SDVY vs. JPSV ETF Comparison
Comparison of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) to JPMorgan Active Small Cap Value ETF (JPSV)
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
$38.95
Average Daily Volume
1,241,871
Number of Holdings
*
94
* may have additional holdings in another (foreign) market
JPSV
JPMorgan Active Small Cap Value ETF
JPSV Description
Under normal circumstances, the fund invests at least 80% of its assets in equity securities of small cap companies. Small cap companies are companies with market capitalizations equal to those within the universe of the Russell 2000® Value Index stocks at the time of purchase.Grade (RS Rating)
Last Trade
$62.75
Average Daily Volume
1,307
Number of Holdings
*
111
* may have additional holdings in another (foreign) market
Performance
| Period | SDVY | JPSV |
|---|---|---|
| 30 Days | 4.23% | 4.08% |
| 60 Days | 6.02% | 3.47% |
| 90 Days | 9.97% | 6.78% |
| 12 Months | 34.56% | 25.18% |
11 Overlapping Holdings
| Symbol | Grade | Weight in SDVY | Weight in JPSV | Overlap | |
|---|---|---|---|---|---|
| CRI | F | 0.79% | 0.67% | 0.67% | |
| FIX | A | 1.14% | 0.24% | 0.24% | |
| KTB | B | 1.13% | 1.13% | 1.13% | |
| MGY | A | 1.03% | 0.98% | 0.98% | |
| MLI | B | 1.23% | 0.99% | 0.99% | |
| MTH | D | 0.86% | 0.64% | 0.64% | |
| RDN | D | 0.97% | 1.3% | 0.97% | |
| SHOO | D | 0.92% | 1.03% | 0.92% | |
| UFPI | C | 0.99% | 0.99% | 0.99% | |
| VSH | F | 0.87% | 0.71% | 0.71% | |
| WHD | B | 1.03% | 0.41% | 0.41% |
SDVY Overweight 83 Positions Relative to JPSV
| Symbol | Grade | Weight | |
|---|---|---|---|
| TPL | A | 1.44% | |
| SYF | B | 1.27% | |
| SNA | B | 1.26% | |
| ZION | B | 1.24% | |
| EWBC | A | 1.24% | |
| PRDO | B | 1.24% | |
| SNV | B | 1.24% | |
| GRMN | B | 1.23% | |
| UNM | A | 1.22% | |
| MATX | B | 1.22% | |
| WTFC | B | 1.21% | |
| CALM | A | 1.2% | |
| WTTR | A | 1.18% | |
| JXN | C | 1.18% | |
| CADE | B | 1.18% | |
| STLD | B | 1.17% | |
| G | B | 1.17% | |
| J | D | 1.17% | |
| HBAN | B | 1.16% | |
| CR | A | 1.14% | |
| IBOC | B | 1.14% | |
| DELL | C | 1.13% | |
| RHI | C | 1.13% | |
| EME | A | 1.13% | |
| LECO | C | 1.12% | |
| RL | C | 1.12% | |
| EQH | B | 1.12% | |
| CMC | B | 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% | |
| 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 | B | 1.07% | |
| ITT | B | 1.05% | |
| VOYA | B | 1.05% | |
| SM | C | 1.04% | |
| LSTR | D | 1.04% | |
| AFG | A | 1.04% | |
| ALLY | C | 1.04% | |
| CF | A | 1.03% | |
| PHIN | A | 1.03% | |
| GGG | B | 1.03% | |
| RGA | B | 1.03% | |
| FBP | B | 1.02% | |
| BEN | C | 1.02% | |
| WGO | D | 1.02% | |
| BCC | C | 1.02% | |
| EDR | A | 1.01% | |
| TOL | B | 0.99% | |
| OMC | D | 0.99% | |
| TEX | D | 0.98% | |
| MTG | C | 0.96% | |
| BPOP | C | 0.96% | |
| NTAP | C | 0.96% | |
| EXPD | D | 0.95% | |
| EG | C | 0.94% | |
| IPG | D | 0.93% | |
| AGCO | F | 0.93% | |
| AESI | B | 0.92% | |
| SLVM | B | 0.92% | |
| DKS | D | 0.91% | |
| LEA | F | 0.9% | |
| DINO | D | 0.9% | |
| ESNT | D | 0.88% | |
| KBH | D | 0.88% | |
| PHM | D | 0.88% | |
| AOS | F | 0.87% | |
| WLK | F | 0.87% | |
| WSM | C | 0.86% | |
