ETRACS vs First Trust: ETF issuers compared | ETF Tracker

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ETRACS vs First Trust: ETF issuers compared | ETF Tracker

Income: First Trust wins, 86% to 40% of funds made money

Every dot is one income fund, placed at its 1-year return. Right of the line = made money. The ringed dot is the middle fund.

BOX SCORE · INCOME	ETRACS	First Trust
Funds in the category	5	47
Made money (W–L)	2–3	30–5
Win %	40%	86%
Money made	$83M	$11.1B
Typical return	−0.8%	+15.3%
Launches · 2026	0	11
Assets	$831M	$82.2B
Fee per $100	$0.73	$0.60

The biggest income funds on each side

ETRACS

Fund	Name	Assets	1Y
SLVO	UBS ETRACS Silver Shares Covered Call ETN	$326M	−1.2% ✕
USOI	UBS AG ETRACS Crude Oil Shares Covered Call ETNs due April 24, 2037	$312M	+39.1% ✓
GLDI	UBS AG ETRACS Gold Shares Covered Call ETNs due February 2, 2033	$171M	−0.8% ✕
SMHB	ETRACS 2xMonthly Pay Leveraged US Small Cap High Dividend ETN Series B	$18M	−2.6% ✕
HDLB	ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Series B	$5M	+25.6% ✓

First Trust

Fund	Name	Assets	1Y
RDVY	First Trust Rising Dividend Achievers ETF	$25.5B	+19.3% ✓
SDVY	First Trust SMID Cap Rising Dividend Achievers ETF	$11.1B	+15.5% ✓
FDL	First Trust Morningstar Dividend Leaders Index Fund	$8.4B	+32.6% ✓
FVD	First Trust Value Line Dividend Index Fund	$8.1B	+16.5% ✓
FPE	First Trust Preferred Securities and Income ETF	$5.8B	−2.2% ✕
RDVI	FT Vest Rising Dividend Achievers Target Income ETF	$3.8B	+18.6% ✓