Data as of Nov 12, 2026.
OVQ vs SDVD: Dividend Yield & Total Return
Return, fees and overlap, side by side.
Pair scorecard
SDVD costs 0.12 points a year less.
Points (pts) are percentage points.
| Measure | OVQ | SDVD |
|---|---|---|
| Paid and earned | ||
| Total return, 1 year | not published | +14.6% |
| Price change | fell 2.9% (since Oct 23, 2026) | rose 4.7% (1 year) |
| Return of capital, issuer estimate | 22% of the Oct 30, 2026 payment | |
| Against its benchmark | ||
| Benchmark | not published | First Trust SMID Cap Rising Dividend Achievers ETF, measured through SDVY |
| Cost and size | ||
| Expense ratio | 0.97% | 0.85% |
| Net assets | not read by ETFIQ | $916m |
| Holdings | ||
| Holdings in common | not published | |
Not measured
OVQ since launch: paid 0.0%, price −2.9%, total −2.9%, not measured against a benchmark. Data to Nov 12, 2026.
OVQ
−2.9%
Total return, distributions reinvested
Not measured
OVQ since launch: paid 0.0%, price −2.9%, total −2.9%, not measured against a benchmark. Data to Nov 12, 2026.
OVQ
−2.9%
0.0% of it arrived as cash. Total return, distributions reinvested. OVQ since launch: paid 0.0%, price −2.9%, total −2.9%, not measured against a benchmark. Data to Nov 12, 2026.
Data to Nov 12, 2026.1.5 pts ahead of SDVY
SDVD over 1 year: paid 9.4%, price +4.7%, total +14.6%, SDVY +13.1%, +1.5 pts. Data to Nov 12, 2026.
SDVY
+13.1%
SDVD
+14.6%
9.4% of it arrived as cash
1.5 pts ahead of SDVY
Total return, distributions reinvested
1.5 pts ahead of SDVY
SDVD over 1 year: paid 9.4%, price +4.7%, total +14.6%, SDVY +13.1%, +1.5 pts. Data to Nov 12, 2026.
SDVY
+13.1%
SDVD
+14.6%
9.4% cash
1.5 pts ahead of SDVY
9.4% of it arrived as cash. Both charts share one scale, with zero at the line. SDVD over 1 year: paid 9.4%, price +4.7%, total +14.6%, SDVY +13.1%, +1.5 pts. Data to Nov 12, 2026.
Data to Nov 12, 2026.Side by side
As of Nov 12, 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
| Total return | Cash paid | Against the benchmark | ||||
|---|---|---|---|---|---|---|
| Window | OVQ | SDVD | OVQ | SDVD | OVQ | SDVD |
| 3 months | – | −3.1% | – | 2.0% | – | +0.9 pts |
| 6 months | – | +4.9% | – | 4.2% | – | +1.0 pts |
| 1 year | – | +14.6% | – | 9.4% | – | +1.6 pts |
| 3 years | – | +63.6% | – | 32.2% | – | +1.6 pts |
| Since launchNot the same days: OVQ Oct 2026 · SDVD Aug 2023 | −2.9% | +52.2% | 0.0% | 31.3% | not measured | +2.2 pts |
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OVQ
Over the period from its first trade on Oct 23, 2026 to Nov 12, 2026, OVQ paid 0.0% of its starting value in cash distributions while its price fell 2.9%. With every distribution reinvested, the fund returned −2.9%.
SDVD
Over the year to Nov 12, 2026, SDVD paid 9.4% of its starting value in cash distributions while its price rose 4.7%. With every distribution reinvested, the fund returned +14.6%. First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) returned +13.1% over the same days, so a holder was ahead by 1.5 pts. At its price on Nov 12, 2026 the latest distribution annualizes to 8.3%, 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
Links are sources, not endorsements. A comparison is not a recommendation.
How this is computed
Every number is an ETFIQ calculation with distributions reinvested.
Cite this pageCitation, APA and Markdown
ETFIQ, OVQ against SDVD, data as of Nov 12, 2026. https://etfiq.com/compare/income/ovq-vs-sdvd
ETFIQ. (Nov 12, 2026). OVQ against SDVD. Retrieved from https://etfiq.com/compare/income/ovq-vs-sdvd
[OVQ against SDVD (ETFIQ, Nov 12, 2026)](https://etfiq.com/compare/income/ovq-vs-sdvd)
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OVQ and SDVD both write options for income.