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Save view, at the bottom, keeps this one here Year to date
SDVD wins+5.9 pts
Past year
SDVD wins+5.4 pts
JEPI and SDVD · year-to-date · as of Nov 13, 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+5.9 pts
Past year
SDVD wins+5.4 pts
Markets / Income / SDVD · YTD · vs S&P 500 · Lines · 5Y chart Return1D1M3MYTD1Y3Y5Y ▼MAX
Total return+0.3%+2.8%−2.4%+14.0%+15.0%+63.4%—+51.9%
Peer average−0.6%−4.5%−2.2%+6.0%+6.3%+42.8%+21.3%—
S&P 500 · VOO−0.4%−2.3%−2.1%+11.5%+11.6%+79.3%+72.7%+816.2%
First Trust SDVD and Vanguard VOO · total return, dividends in · as of Nov 13, 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
+11.9%
+11.9%
$6.6B
Goldman Sachs Nasdaq-100 Premium Income
+10.4%
+10.4%
$6.6B
FT Vest Rising Dividend Achievers Target Income
+15.4%
+15.4%
$3.9B
U.S. Large Cap Premium Income Active
+13.5%
+13.5%
$1.6B
FT Vest SMID Rising Dividend Achievers Target Income
+14.0%
+14.0%
$916M
JPMorgan Equity Premium Yield
new
new
$911M
JPMorgan Nasdaq Equity Premium Yield
new
new
$808M
Parametric Equity Premium Income
+18.3%
+18.3%
$572M
WisdomTree Equity Premium Income
+6.6%
+6.6%
$547M
Kensington Hedged Premium Income
+8.4%
+8.4%
$461M
T. Rowe Price Capital Appreciation Premium Income
+10.6%
+10.6%
$331M
KBW Premium Yield Equity REIT
+15.3%
+15.3%
$287M
YieldMax Gold Miners Option Income Strategy
−12.0%
−12.0%
$267M
YieldMax MRNA Option Income Strategy
+456.5%
+456.5%
$258M
Premium Income · current AUM · as of Nov 13, 2026
−0.3%
+11.9%
+12.7%
$6.6B
Goldman Sachs Nasdaq-100 Premium Income ETF
−1.1%
+10.4%
+10.6%
$6.6B
FT Vest Rising Dividend Achievers Target Income ETF
0.0%
+15.4%
+18.0%
$3.9B
FT Vest SMID Rising Dividend Achievers Target Income ETF
+0.3%
+14.0%
+15.0%
$916M
#13 of 75 this year · #46 cheapest of 92 · sorted by assets
SDVD and its peer group · total return · as of Nov 13, 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
+1.1 pts
JEPI and SDVD · year-to-date · as of Nov 13, 2026 · AUM not scored
SDVDAvsBPeer average
1D+0.3%−0.6%
1M+2.8%−4.5%
3M−2.4%−2.2%
YTD+14.0%+6.0%
1Y+15.0%+6.3%
3Y+63.4%+42.8%
5Y[…]+21.3%
5–1SDVD wins
91 Premium income peers · each row scaled to its leader
1.0%
NHC1.0%
Financial ServicesIndustrialsTechnologyConsumer CyclicalConsumer DefensiveBasic MaterialsOther