Which paid more, JEPQ or SDVD?

Over the year to Nov 4, 2026, JEPQ paid 11.9% of its starting price in cash and SDVD paid 9.7%, so JEPQ paid more. Cash paid is not the same as money made: the price change matters too.

Which returned more once distributions are counted, JEPQ or SDVD?

With every distribution reinvested, JEPQ returned +10.4% and SDVD +18.9% over the year to Nov 4, 2026.

Which is cheaper, JEPQ or SDVD?

JEPQ charges 0.35% a year and SDVD charges 0.85%, so JEPQ is cheaper. Fees come from each fund's prospectus.

Data as of Nov 4, 2026.

Income ETFs

JEPQ vs SDVD: Dividend Yield & Total Return

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Over the year to Nov 4, 2026, JEPQ paid 11.9% of its price in cash against SDVD’s 9.7%, though SDVD returned more with it reinvested.

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Net assets on Nov 3, 2026: $42.1bn for JPMorgan Nasdaq Equity Premium Income ETF and $903m for FT Vest SMID Rising Dividend Achievers Target Income ETF.

JEPQ on its own →SDVD on its own →

At a glance

11.9%

JEPQ cash paid, 1 year

9.7%

SDVD cash paid, 1 year

+10.4%

JEPQ total return, 1 year

+18.9%

SDVD total return, 1 year

JEPQ · 1 year to Nov 4, 2026 1.9 pts behind QQQ

JEPQ

+10.4%

QQQ

+12.3%

1.9 pts behind QQQ

JEPQ over 1 year: paid 11.9%, price −1.9%, total +10.4%, QQQ +12.3%, −1.9 pts. Data to Nov 4, 2026.

QQQ

+12.3%

JEPQ

+10.4%

11.9% of it arrived as cash

1.9 pts behind QQQ

Total return, distributions reinvested

1.9 pts behind QQQ

JEPQ over 1 year: paid 11.9%, price −1.9%, total +10.4%, QQQ +12.3%, −1.9 pts. Data to Nov 4, 2026.

QQQ

+12.3%

JEPQ

+10.4%

11.9% cash

1.9 pts behind QQQ

11.9% of it arrived as cash. Total return, distributions reinvested. JEPQ over 1 year: paid 11.9%, price −1.9%, total +10.4%, QQQ +12.3%, −1.9 pts. Data to Nov 4, 2026.

Data to Nov 4, 2026.

SDVD · 1 year to Nov 4, 2026 1.4 pts ahead of SDVY

SDVD

+18.9%

SDVY

+17.5%

1.4 pts ahead of SDVY

SDVD over 1 year: paid 9.7%, price +8.6%, total +18.9%, SDVY +17.5%, +1.4 pts. Data to Nov 4, 2026.

SDVY

+17.5%

SDVD

+18.9%

9.7% of it arrived as cash

1.4 pts ahead of SDVY

Total return, distributions reinvested

1.4 pts ahead of SDVY

SDVD over 1 year: paid 9.7%, price +8.6%, total +18.9%, SDVY +17.5%, +1.4 pts. Data to Nov 4, 2026.

SDVY

+17.5%

SDVD

+18.9%

9.7% cash

1.4 pts ahead of SDVY

9.7% of it arrived as cash. Both charts share one scale, with zero at the line. SDVD over 1 year: paid 9.7%, price +8.6%, total +18.9%, SDVY +17.5%, +1.4 pts. Data to Nov 4, 2026.

Data to Nov 4, 2026.

Pair scorecard

JEPQ costs 0.50 points a year less; their one-year returns differ by 8.5 points; JEPQ is far larger, $42.1bn against $903m.

Points (pts) are percentage points.

JEPQ vs SDVD: Dividend Yield & Total Return
Measure	JEPQ	SDVD
Paid and earned
Measure	JEPQ	SDVD
Total return, 1 year	+10.4%	+18.9%
Price change, 1 year	fell 1.9%	rose 8.6%
Return of capital, issuer estimate		22% of the Oct 30, 2026 payment
Against its benchmark
Measure	JEPQ	SDVD
Benchmark	Nasdaq-100, measured through QQQ	First Trust SMID Cap Rising Dividend Achievers ETF, measured through SDVY
Cost and size
Measure	JEPQ	SDVD
Expense ratio	0.35%	0.85%
Net assets, as of Nov 3, 2026	$42.1bn	$903m
Holdings
Measure	JEPQ	SDVD
Holdings in common	0%

ETFIQ Distribution Coverage Score · SDVD scores higher How much of what it paid out did its total return cover?

