JEPI vs SDVD
YTDYear to date
SDVD wins+6.1 pts
Past year
SDVD wins+6.9 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 4, 2026 · AUM not scored
SDVD vs S&P 500
3Y$22.46 · −0.5% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD1Y3Y ▼5YMAX
Total return−0.5%+2.8%−4.0%+13.0%+16.7%+68.0%—+50.5%
Peer average+0.7%−4.2%+0.4%+7.1%+5.9%+49.9%+22.1%—
S&P 500 · VOO+0.3%−2.6%−1.7%+11.5%+11.9%+90.9%+77.5%+816.4%
First Trust SDVD and Vanguard VOO · total return, dividends in · as of Nov 4, 2026
SDVD’s Holdings
TodayTHGThe Hanover Insurance Group1.1%RGA1.1%WSM1.1%NHC1.0%IPAR1.0%AIZ1.0%VLTO1.0%VRSN1.0%EXPE1.0%FBP1.0%OFG1.0%EWBC1.0%CINF0.9%ZION0.9%WTS0.9%RL0.9%PSMT0.9%SSB0.9%GHC0.9%OZK0.9%SSD0.9%PRI0.9%
THGThe Hanover Insurance Group1.1%RGA1.1%WSM1.1%NHC1.0%IPAR1.0%AIZ1.0%VLTO1.0%VRSN1.0%EXPE1.0%FBP1.0%OFG1.0%EWBC1.0%
Financial ServicesIndustrialsTechnologyConsumer CyclicalConsumer DefensiveBasic MaterialsOther
First Trust SDVD · 173 holdings · top 22 shown · tile size = share of the fund · as of Nov 3, 2026
All 91 Premium Income ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | JEPI | JPMorgan Equity Premium IncomeReadDesk | 0.35% | 8.0% | +7.0% | +7.0% | $46.0B | |
| 2 | JEPQ | JPMorgan Nasdaq Equity Premium IncomeReadDesk | 0.35% | 12.3% | +7.5% | +7.5% | $41.8B | |
| 3 | GPIX | Goldman Sachs S&P 500 Premium IncomeReadDesk | 0.35% | 8.4% | +12.0% | +12.0% | $6.3B | |
| 4 | GPIQ | Goldman Sachs Nasdaq-100 Premium IncomeReadDesk | 0.35% | 10.8% | +11.4% | +11.4% | $6.3B | |
| 5 | RDVI | FT Vest Rising Dividend Achievers Target IncomeReadDesk | 0.75% | 8.2% | +15.5% | +15.5% | $3.9B | |
| 6 | BALI | U.S. Large Cap Premium Income ActiveReadDesk | 0.35% | 7.9% | +13.9% | +13.9% | $1.5B | |
| 7 | SDVD | FT Vest SMID Rising Dividend Achievers Target IncomeReadDesk | 0.85% | 9.1% | +13.0% | +13.0% | $907M | |
| 8 | ROCY | JPMorgan Equity Premium YieldReadDesk | 0.35% | 4.5% | new | new | $875M | |
| 9 | ROCQ | JPMorgan Nasdaq Equity Premium YieldReadDesk | 0.35% | 7.5% | new | new | $765M | |
| 10 | WTPI | WisdomTree Equity Premium IncomeReadDesk | 0.44% | 12.4% | +6.6% | +6.6% | $559M | |
| 11 | PAPI | Parametric Equity Premium IncomeReadDesk | 0.29% | 7.3% | +17.0% | +17.0% | $553M | |
| 12 | KHPI | Kensington Hedged Premium IncomeReadDesk | 0.98% | 9.0% | +8.2% | +8.2% | $453M | |
| 13 | TCAL | T. Rowe Price Capital Appreciation Premium IncomeReadDesk | 0.34% | 11.7% | +9.0% | +9.0% | $321M | |
| 14 | KBWY | KBW Premium Yield Equity REITReadDesk | 0.35% | 8.9% | +15.2% | +15.2% | $289M | |
| 15 | GDXY | YieldMax Gold Miners Option Income StrategyReadDesk | 1.00% | 82.6% | −14.7% | −14.7% | $260M | |
| 16 | MRNY | YieldMax MRNA Option Income StrategyReadDesk | 1.00% | 45.1% | +481.9% | +481.9% | $244M |
1–16 of 91Page 1 of 6
Premium Income · current AUM · as of Nov 4, 2026
SDVD Payouts by Year
4YLatest payout, Oct 2026
$0.16
a share · every month
9.1% yield
9.1% 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% | 8.0% | −0.1% | +7.0% | +9.8% | $46.0B | |
| 2 | JEPQ | JPMorgan Nasdaq Equity Premium Income ETFReadVersus | 0.35% | 12.3% | +0.6% | +7.5% | +8.6% | $41.8B | |
| 3 | GPIX | Goldman Sachs S&P 500 Premium Income ETFReadVersus | 0.35% | 8.4% | +0.4% | +12.0% | +13.1% | $6.3B | |
| 4 | GPIQ | Goldman Sachs Nasdaq-100 Premium Income ETFReadVersus | 0.35% | 10.8% | +0.7% | +11.4% | +10.7% | $6.3B | |
| 5 | RDVI | FT Vest Rising Dividend Achievers Target Income ETFReadVersus | 0.75% | 8.2% | −0.1% | +15.5% | +19.7% | $3.9B | |
| 6 | SDVD | FT Vest SMID Rising Dividend Achievers Target Income ETFThis fund | 0.85% | 9.1% | −0.5% | +13.0% | +16.7% | $907M |
#13 of 75 this year · #46 cheapest of 91 · sorted by assetsOpen the Income table →
SDVD and its peer group · total return · as of Nov 4, 2026
Cards for This View
SDVD’s Top 10 Holdings
Today10.3%of SDVD sits in these 10
First Trust SDVD · weight in the fund · as of Nov 3, 2026
SDVD’s Holdings
TodayTHGThe Hanover Insurance Group1.1%RGA1.1%WSM1.1%NHC1.0%IPAR1.0%AIZ1.0%VLTO1.0%VRSN1.0%EXPE1.0%FBP1.0%OFG1.0%EWBC1.0%CINF0.9%ZION0.9%WTS0.9%RL0.9%PSMT0.9%SSB0.9%GHC0.9%OZK0.9%SSD0.9%PRI0.9%
THGThe Hanover Insurance Group1.1%RGA1.1%WSM1.1%NHC1.0%IPAR1.0%AIZ1.0%VLTO1.0%VRSN1.0%EXPE1.0%FBP1.0%OFG1.0%EWBC1.0%
Financial ServicesIndustrialsTechnologyConsumer CyclicalConsumer DefensiveBasic MaterialsOther
First Trust SDVD · 173 holdings · top 22 shown · tile size = share of the fund · as of Nov 3, 2026
SDVD vs Peer Average
YTDSDVDAvsBPeer average
1D−0.5%+0.7%
1M+2.8%−4.2%
3M−4.0%+0.4%
YTD+13.0%+7.1%
1Y+16.7%+5.9%
3Y+68.0%+49.9%
5Y[…]+22.1%
4–2SDVD wins
90 Premium income peers · each row scaled to its leader