Dividend EFTs Performance Guide: Dollar-cost Averaging for First Trust SMID Cap Rising Dividend Achievers ETF (SDVY)

Dividend EFTs Performance Guide: Dollar-cost Averaging for First Trust SMID Cap Rising Dividend Achievers ETF (SDVY)

Dollar-cost averaging calculator assumes a $1,000 initial investment and a recurring $100 monthly investment.

All values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.

Dollar-cost Average Calculator
12/2017 - 11/2024
StockSDVY
Initial Investment$1,000.00
Recurring Monthly Investment$100.00
Initial # Shares Bought53.608
# Monthly Investments83
Total Monthly Investments$8,300.00
# Monthly Shares Bought368.741
Total Investments$9,300.00
Total Shares422.349
Final Value$15,221.47
Total Gain or Loss $5,921.47
Percent Gain or loss63.67%
Stock Return Calculator S&P 500 Dollar-cost Average Calculator


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SDVY Performance Table and Chart

SDVY Dividend Chart

SDVY Compare Returns with S&P 500

SDVY Trendline Chart

SDVY Moving Average Chart

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SDVY Stock Returns/Purchase Dates