FTQI vs SDVD

Comparison between FIRST TRUST NASDAQ BUYWRITE INCOME ETF (FTQI, ETF) and FT VEST SMID RISING DIVIDEND ACHIEVERS TARGET INCOME ETF (SDVD, ETF).

FTQI vs SDVD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FTQI(ETF)	SDVD(ETF)
Net Assets	$908M	$910M
Expense Ratio	0.75%	0.85%
Max Drawdown	28.81%	26.71%
Sharpe Ratio	1.66	1.07
5Y Beta	0.86	0.83
P/E Ratio	31.51	18.01
Forward P/E	22.35	15.64
PEG Ratio	N/A	0.38
5Y Dividends CAGR	32.22%	N/A
5Y EPS CAGR	25.87%	18.86%
Debt to Equity	N/A	12.66%
P/S Ratio	4.17	2.19
P/B Ratio	7.05	2.68

Net Assets

FTQI

$908M

Winner

SDVD

$910M

Expense Ratio

Winner

FTQI

0.75%

SDVD

0.85%

Max Drawdown

FTQI

28.81%

Winner

SDVD

26.71%

Sharpe Ratio

Winner

FTQI

1.66

SDVD

1.07

5Y Beta

FTQI

0.86

Winner

SDVD

0.83

P/E Ratio

FTQI

31.51

Winner

SDVD

18.01

Forward P/E

FTQI

22.35

Winner

SDVD

15.64

PEG Ratio

FTQI

N/A

SDVD

0.38

5Y Dividends CAGR

FTQI

32.22%

SDVD

N/A

5Y EPS CAGR

Winner

FTQI

25.87%

SDVD

18.86%

Debt to Equity

FTQI

N/A

SDVD

12.66%

P/S Ratio

FTQI

4.17

Winner

SDVD

2.19

P/B Ratio

FTQI

7.05

Winner

SDVD

2.68

FTQI vs SDVD - Holdings Comparison

FTQI and SDVD have 19 common holdings. Overlap is 4.77%

FTQI's top 25 holdings weight is 67.25%. SDVD's top 25 holdings weight is 28.04%.

Rank	FTQI	SDVD
#1	APPLE INC (AAPL) - 8.86%	COMFORT SYSTEMS USA INC (FIX) - 1.93%
#2	DREYFUS GOVT CM INST 289 (n/a) - 6.92%	ENERSYS (ENS) - 1.67%
#3	NVIDIA CORP (NVDA) - 5.44%	POWELL INDUSTRIES INC (POWL) - 1.61%
#4	ADVANCED MICRO DEVICES INC (AMD) - 4.71%	CLEAR SECURE INC ORDINARY SHARES CLASS A (YOU) - 1.44%
#5	AMAZON.COM INC (AMZN) - 4.07%	n/a (WFRD) - 1.32%
#6	META PLATFORMS INC CLASS A (META) - 3.20%	EMCOR GROUP INC (EME) - 1.15%
#7	COSTCO WHOLESALE CORP (COST) - 3.17%	CACTUS INC CLASS A (WHD) - 1.13%
#8	CISCO SYSTEMS INC (CSCO) - 3.14%	CBOE GLOBAL MARKETS INC (CBOE) - 1.12%
#9	WALMART INC (WMT) - 3.02%	MUELLER INDUSTRIES INC (MLI) - 1.12%
#10	TESLA INC (TSLA) - 2.99%	PRICESMART INC (PSMT) - 1.10%
#11	ALPHABET INC CLASS C (GOOG) - 2.09%	NORTHERN TRUST CORP (NTRS) - 1.07%
#12	ALPHABET INC CLASS A (GOOGL) - 2.08%	INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 1.07%
#13	MICRON TECHNOLOGY INC (MU) - 2.06%	WOODWARD INC (WWD) - 1.04%
#14	BROADCOM INC (AVGO) - 2.03%	EAST WEST BANCORP INC (EWBC) - 0.97%
#15	SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.94%	APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 0.97%
#16	n/a (PLTR) - 1.76%	UMB FINANCIAL CORP (UMBF) - 0.96%
#17	APPLIED MATERIALS INC (AMAT) - 1.30%	RALPH LAUREN CORP CLASS A (RL) - 0.95%
#18	EBAY INC (EBAY) - 1.28%	FIRST BANCORP (FBP) - 0.95%
#19	ABBVIE INC (ABBV) - 1.28%	ASSURANT INC (AIZ) - 0.94%
#20	LAM RESEARCH CORP (LRCX) - 1.21%	PRIMORIS SERVICES CORP (PRIM) - 0.94%
#21	GILEAD SCIENCES INC (GILD) - 1.09%	NEW YORK TIMES CO CLASS A (NYT) - 0.93%
#22	INTEL CORP (INTC) - 1.01%	ITT INC (ITT) - 0.92%
#23	WOODWARD INC (WWD) - 0.89%	ALLISON TRANSMISSION HOLDINGS INC (ALSN) - 0.92%
#24	APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 0.86%	WINTRUST FINANCIAL CORP (WTFC) - 0.91%
#25	CATERPILLAR INC (CAT) - 0.85%	NOV INC (NOV) - 0.91%
Total Holdings	184	169

FTQI vs SDVD - Historical Returns

Returns include dividend reinvestment.

