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Data as of .

SDVD vs YYY: which paid, and which earned it?

Over the year YYY paid 12.1% of its price in cash against SDVD’s 9.2%, though SDVD returned more with it reinvested.

FT Vest SMID Rising Dividend Achievers Target Income ETF and Amplify CEF High Income ETF.

9.2%SDVD cash paid, 1 year
12.1%YYY cash paid, 1 year
+10.8%SDVD total return, 1 year
+3.4%YYY total return, 1 year

ETFIQ Return Stability Score: SDVD scores higher

Was the payout funded by returns, or by your own capital?

SDVD 37.8YYY 22.33.8, the lowest in this set96.8, the highest

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

SDVD16.4 pts behind SCHD · 1 year to Sep 18, 2026
SCHD+27.2%SDVD+10.8%9.2% of it arrived as cash16.4 pts behind SCHDTotal return, distributions reinvestedSCHD+27.2%SDVD+10.8%16.4 pts behind SCHD
YYY13.2 pts behind SPY · 1 year to Sep 18, 2026
SPY+16.6%YYY+3.4%13.2 pts behind SPYTotal return, distributions reinvestedSPY+16.6%YYY+3.4%13.2 pts behind SPY

What they hold in common

By the books each fund has filed, SDVD and YYY hold 0% of their money in the same securities at the same weight.

Only in each
Only in SDVDOnly in YYY
National HealthCare Corporation 1.12%abrdn Healthcare Investors 3.64%
First BanCorp. 1.04%BlackRock Capital Allocation T 3.56%
OFG Bancorp 1.03%Royce Small-Cap Trust Inc 3.55%
The Hanover Insurance Group, Inc. 1.01%abrdn Total Dynamic Dividend F 3.53%
Interparfums, Inc. 1.00%Tortoise Energy Infrastructure 3.38%
Reinsurance Group of America, Incorporat 1.00%BlackRock ESG Capital Allocati 3.31%
VeriSign, Inc. 1.00%DoubleLine Income Solutions Fu 3.22%
Assurant, Inc. 0.99%Nuveen Floating Rate Income Fu 3.08%

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

SDVD and YYY over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnCash paidAgainst the benchmark
SDVDYYYSDVDYYYSDVDYYY
3 months−0.1%−2.5%2.1%3.1%−6.7 pts−4.8 pts
6 months+8.3%+4.7%4.4%6.5%−4.3 pts−13.3 pts
1 year+10.8%+3.4%9.2%12.1%−16.4 pts−13.2 pts
3 years+53.0%+37.1%30.7%37.7%−0.7 pts−41.3 pts
Since launch+47.6%+117.8%29.7%112.4%−4.1 pts−519.1 pts
Open the live comparison on ETFIQ
SDVD and YYY on the same fields, as of Sep 18, 2026. Source: ETFIQ.
SDVD
FT Vest SMID Rising Dividend Achievers Target Income ETF
Dividend stocks with call overlay on SCHD, paying monthly
YYY
Amplify CEF High Income ETF
Option income on SPY, paying monthly
IssuerFirst TrustAmplify
Strategydividend stocks with call overlayoption income
BenchmarkUS dividend stocks (SCHD), used as the dividend proxyS&P 500 (SPY), used as the proxy
Paysmonthlymonthly
Payout rate, annualized8.8%13.3%
Expense ratio0.85%3.23%
Cash paid, 1 year9.2%12.1%
Price change, 1 year+1.2%−8.8%
Total return, 1 year+10.8%+3.4%
Benchmark return, 1 year+27.2%+16.6%
Ahead or behind−16.4 pts−13.2 pts
Return of capital, latest estimatenot publishednot published
Age1135 days5211 days
Net assets$888m$702m

SDVD in plain words

Over the year to Sep 18, 2026, SDVD paid 9.2% of its starting value in cash distributions while its price rose 1.2%. With every distribution reinvested, the fund returned +10.8%. US dividend stocks (SCHD), used as the dividend proxy returned +27.2% over the same days, so a holder was behind by 16.4 pts. At its price on Sep 18, 2026 the latest distribution annualizes to 8.8%, paid monthly.

YYY in plain words

Over the year to Sep 18, 2026, YYY paid 12.1% of its starting value in cash distributions while its price fell 8.8%. With every distribution reinvested, the fund returned +3.4%. S&P 500 (SPY), used as the proxy returned +16.6% over the same days, so a holder was behind by 13.2 pts. At its price on Sep 18, 2026 the latest distribution annualizes to 13.3%, paid monthly.

Questions people ask

Which paid more, SDVD or YYY?
Over the year to Sep 18, 2026, SDVD paid 9.2% of its starting price in cash and YYY paid 12.1%, so YYY paid more. Cash paid is not the same as money made: the price change matters too.
Which returned more once distributions are counted, SDVD or YYY?
With every distribution reinvested, SDVD returned +10.8% and YYY returned +3.4% over the year to Sep 18, 2026, so SDVD returned more.
Which is cheaper, SDVD or YYY?
SDVD charges 0.85% a year and YYY charges 3.23%, so SDVD 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.

SDVD against YYY, ETFIQ, data as of Sep 18, 2026. Every figure is calculated from a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, SDVD against YYY, data as of Sep 18, 2026. https://etfiq.com/compare/income/sdvd-vs-yyy Free to use with attribution; the underlying files are at Open data.

How every figure is computed · Standards and sources