IQ Income Score50JEPQ84.7SDVD

How much of its payouts the fund's total return covered, ranked against 167 income ETFs not writing on a single company. 100 is best. How it is computed

JEPQ 50

SDVD 84.7

0.3, the lowest in this set 99.7, the highest

One year only, and a ratio of two published numbers: it says nothing about where a distribution came from. All income ETFs ranked by it →

Method

Risk and return

Aug 18, 2023 to Oct 30, 2026 · 167 weekly returns

JEPQ SDVD

Return

Total return edge JEPQ +73.2% +53.5%

Annualized edge JEPQ +18.6% +14.3%

Price return edge JEPQ +22.7% +15.0%

Risk

Volatility edge JEPQ 14.2% 16.9%

Max drawdown edge JEPQ −18.5% −22.2%

Downside capture 79.0% 95.9%

Beta 0.71 0.94

Risk-adjusted

Sharpe edge JEPQ 0.96 0.61

Sortino edge JEPQ 1.41 0.89

Treynor 0.168 0.109

Calmar edge JEPQ 1.01 0.64

Against the benchmark

Alpha −0.1% a year +0.8% a year

Alpha t-stat −0.06 0.75

Information ratio −0.67 0.10

Tracking error 7.7% 2.1%

Each against its own benchmark: JEPQ against QQQ, May 13, 2022 to Oct 30, 2026; SDVD against SDVY, Aug 18, 2023 to Oct 30, 2026.

Reading

From Aug 2023 to Oct 2026, JEPQ returned more: +73.2% to +53.5%. JEPQ swung less: 14.2% to 16.9%. JEPQ fell less at its worst: −18.5% to −22.2%.

Full scorecard

19 measures, with how each is measured Open ↓

Risk and return: JEPQ vs SDVD: Dividend Yield & Total Return
Measure	JEPQ	SDVD	Edge	How it is measured
Return
Total return	+73.2%	+53.5%	JEPQ	Price change plus distributions, reinvested.
Annualized	+18.6%	+14.3%	JEPQ	Total return as a yearly rate.
Price return	+22.7%	+15.0%	JEPQ	Price change alone, distributions left out.
Risk
Volatility	14.2%	16.9%	JEPQ	Spread of weekly returns, annualized. Lower is steadier.
Downside deviation	9.7%	11.6%	JEPQ	Like volatility, counting only weeks below the Treasury bill rate.
Max drawdown	−18.5%	−22.2%	JEPQ	Deepest fall from a high to the low after it.
Upside capture	56.8%	93.3%		Share of its benchmark's rise caught in the weeks it rose.
Downside capture	79.0%	95.9%		Share of its benchmark's fall taken in the weeks it fell. Lower is better.
Beta	0.71	0.94	Not an edge	How far it moves for each 1% its benchmark moves.
R squared	0.92	0.99	Not an edge	Share of its weekly moves its benchmark explains.
Risk-adjusted
Sharpe	0.96	0.61	JEPQ	Return above Treasury bills per unit of volatility.
Sortino	1.41	0.89	JEPQ	Return above Treasury bills per unit of downside deviation.
Treynor	0.168	0.109		Return above Treasury bills per unit of beta.
Calmar	1.01	0.64	JEPQ	Annualized return divided by the max drawdown.
Against the benchmark
Benchmark	QQQ	SDVY		The ETF each fund is measured against.
Alpha	−0.1% a year	+0.8% a year	Not significant	Yearly return beyond what its beta to the benchmark predicts.
Alpha t-stat	−0.06	0.75	Not an edge	How sure the alpha is. Below 2, it could be chance.
Alpha range	−4.3% to +4.1%	−1.3% to +2.9%	Includes zero	The 95% range for the yearly alpha.
Information ratio	−0.67	0.10		Return against its benchmark per unit of tracking error.
Tracking error	7.7%	2.1%	Not an edge	How far weekly returns stray from the benchmark, annualized.

Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 167 weekly returns. Cash rate: the 13-week Treasury bill.

What they share

By the books each fund has filed, JEPQ and SDVD hold 0% of their money in the same securities at the same weight. Holdings dated Nov 3, 2026.

50%

0 half 100%

half

0% in common

Positions both hold · largest shared weight first JEPQ SDVD

Only in one fund ↓

Only in JEPQ

NVIDIA CORP COMMON STOCK 7.09%

APPLE INC COMMON STOCK 6.76%

MICROSOFT CORP COMMON 5.61%

MICRON TECHNOLOGY INC 4.19%

ALPHABET INC-CL C 4.10%

AMAZON.COM INC COMMON 3.98%

ADVANCED MICRO DEVICES 3.31%

META PLATFORMS INC COMMON 2.70%

Only in SDVD

The Hanover Insurance Group, Inc. 1.09%

Reinsurance Group of America, Incorporated 1.06%

Williams-Sonoma, Inc. 1.06%

Veralto Corporation 1.05%

Assurant, Inc. 1.02%

Interparfums, Inc. 1.02%

National HealthCare Corporation 1.02%

VeriSign, Inc. 1.02%

Check overlap with more funds →

Side by side

JEPQ JPMorgan Nasdaq Equity Premium Income ETF · Writes calls through equity-linked notes (ELNs) on the Nasdaq-100, paying monthly SDVD FT Vest SMID Rising Dividend Achievers Target Income ETF · Writes calls on the Russell 2000, investing in the Nasdaq US Small-Mid Cap Rising Dividend Achievers Index, paying monthly

