SDVD Fund Comparisons

SDVD is shown with FundQuant's current comparable-fund evidence. Current comparable funds include SDVY, USVM, VBR. FundQuant is educational research software and does not provide individualized investment advice.

Target Fund

Symbol
SDVD
Name
FT Vest SMID Rising Dividend Achievers Target Income ETF
Type
1940 Act ETF
Originator
Cboe Vest
Asset class
equity
Net expense ratio
0.85%
AUM
$834.6M

Comparable Funds

FundQuant reviewed 837 active searchable funds, 262 ETFs, 574 mutual funds and returned 3 comparable funds for SDVD.

  1. SDVY - First Trust SMID Cap Rising Dividend Achievers ETF (1940 Act ETF; First Trust; equity; Closest Fit; fit score 97)
  2. USVM - VictoryShares US Small Mid Cap Value Momentum ETF formerly VictoryShares USAA MSCI USA Small Cap Value Momentum ETF (1940 Act ETF; Victory; equity; Strong Fit; fit score 80)
  3. VBR - Vanguard Small-Cap Value Index Fund (1940 Act ETF; Vanguard; equity; Strong Fit; fit score 81)

FundQuant is educational research software. It does not provide individualized investment, tax, legal, or financial advice.

https://fundquant.org/funds/SDVD/comps