SDVD ETF Analysis: FT Vest SMID Rising | BATS

Derivative Income | BATS, USA | Market Cap: 905m USD | 12M Return: 20.9% | Charts, Fundamentals & Technical Analysis

Small-Cap Stocks, Mid-Cap Stocks, Dividend Achievers, Income Strategies
Total Rating 62
Safety 64
Buy Signal -0.15
Derivative Income
Category Rotation: -1.5
TER: 0.85%
AUM: 905M
Avg Turnover: 4.32M
Risk 3d forecast
Volatility16.9%
VaR 5th Pctl2.87%
VaR vs Median-5.24%
Reward TTM
Sharpe Ratio1.09
Rel. Str. IBD54.9
Rel. Str. Peer Group76
Character TTM
Beta0.884
Beta Downside1.004
Hurst Exponent0.513
Drawdowns 3y
Max DD24.60%
CAGR/Max DD0.63
CAGR/Mean DD3.20

Warnings

Choppy

Tailwinds

No distinct edge detected

Seasonality 2.9 years of data

Jan +2.9% 34
Feb -1.7% 0
Mar -5.4% 35
Apr +0.9% 0
May +0.8% 0
Jun +2.3% 32
Jul +1.8% -
Aug +0.2% 0
Sep -0.9% 27
Oct -2.9% 34
Nov +4.3% 30
Dec -5.2% 29

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: SDVD FT Vest SMID Rising

The FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) is a passively managed, non-diversified exchange-traded fund that primarily invests in dividend-paying U.S. small- and mid-capitalization companies, allocating at least 80% of its net assets to this segment under normal market conditions. The fund pursues a secondary objective of capital appreciation alongside its core income mandate.

As a Derivative Income category ETF, SDVD reflects FT Vests broader strategy of using options-based and structured techniques to enhance yield, often involving options overlay strategies on an underlying dividend-focused equity portfolio. Small- and mid-cap dividend ETFs typically target companies with established track records of dividend payments, and the Rising Dividend Achievers component generally refers to firms with a multi-year history of consecutive dividend increases, which can offer a measure of financial stability but also expose investors to greater volatility than large-cap dividend funds.

Headlines to Watch Out For
  • SMID dividend stock performance drives underlying NAV
  • Covered call premium income fluctuates with implied volatility
  • Rising rate environment pressures high-yielding small cap dividend payers
What is the price of SDVD shares?

As of July 28, 2026, the stock is trading at USD 23.28 with a total of 334,280 shares traded. Over the past week, the price has changed by +1.32%, over one month by +1.85%, over three months by +3.04% and over the past year by +20.93%.

Current recommended Stop Loss: 22.90 (which is 1.6% or 1.2 ATR below the current price).

Is SDVD a buy, sell or hold?

FT Vest SMID Rising has no consensus analysts rating.