First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) — ETF Analysis on Winston

Key Facts

• Issuer: First Trust
• Category: Equity
• Asset Class: Small/Micro Cap Equity
• Price: $43.34
• Expense Ratio: 58.00%
• Assets Under Management: $11.4B
• Number of Holdings: 190
• Inception Date: 2017-11-01
• Currency: USD

Winston Score

First Trust SMID Cap Rising Dividend Achievers ETF has a Winston Score of 72 out of 100.

Performance

• 1-Year Return: 29.65%
• 3-Year Return: 62.62%
• 5-Year Return: 41.85%

Sector Breakdown

Basic Materials (N/A%), Cash & Others (N/A%), Communication Services (N/A%), Consumer Cyclical (N/A%), Consumer Defensive (N/A%)