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SCDV
+1.19 · +4.88%
$25.61 · NYSE ARCA

ETF Series Solutions (SCDV) ETF Analysis | Small Blend

Bahl & Gaynor Inc. · USA
AUM:$146.0M
#– of – in Small Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 19.8% over the past year, showing positive momentum.

What is SCDV?

Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in (i) small-capitalization companies and (ii) dividend-paying securities (i. , equity securities that have paid a dividend in the prior 12 calendar months).

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
SCDV delivered 19.8% over the past year. Historical returns only — past performance is not indicative of future results.
Concentrated Holdings
Top 10 holdings account for 50.7% of the ETF — significant weight in a small number of names.
Income Component
Current yield of 0.57% — modest income alongside capital growth potential.
ETF Information
AUM$146.0M
Expense Ratio0.00%
Dividend Yield0.57%
Holdings34
Inception DateDec 2024
Domicile–
Distribution–
Index–
ProviderBahl & Gaynor Inc.
Beta–
CategorySmall Blend
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+0.4%
1Y
+9.0%
3Y
+9.2%
5Y
+9.2%
OpenBook InsightIf you had invested £10,000 in SCDV 5 years ago, it would have grown to £10,925 — a gain of £925.

Annual Returns

Calendar year performance

SCDV delivered positive returns in 2 of the last 3 calendar years.
YearSCDV
2026 YTD+11.8%
2025+3.9%
2024-6.4%
CAGR 2yr-1.4%
2/3 positive yearsAvg return: +3.1%Worst year: -6.4% (2024)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
15.6%
Low
Momentum
-1.2%
30-day change
Support Level
27.00
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Monitor key support and resistance levels as part of broader risk assessment.
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