Data as of .
DJIA vs SDVD: which paid, and which earned it?
Over the year DJIA paid 10.5% of its price in cash against SDVD’s 9.2%, and returned more with it reinvested.
ETFIQ Return Stability Score: DJIA scores higher
Was the payout funded by returns, or by your own capital?
A percentile among the 173 income ETFs writing on an index or proxy. It is a position in a set, not a rating, and neither end of it is a recommendation. All income ETFs ranked by it · How it is computed
What they hold in common
By the books each fund has filed, DJIA and SDVD hold 0% of their money in the same securities at the same weight.
| Only in DJIA | Only in SDVD |
|---|---|
| GOLDMAN SACHS GROUP INC 10.95% | National HealthCare Corporation 1.12% |
| CATERPILLAR INC 9.40% | First BanCorp. 1.04% |
| MICROSOFT CORP 5.74% | OFG Bancorp 1.03% |
| AMGEN INC 4.48% | The Hanover Insurance Group, Inc. 1.01% |
| UNITEDHEALTH GROUP INC 4.38% | Interparfums, Inc. 1.00% |
| TRAVELERS COS INC/THE 4.36% | Reinsurance Group of America, Incorporat 1.00% |
| VISA INC-CLASS A SHARES 4.28% | VeriSign, Inc. 1.00% |
| JPMORGAN CHASE & CO 4.07% | Assurant, Inc. 0.99% |
Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Sep 18, 2026.
Performance, window by window
| Window | Total return | Cash paid | Against the benchmark | |||
|---|---|---|---|---|---|---|
| DJIA | SDVD | DJIA | SDVD | DJIA | SDVD | |
| 3 months | +3.8% | −0.1% | 1.7% | 2.1% | +3.4 pts | −6.7 pts |
| 6 months | +11.3% | +8.3% | 4.1% | 4.4% | −2.7 pts | −4.3 pts |
| 1 year | +13.7% | +10.8% | 10.5% | 9.2% | +0.2 pts | −16.4 pts |
| 3 years | +36.8% | +53.0% | 29.3% | 30.7% | −20.1 pts | −0.7 pts |
| Since launch | +42.6% | +47.6% | 39.6% | 29.7% | −25.6 pts | −4.1 pts |
| DJIA Global X Dow 30 Covered Call ETF Covered call on DIA, paying monthly | SDVD FT Vest SMID Rising Dividend Achievers Target Income ETF Dividend stocks with call overlay on SCHD, paying monthly | |
|---|---|---|
| Issuer | Global X | First Trust |
| Strategy | covered call | dividend stocks with call overlay |
| Benchmark | Dow Jones Industrial Average (DIA) | US dividend stocks (SCHD), used as the dividend proxy |
| Pays | monthly | monthly |
| Payout rate, annualized | 6.3% | 8.8% |
| Expense ratio | 0.60% | 0.85% |
| Cash paid, 1 year | 10.5% | 9.2% |
| Price change, 1 year | +2.4% | +1.2% |
| Total return, 1 year | +13.7% | +10.8% |
| Benchmark return, 1 year | +13.5% | +27.2% |
| Ahead or behind | +0.2 pts | −16.4 pts |
| Return of capital, latest estimate | 84% | not published |
| Age | 1667 days | 1135 days |
| Net assets | $189m | $888m |
DJIA in plain words
Over the year to Sep 18, 2026, DJIA paid 10.5% of its starting value in cash distributions while its price rose 2.4%. With every distribution reinvested, the fund returned +13.7%. Dow Jones Industrial Average (DIA) returned +13.5% over the same days, so a holder was about even. At its price on Sep 18, 2026 the latest distribution annualizes to 6.3%, paid monthly. Global X estimates that 84% of the distribution paid Aug 27, 2026 was a return of capital (19a-1 notice, estimated, a tax characterization rather than a measure of erosion).
SDVD in plain words
Over the year to Sep 18, 2026, SDVD paid 9.2% of its starting value in cash distributions while its price rose 1.2%. With every distribution reinvested, the fund returned +10.8%. US dividend stocks (SCHD), used as the dividend proxy returned +27.2% over the same days, so a holder was behind by 16.4 pts. At its price on Sep 18, 2026 the latest distribution annualizes to 8.8%, paid monthly.
Questions people ask
- Which paid more, DJIA or SDVD?
- Over the year to Sep 18, 2026, DJIA paid 10.5% of its starting price in cash and SDVD paid 9.2%, so DJIA paid more. Cash paid is not the same as money made: the price change matters too.
- Which returned more once distributions are counted, DJIA or SDVD?
- With every distribution reinvested, DJIA returned +13.7% and SDVD returned +10.8% over the year to Sep 18, 2026, so DJIA returned more.
- Which is cheaper, DJIA or SDVD?
- DJIA charges 0.60% a year and SDVD charges 0.85%, so DJIA is cheaper. Fees come from each fund's prospectus.
Other comparisons
Where these figures came from
ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.
Cite this page. ETFIQ, DJIA against SDVD, data as of Sep 18, 2026. https://etfiq.com/compare/income/djia-vs-sdvd Free to use with attribution; the underlying files are at Open data.