SDVY ETF

SDVY ETF
$43.82
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Returns Overview

1 Month
+1.46%
3 Months
+3.67%
6 Months
+8.92%
YTD
+14.80%
1 Year
+22.75%
3 Years (annualized)
+14.77%
5 Years (annualized)
+10.47%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SDVY have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
NASDAQ US Small Mid Cap Rising Dividend Achievers Index(NQDVSMR)
This ETF (YTD)
+14.80%
Peer Avg (YTD)
+9.54%
vs Peers
+5.26%

SDVY ETF Performance

SDVY performance across multiple time periods: 1-month 1.46%, YTD 14.80%, 1-year 22.75%, 3-year 14.77%, 5-year 10.47%.

SDVY returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this ETF.

SDVY vs another fund shows side-by-side returns. SDVY alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+1.46%N/A
3 Months+3.67%N/A
6 Months+8.92%N/A
1 Year+22.75%N/A
3 Years+14.77%N/A
5 Years+10.47%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized