SDVY vs. KBE ETF Comparison
Comparison of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) to SPDR S&P Bank ETF (KBE)
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
$33.30
Average Daily Volume
1,032,076
Number of Holdings
*
99
* may have additional holdings in another (foreign) market
KBE
SPDR S&P Bank ETF
KBE Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks the performance of publicly traded national money centers and leading regional banks. In seeking to track the performance of the S&P Banks Select Industry Index (the "index"), the fund employs a replication strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the banks industry group of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.Grade (RS Rating)
Last Trade
$45.33
Average Daily Volume
2,453,458
Number of Holdings
*
91
* may have additional holdings in another (foreign) market
Performance
| Period | SDVY | KBE |
|---|---|---|
| 30 Days | -3.79% | -3.24% |
| 60 Days | 2.40% | 4.43% |
| 90 Days | 3.15% | -1.11% |
| 12 Months | 30.86% | 29.52% |
22 Overlapping Holdings
| Symbol | Grade | Weight in SDVY | Weight in KBE | Overlap | |
|---|---|---|---|---|---|
| BPOP | A | 1.0% | 1.44% | 1.0% | |
| CADE | A | 1.0% | 1.42% | 1.0% | |
| CFG | A | 1.01% | 1.42% | 1.01% | |
| CMA | A | 1.03% | 1.43% | 1.03% | |
| CRBG | B | 1.06% | 1.65% | 1.06% | |
| EBC | C | 0.94% | 0.49% | 0.49% | |
| EQH | A | 1.03% | 1.59% | 1.03% | |
| ESNT | C | 0.97% | 1.27% | 0.97% | |
| EWBC | B | 0.97% | 1.4% | 0.97% | |
| FBP | A | 1.01% | 0.95% | 0.95% | |
| FITB | A | 0.99% | 1.41% | 0.99% | |
| HBAN | A | 1.03% | 1.45% | 1.03% | |
| IBOC | A | 1.0% | 0.55% | 0.55% | |
| JXN | A | 1.06% | 1.63% | 1.06% | |
| MTG | B | 0.94% | 1.48% | 0.94% | |
| OZK | A | 1.0% | 1.42% | 1.0% | |
| RDN | C | 0.96% | 1.5% | 0.96% | |
| RF | B | 1.01% | 1.44% | 1.01% | |
| SNV | C | 0.99% | 1.39% | 0.99% | |
| VOYA | D | 0.98% | 1.47% | 0.98% | |
| WTFC | B | 1.0% | 1.45% | 1.0% | |
| ZION | B | 1.01% | 1.41% | 1.01% |
SDVY Overweight 77 Positions Relative to KBE
| Symbol | Grade | Weight | |
|---|---|---|---|
| DELL | A | 1.14% | |
| AMR | B | 1.13% | |
| CHX | B | 1.12% | |
| MGY | A | 1.11% | |
| NSP | B | 1.1% | |
| EDR | A | 1.08% | |
| SM | A | 1.08% | |
| TPL | A | 1.08% | |
| CHK | A | 1.07% | |
| BCC | C | 1.07% | |
| WHD | A | 1.06% | |
| CMC | D | 1.06% | |
| TEX | B | 1.05% | |
| EME | A | 1.05% | |
| CALM | B | 1.04% | |
| OC | A | 1.04% | |
| SXC | D | 1.03% | |
| RS | D | 1.03% | |
| PHIN | A | 1.03% | |
| SLVM | A | 1.03% | |
| WTTR | A | 1.03% | |
| MATX | C | 1.03% | |
| STLD | D | 1.03% | |
| WLK | B | 1.03% | |
| WSM | B | 1.02% | |
| CRC | A | 1.02% | |
| AGCO | B | 1.02% | |
| AESI | A | 1.02% | |
| SLM | A | 1.02% | |
| OMC | A | 1.02% | |
| ITT | B | 1.01% | |
| NTAP | A | 1.01% | |
| MLI | A | 1.01% | |
| AOS | B | 1.01% | |
| SNA | D | 1.0% | |
| MCRI | D | 1.0% | |
| UFPI | C | 0.99% | |
| GRMN | A | 0.99% | |
| FIX | B | 0.99% | |
| RGA | A | 0.99% | |
| PHM | B | 0.98% | |
| J | C | 0.98% | |
| WMS | C | 0.98% | |
| DINO | D | 0.98% | |
| CINF | B | 0.98% | |
| UNM | C | 0.98% | |
| AMKR | C | 0.98% | |
| ALLY | A | 0.98% | |
| IEX | D | 0.97% | |
| GGG | D | 0.97% | |
| SYF | A | 0.97% | |
| VSH | C | 0.97% | |
| LECO | D | 0.97% | |
| ETD | D | 0.97% | |
