Compare BALI and RDVI

BALI and RDVI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Rising Dividend Achievers Target Income ETFIncome · Premium income0.75%8.23%+15.5%+19.7%+22.5%[…]−8.5%13.6%$3.9B1.4

iShares U.S. Large Cap Premium Income Active ETFIncome · Premium income0.35%7.88%+13.9%+15.3%+21.9%[…]−6.7%10.5%$1.5B1.6

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: BALI 2023 · RDVI 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares U.S. Large Cap Premium Income Active ETF · $1.5B[…]

BALI

RDVI

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

$10,000 five years ago, dividends reinvested · they hold 22.2% in common

BALIMeasureRDVI

+13.9%Year to dateJan 1 → Nov 3+15.5%

+15.3%1 yearTotal return+19.7%

+21.9%3 years · per year$10,000 became $18,093 · $18,403+22.5%

[…]5 years · per year[…]

0.35%Expense ratio$35 · $75 a year on $10k · lower is better0.75%

7.88%Trailing 12-mo yield$788 · $823 a year on $10k8.23%

−6.7%Worst dropSmaller is better−8.5%

10.5%VolatilityLower is calmer13.6%

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

3–4RDVI wins

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

More Ways to See the Pairs

BALI vs RDVI: Top 5 Holdings

Today

BALI

23.8%in top 5

RDVI

in top 511.7%

BALIStockRDVI

6.8%NVDAnot top 5

6.3%AAPLnot top 5

5.4%MSFTnot top 5

3.2%AMZNnot top 5

not top 5TRV2.4%

not top 5ACN2.4%

not top 5V2.3%

not top 5ADP2.3%

not top 5VLTO2.3%

2.1%AVGOnot top 5

Held in common22.2%

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

BALI vs RDVI Returns, Every Period

1Y

iSharesBALI

+15.3%

past year

RDVIFirst Trust

+19.7%

past year

BALIRDVIFaded: behind in that period

0–3RDVI wins

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

BALI vs RDVI

YTD

iSharesBALI

+13.9%

RDVIFirst Trust

+15.5%

+13.9%Year to date+15.5%

−6.7%Worst drop · 1Y−8.5%

10.5%Volatility · 1Y13.6%

7.9%Yield8.2%

$1.5BAssets$3.9B

2–2level

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

Cost, Income and Risk

Fees: BALI, RDVI

Today

0.35%lowest, BALI

FundExpense ratioFee$10k

BALI0.35%$35

RDVI0.75%$75

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

Yields: BALI, RDVI

1Y

8.23%highest, RDVI

FundTrailing yieldYield$10k

RDVI8.23%$823

BALI7.88%$788

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

Income After Fees on $10,000

1Y

$753most kept, BALI

BALI$788 − $35 = $753

RDVI$823 − $75 = $748

KeptFee

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

Overlap: BALI, RDVI

Today

22.2%most shared, BALI and RDVI

BALIRDVI

BALI—22.2%

RDVI22.2%—

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

Return vs Bumpiness: 2 ETFs

1Y

+19.7%RDVI, at 13.6% volatility

BALIWorst drop−6.7%10.5% 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

RDVIBALI

+15.5%Year to date+13.9%

8.2%Yield7.9%

+19.7%Past year+15.3%

0.75%Fee0.35%

3–1RDVI 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