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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

+1.47%

Full SDVY fund page

VS

ETF 2

SMLL

Harbor Active Small Cap ETF

This fund is part of

US Small Cap

+1.87%

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 0.59%, versus 0.8% for SMLL. SDVY is up 10.75% year-to-date (YTD) with +$519M in YTD flows. SMLL performs worse with 2.31% YTD performance, and -$985K 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 04/30/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	SDVY SMLL	+9.90%+9.27%	+5.08%-0.34%	+10.75%+2.31%	+31.68%+5.49%	+70.17%n/a	+57.44%n/a
Flows	SDVY SMLL	+$144M-$476K	+$371M+$38K	+$519M-$985K	+$1.12B-$1M	+$7.69B-	+$8.79B-

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	SDVY SMLL	+16.87%+18.12%	+15.98%+18.17%	+19.60%n/a	+21.07%n/a
Max drawdown	SDVY SMLL	-9.22%-9.54%	-9.22%-15.18%	-26.11%n/a	-26.11%n/a
Max drawdown duration	SDVY SMLL	61d74d	61d248d	406dn/a	406dn/a

Trading data

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	SDVY	SMLL
Last sale 5/1/2026 at 1:30 PM	$42.11	$20.47
Previous close 04/29/2026	$42.34	$20.38
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 30, 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 5/1/2026 at 1:30 PM

Live

Closed

	SDVY	SMLL
Last price	$42.11	$20.47
1D performance	-0.54%	+0.46%
AuM	$10.98 B	$13.76 M
E/R	0.59%	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	38
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

93.97%

Other

6.03%

SMLL

USA

88.29%

Other

11.71%

Sectors

SDVY

Financials

30.83%

Industrials

27.44%

Consumer Discreti.

9.93%

Information Techn.

9.05%

Other

22.75%

SMLL

Industrials

23.93%

Financials

17.71%

Information Techn.

15.55%

Materials

8.13%

Other

34.68%

Diversification

SDVY

Total weight of top 15 holdings out of 15

16.94%

SMLL

Total weight of top 15 holdings out of 15

52.34%

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%

ALLISON TRANSMISSION HOLDINGS

1.01%

LEMAITRE VASCULAR

1.01%

PERDOCEO EDUCATION CORPORATION

1.01%

MUELLER INDUSTRIES

0.97%

SMLL

POOL

4.87%

RELIANCE STEEL

4.64%

WINTRUST FINCL

3.97%

DOUGLAS DYNMCS

3.90%

REMITLY GLOBAL

3.64%

LIBERTY OILFIELD SERVICES

3.62%

MORNINGSTAR INC

3.59%

WILLSCOT MOBILE MINI HOLDINGS CORP

3.45%

SS+C TECHNOL

3.25%

UNITED BANKSHRS

3.19%

JANUS INTERNATIONAL GROUP INC

3.03%

PAYLOCITY HOLD/D

2.97%

FRESHWORKS

2.81%

ARTISAN PARTNERS ASSET MANAGEMENT INC

2.79%

HILLMAN SOLUTIONS CORP

2.62%

Frequently asked questions about SDVY and SMLL

How have the SDVY and SMLL ETFs performed in 2026?

As of April 30, 2026, SDVY is up 10.75% year-to-date (YTD), while SMLL has returned 2.31%. 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 +$519M in flows, compared to -$985K for SMLL.

Which ETF is more volatile: SDVY or SMLL?

Over the past year, SDVY had a volatility of 15.98%, while SMLL experienced 18.17%.

Which ETF is bigger: SDVY or SMLL?

As of April 30, 2026, SDVY holds $10.98 B in assets under management (AUM), while SMLL manages $13.76 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 April 30, 2026, SDVY is up 10.75% year-to-date (YTD), while SMLL has returned 2.31%. 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 +$519M in flows, compared to -$985K for SMLL.

Which ETF is more volatile: SDVY or SMLL?

Over the past year, SDVY had a volatility of 15.98%, while SMLL experienced 18.17%.

Which ETF is bigger: SDVY or SMLL?

As of April 30, 2026, SDVY holds $10.98 B in assets under management (AUM), while SMLL manages $13.76 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, ENERSYS and WEATHERFORD INTL PLC. SMLL holds in its top three: POOL, RELIANCE STEEL and WINTRUST FINCL.

Which ETF is more diversified: SDVY or SMLL?

SDVY holds 166 securities with 16.94% of its assets in the top 15. SMLL has 38 securities and a top 15 weight of 52.34%.

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