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Save view, at the bottom, keeps this one here Year to date
SDVD wins+5.4 pts
Past year
SDVD wins+5.1 pts
JEPI and SDVD · year-to-date · as of Nov 12, 2026 · AUM not scored
Latest payout, Oct 2026
$0.16
a share · every month
9.0% yield
4 years added up
$6.06 a share
First Trust SDVD · per-share distributions by ex-date · 2023–2026
SDVD’s Peers
YTDPremium Income · 6 largestCards for This View
10.6%of SDVD sits in these 10
3RGAReinsurance Group of America, Incorporated1.09% 4
Year to date
SDVD wins+5.4 pts
Past year
SDVD wins+5.1 pts
Markets / Income / SDVD · YTD · vs S&P 500 · Lines · 1M chart Return1D1M ▼3MYTD1Y3Y5YMAX
Total return−0.5%+3.9%−3.9%+13.7%+15.1%+61.8%—+51.4%
Peer average−1.3%−3.3%−1.9%+6.5%+6.6%+43.1%+22.0%—
S&P 500 · VOO−0.3%−1.6%−2.2%+11.9%+12.1%+80.1%+73.9%+819.7%
First Trust SDVD and Vanguard VOO · total return, dividends in · as of Nov 12, 2026
Financial ServicesIndustrialsTechnologyConsumer CyclicalConsumer DefensiveBasic MaterialsOther
First Trust SDVD · 173 holdings · top 22 shown · tile size = share of the fund · as of Nov 12, 2026
+12.3%
+12.3%
$6.6B
Goldman Sachs Nasdaq-100 Premium Income
+11.7%
+11.7%
$6.6B
FT Vest Rising Dividend Achievers Target Income
+15.3%
+15.3%
$3.9B
U.S. Large Cap Premium Income Active
+13.8%
+13.8%
$1.6B
FT Vest SMID Rising Dividend Achievers Target Income
+13.7%
+13.7%
$916M
JPMorgan Equity Premium Yield
new
new
$911M
JPMorgan Nasdaq Equity Premium Yield
new
new
$808M
Parametric Equity Premium Income
+17.7%
+17.7%
$572M
WisdomTree Equity Premium Income
+7.2%
+7.2%
$547M
Kensington Hedged Premium Income
+8.6%
+8.6%
$461M
T. Rowe Price Capital Appreciation Premium Income
+10.4%
+10.4%
$331M
KBW Premium Yield Equity REIT
+14.5%
+14.5%
$287M
YieldMax Gold Miners Option Income Strategy
−11.9%
−11.9%
$267M
YieldMax MRNA Option Income Strategy
+477.6%
+477.6%
$258M
Premium Income · current AUM · as of Nov 12, 2026
−0.3%
+12.3%
+13.1%
$6.6B
Goldman Sachs Nasdaq-100 Premium Income ETF
−0.3%
+11.7%
+11.8%
$6.6B
FT Vest Rising Dividend Achievers Target Income ETF
−0.7%
+15.3%
+18.5%
$3.9B
FT Vest SMID Rising Dividend Achievers Target Income ETF
−0.5%
+13.7%
+15.1%
$916M
#15 of 75 this year · #46 cheapest of 92 · sorted by assets
SDVD and its peer group · total return · as of Nov 12, 2026
Williams-Sonoma
1.08%
5THGThe Hanover Insurance Group1.08% 7YOUClear Secure, ()1.04% 8NHCNational HealthCare1.03% First Trust SDVD · weight in the fund · as of Nov 12, 2026
First Trust SDVD · 173 holdings · top 22 shown · tile size = share of the fund · as of Nov 12, 2026
SDVD wins
+1.1 pts
JEPI and SDVD · year-to-date · as of Nov 12, 2026 · AUM not scored
SDVDAvsBPeer average
1D−0.5%−1.3%
1M+3.9%−3.3%
3M−3.9%−1.9%
YTD+13.7%+6.5%
1Y+15.1%+6.6%
3Y+61.8%+43.1%
5Y[…]+22.0%
5–1SDVD wins
91 Premium income peers · each row scaled to its leader
1.0%
NHC1.0%
Financial ServicesIndustrialsTechnologyConsumer CyclicalConsumer DefensiveBasic MaterialsOther