SDVY:NSD-First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF (USD)

ETF | Mid-Cap Value | NSD

Last Closing Price

USD 29.17

Change

+0.32 (+1.12)%

Market Cap

USD 0.12B

Volume

0.10M

Avg Analyst Target

N/A

Avg User Target

USD
Average Analyst Rating

N/A

Fundamental Analysis

Verdict

About

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.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Valuation Growth & Performance

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2021-08-03 )

Largest Industry Peers for Mid-Cap Value

Symbol Name Mer Price(Change) Market Cap
PEY Invesco High Yield Equity Divi.. 0.52 %

+0.17 (+0.84%)

USD0.98B
JKI iShares Morningstar Mid-Cap Va.. 0.06 %

N/A

USD0.41B
FAB First Trust Exchange-Traded Al.. 0.70 %

+0.64 (+0.90%)

USD0.16B
PY Principal Exchange-Traded Fund.. 0.15 %

+0.42 (+1.00%)

USD0.04B
DDIV First Trust Dorsey Wright Mome.. 0.60 %

+0.25 (+0.81%)

USD0.04B
DVLU First Trust Dorsey Wright Mome.. 0.60 %

+0.28 (+1.18%)

USD0.03B
PVAL Principal Contrarian Value Ind.. 0.29 %

N/A

USD3.40M

ETFs Containing SDVY

Symbol Name Weight Mer Price(Change) Market Cap

N/A

Market Performance

  Market Performance vs.
Industry/Classification (Mid-Cap Value)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 22.87% 43% F 72% C-
Dividend Return 0.53% 14% F 20% F
Total Return 23.40% 43% F 72% C-
Trailing 12 Months  
Capital Gain 60.36% 71% C- 72% C-
Dividend Return 1.72% 14% F 33% F
Total Return 62.08% 71% C- 72% C-
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 7.01% 57% F 47% F
Dividend Return 0.87% 29% F 23% F
Total Return 7.88% 57% F 45% F
Risk Return Profile  
Volatility (Standard Deviation) 28.48% 43% F 62% D-
Risk Adjusted Return 27.68% 43% F 43% F
Market Capitalization 0.12B 57% F 22% F
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 87%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

No discussions yet

User / Independent Analyst Ratings

User Name Target Rating Target Horizon (Months) Target Price User Analysis Date Comment

Fundamental Analysis Breakdown

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.