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SDVYvsJMEEETF Comparison
First Trust SMID Cap Rising Dividend Achievers ETF
First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) belongs to the US High Dividend segment. JPMorgan Market Expansion Enhanced Equity ETF (JMEE) is part of the US Multi-Factor segment. SDVY's top 3 sector exposures are Financials, Industrials and Consumer Discretionary. In contrast, JMEE's top sector exposures are Industrials, Financials and Information Technology. SDVY is more expensive with a Total Expense Ratio (TER) of 0.59%, versus 0.35% for JMEE. SDVY is up 2.88% year-to-date (YTD) with +$321M in YTD flows. JMEE performs worse with 2.35% YTD performance, and +$80M in YTD flows. Run a side-by-side ETF comparison of SDVY and JMEE below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
SDVY vs JMEE performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SDVY JMEE | -5.73%-5.00% | +0.57%+0.69% | +2.88%+2.35% | +21.06%+20.08% | +59.88%+48.01% | +49.01%n/a |
| Flows | SDVY JMEE | +$88M-$3M | +$398M+$106M | +$321M+$80M | +$820M+$239M | +$7.48B+$1.03B | +$8.63B- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SDVY JMEE | +15.11%+15.58% | +20.52%+21.13% | +19.86%+18.44% | +21.14%n/a |
| Max drawdown | SDVY JMEE | -7.32%-7.00% | -13.94%-14.97% | -26.11%-25.42% | -26.11%n/a |
| Max drawdown duration | SDVY JMEE | 18d18d | 46d46d | 406d379d | 406dn/a |
SDVY | JMEE | |
Last sale 3/13/2026 at 1:30 PM | $39.39 | $65.81 |
| Previous close 03/12/2026 | $39.42 | $65.86 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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SDVY | JMEE | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
SDVY | JMEE | |
|---|---|---|
| Last price | $39.39 | $65.81 |
| 1D performance | -0.08% | -0.08% |
| AuM | $10.05 B | $2.24 B |
| E/R | 0.59% | 0.35% |
SDVY | JMEE | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | First Trust | J.P. Morgan Asset Management |
| Benchmark | Nasdaq US SMID Cap Rising Dividend Achievers Index | - |
| N° of holdings | 170 | 613 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | November 1, 2017 | May 6, 2022 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the SDVY and JMEE ETFs performed in 2026?
As of March 12, 2026, SDVY is up 2.88% year-to-date (YTD), while JMEE has returned 2.35%. That puts SDVY better performer ahead so far this year.
Which ETF is attracting more investor money: SDVY or JMEE?
Year-to-date, the SDVY ETF saw +$321M in flows, compared to +$80M for JMEE.
Which ETF is more volatile: SDVY or JMEE?
Over the past year, SDVY had a volatility of 20.52%, while JMEE experienced 21.13%.
Which ETF is bigger: SDVY or JMEE?
As of March 12, 2026, SDVY holds $10.05 B in assets under management (AUM), while JMEE manages $2.24 B.
What sectors do the SDVY and JMEE ETFs invest in?
SDVY leans toward sectors like Financials, Industrials and Consumer Discretionary. Meanwhile, JMEE focuses on Industrials, Financials and Information Technology.
What are the top holdings of the SDVY ETF and JMEE ETF?
SDVY top holdings include COMFORT SYSTEMS USA, ENERSYS and WEATHERFORD INTL PLC. JMEE holds in its top three: US19247G1076, CIENA and CURTISS WRIGHT.
Which ETF is more diversified: SDVY or JMEE?
SDVY holds 175 securities with 16.88% of its assets in the top 15. JMEE has 641 securities and a top 15 weight of 8.95%.
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