SDVY vs. FDLS ETF Comparison
Comparison of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) to Inspire Fidelis Multi Factor ETF (FDLS)
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
FDLS
Inspire Fidelis Multi Factor ETF
FDLS Description
Inspire Fidelis Multi Factor ESG ETF is an exchange traded fund launched by Northern Lights Fund Trust IV. The fund is managed by Inspire Investing, LLC. It invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. The fund seeks to track the performance of the WI Fidelis Multi-Cap, Multi-Factor ESG Index, by using full replication technique. Inspire Fidelis Multi Factor ESG ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$33.92
Average Daily Volume
11,396
Number of Holdings
*
98
* may have additional holdings in another (foreign) market
Performance
| Period | SDVY | FDLS |
|---|---|---|
| 30 Days | 9.60% | 8.72% |
| 60 Days | 9.45% | 8.68% |
| 90 Days | 10.70% | 8.22% |
| 12 Months | 38.70% | 26.97% |
SDVY Overweight 88 Positions Relative to FDLS
| Symbol | Grade | Weight | |
|---|---|---|---|
| TPL | A | 1.44% | |
| SYF | B | 1.27% | |
| SNA | A | 1.26% | |
| ZION | B | 1.24% | |
| EWBC | A | 1.24% | |
| PRDO | B | 1.24% | |
| SNV | B | 1.24% | |
| MLI | C | 1.23% | |
| UNM | A | 1.22% | |
| MATX | C | 1.22% | |
| WTFC | A | 1.21% | |
| CALM | A | 1.2% | |
| WTTR | B | 1.18% | |
| JXN | C | 1.18% | |
| CADE | B | 1.18% | |
| G | B | 1.17% | |
| J | F | 1.17% | |
| HBAN | A | 1.16% | |
| CR | A | 1.14% | |
| IBOC | A | 1.14% | |
| DELL | C | 1.13% | |
| KTB | B | 1.13% | |
| RHI | B | 1.13% | |
| LECO | B | 1.12% | |
| RL | B | 1.12% | |
| EQH | B | 1.12% | |
| CMC | B | 1.12% | |
| CMA | A | 1.12% | |
| OC | A | 1.11% | |
| RF | A | 1.11% | |
| RS | B | 1.1% | |
| BKE | B | 1.1% | |
| CFG | B | 1.1% | |
| OZK | B | 1.1% | |
| CINF | A | 1.1% | |
| CRBG | B | 1.09% | |
| IEX | B | 1.09% | |
| EBC | B | 1.08% | |
| CRC | A | 1.07% | |
| SLM | A | 1.07% | |
| FITB | A | 1.07% | |
| ITT | A | 1.05% | |
| VOYA | B | 1.05% | |
| SM | B | 1.04% | |
| LSTR | D | 1.04% | |
| AFG | A | 1.04% | |
| ALLY | C | 1.04% | |
| MGY | A | 1.03% | |
| CF | B | 1.03% | |
| PHIN | A | 1.03% | |
| GGG | B | 1.03% | |
| WHD | B | 1.03% | |
| FBP | B | 1.02% | |
| BEN | C | 1.02% | |
| WGO | C | 1.02% | |
| BCC | B | 1.02% | |
| EDR | A | 1.01% | |
| UFPI | B | 0.99% | |
| TOL | B | 0.99% | |
| OMC | C | 0.99% | |
| TEX | D | 0.98% | |
| RDN | C | 0.97% | |
| MTG | C | 0.96% | |
| BPOP | B | 0.96% | |
| NTAP | C | 0.96% | |
| EXPD | D | 0.95% | |
| EG | C | 0.94% | |
| IPG | D | 0.93% | |
| AGCO | D | 0.93% | |
| AESI | B | 0.92% | |
| SHOO | D | 0.92% | |
| SLVM | B | 0.92% | |
| DKS | C | 0.91% | |
| LEA | D | 0.9% | |
| DINO | D | 0.9% | |
| ESNT | D | 0.88% | |
| KBH | D | 0.88% | |
| AOS | F | 0.87% | |
| VSH | D | 0.87% | |
| WLK | D | 0.87% | |
| WSM | B | 0.86% | |
| WMS | D | 0.86% | |
| MTH | D | 0.86% | |
| IBP | D | 0.85% | |
| AMKR | D | 0.83% | |
| NSP | D | 0.83% | |
| CCS | D | 0.82% | |
| CRI | D | 0.79% |
SDVY Underweight 92 Positions Relative to FDLS
| Symbol | Grade | Weight | |
|---|---|---|---|
| HNST | B | -1.64% | |
