Data as of .
RDVI vs SCLZ: which paid, and which earned it?
Over the year RDVI paid 8.8% of its price in cash against SCLZ’s 8.4%, and returned more with it reinvested.
ETFIQ Return Stability Score: RDVI 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, RDVI and SCLZ hold 7% of their money in the same securities at the same weight.
| Holding | RDVI | SCLZ |
|---|---|---|
| Micron Technology, Inc. | 2.18% | 7.89% |
| Apple Inc. | 1.66% | 6.15% |
| GE Aerospace | 1.36% | 2.74% |
| Wells Fargo & Company | 1.54% | 1.16% |
| Cisco Systems, Inc. | 0.51% | 3.01% |
| Only in RDVI | Only in SCLZ |
|---|---|
| Lam Research Corporation 2.31% | NVIDIA CORP 5.99% |
| Applied Materials, Inc. 2.30% | ALPHABET INC 5.18% |
| The Travelers Companies, Inc. 2.27% | ADVANCED MICRO DEVICES INC 5.14% |
| The Bank of New York Mellon Corporation 2.22% | BROADCOM INC 4.71% |
| GE Vernova Inc. 2.19% | ELI LILLY & COMPANY 3.86% |
| KLA Corporation 2.16% | AMAZON.COM INC 3.75% |
| NVIDIA Corporation 2.16% | MICROSOFT CORP 3.71% |
| The Allstate Corporation 2.14% | JP MORGAN CHASE & COMPANY 3.50% |
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 Jun 30, 2026 and Sep 18, 2026.
Performance, window by window
| Window | Total return | Cash paid | Against the benchmark | |||
|---|---|---|---|---|---|---|
| RDVI | SCLZ | RDVI | SCLZ | RDVI | SCLZ | |
| 3 months | +0.3% | +2.9% | 2.1% | 2.1% | −6.3 pts | −3.6 pts |
| 6 months | +15.1% | +14.2% | 4.6% | 3.8% | +2.5 pts | +1.6 pts |
| 1 year | +19.2% | +13.2% | 8.8% | 8.4% | −8.0 pts | −14.0 pts |
| 3 years | +69.2% | not published | 29.6% | not published | +15.5 pts | not published |
| Since launch | +101.2% | +36.5% | 41.0% | 19.6% | +32.0 pts | −6.3 pts |
| RDVI FT Vest Rising Dividend Achievers Target Income ETF Dividend stocks with call overlay on SCHD, paying monthly | SCLZ Swan Enhanced Dividend Income ETF Dividend stocks with call overlay on SCHD, paying monthly | |
|---|---|---|
| Issuer | First Trust | Swan |
| Strategy | dividend stocks with call overlay | dividend stocks with call overlay |
| Benchmark | US dividend stocks (SCHD), used as the dividend proxy | US dividend stocks (SCHD), used as the dividend proxy |
| Pays | monthly | monthly |
| Payout rate, annualized | 8.8% | 8.5% |
| Expense ratio | 0.75% | 0.79% |
| Cash paid, 1 year | 8.8% | 8.4% |
| Price change, 1 year | +9.6% | +4.1% |
| Total return, 1 year | +19.2% | +13.2% |
| Benchmark return, 1 year | +27.2% | +27.2% |
| Ahead or behind | −8.0 pts | −14.0 pts |
| Return of capital, latest estimate | not published | not published |
| Age | 1429 days | 934 days |
| Net assets | $3.7bn | $20m |
RDVI in plain words
Over the year to Sep 18, 2026, RDVI paid 8.8% of its starting value in cash distributions while its price rose 9.6%. With every distribution reinvested, the fund returned +19.2%. US dividend stocks (SCHD), used as the dividend proxy returned +27.2% over the same days, so a holder was behind by 8.0 pts. At its price on Sep 18, 2026 the latest distribution annualizes to 8.8%, paid monthly.
SCLZ in plain words
Over the year to Sep 18, 2026, SCLZ paid 8.4% of its starting value in cash distributions while its price rose 4.1%. With every distribution reinvested, the fund returned +13.2%. US dividend stocks (SCHD), used as the dividend proxy returned +27.2% over the same days, so a holder was behind by 14.0 pts. At its price on Sep 18, 2026 the latest distribution annualizes to 8.5%, paid monthly.
Questions people ask
- Which paid more, RDVI or SCLZ?
- Over the year to Sep 18, 2026, RDVI paid 8.8% of its starting price in cash and SCLZ paid 8.4%, so RDVI paid more. Cash paid is not the same as money made: the price change matters too.
- Which returned more once distributions are counted, RDVI or SCLZ?
- With every distribution reinvested, RDVI returned +19.2% and SCLZ returned +13.2% over the year to Sep 18, 2026, so RDVI returned more.
- Which is cheaper, RDVI or SCLZ?
- RDVI charges 0.75% a year and SCLZ charges 0.79%, so RDVI 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, RDVI against SCLZ, data as of Sep 18, 2026. https://etfiq.com/compare/income/rdvi-vs-sclz Free to use with attribution; the underlying files are at Open data.