AFMCvsSDVYETF Comparison
VS
ETF 2
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
This fund is part of
US High Dividend
-0.09%
First Trust Active Factor Mid Cap ETF (AFMC) belongs to the US Multi-Factor segment. First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) is part of the US High Dividend segment. AFMC's top 3 sector exposures are Finance, Technology and Industrials. In contrast, SDVY's top sector exposures are Finance, Industrials and Technology. AFMC is more expensive with a Total Expense Ratio (TER) of 0.68%, versus 0.58% for SDVY. AFMC is up 18.47% year-to-date (YTD) with +$99M in YTD flows. SDVY performs worse with 11.92% YTD performance, and +$783M in YTD flows. Run a side-by-side ETF comparison of AFMC and SDVY below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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AFMC vs SDVY performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/11/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | AFMC SDVY | -2.14%-4.05% | +0.84%+1.89% | +18.47%+11.92% | +18.69%+11.63% | +69.86%+54.78% | +66.20%+60.33% |
| Flows | AFMC SDVY | +$23M+$58M | +$47M+$168M | +$99M+$783M | +$109M+$1.29B | +$178M+$7.75B | +$184M+$8.92B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | AFMC SDVY | +11.34%+11.30% | +14.77%+14.35% | +17.44%+18.80% | +19.21%+20.76% |
| Max drawdown | AFMC SDVY | -4.33%-5.81% | -8.15%-9.22% | -21.83%-26.11% | -25.69%-26.11% |
| Max drawdown duration | AFMC SDVY | 26d38d | 47d61d | 289d406d | 752d406d |
Trading data
AFMC | SDVY | |
Last sale 9/14/2026 at 1:30 PM | $40.35 | $42.49 |
| Previous close 09/14/2026 | $40.74 | $42.67 |
| Consolidated volume 09/14/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of August 31, 2026
1-year trailing difference
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AFMC
is actively managed and doesn’t replicate an indexAFMC | SDVY | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 9/14/2026 at 1:30 PM
Live
Closed
AFMC | SDVY | |
|---|---|---|
| Last price | $40.35 | $42.49 |
| 1D performance | -0.96% | -0.42% |
| AuM | $217.53 M | $11.35 B |
| E/R | 0.68% | 0.58% |
Characteristics
AFMC | SDVY | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | First Trust | First Trust |
| Benchmark | - | Nasdaq US SMID Cap Rising Dividend Achievers Index |
| N° of holdings | 261 | 173 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 3, 2019 | November 1, 2017 |
| ESG | No | No |
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Exposure
Countries
AFMC
USA
95.63%
Other
4.37%
SDVY
USA
95.2%
Other
4.8%
Sectors
AFMC
Finance
20.72%
Technology
18%
Industrials
17.08%
Healthcare
10.33%
Consumer Cyclical.
9.61%
Non-Energy Materi.
9.56%
Other
14.7%
SDVY
Finance
35.84%
Industrials
21.61%
Technology
9.2%
Non-Energy Materi.
8.37%
Other
24.98%
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Diversification
AFMC
Total weight of top 15 holdings out of 15
16.36%
SDVY
Total weight of top 15 holdings out of 15
15.31%
Top 15 holdings
Data as of July 31, 2026
AFMC
Reliance, Inc.
1.45%
Casey's General Stores, Inc.
1.30%
BorgWarner, Inc.
1.24%
Mueller Industries, Inc.
1.18%
TechnipFMC plc
1.14%
Federated Hermes, Inc.
1.13%
RenaissanceRe Holdings Ltd.
1.08%
Chord Energy Corp.
1.08%
Matson, Inc.
1.05%
Exelixis, Inc.
1.05%
Halozyme Therapeutics, Inc.
0.99%
ATI, Inc.
0.97%
National Fuel Gas Co.
0.91%
APA Corp.
0.90%
Affiliated Managers Group, Inc.
0.89%
SDVY
National HealthCare Corp.
1.31%
First BanCorp (Puerto Rico)
1.05%
Comfort Systems USA, Inc.
1.04%
EnerSys
1.03%
Interactive Brokers Group, Inc.
1.03%
PriceSmart, Inc.
1.01%
Watts Water Technologies, Inc.
1.00%
The Hanover Insurance Group, Inc.
0.99%
Applied Industrial Technologies, Inc.
0.99%
Assurant, Inc.
0.99%
Williams-Sonoma, Inc.
0.98%
UMB Financial Corp.
0.98%
Reinsurance Group of America, Inc.
0.98%
OFG Bancorp
0.97%
Interparfums, Inc.
0.96%
Frequently asked questions about AFMC and SDVY
How have the AFMC and SDVY ETFs performed in 2026?
As of September 11, 2026, AFMC is up 18.47% year-to-date (YTD), while SDVY has returned 11.92%. That puts AFMC better performer ahead so far this year.
Which ETF is attracting more investor money: AFMC or SDVY?
Year-to-date, the AFMC ETF saw +$99M in flows, compared to +$783M for SDVY.
Which ETF is more volatile: AFMC or SDVY?
Over the past year, AFMC had a volatility of 14.77%, while SDVY experienced 14.35%.
Which ETF is bigger: AFMC or SDVY?
As of September 11, 2026, AFMC holds $217.53 M in assets under management (AUM), while SDVY manages $11.35 B.
What sectors do the AFMC and SDVY ETFs invest in?
AFMC leans toward sectors like Finance, Technology and Industrials. Meanwhile, SDVY focuses on Finance, Industrials and Technology.
What are the top holdings of the AFMC ETF and SDVY ETF?
AFMC top holdings include Reliance, Inc., Casey's General Stores, Inc. and BorgWarner, Inc.. SDVY holds in its top three: National HealthCare Corp., First BanCorp (Puerto Rico) and Comfort Systems USA, Inc..
Which ETF is more diversified: AFMC or SDVY?
AFMC holds 261 securities with 16.36% of its assets in the top 15. SDVY has 173 securities and a top 15 weight of 15.31%.
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