| PRDO | A | 0.97% | |
| EXPD | D | 0.97% | |
| MTH | B | 0.97% | |
| IBP | B | 0.96% | |
| AFG | D | 0.96% | |
| BKE | C | 0.96% | |
| WGO | D | 0.96% | |
| TOL | B | 0.96% | |
| KTB | B | 0.95% | |
| LEA | D | 0.95% | |
| DKS | A | 0.95% | |
| CF | C | 0.95% | |
| IPG | C | 0.95% | |
| BEN | D | 0.94% | |
| G | F | 0.94% | |
| EG | D | 0.93% | |
| LSTR | D | 0.93% | |
| KBH | C | 0.92% | |
| CCS | D | 0.92% | |
| RL | C | 0.9% | |
| RHI | F | 0.9% | |
| CRI | F | 0.85% | |
| SSTK | D | 0.85% |
SDVY Underweight 69 Positions Relative to KBE
| Symbol | Grade | Weight | |
|---|---|---|---|
| WFC | A | -1.49% | |
| C | A | -1.49% | |
| APO | B | -1.49% | |
| CFR | B | -1.49% | |
| FCNCA | A | -1.48% | |
| COOP | A | -1.47% | |
| NTRS | B | -1.46% | |
| BK | A | -1.46% | |
| BAC | A | -1.46% | |
| PNC | A | -1.46% | |
| MTB | A | -1.45% | |
| JPM | B | -1.44% | |
| AX | B | -1.43% | |
| TFC | A | -1.43% | |
| KEY | C | -1.43% | |
| ASB | B | -1.42% | |
| PNFP | C | -1.42% | |
| USB | C | -1.42% | |
| PB | B | -1.41% | |
| FHN | B | -1.4% | |
| BANC | C | -1.4% | |
| WBS | D | -1.4% | |
| ONB | B | -1.39% | |
| WAL | C | -1.38% | |
| SSB | D | -1.37% | |
| VLY | F | -1.36% | |
| COLB | C | -1.34% | |
| TCBI | D | -1.29% | |
| NYCB | F | -1.28% | |
| BKU | B | -1.26% | |
| CBSH | A | -1.25% | |
| FNB | B | -1.18% | |
| GBCI | C | -1.16% | |
| HOMB | A | -1.15% | |
| WD | C | -1.07% | |
| UBSI | D | -1.05% | |
| BOH | C | -1.03% | |
| HWC | A | -1.02% | |
| PFSI | B | -1.02% | |
| ABCB | B | -0.92% | |
| FIBK | B | -0.88% | |
| TBBK | F | -0.84% | |
| UMBF | A | -0.84% | |
| UCBI | C | -0.79% | |
| FULT | B | -0.77% | |
| FHB | A | -0.74% | |
| CVBF | D | -0.74% | |
| NMIH | B | -0.73% | |
| FFIN | C | -0.68% | |
| INDB | B | -0.67% | |
| BOKF | A | -0.65% | |
| CBU | D | -0.63% | |
| WSFS | B | -0.62% | |
| PPBI | D | -0.59% | |
| SFBS | C | -0.54% | |
| CATY | F | -0.5% | |
| SBCF | D | -0.49% | |
| AUB | D | -0.48% | |
| HTH | D | -0.48% | |
| IBTX | F | -0.45% | |
| WAFD | B | -0.45% | |
| SFNC | D | -0.44% | |
| BANR | C | -0.42% | |
| FRME | A | -0.39% | |
| FFBC | A | -0.37% | |
| TRMK | A | -0.35% | |
| RNST | C | -0.34% | |
| LKFN | D | -0.32% | |
| WSBC | D | -0.25% |
SDVY: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Residential Construction
Asset Management
Diversified Industrials
Oil & Gas E&P
Apparel Manufacturing
Engineering & Construction
Oil & Gas Equipment & Services
Steel
Advertising Agencies
Auto Parts
Building Materials
Coal
Credit Services
Farm & Construction Equipment
Insurance - Property & Casualty
Insurance - Reinsurance
Insurance - Specialty
Integrated Shipping & Logistics
Lumber & Wood Production
KBE: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Asset Management
Banks - Global
Specialty Finance
Savings & Cooperative Banks
Insurance - Specialty
Banks - Regional
Insurance - Diversified
Insurance - Property & Casualty
Keywords:
Bank
Banking
Deposit Products
Commercial Banking
Commercial Bank
Real Estate Loans
Cash Management
Trust Services
Investment Bank
Individual Retirement Account
Investment Management
S&P 500
Cash Management Services
Financial Products
Investment Services
Banking Services
Retail Banking
ATM
Deposit Services
Internet Banking
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