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SDVYNASDAQMarket openCloses 4:00pm ET

First Trust SMID Cap Rising Dividend Achievers ETF

$41.10Last updated
+$0.08 (0.18%)Past day
Timezone

First Trust SMID Rising Dividend Achievers ETF (NASDAQ: SDVY) is an exchange-traded fund listed on NASDAQ, trading at $41.10 (about ₹3,946 a unit) as of 25 Sep 2026, 11:42 AM ET. It has an expense ratio of 0.58% and holds 172 securities. Indian residents can buy SDVY through Paasa under the RBI's Liberalised Remittance Scheme.

Quote

Open:$41.08
Previous close:$41.02
Volume:360.12K

Today's low

$40.97

Today's high

$41.24

52 week low

$36.41

52 week high

$45.11

SDVY opened at $41.08, closed previously at $41.02, and has traded between $36.41 and $45.11 over the past 52 weeks.

About

The First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) is designed to mirror the overall performance—both market value and income, before any fund fees and expenses—of 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.

Issuer
First Trust
Exchange listed on
NASDAQ
Asset class
Small/Micro Cap Equity
Base currency
USD
Domicile
United States
Dividends
Accumulating
Launched
2017
ISIN
US33741X1028

Key statistics

Expense ratio

0.58%

Assets (AUM)

$11.0B

Holdings

172

NAV

$41.31

Avg. volume

—

1-year price change

+8.17%

5-year price change

+40.26%

Price change excludes dividends.

Top 10 holdings

1. National HealthCare Corporation
1.1%
2. Interparfums, Inc.
1.1%
3. OFG Bancorp
1.0%
4. Interactive Brokers Group, Inc. (Class A)
1.0%
5. First BanCorp.
1.0%
6. Reinsurance Group of America, Incorporated
1.0%
7. Applied Industrial Technologies, Inc.
1.0%
8. PriceSmart, Inc.
1.0%
9. The Hanover Insurance Group, Inc.
1.0%
10. Watts Water Technologies, Inc.
1.0%

SDVY holds 172 securities in total. These 10 are 10.2% of the fund.

Where the money is invested

Sectors

Financial Services
34.8%
Industrials
27.1%
Technology
9.6%
Consumer Cyclical
9.3%
Consumer Defensive
5.5%
Basic Materials
4.1%

Countries

United States
95.7%
Puerto Rico
2.1%
Bermuda
1.4%
Bahamas
0.4%
Other
0.2%
Ireland
0.2%

How to buy SDVY from India

Indian residents can buy SDVY units through Paasa in three steps. Funds leave India under the RBI's Liberalised Remittance Scheme and the units are held in your own name with Interactive Brokers.

  1. Open your Paasa account

    KYC takes a few minutes: PAN, Aadhaar and address proof. Your brokerage account is opened in your own name with Interactive Brokers.

  2. Add funds from your Indian bank account

    Remit up to $250,000 a year under the RBI's Liberalised Remittance Scheme. Your bank converts the rupees to US dollars at its rate on the day you remit.

  3. Search SDVY and buy

    Find the fund by its ticker, SDVY, on NASDAQ, and place your order. Fractional units are available and there is no minimum trade size, so you can buy by amount.

Read the full guide: how to invest in SDVY from India

Trading and taxes when buying SDVY from India

Trading and limits

Trading hours
9:30 am – 4:00 pm ET
LRS limit
$250,000Per financial year, under the RBI's Liberalised Remittance Scheme.

Tax for Indian residents

TCS on remittance
20%Collected by your bank on LRS remittances above ₹10 lakh in a financial year. The TCS is adjustable against your income-tax liability.Adjusting TCS against your tax
Capital gains in India
12.5% or slab rateGains on foreign ETF units held for more than 24 months are long-term and taxed at 12.5% without indexation. Gains on units held for 24 months or less are short-term and taxed at your income-tax slab rate.Capital gains explained
Dividends
ReinvestedDividends from its holdings are reinvested inside the fund, so nothing is paid out to you and there is no dividend to declare in India.
US estate tax
May applyUS-situs assets such as US-listed shares can be exposed to US estate tax for non-US persons.US estate tax calculator

Custody. Units are held in your own name at Interactive Brokers LLC and are SIPC-insured up to $500,000 in total, including $250,000 for cash.

FAQs

What is the SDVY price today?

First Trust SMID Rising Dividend Achievers ETF (SDVY) last traded at $41.10 on NASDAQ, as of 25 Sep 2026, 11:42 AM ET. That is ₹3,946 a unit at the 24 Sep 2026 USD/INR rate.

When does SDVY trade, in Indian time?

NASDAQ trades 7:00 pm – 1:30 am IST, so the close lands after midnight. The window shifts to 8:00 pm – 2:30 am IST when the US is on standard time. Orders can only execute during that window.

How big is SDVY, and what does it cost to hold?

First Trust SMID Rising Dividend Achievers ETF manages about $11.0B. Its expense ratio is 0.58% a year, deducted inside the fund. It launched in 2017.

What are SDVY's largest holdings?

The top three are National HealthCare Corporation (1.1%), Interparfums, Inc. (1.1%) and OFG Bancorp (1.0%). SDVY's 10 largest positions make up 10.2% of the fund.

Does SDVY pay dividends?

No. SDVY is an accumulating fund: dividends from its holdings are reinvested inside the fund, so nothing is paid out to you.

How are gains on SDVY taxed in India?

Units held for more than 24 months are long-term and taxed at 12.5% without indexation; units held for 24 months or less are taxed at your income-tax slab rate. The gain is worked out in rupees, so the currency move counts.

Can I buy fractional units of SDVY?

Yes. You can buy SDVY by amount rather than by whole unit, and there is no minimum trade size.

How has SDVY performed?

SDVY's price is up 8.2% over the past year and up 40.3% over five years. These figures are price change only and exclude dividends; past performance does not guarantee future returns.