| WMS | F | 0.86% | |
| IBP | D | 0.85% | |
| AMKR | F | 0.83% | |
| NSP | F | 0.83% | |
| CCS | F | 0.82% |
SDVY Underweight 100 Positions Relative to JPSV
| Symbol | Grade | Weight | |
|---|---|---|---|
| EHC | B | -1.96% | |
| SIGI | C | -1.81% | |
| SSB | B | -1.5% | |
| ADC | A | -1.38% | |
| HLNE | B | -1.32% | |
| GPI | B | -1.32% | |
| IBCP | B | -1.29% | |
| SAFT | B | -1.27% | |
| FUL | F | -1.24% | |
| ONB | B | -1.21% | |
| KRG | A | -1.21% | |
| BUSE | B | -1.18% | |
| CAC | B | -1.16% | |
| CPK | A | -1.14% | |
| PFSI | D | -1.14% | |
| ENSG | D | -1.13% | |
| MHO | D | -1.12% | |
| HAYW | B | -1.11% | |
| CHX | C | -1.1% | |
| OGS | A | -1.08% | |
| COLB | B | -1.07% | |
| PRMW | C | -1.07% | |
| DFIN | D | -1.06% | |
| CTRE | C | -1.05% | |
| KAI | B | -1.03% | |
| POR | C | -1.03% | |
| MRTN | D | -1.03% | |
| CSWI | B | -1.01% | |
| AIT | B | -1.0% | |
| SFNC | B | -1.0% | |
| IAC | D | -1.0% | |
| BANF | B | -0.99% | |
| WSFS | B | -0.99% | |
| AZZ | A | -0.98% | |
| WTS | B | -0.97% | |
| IOSP | C | -0.96% | |
| UTL | B | -0.93% | |
| MOG.A | B | -0.93% | |
| VRTS | B | -0.9% | |
| QCRH | B | -0.9% | |
| CHRD | F | -0.9% | |
| PFS | B | -0.9% | |
| PFC | B | -0.89% | |
| HIW | D | -0.89% | |
| MTDR | B | -0.89% | |
| AWR | B | -0.88% | |
| PDCO | F | -0.88% | |
| MGRC | B | -0.88% | |
| BECN | B | -0.87% | |
| CDP | D | -0.86% | |
| CNX | A | -0.85% | |
| IRT | A | -0.84% | |
| FCF | B | -0.82% | |
| FRME | B | -0.8% | |
| EPC | F | -0.79% | |
| SCL | D | -0.78% | |
| ALG | C | -0.78% | |
| IPAR | B | -0.77% | |
| KN | B | -0.76% | |
| PATK | C | -0.75% | |
| TCBK | B | -0.74% | |
| GHC | B | -0.73% | |
| TRNO | D | -0.73% | |
| TTMI | B | -0.7% | |
| HTBK | B | -0.68% | |
| ASGN | F | -0.67% | |
| CSR | B | -0.66% | |
| PLXS | B | -0.65% | |
| NPO | A | -0.65% | |
| CDRE | F | -0.64% | |
| VRRM | F | -0.62% | |
| LZB | B | -0.62% | |
| DIOD | F | -0.62% | |
| INDB | B | -0.62% | |
| PBH | A | -0.61% | |
| CHCO | B | -0.6% | |
| AMH | C | -0.6% | |
| ANET | D | -0.59% | |
| PLYM | F | -0.59% | |
| PTVE | B | -0.59% | |
| IRDM | F | -0.58% | |
| SHO | D | -0.56% | |
| TTC | F | -0.54% | |
| FLO | D | -0.54% | |
| DOLE | D | -0.54% | |
| SYNA | D | -0.53% | |
| NSIT | F | -0.51% | |
| HWKN | B | -0.5% | |
| SCSC | B | -0.5% | |
| URBN | D | -0.5% | |
| UTMD | F | -0.49% | |
| WFRD | F | -0.49% | |
| INMD | C | -0.44% | |
| KWR | C | -0.43% | |
| RYN | D | -0.43% | |
| EVRI | A | -0.42% | |
| SWX | A | -0.39% | |
| RLJ | C | -0.37% | |
| FTRE | D | -0.29% | |
| BLMN | F | -0.29% |
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
JPSV: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Diversified Industrials
Specialty Chemicals
Oil & Gas E&P
Oil & Gas Equipment & Services
REIT - Residential
Utilities - Regulated Gas
Aerospace & Defense
Apparel Manufacturing
Asset Management
Contract Manufacturers
Home Furnishings & Fixtures
Household & Personal Products
Insurance - Property & Casualty
Lumber & Wood Production
Medical Distribution
REIT - Hotel & Motel
REIT - Industrial
REIT - Office
REIT - Retail
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