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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 | NEOS | First Trust |
|---|---|---|
| Funds in the category | 15 | 47 |
| Made money (W–L) | 8–1 | 30–5 |
| Win % | 89% | 86% |
| Money made | $2.2B | $11.1B |
| Typical return | +5.6% | +15.3% |
| Launches · 2026 | 3 | 11 |
| Assets | $33.8B | $82.2B |
| Fee per $100 | $0.67 | $0.60 |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| QQQI | NEOS Nasdaq-100 High Income ETF | $14.8B | +4.9% ✓ |
| SPYI | Neos S&P 500(R) High Income ETF | $12.5B | +10.6% ✓ |
| CSHI | Neos Enhanced Income Cash Alternative ETF | $2.1B | +4.3% ✓ |
| IWMI | NEOS Russell 2000 High Income ETF | $1.3B | +14.1% ✓ |
| MLPI | MLP & Energy Infrastructure High Income ETF | $962M | — |
| IAUI | NEOS Gold High Income ETF | $624M | −4.9% ✕ |
| 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% ✓ |
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.