SDVY vs. SCHD ETF Comparison
Comparison of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) to Schwab US Dividend Equity ETF (SCHD)
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
$38.91
Average Daily Volume
1,255,136
Number of Holdings
*
94
* may have additional holdings in another (foreign) market
SCHD
Schwab US Dividend Equity ETF
SCHD Description
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Dividend 100 IndexSM. The fund invests at least 90% of its net assets in stocks that are included in the index. The index is designed to measure the performance of high dividend yielding stocks issued by U.S. companies that have a record of consistently paying dividends, selected for fundamental strength relative to their peers, based on financial ratios. The 100-component index is a subset of the Dow Jones U.S. Broad Market Index, excluding REITs, master limited partnerships, preferred stocks and convertibles. It is non-diversified.Grade (RS Rating)
Last Trade
$28.98
Average Daily Volume
10,442,733
Number of Holdings
*
99
* may have additional holdings in another (foreign) market
Performance
| Period | SDVY | SCHD |
|---|---|---|
| 30 Days | 6.75% | 2.29% |
| 60 Days | 7.90% | 3.83% |
| 90 Days | 8.74% | 5.03% |
| 12 Months | 36.25% | 26.18% |
21 Overlapping Holdings
| Symbol | Grade | Weight in SDVY | Weight in SCHD | Overlap | |
|---|---|---|---|---|---|
| BKE | B | 1.1% | 0.06% | 0.06% | |
| CF | A | 1.03% | 0.6% | 0.6% | |
| CINF | A | 1.1% | 0.89% | 0.89% | |
| CMA | B | 1.12% | 0.35% | 0.35% | |
| CRI | F | 0.79% | 0.07% | 0.07% | |
| DINO | D | 0.9% | 0.24% | 0.24% | |
| DKS | D | 0.91% | 0.44% | 0.44% | |
| EWBC | A | 1.24% | 0.55% | 0.55% | |
| FITB | B | 1.07% | 1.23% | 1.07% | |
| HBAN | A | 1.16% | 0.97% | 0.97% | |
| IBOC | B | 1.14% | 0.15% | 0.15% | |
| IPG | D | 0.93% | 0.42% | 0.42% | |
| NSP | F | 0.83% | 0.1% | 0.1% | |
| OZK | B | 1.1% | 0.19% | 0.19% | |
| RDN | D | 0.97% | 0.2% | 0.2% | |
| RF | A | 1.11% | 0.92% | 0.92% | |
| RHI | C | 1.13% | 0.3% | 0.3% | |
| SNA | A | 1.26% | 0.72% | 0.72% | |
| SNV | C | 1.24% | 0.31% | 0.31% | |
| UNM | A | 1.22% | 0.49% | 0.49% | |
| ZION | B | 1.24% | 0.34% | 0.34% |
SDVY Overweight 73 Positions Relative to SCHD
| Symbol | Grade | Weight | |
|---|---|---|---|
| TPL | A | 1.44% | |
| SYF | B | 1.27% | |
| PRDO | B | 1.24% | |
| GRMN | B | 1.23% | |
| MLI | B | 1.23% | |
| MATX | C | 1.22% | |
| WTFC | A | 1.21% | |
| CALM | A | 1.2% | |
| WTTR | A | 1.18% | |
| JXN | C | 1.18% | |
| CADE | B | 1.18% | |
| STLD | B | 1.17% | |
| G | B | 1.17% | |
| J | D | 1.17% | |
| CR | A | 1.14% | |
| FIX | A | 1.14% | |
| DELL | B | 1.13% | |
| KTB | B | 1.13% | |
| EME | A | 1.13% | |
| LECO | C | 1.12% | |
| RL | C | 1.12% | |
| EQH | C | 1.12% | |
| CMC | B | 1.12% | |
| OC | A | 1.11% | |
| RS | B | 1.1% | |
| CFG | B | 1.1% | |
| CRBG | B | 1.09% | |
| IEX | C | 1.09% | |
| EBC | B | 1.08% | |
| CRC | A | 1.07% | |
| SLM | A | 1.07% | |
| ITT | A | 1.05% | |
| VOYA | B | 1.05% | |
| SM | B | 1.04% | |
| LSTR | D | 1.04% | |
| AFG | A | 1.04% | |
| ALLY | C | 1.04% | |
| MGY | A | 1.03% | |
| PHIN | A | 1.03% | |
| GGG | B | 1.03% | |
| RGA | A | 1.03% | |
| WHD | B | 1.03% | |
| FBP | C | 1.02% | |
| BEN | C | 1.02% | |
| WGO | C | 1.02% | |
| BCC | B | 1.02% | |
| EDR | A | 1.01% | |
| UFPI | C | 0.99% | |
| TOL | B | 0.99% | |
| OMC | C | 0.99% | |
| TEX | F | 0.98% | |
| MTG | C | 0.96% | |
| BPOP | C | 0.96% | |
