%
SSTK	F	0.85%
DINO	D	0.85%
STLD	D	0.84%
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 Underweight 219 Positions Relative to IVOG

Symbol	Grade	Weight
CSL	C	-1.35%
LII	B	-1.27%
PSTG	F	-1.24%
MANH	B	-1.07%
WSO	C	-1.06%
BLD	D	-1.03%
RBA	C	-0.99%
CASY	D	-0.98%
NBIX	F	-0.97%
NVT	D	-0.82%
CLH	B	-0.81%
OVV	D	-0.79%
TXRH	D	-0.79%
TTEK	C	-0.77%
WING	B	-0.75%
SAIA	D	-0.75%
SRPT	F	-0.73%
DT	C	-0.72%
CHRD	F	-0.72%
FND	C	-0.71%
KNSL	C	-0.69%
BURL	B	-0.68%
LNW	B	-0.66%
OLED	C	-0.66%
WWD	D	-0.65%
MUSA	C	-0.65%
ELF	F	-0.65%
CHDN	C	-0.65%
EXP	B	-0.64%
ONTO	F	-0.64%
TPX	C	-0.62%
TREX	F	-0.62%
BWXT	D	-0.62%
BMRN	F	-0.61%
MEDP	D	-0.61%
NYT	C	-0.6%
WFRD	F	-0.59%
SKX	C	-0.59%
PRI	B	-0.59%
RGEN	F	-0.59%
AIT	C	-0.57%
RBC	C	-0.57%
RPM	B	-0.57%
ELS	C	-0.56%
MORN	C	-0.56%
HRB	C	-0.55%
SSD	C	-0.55%
CROX	C	-0.55%
PR	D	-0.54%
AXTA	C	-0.53%
HLI	B	-0.53%
FCN	C	-0.52%
AVTR	B	-0.52%
WEX	C	-0.52%
ANF	D	-0.51%
IBKR	B	-0.51%
RRC	D	-0.51%
LSCC	D	-0.5%
CW	B	-0.5%
LNTH	C	-0.49%
HALO	B	-0.48%
SWN	D	-0.48%
MTDR	D	-0.48%
AMH	C	-0.47%
MSA	C	-0.47%
CELH	F	-0.47%
RNR	B	-0.46%
GTLS	F	-0.46%
EXEL	B	-0.46%
H	C	-0.45%
CIVI	F	-0.44%
PLNT	A	-0.44%
PEN	D	-0.44%
PCTY	C	-0.44%
XPO	D	-0.43%
RYAN	C	-0.43%
DUOL	B	-0.43%
ERIE	A	-0.43%
EVR	B	-0.42%
UTHR	C	-0.42%
OLLI	C	-0.41%
VVV	D	-0.41%
ACHC	C	-0.41%
AAON	B	-0.41%
VNT	D	-0.41%
LAMR	A	-0.41%
GLPI	B	-0.4%
CUBE	B	-0.4%
SCI	B	-0.4%
ACM	B	-0.39%
WTS	C	-0.39%
ATR	B	-0.39%
ESAB	C	-0.39%
DBX	D	-0.39%
RMBS	F	-0.38%
EGP	B	-0.38%
QLYS	F	-0.37%
COKE	C	-0.36%
DCI	D	-0.35%
CG	C	-0.35%
CHE	C	-0.35%
CNM	F	-0.35%
CCK	A	-0.34%
ALTR	C	-0.34%
TTC	D	-0.33%
BCO	B	-0.33%
VAL	F	-0.33%
WTRG	D	-0.33%
APPF	D	-0.32%
RGLD	B	-0.32%
MTN	D	-0.31%
LOPE	D	-0.31%
GNTX	F	-0.31%
DTM	B	-0.31%
LFUS	D	-0.31%
CHX	D	-0.3%
ALV	F	-0.3%
EHC	B	-0.29%
GXO	D	-0.29%
REXR	C	-0.29%
CNX	A	-0.28%
LPX	B	-0.28%
BYD	C	-0.28%
KBR	D	-0.28%
SFM	B	-0.28%
MMS	D	-0.28%
AYI	B	-0.27%
RLI	B	-0.27%
CVLT	B	-0.27%
BRKR	D	-0.27%
CRUS	D	-0.27%
FIVE	D	-0.27%
WH	B	-0.27%
NOVT	D	-0.26%
CACI	B	-0.26%
SLAB	D	-0.26%
NEU	D	-0.26%
MKSI	F	-0.26%
COTY	F	-0.25%
MIDD	C	-0.25%
OHI	A	-0.25%
CBT	B	-0.25%
STAG	C	-0.25%
CGNX	D	-0.25%
FR	C	-0.24%
HQY	C	-0.24%
MTSI	D	-0.24%
BRBR	B	-0.24%
ARWR	F	-0.24%
BC	C	-0.23%
BRX	B	-0.23%
SEIC	B	-0.23%
PK	D	-0.22%
KNF	B	-0.22%
EXLS	C	-0.22%
WMG	D	-0.22%
SIGI	C	-0.21%
PNFP	B	-0.21%
CYTK	F	-0.21%
NNN	B	-0.21%
CIEN	C	-0.21%
CBSH	C	-0.21%
TDC	F	-0.21%
CFR	C	-0.21%
JAZZ	D	-0.2%
MAT	C	-0.2%
INGR	A	-0.2%
MASI	D	-0.2%
FLS	D	-0.2%
KEX	C	-0.2%
EXPO	B	-0.19%
HAE	D	-0.19%
TKO	B	-0.19%
OPCH	C	-0.19%
AM	B	-0.19%
MUR	D	-0.18%
DLB	D	-0.18%
HXL	F	-0.18%
HWC	D	-0.17%
TNL	D	-0.16%
PGNY	F	-0.16%
EEFT	D	-0.16%
AZTA	D	-0.15%
MSM	D	-0.15%
TKR	D	-0.15%
SAIC	C	-0.15%
OLN	D	-0.15%
YETI	D	-0.15%
BLKB	B	-0.14%
RH	B	-0.14%
POWI	F	-0.14%
EPR	B	-0.14%
CPRI	D	-0.13%
LANC	D	-0.13%
ENS	C	-0.13%
IDA	B	-0.13%
FFIN	B	-0.13%
DOCS	B	-0.12%
SHC	B	-0.12%
IRDM	D	-0.12%
HGV	D	-0.12%
CAR	F	-0.12%
GATX	D	-0.12%
RYN	C	-0.11%
SYNA	F	-0.1%
VC	F	-0.1%
NSA	B	-0.1%
CHH	C	-0.1%
WEN	C	-0.1%
SMG	C	-0.09%
COLM	B	-0.09%
AMED	C	-0.09%
WOLF	F	-0.08%
SAM	F	-0.08%
LIVN	D	-0.07%
IPGP	F	-0.07%
ZI	D	-0.07%
MP	D	-0.05%
ALGM	F	-0.05%