SDVY vs. IYT ETF Comparison

Comparison of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) to iShares Transportation AverageETF (IYT)

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 ^*

* may have additional holdings in another (foreign) market

IYT

iShares Transportation AverageETF

IYT Description

The investment seeks to track the investment results of an index composed of U.S. equities in the transportation sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones Transportation Average Index (the "underlying index"), which measures the performance of the transportation sector of the U.S. equity market.

Grade (RS Rating)

Last Trade

$73.58

Average Daily Volume

482,398

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	SDVY	IYT
30 Days	9.60%	5.17%
60 Days	9.45%	9.28%
90 Days	10.70%	10.28%
12 Months	38.70%	22.70%

3 Overlapping Holdings

Symbol	Grade	Weight in SDVY	Weight in IYT	Overlap
EXPD	D	0.96%	2.75%	0.96%
LSTR	D	0.99%	1.06%	0.99%
MATX	C	1.12%	0.85%	0.85%

SDVY Overweight 91 Positions Relative to IYT

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%
STLD	B	1.19%
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%
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%
FBP	B	0.99%
SLVM	B	0.99%
UFPI	B	0.98%
EG	C	0.97%
MTG	C	0.97%
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%
PHM	D	0.9%
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 41 Positions Relative to IYT

Symbol	Grade	Weight
UBER	D	-16.08%
UNP	C	-15.74%
UPS	C	-8.21%
DAL	C	-5.99%
UAL	A	-5.12%
ODFL	B	-4.59%
CSX	B	-4.25%
FDX	B	-4.21%
NSC	B	-4.19%
LUV	C	-3.2%
XPO	B	-2.8%
JBHT	C	-2.4%
SAIA	B	-2.26%
CHRW	C	-2.11%
AAL	B	-1.55%
KNX	B	-1.51%
KEX	C	-1.23%
GXO	B	-1.16%
R	B	-1.14%
ALK	C	-1.11%
LYFT	C	-0.99%
SKYW	B	-0.73%
RXO	C	-0.62%
HUBG	A	-0.51%
JOBY	B	-0.5%
ARCB	C	-0.42%
WERN	C	-0.4%
JBLU	F	-0.29%
CAR	C	-0.28%
SNDR	B	-0.24%
ATSG	B	-0.18%
ALGT	B	-0.17%
MRTN	C	-0.16%
FIP	D	-0.15%
GNK	D	-0.12%
UHAL	D	-0.11%
FWRD	D	-0.11%
HTLD	B	-0.09%
SNCY	C	-0.09%
CVLG	C	-0.08%
HTZ	C	-0.08%