SMDV ETF

$71.59
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Returns Overview

1 Month
+6.59%
3 Months
+8.24%
6 Months
+9.40%
YTD
+6.25%
1 Year
+4.20%
3 Years
+5.37%
5 Years
+6.71%
10 Years
+8.13%

Risk Metrics (5-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
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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

+6.59%

3 Months Performance

+8.24%

6 Months Performance

+9.40%

1 Year Performance

+4.20%

Benchmark & Peers

Benchmark
Russell 2000 Dividend Growth Index(NA)
This ETF (YTD)
+6.25%
Peer Avg (YTD)
+3.66%
vs Peers
+2.59%

SMDV ETF Performance

SMDV performance across multiple time periods: 1-month 6.59%, YTD 6.25%, 1-year 4.20%, 3-year 5.37%, 5-year 6.71%, 10-year 8.13%.

SMDV returns outperform the peer average of 3.66% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+6.59%N/A
3 Months+8.24%N/A
6 Months+9.40%N/A
1 Year+4.20%N/A
3 Years+5.37%N/A
5 Years+6.71%N/A

All returns shown are total returns, not annualized