SDVY:NASDAQFirst Trust SMID Cap Rising Dividend Achievers ETF Analysis
Data as of 2026-05-26 - not real-time
$42.05
Latest Price
5/10Risk
Risk Level: Medium
Executive Summary
The fund is trading at $42.05, comfortably above its 20‑day SMA of 41.64, its 50‑day SMA of 40.998 and the 200‑day SMA of 39.42, signaling a bullish price trend. RSI at 56.8 suggests modest upside potential without immediate overbought pressure, while the MACD histogram is negative and the signal line is bearish, hinting at short‑term caution. Volume is stable with average daily volumes around 1.0‑1.5 M shares, supporting good liquidity, and the 30‑day volatility of 14.3% is moderate for a small‑cap value ETF. The expense ratio of 0.58% is competitive and tracking error is zero, indicating efficient index replication. Dividend yield is modest at 0.95%, reflecting the fund’s focus on rising‑dividend achievers rather than high current income. YTD performance of 10.74% coupled with an extreme‑greed market sentiment index of 91.05 underscores strong investor appetite, though the max drawdown of -9.5% reminds investors of downside risk.
Support sits around $40.43 and resistance near $42.71, providing a clear trading range. With a beta of 0.93, the ETF is slightly less volatile than the broader market, and its low tracking and liquidity risks make it a defensible holding for investors seeking exposure to small‑cap value firms with a proven dividend‑growth record.
Support sits around $40.43 and resistance near $42.71, providing a clear trading range. With a beta of 0.93, the ETF is slightly less volatile than the broader market, and its low tracking and liquidity risks make it a defensible holding for investors seeking exposure to small‑cap value firms with a proven dividend‑growth record.
Market Outlook
Short Term
< 1 yearNeutral
Model confidence: 6/10
Key Factors
- Price is near short‑term resistance at $42.71
- MACD histogram remains negative, indicating potential pull‑back
- Dividend yield is modest, limiting immediate income appeal
Medium Term
1–3 yearsPositive
Model confidence: 7/10
Key Factors
- Price above all three SMAs confirms sustained bullish momentum
- YTD return of 10.74% and low expense ratio enhance total return potential
- Stable volume and low tracking error support reliable performance
Long Term
> 3 yearsPositive
Model confidence: 8/10
Key Factors
- Consistent focus on rising‑dividend achievers aligns with dividend‑growth strategies
- Beta below 1 suggests lower market‑wide volatility over time
- Extreme‑greed sentiment and solid YTD performance indicate strong investor confidence
Key Metrics & Analysis
Fund Metrics
Expense Ratio0.58%
AUM$11.0B
Inception Date2017-11-01
Avg Daily Volume1,063,280
Premium/Discount0.00%
Tracking Error0.00%
Dividend Yield0.95%
Technical Analysis
TrendBullish
RSI56.8
Support$40.43
Resistance$42.71
MA 20$41.64
MA 50$41.00
MA 200$39.42
MACDBearish
VolumeStable
Fear & Greed Index91.05
Risk Assessment
Beta0.93
Volatility14.30%
Currency RiskLow
Liquidity RiskLow
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This analysis may contain inaccuracies and is provided for informational and research purposes only. It is not personal investment advice, a recommendation, or an instruction to buy, sell, or hold any asset.