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Friday, October 2, 2026The Morning Brief →Sign in

SDVYvsSPMD

FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF against SPDR Portfolio S&P 400 Mid Cap ETF — the fee, the flows, the book, and a year head-to-head.

One year, growth of $100
SDVY 108SPMD 111Oct 25Oct 26GROWTH OF $100
Head to head
SDVYSPMD
Expense ratio0.60%0.030%
Assets$5.8B$17.9B
Net flow, 1 month—+$207M
Net flow, 1 year—+$2.1B
Return, YTD+6.9%+10.0%
Return, 1 year+8.0%+11.0%
Avg daily volume867K1.5M
Holdings100401
ListedOct 24, 2023Nov 7, 2005
Options marketYesYes

MARKED CELLS LEAD ON THAT LINE · LOWER FEE, LARGER ASSETS, STRONGER FLOWS & RETURNS

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