SDVY, a passively managed ETF focused on mid-cap value stocks with rising dividends, has $10.88 billion in assets and a Zacks ETF Rank of 2 (Buy). With a 0.58% expense ratio and 7.48% YTD return, it offers diversified exposure to 173 holdings primarily in Financials. However, its expense ratio is higher than comparable alternatives like IWS (0.23%) and VOE (0.05%).
SDVYETF
First Trust SMID Cap Rising Dividend Achievers ETF · NASDAQ
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The iShares Russell Mid-Cap Value ETF (IWS) is highlighted as a strong option for investors seeking mid-cap value exposure. With $15.56 billion in assets, a low 0.23% expense ratio, and a Zacks ETF Rank of 1 (Strong Buy), the fund has delivered 19.84% returns year-to-date and 21.74% over the past year. The ETF holds 723 diversified holdings with heavy exposure to Financials, Industrials, and Healthcare sectors.
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