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SDVYvsSMLLETF Comparison

ETF 1

SDVY

First Trust SMID Cap Rising Dividend Achievers ETF

This fund is part of

US High Dividend

-1.22%

Full SDVY fund page

VS

ETF 2

SMLL

Harbor Active Small Cap ETF

This fund is part of

US Small Cap

-1.05%

Full SMLL fund page

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, Financials and Information Technology. SDVY is less expensive with a Total Expense Ratio (TER) of 0.58%, versus 0.8% for SMLL. SDVY is up 9.77% year-to-date (YTD) with +$1.73B in YTD flows. SMLL performs worse with 4.67% YTD performance, and -$1M 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.

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SDVY vs SMLL 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 06/17/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	SDVY SMLL	+2.19%+3.73%	+5.85%+9.62%	+9.77%+4.67%	+23.79%+2.34%	+58.54%n/a	+59.79%n/a
Flows	SDVY SMLL	+$1.14B-	+$1.42B-$978K	+$1.73B-$1M	+$2.34B-$5M	+$8.88B-	+$9.95B-

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	SDVY SMLL	+16.16%+14.76%	+15.39%+17.31%	+19.08%n/a	+20.97%n/a
Max drawdown	SDVY SMLL	-4.39%-4.44%	-9.22%-15.18%	-26.11%n/a	-26.11%n/a
Max drawdown duration	SDVY SMLL	42d32d	61d296d	406dn/a	406dn/a

Trading data

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	SDVY	SMLL
Last sale 6/17/2026 at 1:30 PM	$41.97	$20.45
Previous close 06/17/2026	$42.47	$20.82
Consolidated volume 06/17/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of May 29, 2026

1-year trailing difference

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SMLL

is actively managed and doesn’t replicate an index

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

Main metrics

Last update 6/17/2026 at 1:30 PM

Live

Closed

	SDVY	SMLL
Last price	$41.97	$20.45
1D performance	-1.18%	-1.79%
AuM	$12.09 B	$13.56 M
E/R	0.58%	0.8%

Characteristics

	SDVY	SMLL
Management strategy	Passive	Active
Provider	First Trust	Harbor Capital
Benchmark	Nasdaq US SMID Cap Rising Dividend Achievers Index	-
N° of holdings	160	37
Asset class	Equities	-
Trailing 12m distribution yield	Join	Join
Inception date	November 1, 2017	August 28, 2024
ESG	No	No

More SDVY data on Trackinsight

More SMLL data on Trackinsight

Exposure

Countries

SDVY

USA

94.2%

Other

5.8%

SMLL

USA

87.82%

Other

12.18%

Sectors

SDVY

Financials

31.28%

Industrials

28.17%

Consumer Discreti.

9.59%

Information Techn.

8.86%

Other

22.1%

SMLL

Industrials

24.6%

Financials

17.49%

Information Techn.

15.68%

Materials

7.37%

Other

34.86%

Diversification

SDVY

Total weight of top 15 holdings out of 15

18.28%

SMLL

Total weight of top 15 holdings out of 15

53.94%

Top 15 holdings

Data as of April 30, 2026

SDVY

COMFORT SYSTEMS USA

1.91%

POWELL INDUSTRIES

1.51%

ENERSYS

1.45%

WEATHERFORD INTL PLC

1.32%

PRIMORIS SERVICES

1.31%

CLEAR SECURE

1.27%

EMCOR GROUP

1.21%

MUELLER INDUSTRIES

1.08%

ALLISON TRANSMISSION HOLDINGS

1.06%

WOODWARD

1.05%

PRICESMART

1.04%

NORTHERN TRUST

1.03%

CBOE GLOBAL MARKETS INC

1.03%

INTERACTIVE BROKERS GROUP

1.03%

CACTUS INC

0.98%

SMLL

RELIANCE STEEL

5.11%

POOL

5.03%

REMITLY GLOBAL

4.58%

WILLSCOT MOBILE MINI HOLDINGS CORP

4.19%

WINTRUST FINCL

3.96%

DOUGLAS DYNMCS

3.89%

LIBERTY OILFIELD SERVICES

3.83%

MORNINGSTAR INC

3.51%

UNITED BANKSHRS

3.14%

JANUS INTERNATIONAL GROUP INC

3.08%

SS+C TECHNOL

3.06%

FRESHWORKS

2.71%

ARTISAN PARTNERS ASSET MANAGEMENT INC

2.71%

PAYLOCITY HOLD/D

2.59%

HILLMAN SOLUTIONS CORP

2.57%

Frequently asked questions about SDVY and SMLL

How have the SDVY and SMLL ETFs performed in 2026?

As of June 17, 2026, SDVY is up 9.77% year-to-date (YTD), while SMLL has returned 4.67%. 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 +$1.73B in flows, compared to -$1M for SMLL.

Which ETF is more volatile: SDVY or SMLL?

Over the past year, SDVY had a volatility of 15.39%, while SMLL experienced 17.31%.

Which ETF is bigger: SDVY or SMLL?

As of June 17, 2026, SDVY holds $12.09 B in assets under management (AUM), while SMLL manages $13.56 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, Financials and Information Technology.

SDVYvsSMLLETF Comparison

First Trust SMID Cap Rising Dividend Achievers ETF

Harbor Active Small Cap ETF

SDVY vs SMLL 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 SMLL ETFs performed in 2026?

As of June 17, 2026, SDVY is up 9.77% year-to-date (YTD), while SMLL has returned 4.67%. 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 +$1.73B in flows, compared to -$1M for SMLL.

Which ETF is more volatile: SDVY or SMLL?

Over the past year, SDVY had a volatility of 15.39%, while SMLL experienced 17.31%.

Which ETF is bigger: SDVY or SMLL?

As of June 17, 2026, SDVY holds $12.09 B in assets under management (AUM), while SMLL manages $13.56 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, Financials and Information Technology.

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

SDVY top holdings include COMFORT SYSTEMS USA, POWELL INDUSTRIES and ENERSYS. SMLL holds in its top three: RELIANCE STEEL, POOL and REMITLY GLOBAL.

Which ETF is more diversified: SDVY or SMLL?

SDVY holds 167 securities with 18.28% of its assets in the top 15. SMLL has 37 securities and a top 15 weight of 53.94%.

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