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SDVYvsSMLLETF 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. Harbor Active Small Cap ETF (SMLL) is part of the US Small Cap segment. SDVY's top 3 sector exposures are Financials, Industrials and Consumer Discretionary. In contrast, SMLL's top sector exposures are Industrials, Information Technology and Financials. SDVY is less expensive with a Total Expense Ratio (TER) of 0.59%, versus 0.8% for SMLL. SDVY is up 4.66% year-to-date (YTD) with +$315M in YTD flows. SMLL performs worse with -1.56% YTD performance, and -$509K in YTD flows. Run a side-by-side ETF comparison of SDVY and SMLL 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 SMLL performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SDVY SMLL | -5.20%-3.78% | +2.94%-1.53% | +4.66%-1.56% | +21.69%-3.98% | +57.81%n/a | +53.98%n/a |
| Flows | SDVY SMLL | +$106M+$513K | +$414M-$5M | +$315M-$509K | +$792M+$194K | +$7.47B- | +$8.63B- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SDVY SMLL | +15.05%+18.53% | +20.49%+22.52% | +19.93%n/a | +21.13%n/a |
| Max drawdown | SDVY SMLL | -5.72%-7.37% | -13.94%-15.58% | -26.11%n/a | -26.11%n/a |
| Max drawdown duration | SDVY SMLL | 16d46d | 46d45d | 406dn/a | 406dn/a |
SDVY | SMLL | |
Last sale 3/11/2026 at 1:30 PM | $39.96 | $19.44 |
| Previous close 03/10/2026 | $40.11 | $19.46 |
| Consolidated volume 03/10/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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SDVY | SMLL | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
SDVY | SMLL | |
|---|---|---|
| Last price | $39.96 | $19.44 |
| 1D performance | -0.37% | -0.11% |
| AuM | $10.22 B | $13.73 M |
| E/R | 0.59% | 0.8% |
SDVY | SMLL | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | First Trust | Harbor Capital |
| Benchmark | Nasdaq US SMID Cap Rising Dividend Achievers Index | - |
| N° of holdings | 170 | 40 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | November 1, 2017 | August 28, 2024 |
| 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 SMLL ETFs performed in 2026?
As of March 10, 2026, SDVY is up 4.66% year-to-date (YTD), while SMLL has lost -1.56%. That puts SDVY better performer ahead so far this year.
Which ETF is attracting more investor money: SDVY or SMLL?
Year-to-date, the SDVY ETF saw +$315M in flows, compared to -$509K for SMLL.
Which ETF is more volatile: SDVY or SMLL?
Over the past year, SDVY had a volatility of 20.49%, while SMLL experienced 22.52%.
Which ETF is bigger: SDVY or SMLL?
As of March 10, 2026, SDVY holds $10.22 B in assets under management (AUM), while SMLL manages $13.73 M.
What sectors do the SDVY and SMLL ETFs invest in?
SDVY leans toward sectors like Financials, Industrials and Consumer Discretionary. Meanwhile, SMLL focuses on Industrials, Information Technology and Financials.
What are the top holdings of the SDVY ETF and SMLL ETF?
SDVY top holdings include COMFORT SYSTEMS USA, ENERSYS and WEATHERFORD INTL PLC. SMLL holds in its top three: SS+C TECHNOL, RELIANCE STEEL and POOL.
Which ETF is more diversified: SDVY or SMLL?
SDVY holds 175 securities with 16.88% of its assets in the top 15. SMLL has 40 securities and a top 15 weight of 53.06%.
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