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SDVD - ETF AI Analysis
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FT Cboe Vest SMID Rising Dividend Achievers Target Income ETF (SDVD)
Rating:73Outperform
Price Target:
$23.50
Positive Factors
Strong Top Holdings
Several of the ETF's largest positions, such as Comfort Systems and InterDigital, have delivered strong year-to-date gains, supporting overall performance.
Sector Diversification
The ETF spreads its investments across multiple sectors, including Financials, Industrials, and Consumer Cyclical, reducing reliance on any single industry.
Healthy Asset Base
The fund has a solid asset base of over $640 million, indicating investor confidence and stability.
Negative Factors
High Expense Ratio
The ETF charges a relatively high expense ratio of 0.85%, which can eat into investor returns over time.
Weak Recent Performance
The fund has posted negative returns over the past month and year-to-date, which may concern investors seeking consistent growth.
Geographic Concentration
With nearly all its exposure in U.S. companies, the ETF lacks diversification across international markets, increasing sensitivity to domestic economic conditions.
SDVD vs. SPDR S&P 500 ETF (SPY)
AUM655.96M
RegionNorth America
Expense Ratio0.85%
Beta0.91
IssuerFT Vest
Inception DateAug 09, 2023
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume139,487
30 Day Avg. Volume134,100
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
24.15Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering183
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SDVD Summary
The FT Cboe Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) focuses on small and mid-sized companies in the U.S. that consistently increase their dividends. This ETF includes businesses like Comfort Systems and InterDigital, offering a mix of growth potential and steady income. It’s a great option for investors looking to diversify their portfolio while benefiting from both income and capital appreciation. However, because it targets smaller companies, its performance can be more volatile compared to funds focused on larger, established firms.
How much will it cost me?The expense ratio for the SDVD ETF is 0.85%, which means you’ll pay $8.50 per year for every $1,000 invested. This is higher than average because the fund is actively managed, focusing on small and mid-cap companies with rising dividends, which requires more research and management effort.
What would affect this ETF?The SDVD ETF, focused on U.S. small and mid-cap companies with rising dividends, could benefit from economic growth and increased consumer spending, which would positively impact sectors like financials, industrials, and consumer cyclical. However, it may face challenges from rising interest rates or economic slowdowns, which could pressure smaller companies and dividend-paying stocks. Regulatory changes or sector-specific disruptions in industries like technology or energy could also influence its performance.
SDVD Top 10 Holdings
The SDVD ETF is leaning heavily into financials and industrials, which together make up nearly 60% of its portfolio, showcasing a clear focus on steady, dividend-growing companies in these sectors. Comfort Systems and InterDigital are among the fund’s rising stars, benefiting from strong earnings and strategic initiatives, while Woodward has been lagging slightly with mixed technical performance. The fund’s U.S.-centric exposure and emphasis on smaller, agile companies give it a unique edge, though its concentration in cyclical sectors may introduce volatility in uncertain economic times.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Comfort Systems | 1.54% | $10.01M | $32.82B | 78.82% | 80 Outperform | |
| InterDigital | 1.27% | $8.22M | $8.66B | 78.48% | 76 Outperform | |
| EnerSys | 1.20% | $7.76M | $5.08B | 39.89% | 78 Outperform | |
| Coca-Cola Bottling Co Consolidated | 1.13% | $7.31M | $13.98B | 31.10% | 71 Outperform | |
| Woodward | 1.08% | $7.01M | $15.56B | 49.87% | 74 Outperform | |
| Clear Secure | 1.08% | $6.99M | $4.54B | 27.36% | 79 Outperform | |
| Mueller Industries | 1.08% | $6.99M | $11.86B | 13.99% | 78 Outperform | |
| Ralph Lauren | 1.05% | $6.83M | $20.07B | 57.86% | 75 Outperform | |
| Installed Building Products | 1.05% | $6.83M | $6.66B | 15.28% | 68 Neutral | |
| Pricesmart | 1.03% | $6.69M | $3.58B | 32.81% | 78 Outperform |
SDVD Technical Analysis
Negative
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Price Trends
21.24
Negative
21.01
Negative
20.10
Positive
Market Momentum
-0.09
Positive
36.58
Neutral
15.30
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SDVD, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 21.17, equal to the 50-day MA of 21.24, and equal to the 200-day MA of 20.10, indicating a neutral trend. The MACD of -0.09 indicates Positive momentum. The RSI at 36.58 is Neutral, neither overbought nor oversold. The STOCH value of 15.30 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for SDVD.
SDVD Peer Comparison
Comparison Results
Performance Comparison
SDVD
FT Cboe Vest SMID Rising Dividend Achievers Target Income ETF
20.65
-1.21
-5.54%
CGMM
Capital Group U.S. Small and Mid Cap ETF
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RSMC
Rockefeller U.S. Small-Mid Cap ETF
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MSSM
Morgan Stanley Pathway Small-Mid Cap Equity ETF
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NBSM
Neuberger Berman Small-Mid Cap ETF
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SMIZ
Zacks Small/Mid Cap ETF
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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.
Disclaimer
This 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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