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First Trust SMID Cap Rising Dividend Achievers ETF Β· NASDAQ
Price: $42.99 Β· Annual div: $0.41/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 $11.0K in 10 years Β· $8.73/month
The First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) is designed to mirror the overall performanceβboth market value and income, before any fund fees and expensesβof a specific benchmark: the Nasdaq US Small Mid Cap Rising Dividend Achievers Index. Typically, the fund commits a minimum of 90% of its total assets to the securities that make up this Index. The Index itself is comprised of a curated selection of smaller and medium-sized companies. These firms are chosen for their consistent track record of boosting their dividend payments, alongside possessing the financial characteristics that suggest they are well-positioned to continue this dividend growth into the future. The process for selecting companies for the Index involves a careful evaluation of several factors, including their profit expansion, the strength of their balance sheet (specifically their cash holdings relative to debt), and the percentage of their earnings that they distribute to shareholders 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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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% | 0.96% | -1.84% | $96 / yr |
| πΊπΈ US Taxable (15%) β | 15% | 0.82% | -1.98% | $82 / yr |
| πΊπΈ US Taxable (20%) | 20% | 0.77% | -2.03% | $77 / yr |
| π¬π§ UK ISA | 0% | 0.96% | -1.84% | $96 / yr |
| π¬π§ UK Taxable | 8.75% | 0.88% | -1.92% | $88 / yr |
| π¨π¦ TFSA | 0% | 0.96% | -1.84% | $96 / yr |
| π¨π¦ CA Taxable | 25% | 0.72% | -2.08% | $72 / yr |
| π¦πΊ Super (pension) | 15% | 0.82% | -1.98% | $82 / yr |
| π¦πΊ AU Taxable | 30% | 0.67% | -2.13% | $67 / yr |
| π©πͺ DE Taxable | 26.375% | 0.71% | -2.09% | $71 / yr |
| π«π· FR Taxable | 30% | 0.67% | -2.13% | $67 / 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 $0.41/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
First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) is currently trading at $42.99, trading near its 52-week high. The current dividend yield is 0.96% based on an annual payout of $0.41 per share.
First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) is a financial services stock currently trading at $42.99 with a dividend yield of 0.96%. The company pays an annual dividend of $0.41 per share. The payout ratio of 50% suggests the dividend is well-covered by earnings.
Auto-generated from live market data. For educational purposes only β not financial advice.
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