SDVY vs. IJJ ETF Comparison

Comparison of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) to iShares S&P Mid-Cap 400 Value ETF (IJJ)
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

$38.91

Average Daily Volume

1,255,136

Number of Holdings *

94

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

iShares S&P Mid-Cap 400 Value ETF

IJJ Description The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities that exhibit value characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the S&P MidCap 400® Value Index (the "underlying index"), which measures the performance of the mid-capitalization value sector of the U.S. equity market.

Grade (RS Rating)

Last Trade

$131.30

Average Daily Volume

105,175

Number of Holdings *

292

* may have additional holdings in another (foreign) market
Performance
Period SDVY IJJ
30 Days 6.75% 5.24%
60 Days 7.90% 7.20%
90 Days 8.74% 7.81%
12 Months 36.25% 29.62%
30 Overlapping Holdings
Symbol Grade Weight in SDVY Weight in IJJ Overlap
AFG A 1.04% 0.69% 0.69%
AGCO D 0.93% 0.39% 0.39%
ALLY C 1.04% 0.67% 0.67%
AMKR D 0.83% 0.2% 0.2%
CADE B 1.18% 0.0% 0.0%
CMC B 1.12% 0.46% 0.46%
CRI F 0.79% 0.13% 0.13%
DINO D 0.9% 0.46% 0.46%
DKS D 0.91% 0.36% 0.36%
EQH C 1.12% 0.0% 0.0%
ESNT F 0.88% 0.4% 0.4%
EWBC A 1.24% 0.44% 0.44%
G B 1.17% 0.5% 0.5%
IBOC B 1.14% 0.15% 0.15%
KBH D 0.88% 0.19% 0.19%
LEA F 0.9% 0.36% 0.36%
LSTR D 1.04% 0.14% 0.14%
MTG C 0.96% 0.27% 0.27%
NSP F 0.83% 0.09% 0.09%
OZK B 1.1% 0.16% 0.16%
RGA A 1.03% 1.02% 1.02%
SLM A 1.07% 0.21% 0.21%
SNV C 1.24% 0.54% 0.54%
TEX F 0.98% 0.1% 0.1%
TPL A 1.44% 0.57% 0.57%
UNM A 1.22% 0.0% 0.0%
VOYA B 1.05% 0.32% 0.32%
VSH F 0.87% 0.12% 0.12%
WTFC A 1.21% 0.59% 0.59%
ZION B 1.24% 0.59% 0.59%
SDVY Overweight 64 Positions Relative to IJJ
Symbol Grade Weight
SYF B 1.27%
SNA A 1.26%
PRDO B 1.24%
GRMN B 1.23%
MLI B 1.23%
MATX C 1.22%
CALM A 1.2%
WTTR A 1.18%
JXN C 1.18%
STLD B 1.17%
J D 1.17%
HBAN A 1.16%
CR A 1.14%
FIX A 1.14%
DELL B 1.13%
KTB B 1.13%
RHI C 1.13%
EME A 1.13%
LECO C 1.12%
RL C 1.12%
CMA B 1.12%
OC A 1.11%
RF A 1.11%
RS B 1.1%
BKE B 1.1%
CFG B 1.1%
CINF A 1.1%
CRBG B 1.09%
IEX C 1.09%
EBC B 1.08%
CRC A 1.07%
FITB B 1.07%
ITT A 1.05%
SM B 1.04%
MGY A 1.03%
CF A 1.03%
PHIN A 1.03%
GGG B 1.03%
WHD B 1.03%
FBP C 1.02%
BEN C 1.02%
WGO C 1.02%
BCC B 1.02%
EDR A 1.01%
UFPI C 0.99%
TOL B 0.99%
OMC C 0.99%
RDN D 0.97%
BPOP C 0.96%
NTAP C 0.96%
EXPD C 0.95%
EG C 0.94%
IPG D 0.93%
AESI B 0.92%
SHOO F 0.92%
SLVM B 0.92%
PHM D 0.88%
AOS F 0.87%
WLK D 0.87%
WSM C 0.86%
WMS F 0.86%
MTH D 0.86%
IBP D 0.85%
CCS D 0.82%
SDVY Underweight 262 Positions Relative to IJJ
Symbol Grade Weight
ILMN C -1.53%
EXE A -1.32%
DOCU B -1.11%
USFD A -1.09%
THC D -1.05%
COHR B -1.03%
PFGC B -0.9%
JLL D -0.84%
WPC C -0.81%
SF B -0.8%
JEF A -0.8%
BJ A -0.78%
RRX B -0.77%
FHN A -0.73%
GME C -0.72%
AA A -0.72%
ARMK B -0.69%
WBS A -0.69%
LAD A -0.67%
NLY C -0.66%
UTHR C -0.64%
WCC B -0.63%
CNH C -0.63%
AAL B -0.63%
GMED A -0.62%
XPO B -0.62%
KNX C -0.61%
ORI A -0.6%
AR B -0.6%
FLR B -0.59%
SNX D -0.59%
OGE A -0.57%
MTZ B -0.57%
GPK C -0.57%
