SDVY Fund Comparisons

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

Target Fund

Symbol
SDVY
Name
First Trust SMID Cap Rising Dividend Achievers ETF
Type
1940 Act ETF
Originator
First Trust
Asset class
equity
Net expense ratio
0.58%
AUM
$11.4B

Comparable Funds

FundQuant reviewed 921 active searchable funds, 282 ETFs, 638 mutual funds and returned 3 comparable funds for SDVY.

  1. SDVD - FT Vest SMID Rising Dividend Achievers Target Income ETF (1940 Act ETF; Cboe Vest; equity; Closest Fit; fit score 94)
  2. VBR - Vanguard Small-Cap Value Index Fund (1940 Act ETF; Vanguard; equity; Closest Fit; fit score 84)
  3. 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 82)

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

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