SDVY vs. SMMV ETF Comparison

Comparison of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) to iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV)
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

$36.40

Average Daily Volume

1,251,926

Number of Holdings *

95

* may have additional holdings in another (foreign) market
SMMV

iShares MSCI USA Small-Cap Min Vol Factor ETF

SMMV Description iShares Edge MSCI Min Vol USA Small-Cap ETF seeks to track the investment results of an index composed of small-capitalization U.S. equities that, in the aggregate, have lower volatility characteristics relative to the small-capitalization U.S. equity market.

Grade (RS Rating)

Last Trade

$40.74

Average Daily Volume

307,009

Number of Holdings *

10

* may have additional holdings in another (foreign) market
Performance
Period SDVY SMMV
30 Days 4.94% 1.62%
60 Days 10.06% 7.01%
90 Days 11.92% 9.75%
12 Months 34.63% 25.04%
0 Overlapping Holdings
Symbol Grade Weight in SDVY Weight in SMMV Overlap
SDVY Overweight 95 Positions Relative to SMMV
Symbol Grade Weight
DELL C 1.13%
AOS C 1.13%
RL B 1.12%
LECO D 1.1%
STLD C 1.1%
MATX C 1.1%
EXPD D 1.09%
CRBG B 1.09%
WLK C 1.09%
J F 1.09%
CR A 1.09%
CF A 1.09%
ITT C 1.09%
GGG C 1.08%
VOYA A 1.08%
LSTR F 1.08%
WMS D 1.08%
CMC D 1.08%
FIX A 1.08%
AMKR F 1.08%
RS D 1.08%
KTB C 1.08%
WSM C 1.07%
FBP B 1.07%
NTAP D 1.07%
SHOO A 1.07%
BCC C 1.07%
AGCO D 1.07%
DKS D 1.07%
SNA C 1.07%
GRMN D 1.07%
IEX D 1.07%
CHK C 1.07%
LEA F 1.07%
IBP C 1.07%
OMC C 1.06%
SLM B 1.06%
EDR A 1.06%
RHI D 1.06%
G A 1.06%
ALLY F 1.06%
IPG D 1.06%
UNM A 1.06%
EQH B 1.05%
ESNT A 1.05%
OC C 1.05%
MTG A 1.05%
EG A 1.05%
TOL C 1.05%
VSH F 1.05%
JXN A 1.05%
CINF A 1.05%
TEX F 1.05%
AFG A 1.05%
MTH C 1.04%
RDN D 1.04%
CADE B 1.04%
WTFC B 1.04%
BPOP D 1.04%
UFPI C 1.04%
RF B 1.04%
BEN F 1.04%
FITB C 1.04%
CRI D 1.04%
RGA B 1.04%
DINO F 1.03%
CCS C 1.03%
HBAN B 1.03%
CALM A 1.03%
BKE B 1.03%
PRDO D 1.03%
EWBC B 1.03%
EME B 1.03%
PHM C 1.03%
MLI B 1.03%
SYF A 1.02%
CFG C 1.02%
SNV D 1.02%
WGO D 1.02%
OZK D 1.02%
IBOC D 1.01%
ZION D 1.01%
KBH D 1.01%
CMA C 1.01%
EBC B 1.0%
CRC B 0.99%
NSP F 0.99%
SLVM C 0.99%
TPL A 0.98%
PHIN D 0.98%
AESI B 0.98%
WTTR B 0.97%
MGY B 0.96%
SM D 0.96%
WHD A 0.94%
SDVY Underweight 10 Positions Relative to SMMV
Symbol Grade Weight
MUSA D -1.66%
ORI A -1.57%
CHE D -1.46%
ADC C -1.46%
RGLD C -1.45%
ATR A -1.43%
EXEL B -1.38%
AXS A -1.31%
RLI A -1.17%
ENSG D -1.17%
Compare ETFs