| NTAP | C | 0.96% | |
| EXPD | C | 0.95% | |
| EG | C | 0.94% | |
| AGCO | D | 0.93% | |
| AESI | B | 0.92% | |
| SHOO | F | 0.92% | |
| SLVM | B | 0.92% | |
| LEA | F | 0.9% | |
| ESNT | F | 0.88% | |
| KBH | D | 0.88% | |
| PHM | D | 0.88% | |
| AOS | F | 0.87% | |
| VSH | F | 0.87% | |
| WLK | D | 0.87% | |
| WSM | C | 0.86% | |
| WMS | F | 0.86% | |
| MTH | D | 0.86% | |
| IBP | D | 0.85% | |
| AMKR | D | 0.83% | |
| CCS | D | 0.82% |
SDVY Underweight 78 Positions Relative to SCHD
| Symbol | Grade | Weight | |
|---|---|---|---|
| BLK | B | -4.53% | |
| BMY | B | -4.49% | |
| CSCO | B | -4.47% | |
| CVX | A | -4.37% | |
| HD | B | -4.27% | |
| TXN | C | -3.87% | |
| VZ | C | -3.78% | |
| UPS | C | -3.69% | |
| MO | A | -3.63% | |
| LMT | D | -3.6% | |
| PEP | F | -3.55% | |
| PFE | F | -3.51% | |
| AMGN | F | -3.43% | |
| KO | D | -3.31% | |
| ABBV | F | -3.3% | |
| USB | A | -2.99% | |
| EOG | A | -2.96% | |
| OKE | A | -2.4% | |
| FAST | B | -1.79% | |
| PAYX | B | -1.78% | |
| VLO | C | -1.75% | |
| KMB | C | -1.69% | |
| F | C | -1.65% | |
| MTB | A | -1.36% | |
| TROW | B | -1.02% | |
| HSY | F | -1.01% | |
| LYB | F | -0.81% | |
| PKG | A | -0.8% | |
| DRI | B | -0.77% | |
| CTRA | B | -0.72% | |
| KEY | B | -0.69% | |
| BBY | D | -0.67% | |
| WSO | A | -0.64% | |
| FNF | B | -0.6% | |
| AMCR | C | -0.56% | |
| TPR | B | -0.51% | |
| SWKS | F | -0.51% | |
| CHRW | B | -0.5% | |
| APA | D | -0.31% | |
| HRB | D | -0.31% | |
| MTN | C | -0.26% | |
| COLB | B | -0.25% | |
| WHR | B | -0.24% | |
| JHG | B | -0.22% | |
| NXST | C | -0.2% | |
| MSM | C | -0.15% | |
| WU | F | -0.14% | |
| CATY | B | -0.14% | |
| APAM | B | -0.13% | |
| BOH | B | -0.12% | |
| WEN | D | -0.12% | |
| HUN | F | -0.12% | |
| CVBF | A | -0.11% | |
| BANR | B | -0.1% | |
| HTLF | B | -0.1% | |
| CNS | B | -0.1% | |
| OFG | B | -0.08% | |
| NWBI | B | -0.07% | |
| LKFN | C | -0.07% | |
| FCF | B | -0.07% | |
| CHCO | B | -0.07% | |
| LEG | F | -0.06% | |
| VRTS | B | -0.06% | |
| STBA | B | -0.06% | |
| GABC | B | -0.05% | |
| FBMS | B | -0.04% | |
| PFC | B | -0.04% | |
| KFRC | D | -0.04% | |
| CBRL | C | -0.04% | |
| SRCE | B | -0.04% | |
| AMSF | B | -0.04% | |
| OXM | F | -0.04% | |
| PFBC | B | -0.04% | |
| ETD | C | -0.03% | |
| CPF | B | -0.03% | |
| CWEN | C | -0.03% | |
| HFWA | C | -0.03% | |
| GES | F | -0.02% |
SDVY: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Diversified Industrials
Residential Construction
Asset Management
Apparel Manufacturing
Engineering & Construction
Oil & Gas E&P
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
SCHD: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Asset Management
Drug Manufacturers - Major
Home Furnishings & Fixtures
Oil & Gas E&P
Restaurants
Staffing & Outsourcing Services
Apparel Manufacturing
Apparel Stores
Beverages - Soft Drinks
Industrial Distribution
Insurance - Property & Casualty
Insurance - Specialty
Integrated Shipping & Logistics
Oil & Gas Refining & Marketing
Packaging & Containers
Savings & Cooperative Banks
Semiconductors
Specialty Retail
Advertising Agencies
Keywords:
S&P 500
Bank
Banking
Commercial Banking
Commercial Bank
Deposit Products
Investment Management
Cash Management
Cash Management Services
Real Estate Loans
Card Services
Individual Retirement Account
Nasdaq 100
Retail Banking
Trust Services
Clothing
Credit Card Services
Dow Jones Component
Insurance
Banking Services
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