| POWL | C | -1.51% | |
| SMWB | B | -1.32% | |
| DAL | C | -1.31% | |
| DOCU | A | -1.31% | |
| SFM | A | -1.3% | |
| IBKR | A | -1.28% | |
| TILE | B | -1.27% | |
| TDS | B | -1.24% | |
| CEIX | A | -1.22% | |
| NECB | B | -1.21% | |
| OPRA | A | -1.19% | |
| TCBX | A | -1.19% | |
| TRGP | B | -1.19% | |
| HQY | B | -1.17% | |
| NTNX | A | -1.16% | |
| PPC | C | -1.13% | |
| BKR | B | -1.12% | |
| HWM | A | -1.12% | |
| QCRH | A | -1.12% | |
| DECK | A | -1.11% | |
| VIRT | B | -1.07% | |
| TCMD | A | -1.07% | |
| BBW | B | -1.07% | |
| GEN | B | -1.07% | |
| ACIW | B | -1.07% | |
| EHC | B | -1.06% | |
| FCNCA | A | -1.06% | |
| GFF | A | -1.06% | |
| ITRI | B | -1.06% | |
| HSTM | B | -1.06% | |
| CVLT | B | -1.06% | |
| CTAS | B | -1.04% | |
| BFH | B | -1.03% | |
| TSM | B | -1.02% | |
| VNET | B | -1.02% | |
| OSPN | A | -1.02% | |
| LGTY | D | -1.01% | |
| MPLX | A | -1.0% | |
| TSN | B | -1.0% | |
| CAT | B | -1.0% | |
| WLDN | D | -0.99% | |
| WRB | A | -0.99% | |
| QNST | B | -0.99% | |
| ADMA | B | -0.99% | |
| WWD | B | -0.99% | |
| CHWY | B | -0.99% | |
| PNW | B | -0.98% | |
| VIRC | B | -0.98% | |
| CPRX | C | -0.98% | |
| PGR | A | -0.98% | |
| BMI | B | -0.97% | |
| APPF | B | -0.97% | |
| LII | A | -0.96% | |
| CSTL | D | -0.96% | |
| MGIC | F | -0.96% | |
| FANG | D | -0.96% | |
| RNR | C | -0.95% | |
| CBT | C | -0.95% | |
| THC | D | -0.94% | |
| MNDY | C | -0.94% | |
| OFG | B | -0.93% | |
| FRST | B | -0.92% | |
| WES | C | -0.92% | |
| DVA | B | -0.91% | |
| FRBA | C | -0.9% | |
| BELFB | D | -0.9% | |
| RMD | C | -0.9% | |
| UGI | A | -0.9% | |
| QCOM | F | -0.9% | |
| SAIC | F | -0.89% | |
| ESEA | D | -0.87% | |
| BCRX | D | -0.87% | |
| PTGX | C | -0.86% | |
| MELI | D | -0.85% | |
| EGY | D | -0.84% | |
| BG | F | -0.84% | |
| VITL | D | -0.83% | |
| HY | D | -0.82% | |
| UHS | D | -0.81% | |
| NOMD | D | -0.81% | |
| MG | D | -0.8% | |
| EVER | F | -0.8% | |
| DHI | D | -0.8% | |
| PLUS | F | -0.77% | |
| CRUS | D | -0.77% | |
| FSLR | F | -0.76% | |
| NEM | D | -0.73% | |
| ASC | F | -0.64% | |
| OSCR | D | -0.63% | |
| ATNI | F | -0.62% | |
| ANGI | D | -0.59% |
SDVY: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Diversified Industrials
Residential Construction
Asset Management
Apparel Manufacturing
Engineering & Construction
Oil & Gas E&P
Steel
Advertising Agencies
Auto Parts
Building Materials
Credit Services
Farm & Construction Equipment
Insurance - Property & Casualty
Insurance - Reinsurance
Insurance - Specialty
Integrated Shipping & Logistics
Lumber & Wood Production
Oil & Gas Equipment & Services
Semiconductors
FDLS: Top Represented Industries & Keywords
Industries:
Software - Application
Banks - Regional - US
Internet Content & Information
Medical Care
Specialty Retail
Biotechnology
Engineering & Construction
Farm Products
Scientific & Technical Instruments
Semiconductors
Banks - Regional
Capital Markets
Diversified Industrials
Health Information Services
Information Technology Services
Insurance - Property & Casualty
Insurance - Reinsurance
Oil & Gas E&P
Oil & Gas Midstream
Packaged Foods
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