Compare · 2 funds side by side · dividends reinvested

PAPI and RDVI

PAPIEaton Vance×RDVIFirst Trust×

Versus in desk

Story of the two · Growth3Y$10,000 three years agoDividends reinvested · both on one scale$18,403RDVI · best of the two

02 / 04

PAPI and RDVI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.33%+17.0%+20.7%+13.7%[…]−6.9%10.1%$553M1.3

FT Vest Rising Dividend Achievers Target Income ETFIncome · Premium income0.75%8.23%+15.5%+19.7%+22.5%[…]−8.5%13.6%$3.9B1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: PAPI 2023 · RDVI 2022

Head to Head

Swap sides Versus in desk

Head to Head

Parametric Equity Premium Income ETF · $553M[…]

PAPI

RDVI

FT Vest Rising Dividend Achievers Target Income ETF · $3.9B[…]

$10,000 five years ago, dividends reinvested · they hold 7.1% in common

PAPIMeasureRDVI

+17.0%Year to dateJan 1 → Nov 3+15.5%

+20.7%1 yearTotal return+19.7%

+13.7%3 years · per year$10,000 became $14,709 · $18,403+22.5%

[…]5 years · per year[…]

0.29%Expense ratio$29 · $75 a year on $10k · lower is better0.75%

7.33%Trailing 12-mo yield$733 · $823 a year on $10k8.23%

−6.9%Worst dropSmaller is better−8.5%

10.1%VolatilityLower is calmer13.6%

PAPIRDVI Winner of the row, in its colourEach row: the bigger of the two fills its side

5–2PAPI wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PAPI vs RDVI: Top 5 Holdings

Today

PAPI

3.0%in top 5

RDVI

in top 511.7%

PAPIStockRDVI

not top 5TRV2.4%

not top 5ACN2.4%

not top 5V2.3%

not top 5ADP2.3%

not top 5VLTO2.3%

0.6%BMInot top 5

0.6%EXPOnot top 5

0.6%PIInot top 5

0.6%HASnot top 5

0.6%APAMnot top 5

Held in common7.1%

End-of-day Nov 3, 2026 · share of each fund

PAPI vs RDVI Returns, Every Period

Eaton VancePAPI

+20.7%

past year

RDVIFirst Trust

+19.7%

past year

PAPIRDVIFaded: behind in that period

2–1PAPI wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

PAPI vs RDVI

YTD

Eaton VancePAPI

+17.0%

RDVIFirst Trust

+15.5%

+17.0%Year to date+15.5%

−6.9%Worst drop · 1Y−8.5%

10.1%Volatility · 1Y13.6%

7.3%Yield8.2%

$553MAssets$3.9B

3–1PAPI wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PAPI, RDVI

Today

0.29%lowest, PAPI

FundExpense ratioFee$10k

PAPI0.29%$29

RDVI0.75%$75

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: PAPI, RDVI

8.23%highest, RDVI

FundTrailing yieldYield$10k

RDVI8.23%$823

PAPI7.33%$733

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$748most kept, RDVI

RDVI$823 − $75 = $748

PAPI$733 − $29 = $704

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: PAPI, RDVI

Today

7.1%most shared, PAPI and RDVI

PAPIRDVI

PAPI—7.1%

RDVI7.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+20.7%PAPI, at 10.1% volatility

PAPIWorst drop−6.9%10.1% vol

RDVIWorst drop−8.5%13.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

RDVIPAPI

+15.5%Year to date+17.0%

8.2%Yield7.3%

+19.7%Past year+20.7%

0.75%Fee0.29%

3–1PAPI wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026