SDVY ETF

$41.29
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Returns Overview

1 Month
+5.40%
3 Months
+8.20%
6 Months
+12.32%
YTD
+4.31%
1 Year
+9.16%
3 Years
+13.58%
5 Years
+12.74%

Risk Metrics (5-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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

+5.40%

3 Months Performance

+8.20%

6 Months Performance

+12.32%

1 Year Performance

+9.16%

Benchmark & Peers

Benchmark
NASDAQ US Small Mid Cap Rising Dividend Achievers Index(NQDVSMR)
This ETF (YTD)
+4.31%
Peer Avg (YTD)
+1.79%
vs Peers
+2.52%

SDVY ETF Performance

SDVY performance across multiple time periods: 1-month 5.40%, YTD 4.31%, 1-year 9.16%, 3-year 13.58%, 5-year 12.74%.

SDVY returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+5.40%N/A
3 Months+8.20%N/A
6 Months+12.32%N/A
1 Year+9.16%N/A
3 Years+13.58%N/A
5 Years+12.74%N/A

All returns shown are total returns, not annualized