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Home βΊ Calculator βΊ SDVY Dividend Calculator 2026
First Trust SMID Cap Rising Dividend Achievers ETF Β· NASDAQ
Price: $41.27 Β· Annual div: $0.44/share Β· Frequency: quarterly Β· Payout ratio: 50% Β· Ex-div: TBD
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Year your monthly dividend income covers each expense (based on current settings)
$10,000 in SDVY β $11.1K in 10 years Β· $9.80/month
The First Trust SMID Cap Rising Dividend Achievers ETF, seeks investment results that correspond generally to the price and yield (before the Fund's fees and expenses) of an index called the Nasdaq US Small Mid Cap Rising Dividend Achievers Index (the "Index"). The Fund will normally invest at least 90% of its net assets (including investment borrowings) in securities that comprise the Index. The Index is comprised of a selection of small and mid-cap companies that have a history of raising their dividends and that exhibit the characteristics to potentially continue doing so in the future. The Index construction process considers a company's earnings growth, levels of cash compared to debt and the amount of earnings that are paid out as dividends.
This calculation uses the DividendFlow Engine v6.0. Data is verified daily against SEC filings and FMP real-time feeds to ensure projection accuracy.
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Ready to invest? Open SDVY position with:
Real after-tax yield depends on where you live and how you hold SDVY.
| Account/Country | Tax Rate | After-tax Yield | Real Yield | $10K Annual Income |
|---|---|---|---|---|
| πΊπΈ Roth IRA / 401k | 0% | 1.07% | -1.73% | $107 / yr |
| πΊπΈ US Taxable (15%) β | 15% | 0.91% | -1.89% | $91 / yr |
| πΊπΈ US Taxable (20%) | 20% | 0.86% | -1.94% | $86 / yr |
| π¬π§ UK ISA | 0% | 1.07% | -1.73% | $107 / yr |
| π¬π§ UK Taxable | 8.75% | 0.98% | -1.82% | $98 / yr |
| π¨π¦ TFSA | 0% | 1.07% | -1.73% | $107 / yr |
| π¨π¦ CA Taxable | 25% | 0.80% | -2.00% | $80 / yr |
| π¦πΊ Super (pension) | 15% | 0.91% | -1.89% | $91 / yr |
| π¦πΊ AU Taxable | 30% | 0.75% | -2.05% | $75 / yr |
| π©πͺ DE Taxable | 26.375% | 0.79% | -2.01% | $79 / yr |
| π«π· FR Taxable | 30% | 0.75% | -2.05% | $75 / yr |
Real yield = after-tax yield minus US CPI of 2.8%. 12-month CPI (US BLS via FMP economic-indicators). Click any row to select. US withholding tax (30%, reducible by treaty) applies to non-US residents holding US stocks in taxable accounts.
12-month CPI (US BLS via FMP economic-indicators).
Based on current dividend of $0.44/share/yr Β· πΊπΈ US Taxable (15%) Β· static projection (no growth assumed).
SDVY pays quarterly β 4 times per year. Next ex-div: TBD.
How SDVY compares to typical Financial Services averages.
Benchmarks: S&P 500 sector averages (2024β2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for SDVY sourced from FMP /financial-growth endpoint β real data, not estimates.
Dividend yields, payout ratios, and financial metrics are sourced from Financial Modeling Prep (FMP) and cross-referenced with SEC EDGAR filings. Data is cached and updated every 24 hours via our nightly refresh. DRIP projections are forward-looking estimates, not guarantees.
Educational purposes only. Not financial advice. DividendFlow is not a registered investment advisor. Projections generated by the SDVY dividend calculator are estimates based on historical data and user inputs. Actual future returns, stock prices, and dividend payments will vary. Dividends can be cut or suspended at any time. All investments carry risk, including the loss of principal. Please consult a qualified financial professional before making any investment decisions. Full disclaimer β
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