ETF Copilot
Dividend US

Is SDVY a good investment?

Updated October 9, 2026

First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) is a US dividend ETF. As of October 9, 2026, ETF Copilot scores SDVY 3.4 out of 10 — highest on Quality (5.0), lowest on Growth (1.9). It trades at 15.5 times earnings, against its own median of 13.3. Its ten largest holdings are 10% of the fund.

What stands out in SDVY's data

U.S. small- and mid-cap stocks that have raised dividends consistently.

Priced below the typical dividend-stock peer — less of the return goes to the purchase price.

Its trailing P/E multiple of 15.5x is cheaper than the category median of 18.3x, and analysts expect earnings to grow 12.6% over the next year.

An income tilt for a small-mid portfolio, built on rising payouts rather than fast earnings.

How is SDVY rated? ETF Copilot scores First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) 3.4 out of 10

As of October 9, 2026, ETF Copilot scores First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) 3.4 out of 10 overall.

ETF Copilot scores (0–10 scale, higher is better):

  • Overall: 3.4 / 10
  • Growth: 1.9 / 10
  • Value: 2.1 / 10
  • Risk: 4.2 / 10
  • Quality: 5.0 / 10
  • Return: 4.0 / 10

Is SDVY expensive right now? It trades at 15.5 times earnings, against its own median of 13.3

As of October 9, 2026, SDVY is more expensive than 71% of its own 108 monthly readings since 2017 — 77 of those months were cheaper than today.

Trailing twelve-month, computed by ETF Copilot from the fund's holdings rather than quoted from a data provider, and rebuilt nightly.

What's inside SDVY? 12% Tech

What's inside SDVY: Size (Large 8%, Mid 66%, Small 26%); Geography (International 3%, US 97%); Tech 11.7%; Semiconductors 0.5%.

What are SDVY's top holdings? The ten largest are 10% of the fund

National Healthcare, Reinsurance Group of America, Williams-Sonoma, First Bancorp, OFG Bancorp, Hanover Insurance, Interparfums, Applied Industrial Technologies, Verisign and NetApp are SDVY's largest holdings, in that order.

Less concentrated than 95% of Dividend US ETFs.

Half of SDVY's weight sits in its 55 largest positions, and once those weights are taken into account it behaves like 139 equally weighted holdings.

What is SDVY's expense ratio? 0.58% a year

As of October 9, 2026, SDVY charges 0.58% a year, yields 1.04% and holds $10.9B in assets across 170 positions.

First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) — cost, income and size
MeasureSDVY
Expense ratio0.58%
Dividend yield1.04%
Assets under management$10.9B
Holdings170

Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.

Cite this

ETF Copilot, “First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) scores and holdings analysis”, as of October 9, 2026.
https://etf-copilot.com/etf/sdvy

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