Period	FTQI	SDVD
1 month	+0.33%	+1.58%
3 months	+4.54%	+6.27%
6 months	+13.78%	+3.54%
1 year	+24.64%	+20.16%
5 years(CAGR)	+12.57%	N/A
10 years(CAGR)	+8.07%	N/A
Max(CAGR)	+7.10%	+15.37%

FTQI

+0.33%

Winner

SDVD

+1.58%

FTQI

+4.54%

Winner

SDVD

+6.27%

Winner

FTQI

+13.78%

SDVD

+3.54%

Winner

FTQI

+24.64%

SDVD

+20.16%

5Y(CAGR)

FTQI

+12.57%

SDVD

N/A

10Y(CAGR)

FTQI

+8.07%

SDVD

N/A

Max(CAGR)

FTQI

+7.10%

Winner

SDVD

+15.37%

FTQI vs SDVD - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	FTQI	SDVD
2026	+13.91%	+14.05%
2025	+12.80%	+9.04%
2024	+18.63%	+12.70%
2023	+24.44%	+10.26%
2022	-9.57%	N/A
2021	+9.88%	N/A
2020	-6.85%	N/A
2019	+14.43%	N/A
2018	-9.93%	N/A
2017	+12.46%	N/A
2016	+11.57%	N/A
2015	+0.80%	N/A
2014	+5.14%	N/A

FTQI vs SDVD Drawdown Comparison

The maximum drawdown for FTQI was -19.41%, occurring on Apr 8, 2025. Recovery took 119 trading sessions.

The maximum drawdown for SDVD was -24.15%, occurring on Apr 8, 2025. Recovery took 261 trading sessions.

The current FTQI drawdown is -1.33%. The current SDVD drawdown is -2.57%.

Rank	FTQI	SDVD
#1	-19.41% Feb 14, 2025 - Aug 7, 2025	-24.15% Nov 25, 2024 - Dec 11, 2025
#2	-18.58% Apr 20, 2022 - Jul 12, 2023	-11.02% Sep 1, 2023 - Dec 1, 2023
#3	-15.51% Jan 17, 2020 - May 18, 2021	-9.67% Jul 31, 2024 - Oct 11, 2024
#4	-15.19% Jan 23, 2018 - Dec 20, 2019	-8.75% Feb 26, 2026 - Jun 24, 2026
#5	-13.45% Dec 8, 2015 - Jul 15, 2016	-6.86% Mar 28, 2024 - Jul 15, 2024
#6	-10.57% Sep 22, 2014 - May 18, 2015	-5.38% Dec 26, 2023 - Feb 29, 2024
#7	-10.08% Jul 21, 2015 - Dec 8, 2015	-3.95% Aug 11, 2023 - Sep 1, 2023
#8	-8.52% Jul 16, 2024 - Sep 19, 2024	-3.92% Oct 17, 2024 - Nov 6, 2024
#9	-6.82% Jul 15, 2016 - Nov 21, 2016	-2.96% Aug 14, 2026 - Aug 20, 2026
#10	-6.56% Jun 8, 2021 - Oct 19, 2021	-2.70% Jul 17, 2026 - Jul 28, 2026
#11	-6.22% Jan 28, 2026 - Apr 8, 2026	-2.50% Nov 11, 2024 - Nov 22, 2024
#12	-5.82% Jul 31, 2023 - Nov 10, 2023	-2.40% Dec 11, 2025 - Jan 5, 2026
#13	-5.57% Jan 14, 2022 - Mar 17, 2022	-2.40% Feb 20, 2026 - Feb 26, 2026
#14	-5.37% Nov 15, 2021 - Jan 11, 2022	-2.36% Jul 16, 2024 - Jul 26, 2024
#15	-4.58% Jan 16, 2014 - Mar 31, 2014	-2.20% Jul 6, 2026 - Jul 16, 2026

Correlation

Correlation between FTQI and SDVD is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2014 - 2026)

FTQI vs SDVD dividend yield comparison.

Year	FTQI	SDVD
2026	7.58%	6.12%
2025	11.46%	8.36%
2024	11.66%	9.26%
2023	11.49%	3.18%
2022	9.85%	0.00%
2021	3.05%	0.00%
2020	3.27%	0.00%
2019	2.95%	0.00%
2018	3.27%	0.00%
2017	2.74%	0.00%
2016	3.02%	0.00%
2015	3.54%	0.00%
2014	3.30%	0.00%