Issuer JPMorgan First Trust

Strategy covered call dividend stocks with call overlay

Benchmark Nasdaq-100 (QQQ) First Trust SMID Cap Rising Dividend Achievers ETF (SDVY)

Pays monthly monthly

Payout rate, annualized 11.3% 8.2%

Expense ratio 0.35% 0.85%

Cash paid, 1 year 11.9% 9.7%

Price change, 1 year −1.9% +8.6%

Total return, 1 year +10.4% +18.9%

Benchmark return, 1 year +12.3% +17.5%

Ahead or behind −1.9 pts +1.4 pts

Return of capital, latest estimate not published 22%

Age 4.5 years 3.2 years

Net assets, as of Nov 3, 2026 $42.1bn $903m

As of Nov 4, 2026. Source: ETFIQ. Cash paid: distributions over the window, as a share of the starting price. Payout rate: the latest payment, annualized, over today’s price.

Window by window

Window by window: JEPQ vs SDVD: Dividend Yield & Total Return
	Total return		Cash paid		Against the benchmark
Window	JEPQ	SDVD	JEPQ	SDVD	JEPQ	SDVD
3 months	−0.9%	−2.3%	3.0%	2.0%	+2.6 pts	+0.5 pts
6 months	+2.3%	+3.3%	6.2%	4.1%	+2.6 pts	+0.9 pts
1 year	+10.4%	+18.9%	11.9%	9.7%	−1.8 pts	+1.4 pts
3 years	+66.7%	+60.8%	38.3%	31.3%	−24.7 pts	+1.0 pts
Since launchNot the same days: JEPQ May 2022 · SDVD Aug 2023	+85.2%	+53.9%	51.4%	31.3%	−30.6 pts	+1.9 pts

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About each fund

JEPQ

Over the year to Nov 4, 2026, JEPQ paid 11.9% of its starting value in cash distributions while its price fell 1.9%. With every distribution reinvested, the fund returned +10.4%. Nasdaq-100 (QQQ) returned +12.3% over the same days, so a holder was behind by 1.9 pts. At its price on Nov 4, 2026 the latest distribution annualizes to 11.3%, paid monthly.

SDVD

Over the year to Nov 4, 2026, SDVD paid 9.7% of its starting value in cash distributions while its price rose 8.6%. With every distribution reinvested, the fund returned +18.9%. First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) returned +17.5% over the same days, so a holder was ahead by 1.4 pts. At its price on Nov 4, 2026 the latest distribution annualizes to 8.2%, paid monthly. First Trust estimates that 22% of the distribution paid Oct 30, 2026 was a return of capital (its 19a-1 notice). That is a tax label, not a measure of erosion.

Questions people ask

Which paid more, JEPQ or SDVD?: Over the year to Nov 4, 2026, JEPQ paid 11.9% of its starting price in cash and SDVD paid 9.7%, so JEPQ paid more. Cash paid is not the same as money made: the price change matters too.
Which returned more once distributions are counted, JEPQ or SDVD?: With every distribution reinvested, JEPQ returned +10.4% and SDVD +18.9% over the year to Nov 4, 2026.
Which is cheaper, JEPQ or SDVD?: JEPQ charges 0.35% a year and SDVD charges 0.85%, so JEPQ is cheaper. Fees come from each fund's prospectus.

Other comparisons

JEPQ vs YYY JEPQ vs TSLY JEPQ vs RYLD JEPQ vs SIXH SDVD vs QQQI SDVD vs QYLD SDVD vs QDTE SDVD vs ROCQ

Where to next

Nasdaq-100 (QQQ) →First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) →JEPQ on its own →SDVD on its own →JEPQ dividend history →JEPQ holdings →SDVD dividend history →SDVD holdings →Method →Standards and sources →

Sources and dates

JEPQ filings on SEC EDGAR ↗

JEPQ prospectus with the expense ratio (SEC) ↗

JPMorgan website ↗

SDVD filings on SEC EDGAR ↗

SDVD prospectus with the expense ratio (SEC) ↗

SDVD 19a-1 distribution notice ↗

First Trust page for SDVD ↗

Links are sources, not endorsements. A comparison is not a recommendation.

How this is computed

It is a place in a set, not a rating or a recommendation.

Overlap adds up the smaller of the two weights for each security both funds hold.

Every number is an ETFIQ calculation with distributions reinvested.

Cite this pageCitation, APA and Markdown

ETFIQ, JEPQ against SDVD, data as of Nov 4, 2026. https://etfiq.com/compare/income/jepq-vs-sdvd

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