Which paid more, JULJ or SDVD?

Over the year to Nov 4, 2026, JULJ paid 5.6% of its starting price in cash and SDVD paid 9.7%, so SDVD paid more. Cash paid is not the same as money made: the price change matters too.

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

With every distribution reinvested, JULJ returned +5.4% and SDVD +18.9% over the year to Nov 4, 2026.

Which is cheaper, JULJ or SDVD?

JULJ charges 0.79% a year and SDVD charges 0.85%, so JULJ is cheaper. Fees come from each fund's prospectus.

Data as of Nov 4, 2026.

Income ETFs

JULJ vs SDVD: Dividend Yield & Total Return

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Over the year to Nov 4, 2026, SDVD paid 9.7% of its price in cash against JULJ’s 5.6%, and returned more with it reinvested.

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Net assets: $14m on Nov 4, 2026 for Innovator Premium Income 30 Barrier ETF - July, and $903m on Nov 3, 2026 for FT Vest SMID Rising Dividend Achievers Target Income ETF.

JULJ on its own →SDVD on its own →

At a glance

5.6%

JULJ cash paid, 1 year

9.7%

SDVD cash paid, 1 year

+5.4%

JULJ total return, 1 year

+18.9%

SDVD total return, 1 year

JULJ · 1 year to Nov 4, 2026 9.4 pts behind SPY

JULJ

+5.4%

SPY

+14.8%

9.4 pts behind SPY

JULJ over 1 year: paid 5.6%, price −0.4%, total +5.4%, SPY +14.8%, −9.4 pts. Data to Nov 4, 2026.

SPY

+14.8%

JULJ

+5.4%

5.6% as cash

9.4 pts behind SPY

Total return, distributions reinvested

9.4 pts behind SPY

JULJ over 1 year: paid 5.6%, price −0.4%, total +5.4%, SPY +14.8%, −9.4 pts. Data to Nov 4, 2026.

SPY

+14.8%

JULJ

+5.4%

9.4 pts behind SPY

5.6% of it arrived as cash. Total return, distributions reinvested. JULJ over 1 year: paid 5.6%, price −0.4%, total +5.4%, SPY +14.8%, −9.4 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

JULJ costs 0.06 points a year less; their one-year returns differ by 13.5 points; SDVD is far larger, $903m against $14m.

Points (pts) are percentage points.

JULJ vs SDVD: Dividend Yield & Total Return
Measure	JULJ	SDVD
Paid and earned
Measure	JULJ	SDVD
Total return, 1 year	+5.4%	+18.9%
Price change, 1 year	fell 0.4%	rose 8.6%
Return of capital, issuer estimate	39% of the Oct 2, 2026 payment	22% of the Oct 30, 2026 payment
Against its benchmark
Measure	JULJ	SDVD
Benchmark	S&P 500, measured through SPY	First Trust SMID Cap Rising Dividend Achievers ETF, measured through SDVY
Cost and size
Measure	JULJ	SDVD
Expense ratio	0.79%	0.85%
Net assets, as of Nov 3, 2026	$14m	$903m
Holdings
Measure	JULJ	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 Score54.2JULJ84.7SDVD

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

JULJ 54.2

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

What they share

By the books each fund has filed, JULJ and SDVD hold 0% of their money in the same securities at the same weight. Holdings dated Jul 31, 2026 and Nov 3, 2026.

50%

0 half 100%

half

0% in common

Positions both hold · largest shared weight first JULJ SDVD

Only in one fund ↓

Only in JULJ

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

JULJ Innovator Premium Income 30 Barrier ETF - July · Defined income on SPY, paying quarterly 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 Innovator First Trust

Strategy defined income dividend stocks with call overlay

Benchmark S&P 500 (SPY) First Trust SMID Cap Rising Dividend Achievers ETF (SDVY)

Pays quarterly monthly

Payout rate, annualized 5.4% 8.2%

Expense ratio 0.79% 0.85%

Cash paid, 1 year 5.6% 9.7%

Price change, 1 year −0.4% +8.6%

Total return, 1 year +5.4% +18.9%

Benchmark return, 1 year +14.8% +17.5%

Ahead or behind −9.4 pts +1.4 pts

Return of capital, latest estimate 39% 22%

Age 3.3 years 3.2 years

Net assets, JULJ as of Nov 4, 2026 and SDVD as of Nov 3, 2026 $14m $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: JULJ vs SDVD: Dividend Yield & Total Return
	Total return		Cash paid		Against the benchmark
Window	JULJ	SDVD	JULJ	SDVD	JULJ	SDVD
3 months	+1.3%	−2.3%	1.3%	2.0%	+1.5 pts	+0.5 pts
6 months	+2.6%	+3.3%	2.7%	4.1%	−2.4 pts	+0.9 pts
1 year	+5.4%	+18.9%	5.6%	9.7%	−9.4 pts	+1.4 pts
3 years	+18.6%	+60.8%	17.3%	31.3%	−64.3 pts	+1.0 pts
Since launchNot the same days: JULJ Jul 2023 · SDVD Aug 2023	+21.3%	+53.9%	19.0%	31.3%	−58.5 pts	+1.9 pts

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Alert

About each fund

JULJ

Over the year to Nov 4, 2026, JULJ paid 5.6% of its starting value in cash distributions while its price fell 0.4%. With every distribution reinvested, the fund returned +5.4%. S&P 500 (SPY) returned +14.8% over the same days, so a holder was behind by 9.4 pts. At its price on Nov 4, 2026 the latest distribution annualizes to 5.4%, paid quarterly. Innovator estimates that 39% of the distribution paid Oct 2, 2026 was a return of capital (its 19a-1 notice). That is a tax label, not a measure of erosion.

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).

Questions people ask

Which paid more, JULJ or SDVD?: Over the year to Nov 4, 2026, JULJ paid 5.6% of its starting price in cash and SDVD paid 9.7%, so SDVD paid more. Cash paid is not the same as money made: the price change matters too.
Which returned more once distributions are counted, JULJ or SDVD?: With every distribution reinvested, JULJ returned +5.4% and SDVD +18.9% over the year to Nov 4, 2026.
Which is cheaper, JULJ or SDVD?: JULJ charges 0.79% a year and SDVD charges 0.85%, so JULJ is cheaper. Fees come from each fund's prospectus.

Other comparisons

JULJ vs YYY JULJ vs SIXH JULJ vs ULTY JULJ vs OVL SDVD vs OCTJ SDVD vs OCTH SDVD vs SCLZ SDVD vs QUSA

Where to next

S&P 500 (SPY) →First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) →JULJ on its own →SDVD on its own →JULJ dividend history →SDVD dividend history →SDVD holdings →Method →Standards and sources →

Sources and dates

JULJ filings on SEC EDGAR ↗

JULJ prospectus with the expense ratio (SEC) ↗

JULJ 19a-1 distribution notice ↗

Innovator page for JULJ ↗

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.

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

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