JEPI vs SDVD
YTDYear to date
SDVD wins+6.3 pts
Past year
SDVD wins+6.0 pts
Fee
JEPI winslower fee
Yield
SDVD wins+1.1 pts
AUM
JEPI50.7× more
3–1SDVD wins
JEPI and SDVD · year-to-date · as of Nov 8, 2026 · AUM not scored
SDVD vs S&P 500
3M$22.18 · −0.2% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3M ▼YTD1Y3Y5YMAX
Total return−0.2%+1.7%−5.5%+11.6%+14.2%+62.7%—+48.7%
Peer average+0.8%−5.4%−1.7%+6.2%+7.6%+45.5%+21.4%—
S&P 500 · VOO+0.3%−5.0%−4.6%+8.7%+9.8%+80.8%+71.8%+793.2%
First Trust SDVD and Vanguard VOO · total return, dividends in · as of Nov 8, 2026
SDVD’s Holdings
TodayIPAR1.2%THG1.1%WSM1.1%YOU1.1%AIZ1.1%VLTO1.1%RGA1.1%NHC1.0%VRSN1.0%OFG1.0%CINF1.0%FBP1.0%EWBC1.0%GHC1.0%BMI0.9%EXPE0.9%WTS0.9%ZION0.9%SSD0.9%PRI0.9%SSB0.9%G0.9%
IPARInterparfums1.2%THG1.1%WSM1.1%YOU1.1%AIZ1.1%VLTO1.1%RGA1.1%NHC1.0%VRSN1.0%OFG1.0%CINF1.0%FBP1.0%
Financial ServicesIndustrialsTechnologyConsumer CyclicalConsumer DefensiveBasic MaterialsOther
First Trust SDVD · 173 holdings · top 22 shown · tile size = share of the fund · as of Nov 6, 2026
All 92 Premium Income ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | JEPI | JPMorgan Equity Premium IncomeReadDesk | 0.35% | 8.1% | +5.3% | +5.3% | $45.2B | |
| 2 | JEPQ | JPMorgan Nasdaq Equity Premium IncomeReadDesk | 0.35% | 12.8% | +3.2% | +3.2% | $40.7B | |
| 3 | GPIX | Goldman Sachs S&P 500 Premium IncomeReadDesk | 0.35% | 8.6% | +9.3% | +9.3% | $6.3B | |
| 4 | GPIQ | Goldman Sachs Nasdaq-100 Premium IncomeReadDesk | 0.35% | 11.2% | +6.8% | +6.8% | $6.1B | |
| 5 | RDVI | FT Vest Rising Dividend Achievers Target IncomeReadDesk | 0.75% | 8.4% | +12.7% | +12.7% | $3.8B | |
| 6 | BALI | U.S. Large Cap Premium Income ActiveReadDesk | 0.35% | 8.1% | +10.8% | +10.8% | $1.5B | |
| 7 | SDVD | FT Vest SMID Rising Dividend Achievers Target IncomeReadDesk | 0.85% | 9.2% | +11.6% | +11.6% | $892M | |
| 8 | ROCY | JPMorgan Equity Premium YieldReadDesk | 0.35% | 4.6% | new | new | $879M | |
| 9 | ROCQ | JPMorgan Nasdaq Equity Premium YieldReadDesk | 0.35% | 7.8% | new | new | $766M | |
| 10 | WTPI | WisdomTree Equity Premium IncomeReadDesk | 0.44% | 12.7% | +4.1% | +4.1% | $559M | |
| 11 | PAPI | Parametric Equity Premium IncomeReadDesk | 0.29% | 7.3% | +17.3% | +17.3% | $551M | |
| 12 | KHPI | Kensington Hedged Premium IncomeReadDesk | 0.98% | 9.1% | +6.9% | +6.9% | $453M | |
| 13 | TCAL | T. Rowe Price Capital Appreciation Premium IncomeReadDesk | 0.34% | 11.7% | +8.3% | +8.3% | $321M | |
| 14 | KBWY | KBW Premium Yield Equity REITReadDesk | 0.35% | 8.9% | +15.7% | +15.7% | $286M | |
| 15 | GDXY | YieldMax Gold Miners Option Income StrategyReadDesk | 1.00% | 74.7% | −6.0% | −6.0% | $274M | |
| 16 | MRNY | YieldMax MRNA Option Income StrategyReadDesk | 1.00% | 43.5% | +529.4% | +529.4% | $261M |
1–16 of 92Page 1 of 6
Premium Income · current AUM · as of Nov 8, 2026
SDVD Payouts by Year
4YLatest payout, Oct 2026
$0.16
a share · every month
9.2% yield
9.2% yield
4 years added up
$6.06 a share
$6.06 a share
First Trust SDVD · per-share distributions by ex-date · 2023–2026
SDVD’s Peers
YTD| # | Trend | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | JEPI | JPMorgan Equity Premium Income ETFReadVersus | 0.35% | 8.1% | +0.1% | +5.3% | +8.2% | $45.2B | |
| 2 | JEPQ | JPMorgan Nasdaq Equity Premium Income ETFReadVersus | 0.35% | 12.8% | +1.2% | +3.2% | +4.5% | $40.7B | |
| 3 | GPIX | Goldman Sachs S&P 500 Premium Income ETFReadVersus | 0.35% | 8.6% | +0.3% | +9.3% | +10.9% | $6.3B | |
| 4 | GPIQ | Goldman Sachs Nasdaq-100 Premium Income ETFReadVersus | 0.35% | 11.2% | +1.3% | +6.8% | +6.8% | $6.1B | |
| 5 | RDVI | FT Vest Rising Dividend Achievers Target Income ETFReadVersus | 0.75% | 8.4% | −0.3% | +12.7% | +16.3% | $3.8B | |
| 6 | SDVD | FT Vest SMID Rising Dividend Achievers Target Income ETFThis fund | 0.85% | 9.2% | −0.2% | +11.6% | +14.2% | $892M |
#12 of 75 this year · #46 cheapest of 92 · sorted by assetsOpen the Income table →
SDVD and its peer group · total return · as of Nov 8, 2026
Cards for This View
SDVD’s Top 10 Holdings
Today10.7%of SDVD sits in these 10
First Trust SDVD · weight in the fund · as of Nov 6, 2026
SDVD’s Holdings
TodayIPAR1.2%THG1.1%WSM1.1%YOU1.1%AIZ1.1%VLTO1.1%RGA1.1%NHC1.0%VRSN1.0%OFG1.0%CINF1.0%FBP1.0%EWBC1.0%GHC1.0%BMI0.9%EXPE0.9%WTS0.9%ZION0.9%SSD0.9%PRI0.9%SSB0.9%G0.9%
IPARInterparfums1.2%THG1.1%WSM1.1%YOU1.1%AIZ1.1%VLTO1.1%RGA1.1%NHC1.0%VRSN1.0%OFG1.0%CINF1.0%FBP1.0%
Financial ServicesIndustrialsTechnologyConsumer CyclicalConsumer DefensiveBasic MaterialsOther
First Trust SDVD · 173 holdings · top 22 shown · tile size = share of the fund · as of Nov 6, 2026
SDVD vs Peer Average
YTDSDVDAvsBPeer average
1D−0.2%+0.8%
1M+1.7%−5.4%
3M−5.5%−1.7%
YTD+11.6%+6.2%
1Y+14.2%+7.6%
3Y+62.7%+45.5%
5Y[…]+21.4%
4–2SDVD wins
91 Premium income peers · each row scaled to its leader