Data as of: Dec 20, 2024

SDVY: First Trust SMID Cap Rising Div Achievers

  • Last Price
  • Dividend *
  • Yield *
  • Dividend Payments *
  • 35.83
  • $0.58
  • 1.61 %
  • 4
  • Volatility *
  • S&P 500 Volatility *
  • S&P 500 Correlation *
  • 19.3 %
  • 12.2 %
  • +0.67
  • Net Assets (Million)
  • First Data
  • More info
* Last Twelve Completed Months
  Q1 Q2 Q3 Q4 Annual
2024 +6.57 % -3.70 % +9.41 % -1.04 % +11.12 %
2023 +2.83 % +7.02 % +0.07 % +16.73 % +28.55 %
2022 -7.80 % -13.78 % -2.57 % +13.62 % -12.00 %
2021 +19.81 % +2.74 % -2.56 % +7.64 % +29.11 %
2020 -33.92 % +23.92 % +4.48 % +30.56 % +11.71 %
2019 +13.56 % +4.13 % -1.02 % +7.34 % +25.63 %
2018 -0.99 % +1.73 % +1.52 % -17.12 % -15.26 %
  Q1 Q2 Q3 Q4 Annual
2024 $0.10 $0.15 $0.14 $0.18 $0.57
2023 $0.13 $0.21 $0.10 $0.18 $0.62
2022 $0.07 $0.15 $0.14 $0.23 $0.59
2021 $0.04 $0.08 $0.08 $0.12 $0.33
2020 $0.08 $0.09 $0.06 $0.13 $0.35
2019 $0.05 $0.13 $0.06 $0.13 $0.37
2018 $0.05 $0.05 $0.07 $0.10 $0.28

Monthly Total Returns (including all dividends): Dec-22 - Dec-24

SDVY monthly returns chart

Notes:

Though most ETFs have never paid a capital gains distribution, investors should monitor for non-recurring payments when considering yield.

Volatility is the annualized standard deviation of daily returns