SDVY ETF

$44.66

Returns Overview

1 Month
+4.56%
3 Months
+9.49%
6 Months
+12.63%
YTD
+11.47%
1 Year
+22.62%
3 Years (annualized)
+16.49%
5 Years (annualized)
+9.95%

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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
NASDAQ US Small Mid Cap Rising Dividend Achievers Index(NQDVSMR)
This ETF (YTD)
+11.47%
Peer Avg (YTD)
+10.82%
vs Peers
+0.65%

SDVY ETF Performance

SDVY performance across multiple time periods: 1-month 4.56%, YTD 11.47%, 1-year 22.62%, 3-year 16.49%, 5-year 9.95%.

SDVY returns outperform the peer average of 10.82% 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+4.56%N/A
3 Months+9.49%N/A
6 Months+12.63%N/A
1 Year+22.62%N/A
3 Years+16.49%N/A
5 Years+9.95%N/A

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