Expense ratioPer year
Cost per year on $10kCheapest: SDVY
SDVY$58
SDVD$85
SDVY is cheapest at $58 a yearOpen the cost rows →
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15 rows · best in each row highlighted
| Fund | SDVYFirst Trust SMID Cap Rising Dividend Achievers ETF | SDVDFT Vest SMID Rising Dividend Achievers Target Income ETF |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Premium income |
| Cost | ||
| Expense ratio | 0.58% | 0.85% |
| Cost per year on $10k | $58 | $85 |
| Income | ||
| Trailing 12-mo yield | 0.98% | 9.01% |
| Income per year on $10k | $98 | $901 |
| Returns | ||
| YTD | +12.3% | +12.9% |
| 1 year | +15.5% | +16.1% |
| 3 years · per year | +18.5% | +18.4% |
| 5 years · per year | +9.1% | — |
| Risk | ||
| Worst drop · 1Y | −9.5% | −8.9% |
| Volatility · 1Y | 14.1% | 14.1% |
| Fund facts | ||
| Holdings | 172 | 173 |
| Assets | $11.1B | $892M |
| Leverage | None | None |
| Since | 2017 | 2023 |
Share of the portfolio held in common
SDVY and SDVD share 99.8% of their holdings.
0%60%