SDVYvsAFMCETF Comparison
ETF 1
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
This fund is part of
US High Dividend
-0.09%
VS
First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) belongs to the US High Dividend segment. First Trust Active Factor Mid Cap ETF (AFMC) is part of the US Multi-Factor segment. SDVY's top 3 sector exposures are Finance, Industrials and Technology. In contrast, AFMC's top sector exposures are Finance, Technology and Industrials. SDVY is less expensive with a Total Expense Ratio (TER) of 0.58%, versus 0.68% for AFMC. SDVY is up 14.65% year-to-date (YTD) with +$719M in YTD flows. AFMC performs better with 18.09% YTD performance, and +$74M in YTD flows. Run a side-by-side ETF comparison of SDVY and AFMC 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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SDVY vs AFMC performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/30/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SDVY AFMC | +1.32%-1.04% | +3.51%+4.93% | +14.65%+18.09% | +22.10%+26.16% | +51.01%+61.30% | +64.35%+66.51% |
| Flows | SDVY AFMC | +$61M+$20M | +$214M+$32M | +$719M+$74M | +$1.31B+$86M | +$7.80B+$156M | +$8.90B+$160M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SDVY AFMC | +13.08%+13.86% | +15.04%+14.99% | +18.93%+17.51% | +20.80%+19.27% |
| Max drawdown | SDVY AFMC | -4.39%-3.94% | -9.22%-8.15% | -26.11%-21.83% | -26.11%-25.69% |
| Max drawdown duration | SDVY AFMC | 48d19d | 61d47d | 406d289d | 406d752d |
Trading data
SDVY | AFMC | |
Last sale 7/31/2026 at 1:30 PM | $43.78 | $40.58 |
| Previous close 07/30/2026 | $43.73 | $40.60 |
| Consolidated volume 07/30/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of June 30, 2026
1-year trailing difference
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AFMC
is actively managed and doesn’t replicate an indexSDVY | AFMC | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 7/31/2026 at 1:30 PM
Live
Closed
SDVY | AFMC | |
|---|---|---|
| Last price | $43.78 | $40.58 |
| 1D performance | +0.11% | -0.05% |
| AuM | $11.56 B | $192.52 M |
| E/R | 0.58% | 0.68% |
Characteristics
SDVY | AFMC | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | First Trust | First Trust |
| Benchmark | Nasdaq US SMID Cap Rising Dividend Achievers Index | - |
| N° of holdings | 173 | 263 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | November 1, 2017 | December 3, 2019 |
| ESG | No | No |
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Exposure
Countries
SDVY
USA
95.44%
Other
4.56%
AFMC
USA
95.93%
Other
4.07%
Sectors
SDVY
Finance
35.86%
Industrials
22.71%
Technology
8.4%
Non-Energy Materi.
8.33%
Other
24.7%
AFMC
Finance
20.43%
Technology
19.78%
Industrials
17.72%
Healthcare
10.26%
Consumer Cyclical.
9.66%
Non-Energy Materi.
8.73%
Other
13.42%
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Diversification
SDVY
Total weight of top 15 holdings out of 15
15.93%
AFMC
Total weight of top 15 holdings out of 15
15.84%
Top 15 holdings
Data as of June 30, 2026
SDVY
EnerSys
1.21%
National HealthCare Corp.
1.19%
PriceSmart, Inc.
1.18%
Comfort Systems USA, Inc.
1.17%
Woodward, Inc.
1.09%
Interactive Brokers Group, Inc.
1.08%
Clear Secure, Inc.
1.06%
Watts Water Technologies, Inc.
1.05%
Zions Bancorporation NA
1.00%
First BanCorp (Puerto Rico)
1.00%
UMB Financial Corp.
0.99%
Selective Insurance Group, Inc.
0.98%
Applied Industrial Technologies, Inc.
0.98%
Interparfums, Inc.
0.98%
The Hanover Insurance Group, Inc.
0.97%
AFMC
Flex Ltd.
1.83%
Casey's General Stores, Inc.
1.25%
BorgWarner, Inc.
1.24%
Mueller Industries, Inc.
1.10%
Exelixis, Inc.
1.07%
RenaissanceRe Holdings Ltd.
1.07%
Matson, Inc.
1.00%
Federated Hermes, Inc.
0.99%
TechnipFMC plc
0.97%
NetScout Systems, Inc.
0.93%
Curtiss-Wright Corp.
0.90%
ATI, Inc.
0.90%
Woodward, Inc.
0.88%
Affiliated Managers Group, Inc.
0.86%
National Fuel Gas Co.
0.85%
Frequently asked questions about SDVY and AFMC
How have the SDVY and AFMC ETFs performed in 2026?
As of July 30, 2026, SDVY is up 14.65% year-to-date (YTD), while AFMC has returned 18.09%. That puts AFMC better performer ahead so far this year.
Which ETF is attracting more investor money: SDVY or AFMC?
Year-to-date, the SDVY ETF saw +$719M in flows, compared to +$74M for AFMC.
Which ETF is more volatile: SDVY or AFMC?
Over the past year, SDVY had a volatility of 15.04%, while AFMC experienced 14.99%.
Which ETF is bigger: SDVY or AFMC?
As of July 30, 2026, SDVY holds $11.56 B in assets under management (AUM), while AFMC manages $192.52 M.
What sectors do the SDVY and AFMC ETFs invest in?
SDVY leans toward sectors like Finance, Industrials and Technology. Meanwhile, AFMC focuses on Finance, Technology and Industrials.
What are the top holdings of the SDVY ETF and AFMC ETF?
SDVY top holdings include EnerSys, National HealthCare Corp. and PriceSmart, Inc.. AFMC holds in its top three: Flex Ltd., Casey's General Stores, Inc. and BorgWarner, Inc..
Which ETF is more diversified: SDVY or AFMC?
SDVY holds 173 securities with 15.93% of its assets in the top 15. AFMC has 263 securities and a top 15 weight of 15.84%.
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