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SDVYvsSMDXETF Comparison

ETF 1

SDVY

First Trust SMID Cap Rising Dividend Achievers ETF

This fund is part of

US High Dividend

+0.08%

Full SDVY fund page

VS

ETF 2

SMDX

Intech S&P Small-Mid Cap Diversified Alpha ETF

This fund is part of

US Multi-Factor

+0.05%

Full SMDX fund page

First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) belongs to the US High Dividend segment. Intech S&P Small-Mid Cap Diversified Alpha ETF (SMDX) is part of the US Multi-Factor segment. SDVY's top 3 sector exposures are Financials, Industrials and Consumer Discretionary. In contrast, SMDX's top sector exposures are Industrials, Financials and Consumer Discretionary. SDVY is more expensive with a Total Expense Ratio (TER) of 0.59%, versus 0.35% for SMDX. SDVY is up 10.34% year-to-date (YTD) with +$492M in YTD flows. SMDX performs better with 10.48% YTD performance, and +$40K in YTD flows. Run a side-by-side ETF comparison of SDVY and SMDX 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 SMDX performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 04/28/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	SDVY SMDX	+9.49%+10.20%	+5.05%+5.11%	+10.34%+10.48%	+31.09%+34.54%	+68.56%n/a	+55.10%n/a
Flows	SDVY SMDX	+$117M-$205K	+$356M-$223K	+$492M+$40K	+$1.05B+$41M	+$7.66B-	+$8.77B-

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	SDVY SMDX	+16.75%+18.59%	+15.94%+16.46%	+19.60%n/a	+21.08%n/a
Max drawdown	SDVY SMDX	-9.22%-8.63%	-9.22%-8.63%	-26.11%n/a	-26.11%n/a
Max drawdown duration	SDVY SMDX	61d60d	61d60d	406dn/a	406dn/a

Trading data

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	SDVY	SMDX
Last sale 5/1/2026 at 2:15 PM	$42.39	$25.65
Previous close 04/29/2026	$42.34	$25.65
Consolidated volume 04/29/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of April 28, 2026

1-year trailing difference

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SMDX

is actively managed and doesn’t replicate an index

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	SDVY	SMDX
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 5/1/2026 at 2:15 PM

Live

Closed

	SDVY	SMDX
Last price	$42.39	$25.65
1D performance	+0.12%	+0.00%
AuM	$10.91 B	$123.53 M
E/R	0.59%	0.35%

Characteristics

	SDVY	SMDX
Management strategy	Passive	Active
Provider	First Trust	Intech Investment Management
Benchmark	Nasdaq US SMID Cap Rising Dividend Achievers Index	-
N° of holdings	160	504
Asset class	Equities	-
Trailing 12m distribution yield	Join	Join
Inception date	November 1, 2017	February 27, 2025
ESG	No	No

More SDVY data on Trackinsight

More SMDX data on Trackinsight

Exposure

Countries

SDVY

USA

93.97%

Other

6.03%

SMDX

USA

94.65%

Other

5.35%

Sectors

SDVY

Financials

30.83%

Industrials

27.44%

Consumer Discreti.

9.93%

Information Techn.

9.05%

Other

22.75%

SMDX

Industrials

21.51%

Financials

14.95%

Consumer Discreti.

13.69%

Information Techn.

