SDVY vs. DVOL ETF Comparison

Comparison of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) to First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL)
SDVY

First Trust SMID Cap Rising Dividend Achievers ETF

SDVY Description

The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an index called the Nasdaq US Small Mid Cap Rising Dividend AchieversTM Index (the index). The fund will normally invest at least 90% of its net assets (including investment borrowings) in common stocks that comprise the index. The index is designed to provide access to a diversified portfolio of 100 small and mid cap companies with a history of raising their dividends and exhibit the characteristics to continue to do so in the future.

Grade (RS Rating)

Last Trade

$39.61

Average Daily Volume

1,380,892

Number of Holdings *

94

* may have additional holdings in another (foreign) market
DVOL

First Trust Dorsey Wright Momentum & Low Volatility ETF

DVOL Description The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an index called the Dorsey Wright Momentum Plus Low Volatility Index (the "index"). Under normal conditions, the fund will invest at least 90% of its net assets (including investment borrowings) in the equity securities that comprise the index. The index is a rules-based equity index designed to track the overall performance of the 50 stocks comprising the NASDAQ US Large Mid Index that exhibit the lowest levels of volatility while still maintaining high levels of "relative strength." The fund is non-diversified.

Grade (RS Rating)

Last Trade

$36.26

Average Daily Volume

3,466

Number of Holdings *

50

* may have additional holdings in another (foreign) market
Performance
Period SDVY DVOL
30 Days 9.60% 5.98%
60 Days 9.45% 9.31%
90 Days 10.70% 12.19%
12 Months 38.70% 36.44%
2 Overlapping Holdings
Symbol Grade Weight in SDVY Weight in DVOL Overlap
MTG C 0.97% 0.95% 0.95%
RGA A 1.03% 1.01% 1.01%
SDVY Overweight 92 Positions Relative to DVOL
Symbol Grade Weight
TPL A 1.54%
EWBC A 1.27%
UNM A 1.26%
CALM A 1.26%
SYF B 1.26%
SNA A 1.25%
MLI C 1.24%
FIX A 1.23%
WTTR B 1.23%
ZION B 1.21%
SNV B 1.21%
WTFC A 1.2%
STLD B 1.19%
GRMN B 1.19%
EME C 1.18%
PRDO B 1.18%
HBAN A 1.17%
WSM B 1.17%
CR A 1.16%
CADE B 1.15%
G B 1.14%
IBOC A 1.13%
RF A 1.13%
DELL C 1.13%
CINF A 1.12%
MATX C 1.12%
OC A 1.11%
RS B 1.11%
OZK B 1.11%
CMC B 1.11%
CMA A 1.1%
CFG B 1.1%
EQH B 1.1%
KTB B 1.1%
LECO B 1.09%
CRBG B 1.09%
CRC B 1.09%
CF B 1.09%
SLM A 1.08%
EBC B 1.08%
RHI B 1.08%
RL B 1.08%
JXN C 1.08%
BKE B 1.07%
SM B 1.07%
MGY A 1.06%
IEX B 1.06%
FITB A 1.06%
PHIN A 1.05%
J F 1.05%
GGG B 1.04%
EDR A 1.04%
ITT A 1.04%
AFG A 1.03%
BEN C 1.03%
VOYA B 1.03%
WHD B 1.02%
ALLY C 1.02%
TEX D 1.0%
TOL B 1.0%
NTAP C 1.0%
BCC B 0.99%
LSTR D 0.99%
FBP B 0.99%
SLVM B 0.99%
UFPI B 0.98%
EG C 0.97%
EXPD D 0.96%
OMC C 0.96%
WGO C 0.96%
AGCO D 0.96%
RDN C 0.95%
BPOP B 0.95%
AESI B 0.93%
DKS C 0.91%
DINO D 0.91%
PHM D 0.9%
IPG D 0.9%
KBH D 0.89%
WLK D 0.88%
SHOO D 0.87%
MTH D 0.87%
ESNT D 0.87%
AOS F 0.86%
LEA D 0.86%
IBP D 0.86%
WMS D 0.84%
CCS D 0.83%
AMKR D 0.81%
VSH D 0.81%
NSP D 0.79%
CRI D 0.75%
SDVY Underweight 48 Positions Relative to DVOL
Symbol Grade Weight
TMUS B -3.35%
RSG A -3.18%
KMI A -3.16%
DTM B -3.1%
V A -3.05%
FI A -3.01%
WMB A -2.96%
MMC B -2.87%
MSI B -2.8%
MA C -2.74%
TJX A -2.71%
WELL A -2.69%
LIN D -2.68%
INGR B -2.63%
CTAS B -2.59%
CB C -2.55%
WMT A -2.49%
OKE A -2.44%
NOC D -2.33%
HLT A -2.33%
RTX C -2.28%
AMP A -2.26%
CACI D -2.23%
BRO B -2.19%
PKG A -2.12%
JPM A -1.99%
AM A -1.79%
COST B -1.69%
MSFT F -1.68%
EHC B -1.6%
CW B -1.56%
AFL B -1.53%
GWW B -1.47%
HEI B -1.46%
WAB B -1.42%
AIG B -1.41%
CAH B -1.29%
ALL A -1.27%
TRV B -1.24%
ENSG D -1.24%
HLI B -1.23%
PTC A -1.21%
PGR A -1.08%
BRX A -1.08%
SF B -1.06%
TW A -1.03%
WRB A -0.98%
TDG D -0.85%
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