First Trust SMID Cap Rising Dividend Achievers ETF (SDVY)
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Is First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) a Strong ETF Right Now?
Launched on 11/01/2017, the First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) is a smart beta exchange traded fund offering broad exposure to the Style Box - Mid Cap Value category of the market.
SDVY: Small/Mid-Cap ETF Blending Value And Growth
First Trust SMID Cap Rising Dividend Achievers ETF offers a diversified portfolio of 166 small and mid-caps with a focus on dividend and earnings growth. SDVY outperforms the S&P MidCap 400 Index in value, growth, and total return since inception, but has lagged it over the past 12 months. The ETF exhibits low company-specific risk but significant sector concentration in financials and industrials.
Should First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) Be on Your Investing Radar?
If you're interested in broad exposure to the Mid Cap Value segment of the US equity market, look no further than the First Trust SMID Cap Rising Dividend Achievers ETF (SDVY), a passively managed exchange traded fund launched on November 1, 2017.
First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) FAQ
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First Trust SMID Cap Rising Dividend Achievers ETF Profile
| XMEX Exchange | US Country |
Overview
The described fund is an investment vehicle that primarily focuses on purchasing common stocks that are part of a specific index. This index is curated to include 100 small and mid-cap companies. These companies are not just any entities within their size category; they have been selected based on their history of increasing dividends, suggesting a stable or improving financial health, and the potential to continue this trend into the future. The fund's strategy involves allocating at least 90% of its net assets, including any borrowed investments, toward stocks that make up this index, demonstrating a strong commitment to its core investment thesis.
Products and Services
- Common Stocks of Dividend-Raising Small and Mid Cap Companies
This fund invests in common stocks of carefully selected small and mid cap companies. These companies are characterized by their history and capacity to increase their dividends. The selection process emphasizes not just past performance but also the potential for future growth and sustainability of dividends. This investment approach aims at providing fund investors with a diversified portfolio that has the potential for both capital appreciation and income generation through dividends.
- Investment in an Index of 100 Companies
The fund's strategy includes a significant investment in an index consisting of 100 small and mid cap companies. This index is not arbitrary; it's composed of companies that have demonstrably increased their dividends in the past and are judged to have the characteristics to continue doing so. Investing in this index allows the fund to offer a diversified investment solution to its clients, spreading out risk while capitalizing on the growth potential of its constituent companies.
