NasdaqGM - Delayed Quote USD

First Trust SMID Cap Rising Dividend Achievers ETF (SDVY)

38.91 +0.68 (+1.78%)
At close: November 21 at 4:00 PM EST

ETF Summary

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.

Risk Overview

Performance & Risk

YTD Return 18.00%
5y Average Return 14.63%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.08
Morningstar Risk Rating --

Risk Statistics

3 Years5 Years10 Years
SDVYCategory AverageSDVYCategory AverageSDVYCategory Average
Alpha 0.63 -3.42 -2.1 -4.56 0 -5.26
BETA 1.08 0.99 1.15 1.12 0 1.11
Mean Annual Return 0.94 0.56 1.32 1.07 0 0.79
R-squared 66.18 62.12 71.25 65.88 0 65.35
Standard Deviation 22.74 21.46 24.68 24.78 0 21.03
Sharpe Ratio 0.32 0.13 0.54 0.42 0 0.37
Treynor Ratio 4.81 0.7 9.62 7.09 0 5.18

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