ETF PROAI

SDVYvsVTWV

FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF against Vanguard Russell 2000 Value Index Fund — the fee, the flows, the book, and a year head-to-head.

One year, growth of $100
SDVY 109VTWV 119Oct 25Oct 26GROWTH OF $100
Head to head
SDVYVTWV
Expense ratio0.60%0.15%
Assets$5.8B$813M
Net flow, 1 month——
Net flow, 1 year——
Return, YTD+7.7%+17.0%
Return, 1 year+8.7%+19.3%
Avg daily volume891K46K
Holdings1001425
ListedOct 25, 2023Sep 20, 2010
Options marketYesNo

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.