SDVY vs. MDYG ETF Comparison

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

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

MDYG

SPDR S&P 400 Mid Cap Growth ETF

MDYG Description

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks the performance of medium capitalization exchange traded U.S. equity securities exhibiting "growth" characteristics. The fund employs a replication strategy in seeking to track the performance of the S&P MidCap 400 Growth Index. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index measures the performance of the mid-capitalization growth sector in the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$86.57

Average Daily Volume

147,618

Number of Holdings ^*

245

* may have additional holdings in another (foreign) market

Performance

Period	SDVY	MDYG
30 Days	2.06%	0.78%
60 Days	1.42%	0.87%
90 Days	7.63%	3.05%
12 Months	26.03%	23.48%

26 Overlapping Holdings

Symbol	Grade	Weight in SDVY	Weight in MDYG	Overlap
CR	C	0.98%	0.52%	0.52%
DKS	D	0.88%	0.47%	0.47%
EME	B	0.97%	1.3%	0.97%
EQH	C	0.93%	0.45%	0.45%
EWBC	C	1.09%	0.42%	0.42%
FIX	B	1.0%	0.86%	0.86%
GGG	C	1.01%	0.98%	0.98%
IBOC	C	1.08%	0.1%	0.1%
ITT	C	0.99%	0.78%	0.78%
KBH	B	1.13%	0.22%	0.22%
LECO	F	0.91%	0.71%	0.71%
LSTR	D	0.97%	0.31%	0.31%
MTG	B	1.14%	0.18%	0.18%
NSP	D	0.9%	0.11%	0.11%
OC	C	0.87%	1.0%	0.87%
OZK	D	1.01%	0.16%	0.16%
RS	D	0.94%	1.11%	0.94%
SLM	C	0.95%	0.13%	0.13%
TEX	D	0.91%	0.14%	0.14%
TOL	B	1.18%	1.09%	1.09%
TPL	C	1.03%	0.7%	0.7%
UFPI	C	0.97%	0.52%	0.52%
VOYA	A	0.94%	0.21%	0.21%
WLK	D	0.89%	0.31%	0.31%
WMS	D	0.83%	0.7%	0.7%
WSM	C	0.84%	1.3%	0.84%

