(SDVY) First Trust SMID Cap - Performance -1.1% in 12m
Compare SDVY with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
68.18%
#10 in Group
Rel. Strength
42.84%
#4584 in Universe
Total Return 12m
-1.09%
#24 in Group
Total Return 5y
120.30%
#7 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: SDVY (-1.1%) vs QQQ (9.8%)
5y Drawdown (Underwater) Chart
Top Performers in Small Value
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| REGL BATS ProShares S&P MidCap 400 |
-1.82% | 6.28% | 80.3% | - | - | - | - | - |
| IVOV NYSE ARCA Vanguard S&P Mid-Cap 400 |
-3.88% | 3.59% | 101% | - | - | - | - | - |
| MDYV NYSE ARCA SPDR S&P 400 Mid Cap Value |
-3.91% | 3.44% | 100% | - | - | - | - | - |
| XMVM NYSE ARCA Invesco S&P MidCap Value |
-2.01% | 0.94% | 117% | - | - | - | - | - |
| IJJ NYSE ARCA iShares S&P Mid-Cap 400 |
-3.91% | 3.45% | 99.9% | - | - | - | - | - |
| RWJ NYSE ARCA Invesco S&P SmallCap 600 |
-4.67% | -3.59% | 149% | - | - | - | - | - |
| AVUV NYSE ARCA Avantis U.S. Small Cap |
-4.61% | -6.77% | 140% | - | - | - | - | - |
| SDVY NASDAQ First Trust SMID Cap Rising |
-2.52% | -1.09% | 120% | - | - | - | - | - |
Performance Comparison: SDVY vs QQQ vs S&P 500
QQQ (Invesco QQQ Trust ETF) is the Sector Benchmark for SDVY
| Total Return (including Dividends) | SDVY | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | -2.52% | 0.74% | -0.87% |
| 3 Months | -13.01% | -9.33% | -8.60% |
| 12 Months | -1.09% | 9.83% | 9.37% |
| 5 Years | 120.30% | 122.69% | 103.96% |
| Trend Score (consistency of price movement) | SDVY | QQQ | S&P 500 |
| 1 Month | -13.4% | -6.5% | -17.9% |
| 3 Months | -89.9% | -88.6% | -89.7% |
| 12 Months | 21.9% | 45.5% | 57.2% |
| 5 Years | 80.4% | 76.8% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. QQQ | vs. S&P 500 |
| 1 Month | #30 | -3.23% | -1.66% |
| 3 Month | #27 | -4.05% | -4.82% |
| 12 Month | #30 | -9.95% | -9.57% |
| 5 Years | #19 | -1.07% | 8.01% |
FAQs
Does SDVY First Trust SMID Cap outperforms the market?
No,
over the last 12 months SDVY made -1.09%, while its related Sector, the Invesco QQQ Trust (QQQ) made 9.83%.
Over the last 3 months SDVY made -13.01%, while QQQ made -9.33%.
Over the last 3 months SDVY made -13.01%, while QQQ made -9.33%.
Performance Comparison SDVY vs Indeces and Sectors
SDVY vs. Indices SDVY is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.20% | -1.65% | -5.22% | -10.5% |
| US NASDAQ 100 | QQQ | -3.08% | -3.26% | -5.44% | -10.9% |
| US Dow Jones Industrial 30 | DIA | 0.58% | 0.64% | -5.38% | -7.60% |
| German DAX 40 | DAX | 1.41% | -1.56% | -23.6% | -23.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 5.64% | 0.33% | -3.31% | -5.98% |
| Hongkong Hang Seng | HSI | 1.41% | -0.07% | -6.0% | -11.1% |
| India NIFTY 50 | INDA | 5.44% | -6.44% | -7.07% | -3.27% |
| Brasil Bovespa | EWZ | -1.99% | -7.34% | -9.53% | 6.29% |
SDVY vs. Sectors SDVY is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.43% | -1.45% | -14.0% | -22.1% |
| Consumer Discretionary | XLY | -3.55% | -2.84% | -8.44% | -11.9% |
| Consumer Staples | XLP | 6.63% | -2.72% | -10.3% | -10.1% |
| Energy | XLE | 1.45% | 7.71% | -4.31% | 10.0% |
| Financial | XLF | 0.47% | -0.41% | -12.6% | -21.1% |
| Health Care | XLV | 1.44% | 1.58% | -3.70% | -1.38% |
| Industrial | XLI | 0.32% | -1.97% | -5.87% | -7.48% |
| Materials | XLB | 1.90% | 0.16% | 1.98% | 5.44% |
| Real Estate | XLRE | 3.04% | -1.0% | -3.61% | -15.5% |
| Technology | XLK | -4.79% | -3.37% | -0.49% | -5.52% |
| Utilities | XLU | 2.36% | -3.43% | -8.42% | -22.0% |
| Aerospace & Defense | XAR | -1.11% | -7.73% | -17.1% | -26.0% |
| Biotech | XBI | -1.77% | 1.07% | 7.60% | 3.62% |
| Homebuilder | XHB | 0.41% | -0.10% | 10.2% | 8.50% |
| Retail | XRT | 1.34% | -2.71% | -0.48% | 3.57% |