12.33%

Health Care

10.48%

Other

27.04%

Diversification

SDVY

Total weight of top 15 holdings out of 15

16.94%

SMDX

Total weight of top 15 holdings out of 15

13.79%

Top 15 holdings

Data as of March 31, 2026

SDVY

COMFORT SYSTEMS USA

1.55%

ENERSYS

1.29%

WEATHERFORD INTL PLC

1.21%

CLEAR SECURE

1.20%

PRIMORIS SERVICES

1.16%

WOODWARD

1.15%

NEW YORK TIMES

1.12%

POWELL INDUSTRIES

1.08%

EMCOR GROUP

1.08%

PRICESMART

1.06%

US04956D1072

1.04%

PERDOCEO EDUCATION CORPORATION

1.01%

ALLISON TRANSMISSION HOLDINGS

1.01%

LEMAITRE VASCULAR

1.01%

MUELLER INDUSTRIES

0.97%

SMDX

JONES LANG LASALLE

1.42%

EAST WEST BANCORP

1.15%

UTD THERAPEUT

1.07%

US FOODS HOLDING CORP

1.00%

LAMAR ADVERTISING

0.95%

ORMAT TECHNOLOGIES

0.92%

NVENT ELECTRIC PLC

0.84%

TENET HEALTHCARE

0.84%

UNIVERSAL DISPLAY

0.83%

ANTERO MIDSTREAM CORPORATION

0.83%

GRANITE CONSTRUCTION

0.82%

AECOM

0.81%

ACUITY BRANDS

0.77%

XPO LOGISTICS

0.77%

UGI

0.77%

Frequently asked questions about SDVY and SMDX

How have the SDVY and SMDX ETFs performed in 2026?

As of April 28, 2026, SDVY is up 10.34% year-to-date (YTD), while SMDX has returned 10.48%. That puts SMDX better performer ahead so far this year.

Which ETF is attracting more investor money: SDVY or SMDX?

Year-to-date, the SDVY ETF saw +$492M in flows, compared to +$40K for SMDX.

Which ETF is more volatile: SDVY or SMDX?

Over the past year, SDVY had a volatility of 15.94%, while SMDX experienced 16.46%.

Which ETF is bigger: SDVY or SMDX?

As of April 28, 2026, SDVY holds $10.91 B in assets under management (AUM), while SMDX manages $123.53 M.

What sectors do the SDVY and SMDX ETFs invest in?

SDVY leans toward sectors like Financials, Industrials and Consumer Discretionary. Meanwhile, SMDX focuses on Industrials, Financials and Consumer Discretionary.

What are the top holdings of the SDVY ETF and SMDX ETF?

SDVY top holdings include COMFORT SYSTEMS USA, ENERSYS and WEATHERFORD INTL PLC. SMDX holds in its top three: JONES LANG LASALLE, EAST WEST BANCORP and UTD THERAPEUT.

SDVYvsSMDXETF Comparison

First Trust SMID Cap Rising Dividend Achievers ETF

Intech S&P Small-Mid Cap Diversified Alpha ETF

SDVY vs SMDX performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the SDVY and SMDX ETFs performed in 2026?

As of April 28, 2026, SDVY is up 10.34% year-to-date (YTD), while SMDX has returned 10.48%. That puts SMDX better performer ahead so far this year.

Which ETF is attracting more investor money: SDVY or SMDX?

Year-to-date, the SDVY ETF saw +$492M in flows, compared to +$40K for SMDX.

Which ETF is more volatile: SDVY or SMDX?

Over the past year, SDVY had a volatility of 15.94%, while SMDX experienced 16.46%.

Which ETF is bigger: SDVY or SMDX?

As of April 28, 2026, SDVY holds $10.91 B in assets under management (AUM), while SMDX manages $123.53 M.

What sectors do the SDVY and SMDX ETFs invest in?

SDVY leans toward sectors like Financials, Industrials and Consumer Discretionary. Meanwhile, SMDX focuses on Industrials, Financials and Consumer Discretionary.

What are the top holdings of the SDVY ETF and SMDX ETF?

SDVY top holdings include COMFORT SYSTEMS USA, ENERSYS and WEATHERFORD INTL PLC. SMDX holds in its top three: JONES LANG LASALLE, EAST WEST BANCORP and UTD THERAPEUT.

Which ETF is more diversified: SDVY or SMDX?

SDVY holds 166 securities with 16.94% of its assets in the top 15. SMDX has 525 securities and a top 15 weight of 13.79%.

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