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First Trust made investors more money ($32.0B) and had more funds that made money (87%).
The past year, all their funds · Data as of Nov 3, 2026
Tale of the tape 1Y · lower fee wins
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 | First Trust | Global X |
|---|---|---|
| Funds in the category | 47 | 22 |
| Made money (W–L) | 30–5 | 19–0 |
| Win % | 86% | 100% |
| Money made | $11.1B | $1.8B |
| Typical return | +15.3% | +11.9% |
| Launches · 2026 | 11 | 3 |
| Assets | $82.2B | $15.9B |
| Fee per $100 | $0.60 | $0.58 |
| 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% ✓ |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| QYLD | Global X - Nasdaq 100 Covered Call ETF | $8.2B | +13.2% ✓ |
| XYLD | Global X - S&P 500 Covered Call ETF | $3.4B | +13.2% ✓ |
| RYLD | Global X - Russell 2000 Covered Call ETF | $1.3B | +11.0% ✓ |
| SDIV | Global X - SuperDividend ETF | $1.1B | +4.0% ✓ |
| DIV | Global X - SuperDividend U.S. ETF | $777M | +22.2% ✓ |
| DJIA | Global X - Dow 30 Covered Call ETF | $213M | +11.9% ✓ |
Pairs that hold the same market. Fee = per $100 a year. Returns within 0.1 points are a tie; 5-year returns are per year.
Squares, left to right: fee · 1 year · 5 years, coloured by who won. Most gaps come from different index rules, not fees.
The past year. Win % counts funds, not dollars; money made is estimated from each fund’s assets and return. Categories with fewer than 3 funds on a side are flagged. Not advice.