Compare BALQ and RDVI

BALQ and RDVI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Rising Dividend Achievers Target Income ETFIncome · Premium income0.75%8.44%+12.7%+16.3%+20.8%[…]−8.5%14.1%$3.9B1.3

iShares Nasdaq Premium Income Active ETFIncome · Premium income0.35%10.06%+10.2%[…][…][…][…][…]$40M1.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: BALQ 2025 · RDVI 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Nasdaq Premium Income Active ETF · $40M[…]

BALQ

RDVI

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

$10,000 five years ago, dividends reinvested · they hold 18.0% in common

BALQMeasureRDVI

+10.2%Year to dateJan 1 → Nov 6+12.7%

[…]1 yearTotal return+16.3%

[…]3 years · per year$10,000 became […] · $17,626+20.8%

[…]5 years · per year[…]

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

10.06%Trailing 12-mo yield$1,006 · $844 a year on $10k8.44%

[…]Worst dropSmaller is better−8.5%

[…]VolatilityLower is calmer14.1%

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

2–1BALQ wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BALQ vs RDVI: Top 5 Holdings

Today

BALQ

33.9%in top 5

RDVI

in top 512.3%

BALQStockRDVI

8.6%AAPLnot top 5

8.1%MSFTnot top 5

7.8%NVDAnot top 5

5.6%AMZNnot top 5

3.9%MUnot top 5

not top 5ACN2.5%

not top 5TRV2.5%

not top 5ADP2.5%

not top 5V2.4%

not top 5VLTO2.4%

Held in common18.0%

End-of-day Nov 6, 2026 · share of each fund

BALQ vs RDVI Returns, Every Period

1Y

iSharesBALQ

[…]

past year

RDVIFirst Trust

+16.3%

past year

BALQRDVIFaded: behind in that period

0–1RDVI wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

BALQ vs RDVI

YTD

iSharesBALQ

+10.2%

RDVIFirst Trust

+12.7%

+10.2%Year to date+12.7%

[…]Worst drop · 1Y−8.5%

[…]Volatility · 1Y14.1%

10.1%Yield8.4%

$40.2MAssets$3.9B

1–1level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BALQ, RDVI

Today

0.35%lowest, BALQ

FundExpense ratioFee$10k

BALQ0.35%$35

RDVI0.75%$75

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: BALQ, RDVI

1Y

10.06%highest, BALQ

FundTrailing yieldYield$10k

BALQ10.06%$1,006

RDVI8.44%$844

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$971most kept, BALQ

BALQ$1,006 − $35 = $971

RDVI$844 − $75 = $769

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: BALQ, RDVI

Today

18.0%most shared, BALQ and RDVI

BALQRDVI

BALQ—18.0%

RDVI18.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+16.3%RDVI, at 14.1% volatility

RDVIWorst drop−8.5%14.1% vol

BALQWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

BALQRDVI

+10.2%Year to date+12.7%

10.1%Yield8.4%

[…]Past year+16.3%

0.35%Fee0.75%

2–1BALQ wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026