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SCDV - ETF AI Analysis

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SCDV

Bahl & Gaynor Small Cap Dividend ETF (SCDV)

Rating:73Outperform
Price Target:
SCDV, the Bahl & Gaynor Small Cap Dividend ETF, has an overall rating that reflects generally solid quality driven by several strong, well-managed companies with healthy financial performance and dividends. Standout holdings like Victory Capital Holdings and The Ensign Group support the fund’s rating through robust earnings, strategic acquisitions, and strong market positions, while names such as American Healthcare REIT and Enpro introduce some drag due to profitability challenges, bearish momentum, or valuation concerns. The main risk factor is that several key holdings show signs of potential overvaluation or weaker technical trends, which could increase volatility if market conditions worsen.
Positive Factors
Solid Recent Performance
The ETF has delivered strong gains so far this year and over the past month, showing positive momentum in its strategy.
Strong Top Holdings
Several of the largest positions, such as Littelfuse, Curtiss-Wright, and Enpro, have shown strong year-to-date performance, helping support the fund’s returns.
Sector Diversification
The fund spreads its investments across many sectors, including industrials, health care, financials, and others, which can help reduce the impact of weakness in any single industry.
Negative Factors
Relatively High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which means more of the returns are used to cover fees.
Concentration in Industrials and Health Care
A large portion of the portfolio is invested in industrial and health care stocks, which increases the fund’s sensitivity to downturns in these areas.
Limited Geographic Diversification
With almost all assets in U.S. companies and only a small allocation to Canada, the ETF offers little exposure to other global markets.

SCDV vs. SPDR S&P 500 ETF (SPY)

SCDV Summary

The Bahl & Gaynor Small Cap Dividend ETF (SCDV) focuses on smaller U.S. and Canadian companies that pay regular dividends, rather than tracking a specific index. It holds a mix of businesses across many industries, including health care, industrials, and financials. Well-known names in the fund include The Ensign Group and Gildan Activewear. Investors might consider SCDV if they want a blend of growth potential from small companies plus steady dividend income and diversification across sectors. A key risk is that small-cap stocks can be more volatile, so the ETF’s value can go up and down more sharply than the overall market.
How much will it cost me?The expense ratio for the Bahl & Gaynor Small Cap Dividend ETF (SCDV) is 0.7%, which means you’ll pay $7 per year for every $1,000 invested. This is higher than average because the fund is actively managed, focusing on selecting small-cap stocks with strong dividend-paying capabilities. Active management typically involves higher costs due to the research and analysis required.
What would affect this ETF?The Bahl & Gaynor Small Cap Dividend ETF (SCDV) could benefit from economic growth and increased investor interest in small-cap stocks, particularly in sectors like Industrials and Health Care, which make up a significant portion of its holdings. However, rising interest rates or economic slowdowns may negatively impact small-cap companies, as they often face higher borrowing costs and are more sensitive to market volatility. Regulatory changes or sector-specific challenges in industries like Financials or Consumer Cyclical could also affect the ETF's performance.

SCDV Top 10 Holdings

SCDV is leaning heavily into U.S. industrial and healthcare names, with a small‑cap, dividend-paying twist. Littelfuse has been the real engine lately, rising steadily and giving the fund a strong technical backbone, while Curtiss-Wright and Enpro are also pulling their weight with solid, if sometimes choppy, gains. On the softer side, The Ensign Group has lost a bit of steam recently, and Gildan Activewear’s mixed trend has kept it from fully contributing. Overall, performance is being driven by a tight cluster of industrial workhorses rather than a broad market mix.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
The Ensign Group7.31%$10.47M$11.05B50.08%
78
Outperform
Curtiss-Wright6.45%$9.23M$26.48B112.11%
74
Outperform
Gildan Activewear5.38%$7.70MC$14.82B37.81%
75
Outperform
Littelfuse5.06%$7.25M$10.24B131.25%
76
Outperform
Federal Signal5.03%$7.20M$7.06B54.14%
76
Outperform
Enpro4.80%$6.87M$6.22B97.44%
64
Neutral
American Healthcare REIT, Inc.4.72%$6.76M$9.71B61.04%
64
Neutral
Victory Capital Holdings4.46%$6.39M$4.76B28.71%
80
Outperform
Evercore Partners4.03%$5.76M$13.64B74.26%
76
Outperform
MSA Safety3.96%$5.67M$6.59B10.71%
75
Outperform

SCDV Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
26.00
Positive
100DMA
25.49
Positive
200DMA
24.89
Positive
Market Momentum
MACD
0.21
Negative
RSI
57.56
Neutral
STOCH
48.39
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SCDV, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 25.85, equal to the 50-day MA of 26.00, and equal to the 200-day MA of 24.89, indicating a bullish trend. The MACD of 0.21 indicates Negative momentum. The RSI at 57.56 is Neutral, neither overbought nor oversold. The STOCH value of 48.39 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SCDV.

SCDV Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$143.13M0.70%
73
Outperform
$685.22M0.79%
70
Outperform
$496.19M0.55%
70
Outperform
$208.26M0.36%
65
Neutral
$129.65M0.50%
70
Outperform
$124.52M0.45%
66
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
SCDV
Bahl & Gaynor Small Cap Dividend ETF
26.34
5.30
25.19%
OSCV
Opus Small Cap Value ETF
SEIS
SEI Select Small Cap ETF
FSCC
Federated Hermes MDT Small Cap Core ETF
SIXS
ETC 6 Meridian Small Cap Equity ETF
FSML
Franklin Small Cap Enhanced ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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