ETF PROAI

SDVYvsVB

FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF against Vanguard Small Cap Index Fund — the fee, the flows, the book, and a year head-to-head.

One year, growth of $100
SDVY 109VB 113Oct 25Oct 26GROWTH OF $100
Head to head
SDVYVB
Expense ratio0.60%0.050%
Assets$5.8B$58.9B
Net flow, 1 month——
Net flow, 1 year——
Return, YTD+7.7%+12.0%
Return, 1 year+8.7%+12.7%
Avg daily volume891K521K
Holdings1001417
ListedOct 25, 2023Jan 26, 2004
Options marketYesYes

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

THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.