SDVY ETF

$42.05

Returns Overview

1 Month
-0.94%
3 Months
-0.86%
6 Months
+10.66%
YTD
+8.87%
1 Year
+9.16%
3 Years
+13.58%
5 Years
+12.74%

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
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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

-0.94%

3 Months Performance

-0.86%

6 Months Performance

+10.66%

1 Year Performance

+9.16%

Benchmark & Peers

Benchmark
NASDAQ US Small Mid Cap Rising Dividend Achievers Index(NQDVSMR)
This ETF (YTD)
+8.87%
Peer Avg (YTD)
+1.79%
vs Peers
+7.07%

SDVY ETF Performance

SDVY performance across multiple time periods: 1-month -0.94%, YTD 8.87%, 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-0.94%Apr 27, 2026 to May 26, 2026
3 Months-0.86%Feb 26, 2026 to May 26, 2026
6 Months+10.66%Nov 26, 2025 to May 26, 2026
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