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First Trust made investors more money ($34.2B) and had more funds that made money (85%).
The past year, all their funds · Data as of Oct 30, 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 | Roundhill |
|---|---|---|
| Funds in the category | 47 | 6 |
| Made money (W–L) | 29–6 | 4–2 |
| Win % | 83% | 67% |
| Money made | $10.3B | $125M |
| Typical return | +13.9% | +12.8% |
| Launches · 2026 | 11 | 0 |
| Assets | $81.7B | $1.6B |
| Fee per $100 | $0.60 | $0.93 |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| RDVY | First Trust Rising Dividend Achievers ETF | $25.5B | +18.5% ✓ |
| SDVY | First Trust SMID Cap Rising Dividend Achievers ETF | $11.0B | +13.9% ✓ |
| FDL | First Trust Morningstar Dividend Leaders Index Fund | $8.1B | +28.3% ✓ |
| FVD | First Trust Value Line Dividend Index Fund | $7.9B | +13.1% ✓ |
| FPE | First Trust Preferred Securities and Income ETF | $5.8B | −2.8% ✕ |
| RDVI | FT Vest Rising Dividend Achievers Target Income ETF | $3.8B | +17.9% ✓ |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| QDTE | Roundhill Nasdaq-100 0DTE Covered Call ETF Strategy ETF | $894M | +12.8% ✓ |
| XDTE | Roundhill Investments - S&P 500 0DTE Covered Call Strategy ETF | $319M | +11.9% ✓ |
| RDTE | Roundhill Investments - Russell 2000 0DTE Covered Call Strategy ETF | $155M | +13.5% ✓ |
| XDIV | Roundhill Investments - S&P 500 No Dividend Target ETF | $101M | +12.9% ✓ |
| MAGY | Roundhill Magnificent Seven Covered Call ETF | $93M | −3.4% ✕ |
| YETH | Roundhill Investments - Ether Covered Call Strategy ETF | $57M | −39.8% ✕ |
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.