Data as of .
IVVW vs SDVD: which paid, and which earned it?
Over the year IVVW paid 17.5% of its price in cash against SDVD’s 9.2%, and returned more with it reinvested.
ETFIQ Return Stability Score: IVVW 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, IVVW and SDVD hold 0% of their money in the same securities at the same weight.
| Only in IVVW | Only in SDVD |
|---|---|
| ISHARES CORE S&P ETF TRUST 100.84% | National HealthCare Corporation 1.12% |
| USD CASH 0.66% | First BanCorp. 1.04% |
| BLK CSH FND TREASURY SL AGENCY 0.14% | OFG Bancorp 1.03% |
| OCT26 SPX C @ 7625.000000 -1.64% | The Hanover Insurance Group, Inc. 1.01% |
| Interparfums, Inc. 1.00% | |
| Reinsurance Group of America, Incorporat 1.00% | |
| VeriSign, Inc. 1.00% | |
| 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 17, 2026 and Sep 18, 2026.
Performance, window by window
| Window | Total return | Cash paid | Against the benchmark | |||
|---|---|---|---|---|---|---|
| IVVW | SDVD | IVVW | SDVD | IVVW | SDVD | |
| 3 months | +4.6% | −0.1% | 2.6% | 2.1% | +2.4 pts | −6.7 pts |
| 6 months | +13.1% | +8.3% | 7.9% | 4.4% | −4.9 pts | −4.3 pts |
| 1 year | +17.2% | +10.8% | 17.5% | 9.2% | +0.6 pts | −16.4 pts |
| 3 years | not published | +53.0% | not published | 30.7% | not published | −0.7 pts |
| Since launch | +38.9% | +47.6% | 39.7% | 29.7% | −14.9 pts | −4.1 pts |
| IVVW iShares S&P 500 BuyWrite ETF Covered call on SPY, paying monthly | SDVD FT Vest SMID Rising Dividend Achievers Target Income ETF Dividend stocks with call overlay on SCHD, paying monthly | |
|---|---|---|
| Issuer | iShares | First Trust |
| Strategy | covered call | dividend stocks with call overlay |
| Benchmark | S&P 500 (SPY) | US dividend stocks (SCHD), used as the dividend proxy |
| Pays | monthly | monthly |
| Payout rate, annualized | 7.6% | 8.8% |
| Expense ratio | 0.25% | 0.85% |
| Cash paid, 1 year | 17.5% | 9.2% |
| Price change, 1 year | −2.0% | +1.2% |
| Total return, 1 year | +17.2% | +10.8% |
| Benchmark return, 1 year | +16.6% | +27.2% |
| Ahead or behind | +0.6 pts | −16.4 pts |
| Return of capital, latest estimate | not published | not published |
| Age | 917 days | 1135 days |
| Net assets | $350m | $888m |
IVVW in plain words
Over the year to Sep 18, 2026, IVVW paid 17.5% of its starting value in cash distributions while its price fell 2.0%. With every distribution reinvested, the fund returned +17.2%. S&P 500 (SPY) returned +16.6% over the same days, so a holder was ahead by 0.6 pts. At its price on Sep 18, 2026 the latest distribution annualizes to 7.6%, paid monthly.
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, IVVW or SDVD?
- Over the year to Sep 18, 2026, IVVW paid 17.5% of its starting price in cash and SDVD paid 9.2%, so IVVW paid more. Cash paid is not the same as money made: the price change matters too.
- Which returned more once distributions are counted, IVVW or SDVD?
- With every distribution reinvested, IVVW returned +17.2% and SDVD returned +10.8% over the year to Sep 18, 2026, so IVVW returned more.
- Which is cheaper, IVVW or SDVD?
- IVVW charges 0.25% a year and SDVD charges 0.85%, so IVVW 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, IVVW against SDVD, data as of Sep 18, 2026. https://etfiq.com/compare/income/ivvw-vs-sdvd Free to use with attribution; the underlying files are at Open data.