Which is cheaper, SDVD or XSHP?

SDVD charges 0.85% a year and XSHP charges 0.99%, so SDVD is cheaper. Fees come from each fund's prospectus.

Data as of Nov 4, 2026.

Income ETFs

SDVD vs XSHP: Dividend Yield & Total Return

SDVD and XSHP both write options for income.

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Net assets on Nov 3, 2026: $903m for FT Vest SMID Rising Dividend Achievers Target Income ETF and $11m for Kurv SpaceX Enhanced Income ETF.

SDVD on its own →XSHP on its own →

At a glance

9.7%

SDVD cash paid, 1 year

11.3%

XSHP cash paid, since launch, Jun 17, 2026

+18.9%

SDVD total return, 1 year

−21.1%

XSHP total return, since launch, Jun 17, 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% 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%

1.4 pts ahead of SDVY

9.7% of it arrived as cash. Total return, distributions reinvested. 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.

XSHP · since launch to Nov 4, 2026 Not measured

XSHP

−21.1%

none

Not measured

XSHP since launch: paid 11.3%, price −32.7%, total −21.1%, not measured against a benchmark. Data to Nov 4, 2026.

XSHP

−21.1%

Total return, distributions reinvested

Not measured

XSHP since launch: paid 11.3%, price −32.7%, total −21.1%, not measured against a benchmark. Data to Nov 4, 2026.

XSHP

−21.1%

11.3% of it arrived as cash. Both charts share one scale, with zero at the line. XSHP since launch: paid 11.3%, price −32.7%, total −21.1%, not measured against a benchmark. Data to Nov 4, 2026.

Data to Nov 4, 2026.

Pair scorecard

SDVD costs 0.14 points a year less; SDVD is far larger, $903m against $11m.

Points (pts) are percentage points.

SDVD vs XSHP: Dividend Yield & Total Return
Measure	SDVD	XSHP
Paid and earned
Measure	SDVD	XSHP
Total return, 1 year	+18.9%	not published
Price change	rose 8.6% (1 year)	fell 32.7% (since Jun 17, 2026)
Return of capital, issuer estimate	22% of the Oct 30, 2026 payment	92% of the Oct 8, 2026 payment
Against its benchmark
Measure	SDVD	XSHP
Benchmark	First Trust SMID Cap Rising Dividend Achievers ETF, measured through SDVY	not published
Cost and size
Measure	SDVD	XSHP
Expense ratio	0.85%	0.99%
Net assets, as of Nov 3, 2026	$903m	$11m
Holdings
Measure	SDVD	XSHP
Holdings in common	0%

Method

What they share

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

50%

0 half 100%

half

0% in common

Positions both hold · largest shared weight first SDVD XSHP

Only in one fund ↓

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%

Only in XSHP

Check overlap with more funds →

Side by side

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 XSHP Kurv SpaceX Enhanced Income ETF · Covered call, paying monthly

Issuer First Trust Kurv

Strategy dividend stocks with call overlay covered call

Benchmark First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) none

Pays monthly monthly

Payout rate, annualized 8.2% 33.7%

Expense ratio 0.85% 0.99%

Cash paid, 1 year 9.7% 11.3% (since launch, Jun 17, 2026)

Price change, 1 year +8.6% −32.7% (since launch, Jun 17, 2026)

Total return, 1 year +18.9% −21.1% (since launch, Jun 17, 2026)

Benchmark return, 1 year +17.5% not published

Ahead or behind +1.4 pts not available

Return of capital, latest estimate 22% 92%

Age 3.2 years 140 days

Net assets, as of Nov 3, 2026 $903m $11m

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: SDVD vs XSHP: Dividend Yield & Total Return
	Total return		Cash paid		Against the benchmark
Window	SDVD	XSHP	SDVD	XSHP	SDVD	XSHP
3 months	−2.3%	+31.3%	2.0%	11.2%	+0.5 pts	not measured
6 months	+3.3%	–	4.1%	–	+0.9 pts	–
1 year	+18.9%	–	9.7%	–	+1.4 pts	–
3 years	+60.8%	–	31.3%	–	+1.0 pts	–
Since launchNot the same days: SDVD Aug 2023 · XSHP Jun 2026	+53.9%	−21.1%	31.3%	11.3%	+1.9 pts	not measured

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Alert

About each fund

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.

XSHP

Over the period from its first trade on Jun 17, 2026 to Nov 4, 2026, XSHP paid 11.3% of its starting value in cash distributions while its price fell 32.7%. With every distribution reinvested, the fund returned −21.1%. At its price on Nov 4, 2026 the latest distribution annualizes to 33.7%, paid monthly. Kurv estimates that 92% of the distribution paid Oct 8, 2026 was a return of capital (its 19a-1 notice).

Questions people ask

Which is cheaper, SDVD or XSHP?: SDVD charges 0.85% a year and XSHP charges 0.99%, so SDVD is cheaper. Fees come from each fund's prospectus.

Other comparisons

SDVD vs VOOY SDVD vs PCOV SDVD vs FDND SDVD vs YQQQ XSHP vs KNG XSHP vs YLDE XSHP vs MAGY XSHP vs KYLD

Where to next

First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) →All income ETFs ranked by the Distribution Coverage Score →How the scores are computed →SDVD on its own →XSHP on its own →SDVD dividend history →SDVD holdings →XSHP dividend history →Method →Standards and sources →

Sources and dates

SDVD filings on SEC EDGAR ↗

SDVD prospectus with the expense ratio (SEC) ↗

SDVD 19a-1 distribution notice ↗

First Trust page for SDVD ↗

XSHP filings on SEC EDGAR ↗

XSHP prospectus with the expense ratio (SEC) ↗

XSHP 19a-1 distribution notice ↗

Kurv page for XSHP ↗

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

How this is computed

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

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Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.