SCDV
Bahl & Gaynor Small Cap Dividend ETF
📎 Investment Objective
The Bahl & Gaynor Small Cap Dividend ETF (SCDV) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the Bahl & Gaynor Small Cap Dividend Index.
Overview
ETF tracking Bahl & Gaynor Small Cap Dividend ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Bahl & Gaynor Small Cap Dividend ETF (SCDV) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the Bahl & Gaynor Small Cap Dividend Index.
🎯 Investment Strategy
The ETF invests in a portfolio of small-capitalization U.S. companies that are expected to provide above-average dividend yields. The fund's index selects companies based on their dividend growth potential, financial strength, and valuation metrics.
✨ Key Features
- Focuses on small-cap U.S. stocks with attractive dividend characteristics
- Aims to provide exposure to companies with the potential for dividend growth
- Employs a rules-based index methodology to identify suitable holdings
- Relatively low expense ratio of 0.00%
⚠️ Primary Risks
- Exposure to small-cap stocks, which may be more volatile and less liquid than large-cap companies
- Dividend-focused strategy may underperform the broader small-cap market during certain periods
- Concentration in a specific sector or industry could increase volatility
- Index tracking risk, as the fund may not perfectly replicate the performance of its benchmark
👤 Best For
The Bahl & Gaynor Small Cap Dividend ETF may be suitable for investors seeking exposure to small-cap U.S. stocks with a focus on dividend-paying companies. It could be a component of a diversified portfolio, particularly for investors with a long-term investment horizon and a moderate risk tolerance.