SDVD ETF Analysis: FT Vest SMID Rising | BATS

Derivative Income | BATS, USA | Market Cap: 888m USD | 12M Return: 12.3% | US33738D8204 | Charts, Fundamentals & Technical Analysis

Small-Cap Stocks, Mid-Cap Stocks, Dividend Achievers, Income Strategies
Total Rating 44
Safety 73
Buy Signal -0.18
Derivative Income
Category Rotation: +9.6
TER: 0.85%
AUM: 888M
Avg Turnover: 5.25M
Risk 3d forecast
Volatility16.6%
VaR 5th Pctl2.85%
VaR vs Median-4.72%
Reward TTM
Sharpe Ratio0.59
Rel. Str. IBD45.2
Rel. Str. Peer Group18.8
Character TTM
Beta0.752
Beta Downside0.792
Hurst Exponent0.499
Drawdowns 3y
Max DD24.60%
CAGR/Max DD0.63
CAGR/Mean DD3.42

Warnings

Choppy

Tailwinds

No distinct edge detected

Seasonality 3.1 years of data

Jan +2.9% 37
Feb -1.7% 0
Mar -5.4% 35
Apr +0.9% 0
May +0.8% 0
Jun +2.5% 37
Jul +0.9% 0
Aug -2.6% 18
Sep -0.9% 30
Oct -2.9% 39
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 September 27, 2026, the stock is trading at USD 21.96 with a total of 259,862 shares traded. Over the past week, the price has changed by -0.51%, over one month by -4.71%, over three months by -2.63% and over the past year by +12.32%.

Current recommended Stop Loss: 21.60 (which is 1.6% or 1.4 ATR below the current price).

Is SDVD a buy, sell or hold?

FT Vest SMID Rising has no consensus analysts rating.