SPYD vs. SDVY ETF Comparison

Comparison of SPDR S&P 500 High Dividend ETF (SPYD) to First Trust SMID Cap Rising Dividend Achievers ETF (SDVY)

SPYD

SPDR S&P 500 High Dividend ETF

SPYD Description

The investment seeks to track the performance of the S&P 500 High Dividend Index. Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to measure the performance of the top 80 dividend-paying securities listed on the S&P 500® Index, based on dividend yield. The S&P 500 Index focuses on the large capitalization U.S. equity market, including common stock and real estate investment trusts ("REITs"). The fund is non-diversified.

Grade (RS Rating)

Last Trade

$40.11

Average Daily Volume

999,263

Number of Holdings ^*

* may have additional holdings in another (foreign) market

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

$33.34

Average Daily Volume

903,424

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	SPYD	SDVY
30 Days	0.64%	-2.69%
60 Days	2.80%	0.12%
90 Days	0.54%	-3.67%
12 Months	15.59%	23.38%

6 Overlapping Holdings

Symbol	Grade	Weight in SPYD	Weight in SDVY	Overlap
BEN	D	1.04%	0.84%	0.84%
CFG	C	1.29%	1.04%	1.04%
CMA	C	1.07%	0.96%	0.96%
FITB	C	1.3%	1.02%	1.02%
HBAN	C	1.19%	0.96%	0.96%
RF	C	1.23%	1.0%	1.0%

SPYD Overweight 70 Positions Relative to SDVY

Symbol	Grade	Weight
IRM	A	1.65%
PEG	B	1.61%
BBY	B	1.6%
IP	A	1.6%
HAS	C	1.58%
WMB	A	1.54%
ESS	B	1.52%
KMI	A	1.46%
OKE	B	1.45%
EQR	A	1.44%
C	C	1.43%
SO	B	1.43%
AEP	D	1.42%
D	D	1.4%
MO	A	1.4%
CPT	A	1.4%
PM	A	1.39%
MS	B	1.39%
PRU	A	1.38%
UDR	B	1.38%
PNW	C	1.37%
EIX	D	1.37%
K	D	1.37%
ES	D	1.36%
ETR	D	1.36%
T	A	1.35%
EXR	B	1.35%
DLR	B	1.35%
EVRG	D	1.34%
AMCR	B	1.34%
TROW	B	1.34%
FE	D	1.33%
F	C	1.33%
MAA	B	1.32%
VTR	A	1.32%
CVX	C	1.32%
DUK	C	1.32%
SPG	B	1.3%
ABBV	B	1.3%
DOW	D	1.3%
MTB	C	1.29%
LYB	C	1.28%
EXC	D	1.28%
PNC	D	1.28%
DOC	B	1.27%
PSA	B	1.26%
FRT	D	1.25%
IBM	B	1.23%
REG	B	1.23%
WEC	D	1.23%
TFC	C	1.22%
CAG	C	1.22%
O	D	1.21%
PFE	C	1.21%
VZ	B	1.21%
ARE	C	1.2%
KEY	C	1.18%
IVZ	C	1.17%
USB	C	1.16%
VICI	D	1.16%
KIM	B	1.16%
HST	D	1.15%
CCI	D	1.13%
KHC	D	1.11%
BXP	B	1.1%
UPS	F	1.07%
VTRS	D	1.07%
BMY	D	1.02%
GILD	C	0.99%
WBA	F	0.9%

SPYD Underweight 93 Positions Relative to SDVY

Symbol	Grade	Weight
TPL	B	-1.4%
DELL	B	-1.39%
AMKR	B	-1.27%
NTAP	B	-1.25%
SLVM	B	-1.21%
JXN	B	-1.19%
EME	B	-1.18%
PRDO	D	-1.17%
EQH	A	-1.17%
MATX	A	-1.17%
CRBG	B	-1.17%
WTTR	B	-1.14%
RGA	B	-1.13%
KTB	B	-1.13%
PHIN	D	-1.12%
CR	B	-1.11%
GRMN	B	-1.1%
OC	C	-1.1%
DKS	B	-1.09%
WSM	C	-1.08%
FBP	B	-1.08%
SYF	B	-1.08%
ALLY	B	-1.07%
EDR	A	-1.07%
EXPD	B	-1.06%
MLI	C	-1.06%
WHD	B	-1.06%
FIX	C	-1.05%
MGY	C	-1.05%
SM	C	-1.04%
BPOP	C	-1.04%
ZION	C	-1.04%
MTH	D	-1.04%
VOYA	B	-1.04%
WMS	C	-1.04%
ESNT	B	-1.03%
WLK	D	-1.03%
ITT	D	-1.03%
IBOC	C	-1.03%
KBH	B	-1.03%
VSH	F	-1.02%
MTG	B	-1.02%
RL	B	-1.02%
CHK	D	-1.01%
SLM	C	-1.01%
CADE	C	-1.01%
PHM	D	-1.0%
UFPI	D	-1.0%
RDN	B	-0.99%
LSTR	B	-0.99%
EBC	C	-0.99%
OMC	D	-0.98%
CHX	C	-0.98%
SNV	C	-0.98%
CMC	C	-0.98%
CALM	B	-0.98%
TOL	D	-0.97%
CINF	C	-0.97%
AFG	D	-0.97%
AOS	D	-0.97%
WTFC	C	-0.97%
UNM	C	-0.97%
EG	B	-0.97%
NSP	F	-0.96%
G	D	-0.96%
BKE	C	-0.96%
MCRI	C	-0.96%
EWBC	C	-0.95%
J	D	-0.95%
BCC	D	-0.94%
SNA	D	-0.93%
STLD	D	-0.92%
CCS	D	-0.92%
OZK	D	-0.92%
CRC	C	-0.92%
IPG	F	-0.91%
SXC	D	-0.91%
DINO	D	-0.9%
TEX	D	-0.9%
AESI	C	-0.89%
CF	D	-0.89%
RS	D	-0.88%
AGCO	F	-0.87%
WGO	F	-0.85%
IEX	D	-0.85%
GGG	D	-0.85%
IBP	D	-0.84%
ETD	D	-0.84%
LEA	F	-0.82%
SSTK	F	-0.82%
RHI	D	-0.81%
LECO	F	-0.75%
CRI	F	-0.75%