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SDVD vs. QYLD
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SDVD vs. QYLD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) and Global X NASDAQ 100 Covered Call ETF (QYLD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both investments are quite close, with SDVD having a 7.75% return and QYLD slightly higher at 7.88%.


SDVD

1D
-0.22%
1M
-1.53%
YTD
7.75%
6M
8.14%
1Y
19.64%
3Y*
5Y*
10Y*

QYLD

1D
-0.06%
1M
1.62%
YTD
7.88%
6M
9.97%
1Y
23.93%
3Y*
13.80%
5Y*
8.43%
10Y*
9.80%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SDVD vs. QYLD - Yearly Performance Comparison


2026 (YTD)202520242023
SDVD
FT Vest SMID Rising Dividend Achievers Target Income ETF
7.75%8.66%11.82%10.25%
QYLD
Global X NASDAQ 100 Covered Call ETF
7.88%9.28%19.35%2.43%

Correlation

The correlation between SDVD and QYLD is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.46

Correlation (All Time)
Calculated using the full available price history since Aug 11, 2023

0.51

The correlation between SDVD and QYLD has been stable across timeframes, ranging from 0.46 to 0.51 - a consistent structural relationship.

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Return for Risk

SDVD vs. QYLD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SDVD
SDVD Risk / Return Rank: 4343
Overall Rank
SDVD Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
SDVD Sortino Ratio Rank: 4343
Sortino Ratio Rank
SDVD Omega Ratio Rank: 3838
Omega Ratio Rank
SDVD Calmar Ratio Rank: 4747
Calmar Ratio Rank
SDVD Martin Ratio Rank: 4747
Martin Ratio Rank

QYLD
QYLD Risk / Return Rank: 8888
Overall Rank
QYLD Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
QYLD Sortino Ratio Rank: 8585
Sortino Ratio Rank
QYLD Omega Ratio Rank: 9292
Omega Ratio Rank
QYLD Calmar Ratio Rank: 8686
Calmar Ratio Rank
QYLD Martin Ratio Rank: 9494
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SDVD vs. QYLD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) and Global X NASDAQ 100 Covered Call ETF (QYLD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


SDVDQYLDDifference
Sharpe ratioReturn per unit of total volatility

-1.42

Sortino ratioReturn per unit of downside risk

-1.79

Omega ratioGain probability vs. loss probability

1.25

1.63

-0.38

Calmar ratioReturn relative to maximum drawdown

2.25

4.84

-2.59

Martin ratioReturn relative to average drawdown

7.65

28.36

-20.71

SDVD vs. QYLD - Sharpe Ratio Comparison

The current SDVD Sharpe Ratio is 1.38, which is lower than the QYLD Sharpe Ratio of 2.80. The chart below compares the historical Sharpe Ratios of SDVD and QYLD, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


SDVDQYLDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.38

2.80

-1.42

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.58

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.63

Sharpe Ratio (All Time)

Calculated using the full available price history

0.77

0.59

+0.18

Drawdowns

SDVD vs. QYLD - Drawdown Comparison

The maximum SDVD drawdown since its inception was -24.17%, roughly equal to the maximum QYLD drawdown of -24.75%. Use the drawdown chart below to compare losses from any high point for SDVD and QYLD.


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Drawdown Indicators


SDVDQYLDDifference

Max Drawdown

Largest peak-to-trough decline

-24.17%

-24.75%

+0.58%

Max Drawdown (1Y)

Largest decline over 1 year

-8.76%

-4.97%

-3.79%

Max Drawdown (3Y)

Largest decline over 3 years

-19.06%

Max Drawdown (5Y)

Largest decline over 5 years

-24.61%

Max Drawdown (10Y)

Largest decline over 10 years

-24.75%

Current Drawdown

Current decline from peak

-3.31%

-0.06%

-3.25%

Average Drawdown

Average peak-to-trough decline

-4.86%

-3.84%

-1.02%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.57%

0.85%

+1.72%

Volatility

SDVD vs. QYLD - Volatility Comparison

FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) has a higher volatility of 3.78% compared to Global X NASDAQ 100 Covered Call ETF (QYLD) at 1.85%. This indicates that SDVD's price experiences larger fluctuations and is considered to be riskier than QYLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SDVDQYLDDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.78%

1.85%

+1.93%

Volatility (6M)

Calculated over the trailing 6-month period

10.33%

7.12%

+3.21%

Volatility (1Y)

Calculated over the trailing 1-year period

14.31%

8.58%

+5.73%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.19%

14.70%

+3.49%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.19%

15.49%

+2.70%

SDVD vs. QYLD - Expense Ratio Comparison

SDVD has a 0.85% expense ratio, which is higher than QYLD's 0.60% expense ratio.


Dividends

SDVD vs. QYLD - Dividend Comparison

SDVD's dividend yield for the trailing twelve months is around 8.95%, less than QYLD's 11.46% yield.


PositionTTM20252024202320222021202020192018201720162015
QYLD
Global X NASDAQ 100 Covered Call ETF
11.46%11.55%12.50%11.78%13.75%12.85%11.16%9.84%12.44%7.69%9.15%9.42%
SDVD
FT Vest SMID Rising Dividend Achievers Target Income ETF
8.95%8.36%9.26%3.18%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


SDVD and QYLD have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SDVD has higher volatility (3.78%) compared to QYLD (1.85%). In terms of maximum drawdown, SDVD dropped -24.17% vs QYLD's -24.75%.

On 1-year performance, QYLD leads with 23.93% vs 19.64% for SDVD. On fees, QYLD is cheaper at 0.60% per year. On volatility, QYLD has been the lower-risk option at 1.85%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, QYLD has performed better with a 23.93% return vs 19.64%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

QYLD is cheaper with a 0.60% expense ratio, compared with 0.85% for SDVD.

QYLD has the higher dividend yield at 11.46%, compared with 8.95% for SDVD.

SDVD is categorized as Derivative Income, while QYLD is Nasdaq-100. SDVD tracks Nasdaq US Small-Mid Cap Rising Dividend Achievers Index, while QYLD tracks CBOE NASDAQ-100 Buy Write V2. They also come from different issuers: First Trust and Global X. Their fees differ too: 0.85% for SDVD and 0.60% for QYLD.

QYLD currently has the higher Sharpe Ratio (2.80 vs 1.38), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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