AVTR F -0.56%
SFM A -0.56%
SSB B -0.55%
X B -0.55%
RPM A -0.54%
PB B -0.53%
IBKR A -0.53%
FYBR C -0.52%
ACM B -0.52%
ADC A -0.51%
BERY C -0.51%
GLPI C -0.51%
OSK C -0.49%
TMHC C -0.49%
R B -0.48%
ONB C -0.47%
BURL B -0.46%
VMI B -0.46%
VNO C -0.46%
CACI D -0.46%
FAF A -0.45%
BIO C -0.45%
COLB B -0.44%
DAR C -0.44%
KD B -0.44%
HR B -0.43%
GBCI B -0.43%
NOV C -0.43%
STWD C -0.42%
INGR C -0.42%
WHR B -0.42%
RNR C -0.41%
OHI C -0.41%
ARW D -0.41%
KRG B -0.4%
CIEN C -0.4%
FNB A -0.4%
SCI B -0.4%
LITE B -0.39%
PVH C -0.39%
JHG B -0.39%
THO B -0.39%
THG A -0.39%
PNFP B -0.38%
REXR F -0.38%
AMG B -0.38%
CG B -0.38%
FBIN D -0.38%
EHC B -0.38%
HOMB A -0.38%
CCK D -0.38%
UBSI B -0.38%
UMBF B -0.37%
BMRN F -0.37%
NFG A -0.37%
CLF F -0.37%
CFR B -0.35%
UGI C -0.34%
WTRG B -0.34%
NXST C -0.34%
POST C -0.34%
BRX A -0.33%
NNN C -0.33%
CW C -0.33%
CUBE C -0.33%
BDC C -0.33%
GAP C -0.33%
WAL B -0.33%
ST F -0.33%
SON F -0.33%
CBSH B -0.33%
AYI B -0.33%
CUZ B -0.32%
IRT A -0.32%
LAMR C -0.32%
AMH C -0.32%
ATR B -0.32%
POR C -0.32%
VLY B -0.32%
ELS C -0.32%
SWX B -0.31%
AVNT B -0.31%
NJR A -0.31%
AVT C -0.31%
BRBR A -0.3%
RGLD C -0.3%
TTC C -0.3%
JAZZ B -0.3%
TKO A -0.3%
KMPR A -0.29%
SBRA C -0.29%
FLO D -0.29%
ORA B -0.29%
FLS B -0.29%
M F -0.29%
KBR F -0.29%
KEX B -0.29%
BKH A -0.29%
AN C -0.29%
SLGN A -0.29%
TCBI C -0.28%
CNO B -0.28%
ASGN F -0.28%
TXNM A -0.28%
KRC B -0.28%
OGS A -0.28%
SAIC F -0.28%
ASB B -0.27%
DCI B -0.27%
SEIC B -0.27%
HQY A -0.27%
IDA A -0.26%
SR A -0.26%
ASH F -0.26%
HOG D -0.26%
MKSI C -0.26%
CGNX D -0.26%
MIDD C -0.25%
PRGO C -0.25%
ALE A -0.25%
PII F -0.24%
CYTK F -0.24%
DTM A -0.24%
MAT D -0.24%
FR D -0.24%
XRAY F -0.24%
NWE B -0.23%
GATX A -0.23%
CHE D -0.23%
NVST B -0.23%
CNM D -0.23%
GHC B -0.22%
FLG D -0.22%
DOCS C -0.22%
AZPN A -0.22%
STAG D -0.22%
FHI B -0.22%
EVR B -0.22%
PBF D -0.21%
BHF C -0.21%
EGP D -0.21%
EXLS B -0.21%
FFIN B -0.21%
TKR D -0.2%
CVLT B -0.2%
MAN F -0.2%
VAC C -0.2%
PCH F -0.2%
PAG B -0.2%
ALV C -0.19%
CC C -0.19%
NEOG F -0.19%
OLN F -0.19%
CHWY B -0.18%
GXO B -0.18%
RH C -0.18%
GT C -0.18%
MUR D -0.18%
MASI B -0.18%
CXT C -0.18%
MTSI B -0.18%
SIGI C -0.18%
RYN D -0.17%
LPX B -0.17%
HXL F -0.17%
GNTX C -0.17%
ENOV C -0.17%
NOVT D -0.17%
RLI A -0.17%
WH B -0.17%
CRUS D -0.16%
BRKR D -0.16%
EXPO D -0.16%
HWC B -0.16%
ALTM B -0.15%
JWN D -0.15%
ENS F -0.15%
RCM A -0.15%
MTN C -0.15%
ALGM D -0.14%
PPC C -0.14%
ZI D -0.14%
CDP C -0.14%
SRPT F -0.14%
BC C -0.14%
AM A -0.14%
CNXC F -0.13%
UAA C -0.13%
VNOM A -0.13%
DLB B -0.13%
ROIV C -0.13%
CHX C -0.13%
SMG C -0.13%
CBT D -0.13%
EEFT B -0.13%
GEF A -0.12%
SYNA C -0.12%
IRDM D -0.12%
POWI F -0.12%
MSM C -0.12%
LIVN F -0.12%
LANC C -0.12%
LFUS D -0.12%
HAE C -0.12%
CHH A -0.11%
OPCH D -0.11%
AMED F -0.11%
COLM C -0.1%
WEN D -0.1%
NSA C -0.1%
SAM C -0.1%
KNF B -0.1%
EPR C -0.09%
BLKB B -0.09%
MMS F -0.09%
PSN D -0.09%
VC F -0.09%
TNL A -0.08%
IPGP D -0.08%
UA C -0.08%
YETI D -0.08%
CPRI F -0.08%
HGV C -0.07%
WMG D -0.07%
AZTA D -0.05%
MAGN D -0.02%
WU F -0.0%
FNF B -0.0%
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