VS
Select a second ETF to benchmark against First Trust SMID Cap Rising Dividend Achievers ETF (CA) (SDVY.F). Compare key metrics including year-to-date performance, management fees, sector exposures and underlying assets to ensure you are selecting the best fund for your investment objectives.
NAV Performance and Flows
Key Data
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SDVY.F
| AuM | $5.29 M | |
| Management Fees | 0.15% | |
| Exp. ratio | 0.77% | |
| Tracking Difference | - |
Historical performance and flows
As of May 20, 2026
| 1M | 3M | YTD | 1Y | 3Y | ||
|---|---|---|---|---|---|---|
| Perf. | SDVY.F | -2.72% | -3.25% | +7.13% | +16.30% | - |
| Flows | SDVY.F | +$0 M | +$0 M | +$1 M | +$0 M | - |
Exposure
Countries
SDVY.F
USA
93.97%
Sectors
SDVY.F
Financials
30.83%
Industrials
27.44%
Consumer Discretionary
9.93%
Information Technology
9.05%
Other
22.75%
As of May 20, 2026
Top 10 Holdings
SDVY.F
COMFORT SYSTEMS USA
1.55%
ENERSYS
1.29%
WEATHERFORD INTL PLC
1.21%
CLEAR SECURE
1.20%
PRIMORIS SERVICES
1.16%
WOODWARD
1.15%
NEW YORK TIMES
1.12%
POWELL INDUSTRIES
1.08%
EMCOR GROUP
1.08%
PRICESMART
1.06%
Diversification
SDVY.F
Total weight of top 10 holdings out of 166 total
11.90%
Characteristics
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SDVY.F
| Provider | First Trust | |
| Management | Passively managed | |
| Benchmark | Nasdaq US SMID Cap Rising Dividend Achievers Total Return Index - USD | |
| Replication Method | Direct (Physical) | |
| Asset Class | Equity | |
| Dividend Policy | Distributing | |
| Trailing 12m distribution yield | 0.94% | |
| Meets ESG criteria | No | |
| Inception Date | September 9, 2024 |
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All content on the ETF Market Canada is for your general information use only, Cboe is not responsible for any use of content by you outside this scope. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement by Cboe and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions.