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SDVD
+1.06 · +4.93%
$22.49 · BATS

FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) ETF Analysis | Derivative Income

First Trust · USA
AUM:$824.9M
#– of – in Derivative Income 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 19.9% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.85% — above average for this category.

What is SDVD?

Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in dividend-paying securities and/or investments that provide exposure to dividend-paying securities of small and/or mid-capitalization companies. The fund also seeks a secondary objective of generating capital appreciation.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
SDVD delivered 19.9% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 0.85% is above average. Verify whether the strategy justifies the cost.
Broadly Diversified
Top 10 holdings represent just 12.6% of the ETF — exposure spread across many positions.
ETF Information
AUM$824.9M
Expense Ratio0.85%
Dividend Yield8.03%
Holdings49
Inception DateAug 2023
Domicile–
Distribution–
Index–
ProviderFirst Trust
Beta–
CategoryDerivative Income
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+0.8%
1Y
+12.6%
3Y
+49.0%
5Y
+47.6%
OpenBook InsightIf you had invested £10,000 in SDVD 5 years ago, it would have grown to £14,757 — a gain of £4,757.

Annual Returns

Calendar year performance

SDVD delivered positive returns in 4 of the last 4 calendar years.
YearSDVD
2026 YTD+9.7%
2025+9.0%
2024+12.1%
2023+10.3%
CAGR 3yr+10.5%
4/4 positive yearsAvg return: +10.3%Worst year: +9.0% (2025)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
14.0%
Low
Momentum
-0.1%
30-day change
Support Level
23.12
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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