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First TrustForeign Large BlendIDVY · Nasdaq

First Trust International Rising Dividend Achievers ETF (IDVY)

Price
$26.45
—25 Sept 2026
Assets
$1.4M
Total net assets
Expense ratio
0.60%
Category 0.85%
Yield
—
Trailing distributions
3Y CAGR
—
Category 18.8%
5Y CAGR
—
Category 8.9%
Loading NAV history…
First Trust International Rising Dividend Achievers ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
—
Maximum drawdown
—
Sharpe ratio
—
Sortino ratio
—
Beta
—
Alpha
—
R²
—
Information ratio
—
Upside capture
—
Downside capture
—
Tracking error
—
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-2.5%+4.2%+18.8%—————+6.9%
Foreign Large Blend average-2.2%2.8%14.6%12.6%19.7%18.8%8.9%9.2%11.7%
Difference-0.3%+1.4%+4.3%—————-4.9%

Holdings

The 10 largest positions make up 12.6% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
ASML.ASASML Holding NV1.37%
BS6.SIYangzijiang Shipbuilding (Holdings) Ltd1.29%
8316.TSumitomo Mitsui Financial Group Inc1.29%
0669.HKTechtronic Industries Co Ltd1.28%
5803.TFujikura Ltd1.27%
7735.TScreen Holdings Co Ltd1.26%
5802.TSumitomo Electric Industries Ltd1.23%
CABK.MCCaixaBank SA1.21%
RR.LRolls-Royce Holdings PLC1.20%
STAN.LStandard Chartered PLC1.19%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
14.3
P/B
1.8
P/S
1.4
P/CF
9.6

Sector allocation

Share of the equity the fund holds.

34.3%Financial services11 sectors
  1. Financial services34.3%
  2. Industrials29.6%
  3. Consumer discretionary12.8%
  4. Technology9.5%
  5. Consumer staples3.0%
  6. Health care2.9%
  7. Materials2.8%
  8. Communication services2.1%
  9. Energy1.4%
  10. Utilities0.9%
  11. Real estate0.7%

Asset mix

  • Stocks99.4%
  • Other0.3%
  • Cash0.2%

ETF details

Issuer
First Trust
Category
Equity · Foreign Large Blend
Ticker
IDVY
Exchange
Nasdaq
Inception
9 Feb 2026 (0.6 years)
Structure
Exchange Traded Fund
Expense ratio
0.60% (category 0.85%)
Holdings turnover
0% (category 45%)
Distribution yield
—
Beta, 3 years
0.00
Total net assets
$1.4M

Prices and returns as of 25 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

Other foreign large blend ETFs

Other ETFs in the Foreign Large Blend category.

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Investment research for ETFs, mutual funds and stocks. Data is for research and education. It is not a recommendation to buy or sell any security. Mutual fund investments are subject to market risk; read all scheme documents carefully.

© 2026 Evenfolio
build 62 · 2026-09-28 17:30 UTC

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