SMDV ETF

SMDV ETF
$78.43
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Returns Overview

1 Month
+6.66%
3 Months
+12.40%
6 Months
+17.74%
YTD
+17.36%
1 Year
+21.30%
3 Years (annualized)
+12.20%
5 Years (annualized)
+6.67%
10 Years (annualized)
+7.54%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SMDV 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Dividend Growth Index
This ETF (YTD)
+17.36%
Peer Avg (YTD)
+18.52%
vs Peers
-1.17%

SMDV ETF Performance

SMDV performance across multiple time periods: 1-month 6.66%, YTD 17.36%, 1-year 21.30%, 3-year 12.20%, 5-year 6.67%, 10-year 7.54%.

SMDV returns trail the peer average of 18.52% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this ETF.

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

Compare SMDV

SMDV vs SPYSMDV vs QQQSMDV vs VOOSMDV vs VTISMDV vs IVVSMDV vs SCHDSMDV vs VYMSMDV vs VXUS

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+6.66%N/A
3 Months+12.40%N/A
6 Months+17.74%N/A
1 Year+21.30%N/A
3 Years+12.20%N/A
5 Years+6.67%N/A

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