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First Trust SMID Cp Rising Div Achv ETF SDVY ETF Analysis

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Morningstar’s Analysis SDVY

Will SDVY outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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First Trust SMID Cp Rising Div Achv ETF's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers. The strategy changed its peer group in October, moving to the Small Value Morningstar Category from the Mid-Cap Value category.

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