All 31 US · Dividend funds in the SeeFund pool, ranked by annualised return over the window shown. Dividends reinvested, fund fees already deducted. Data as of 2026-09-22 — every figure on this page is history, not a forecast.
| # | Fund | Return a year | Total return | Sharpe | Worst drop | Fee | Years |
|---|---|---|---|---|---|---|---|
| 1 | PVAL Putnam Focused Large Cap Value ETF | +16.4% | +124.4% | 1.13 | -16.6% | — | 5.3 |
| 2 | CATH Global X S&P 500 Catholic Values ETF | +14.6% | +291.8% | 0.94 | -34.0% | — | 10.0 |
| 3 | FVAL Fidelity Value Factor ETF | +14.5% | +286.0% | 0.90 | -37.2% | — | 10.0 |
| 4 | DIVB iShares Core Dividend ETF | +14.4% | +228.6% | 0.85 | -36.9% | — | 8.9 |
| 5 | VLU State STREET(R) SPDR(R) S&P(R) 1500 Value Tilt ETF | +14.0% | +270.9% | 0.86 | -37.4% | — | 10.0 |
| 6 | DGRW WisdomTree U.S. Quality Dividend Growth Fund | +14.0% | +269.8% | 1.00 | -32.0% | — | 10.0 |
| 7 | FDRR Fidelity Dividend ETF FOR Rising Rates | +13.6% | +258.7% | 0.91 | -36.5% | — | 10.0 |
| 8 | WTV WisdomTree U.S. Value Fund | +13.4% | +202.0% | 0.71 | -42.2% | 0.12% | 8.8 |
| 9 | DGRO iShares Core Dividend Growth ETF | +13.3% | +248.3% | 0.95 | -35.1% | 0.08% | 10.0 |
| 10 | FDVV Fidelity High Dividend ETF | +13.2% | +246.0% | 0.84 | -40.2% | — | 10.0 |
| 11 | VIG Vanguard Dividend Appreciation Index Fund ETF Shares | +13.0% | +238.7% | 0.96 | -31.7% | 0.06% | 10.0 |
| 12 | JVAL JPMorgan U.S. Value Factor ETF | +12.9% | +193.9% | 0.72 | -40.4% | — | 8.9 |
| 13 | DIVO Amplify CWP Enhanced Dividend Income ETF | +12.6% | +218.8% | 1.01 | -30.0% | — | 9.8 |
| 14 | DLN WisdomTree U.S. Largecap Dividend Fund | +12.6% | +227.0% | 0.91 | -35.8% | — | 10.0 |
| 15 | VTV Vanguard Morningstar Value ETF | +12.5% | +224.8% | 0.85 | -36.8% | 0.04% | 10.0 |
| 16 | DJD Invesco DOW Jones Industrial Average Dividend ETF | +12.3% | +217.7% | 0.85 | -34.6% | — | 10.0 |
| 17 | QDPL Pacer Metaurus US Large CAP Dividend Multiplier 400… | +12.2% | +81.9% | 0.89 | -22.6% | — | 5.2 |
| 18 | PWV Invesco Large CAP Value ETF | +12.0% | +211.6% | 0.79 | -37.6% | — | 10.0 |
| 19 | DTD WisdomTree U.S. Total Dividend Fund | +12.0% | +210.9% | 0.84 | -37.3% | 0.28% | 10.0 |
| 20 | ILCV iShares Morningstar Value ETF | +11.9% | +208.8% | 0.81 | -35.5% | 0.04% | 10.0 |
| 21 | SPYV State STREET(R) SPDR(R) Portfolio S&P 500(R) Value… | +11.9% | +206.9% | 0.78 | -36.9% | — | 10.0 |
| 22 | IVE iShares S&P 500 Value ETF | +11.7% | +202.3% | 0.77 | -37.0% | 0.18% | 10.0 |
| 23 | IUSV iShares Core S&P U.S. Value ETF | +11.7% | +202.0% | 0.76 | -37.5% | — | 10.0 |
| 24 | VYM Vanguard High Dividend Yield Index Fund ETF Shares | +11.4% | +194.9% | 0.81 | -35.2% | 0.06% | 10.0 |
| 25 | GVAL Cambria Global Value ETF | +11.2% | +190.2% | 0.59 | -46.8% | — | 10.0 |
| 26 | RDIV Invesco S&P Ultra Dividend Revenue ETF | +10.4% | +169.0% | 0.50 | -49.9% | — | 10.0 |
| 27 | HDV iShares Core High Dividend ETF | +9.6% | +150.8% | 0.66 | -37.0% | 0.08% | 10.0 |
| 28 | DHS WisdomTree U.S. High Dividend Fund | +9.5% | +148.1% | 0.65 | -37.3% | 0.38% | 10.0 |
| 29 | FTHI First Trust Buywrite Income ETF | +8.4% | +123.9% | 0.71 | -32.6% | 0.98% | 10.0 |
| 30 | WTPI WisdomTree Equity Premium Income Fund | +8.3% | +121.7% | 0.81 | -28.4% | — | 10.0 |
| 31 | FTQI First Trust NASDAQ Buywrite Income ETF | +8.3% | +121.4% | 0.82 | -19.4% | — | 10.0 |
PVAL (: +16.4% a year) sits at the top of this table and FTQI (+8.3% a year) at the bottom. The order is arithmetic over past data — it is not a judgement about which fund is better, and past performance does not predict future results.
| Fund | Deepest drop | Peak → trough |
|---|---|---|
| RDIV | -49.9% | 2020-01-16 → 2020-03-23 |
| GVAL | -46.8% | 2018-01-26 → 2020-03-18 |
| WTV | -42.2% | 2020-01-16 → 2020-03-23 |
| JVAL | -40.4% | 2020-01-17 → 2020-03-23 |
| FDVV | -40.2% | 2020-02-14 → 2020-03-23 |
The deepest fall in this group was RDIV, down -49.9% from 2020-01-16 to 2020-03-23. It sits at position 26 in the return table — a reminder that the two questions "what did it return" and "how bad did it get" have different answers.
Expense ratios in this group run from 0.04% to 0.98% a year (median 0.08%). Fees are already deducted from every return above — a fund does not have to be expensive to be interesting, and a cheap one is not automatically better.
It is not investment advice, not a suggestion of what to buy, and not a forecast. A fund appears here because it is in our pool, and the ordering is arithmetic. Past performance is not a reliable indicator of future results.
Related: all rankings · PVAL fund page · compare funds