SDVY Overweight 74 Positions Relative to MDYG

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 MDYG

Symbol	Grade	Weight
CSL	C	-1.36%
LII	B	-1.32%
MANH	B	-1.13%
RBA	C	-1.09%
WSO	C	-1.06%
PSTG	F	-1.04%
CASY	D	-0.98%
NBIX	F	-0.86%
TTEK	C	-0.86%
FND	C	-0.85%
DT	C	-0.85%
CLH	B	-0.85%
BLD	D	-0.85%
WING	B	-0.81%
SAIA	D	-0.8%
NVT	D	-0.76%
TXRH	D	-0.76%
BURL	B	-0.74%
KNSL	C	-0.71%
LNW	B	-0.7%
MUSA	C	-0.7%
WWD	D	-0.7%
ONTO	F	-0.68%
OVV	D	-0.67%
SRPT	F	-0.66%
EXP	B	-0.65%
CHDN	C	-0.65%
OLED	C	-0.64%
BWXT	D	-0.63%
BMRN	F	-0.63%
ELS	C	-0.63%
SKX	C	-0.62%
TPX	C	-0.62%
NYT	C	-0.61%
PRI	B	-0.61%
HRB	C	-0.61%
RPM	B	-0.59%
DUOL	B	-0.59%
MEDP	D	-0.58%
WEX	C	-0.58%
CHRD	F	-0.58%
RBC	C	-0.58%
HLI	B	-0.56%
IBKR	B	-0.56%
MORN	C	-0.56%
AIT	C	-0.55%
HALO	B	-0.55%
AMH	C	-0.55%
EXEL	B	-0.54%
CW	B	-0.54%
FCN	C	-0.54%
CROX	C	-0.54%
ERIE	A	-0.53%
SSD	C	-0.53%
AXTA	C	-0.53%
AVTR	B	-0.53%
RNR	B	-0.52%
RGEN	F	-0.51%
ANF	D	-0.51%
LNTH	C	-0.51%
ACHC	C	-0.51%
TREX	F	-0.5%
PLNT	A	-0.5%
PEN	D	-0.5%
PCTY	C	-0.49%
RRC	D	-0.49%
SWN	D	-0.48%
PR	D	-0.48%
WFRD	F	-0.47%
CUBE	B	-0.47%
UTHR	C	-0.47%
H	C	-0.46%
LAMR	A	-0.46%
RYAN	C	-0.46%
AAON	B	-0.45%
ELF	F	-0.45%
MSA	C	-0.45%
COKE	C	-0.43%
LSCC	D	-0.43%
ACM	B	-0.43%
SCI	B	-0.42%
XPO	D	-0.42%
DBX	D	-0.42%
ATR	B	-0.42%
OLLI	C	-0.42%
GLPI	B	-0.42%
EVR	B	-0.41%
MTDR	D	-0.4%
EGP	B	-0.39%
ESAB	C	-0.39%
CHE	C	-0.37%
VVV	D	-0.37%
WTS	C	-0.37%
FIVE	D	-0.37%
VNT	D	-0.36%
CCK	A	-0.36%
BCO	B	-0.35%
CELH	F	-0.35%
ALTR	C	-0.35%
GTLS	F	-0.34%
DCI	D	-0.34%
CIVI	F	-0.34%
RGLD	B	-0.34%
QLYS	F	-0.33%
DTM	B	-0.33%
APPF	D	-0.33%
WTRG	D	-0.33%
MTN	D	-0.32%
RMBS	F	-0.31%
EHC	B	-0.3%
REXR	C	-0.3%
GNTX	F	-0.3%
LFUS	D	-0.3%
CRUS	D	-0.29%
OHI	A	-0.29%
BYD	C	-0.29%
ALV	F	-0.29%
CG	C	-0.29%
WH	B	-0.29%
CNX	A	-0.29%
TTC	D	-0.29%
LOPE	D	-0.29%
SFM	B	-0.29%
CACI	B	-0.28%
MMS	D	-0.28%
RLI	B	-0.28%
CNM	F	-0.28%
AYI	B	-0.28%
BRBR	B	-0.28%
LPX	B	-0.28%
GXO	D	-0.27%
BRKR	D	-0.27%
KBR	D	-0.27%
NEU	D	-0.27%
CVLT	B	-0.27%
CBT	B	-0.27%
STAG	C	-0.26%
CHX	D	-0.26%
BRX	B	-0.26%
MTSI	D	-0.25%
SLAB	D	-0.25%
NOVT	D	-0.25%
MIDD	C	-0.25%
FR	C	-0.25%
EXLS	C	-0.24%
KNF	B	-0.24%
VAL	F	-0.24%
MKSI	F	-0.24%
HQY	C	-0.24%
BC	C	-0.23%
NNN	B	-0.23%
COTY	F	-0.23%
CIEN	C	-0.23%
SEIC	B	-0.23%
MASI	D	-0.22%
WMG	D	-0.22%
INGR	A	-0.22%
TKO	B	-0.21%
CFR	C	-0.21%
PK	D	-0.21%
PNFP	B	-0.21%
CBSH	C	-0.21%
SIGI	C	-0.21%
OPCH	C	-0.21%
MAT	C	-0.2%
JAZZ	D	-0.2%
CYTK	F	-0.2%
AM	B	-0.2%
KEX	C	-0.2%
CGNX	D	-0.2%
ARWR	F	-0.19%
TDC	F	-0.19%
FLS	D	-0.19%
EXPO	B	-0.19%
SHC	B	-0.18%
DOCS	B	-0.17%
DLB	D	-0.17%
SAIC	C	-0.17%
HXL	F	-0.17%
RH	B	-0.16%
HWC	D	-0.16%
EPR	B	-0.16%
HAE	D	-0.16%
EEFT	D	-0.16%
OLN	D	-0.15%
TNL	D	-0.15%
BLKB	B	-0.15%
MUR	D	-0.15%
YETI	D	-0.15%
CPRI	D	-0.15%
MSM	D	-0.14%
PGNY	F	-0.14%
TKR	D	-0.14%
IDA	B	-0.14%
GATX	D	-0.13%
FFIN	B	-0.13%
RYN	C	-0.12%
AZTA	D	-0.12%
POWI	F	-0.12%
ENS	C	-0.12%
LANC	D	-0.12%
HGV	D	-0.11%
WEN	C	-0.11%
NSA	B	-0.11%
IRDM	D	-0.11%
CAR	F	-0.1%
CHH	C	-0.1%
AMED	C	-0.09%
COLM	B	-0.09%
SMG	C	-0.08%
VC	F	-0.08%
SAM	F	-0.08%
SYNA	F	-0.08%
LIVN	D	-0.07%
ZI	D	-0.07%
IPGP	F	-0.06%
MP	D	-0.05%
ALGM	F	-0.05%
WOLF	F	-0.04%