Compare JEPQ and RDVI

JEPQ and RDVI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Rising Dividend Achievers Target Income ETFIncome · Premium income0.75%8.27%+14.9%+19.8%+20.5%[…]−8.5%14.2%$3.8B1.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B1.7

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

End-of-day Nov 9, 2026 · returns include dividends · since: JEPQ 2022 · RDVI 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

JEPQ

RDVI

FT Vest Rising Dividend Achievers Target Income ETF · $3.8B[…]

$10,000 five years ago, dividends reinvested · they hold 16.4% in common

JEPQMeasureRDVI

+6.6%Year to dateJan 1 → Nov 9+14.9%

+9.2%1 yearTotal return+19.8%

+18.2%3 years · per year$10,000 became $16,495 · $17,497+20.5%

[…]5 years · per year[…]

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

12.39%Trailing 12-mo yield$1,239 · $827 a year on $10k8.27%

−11.5%Worst dropSmaller is better−8.5%

16.9%VolatilityLower is calmer14.2%

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

2–5RDVI wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JEPQ vs RDVI: Top 5 Holdings

Today

JEPQ

28.6%in top 5

RDVI

in top 512.2%

JEPQStockRDVI

7.3%AAPLnot top 5

6.7%NVDAnot top 5

6.0%MSFTnot top 5

4.4%GOOGnot top 5

4.3%AMZNnot top 5

not top 5ACN2.5%

not top 5TRV2.4%

not top 5ADP2.4%

not top 5VLTO2.4%

not top 5V2.4%

Held in common16.4%

End-of-day Nov 9, 2026 · share of each fund

JEPQ vs RDVI Returns, Every Period

1Y

J.P. MorganJEPQ

+9.2%

past year

RDVIFirst Trust

+19.8%

past year

JEPQRDVIFaded: behind in that period

0–3RDVI wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

JEPQ vs RDVI

YTD

J.P. MorganJEPQ

+6.6%

RDVIFirst Trust

+14.9%

+6.6%Year to date+14.9%

−11.5%Worst drop · 1Y−8.5%

16.9%Volatility · 1Y14.2%

12.4%Yield8.3%

$40.7BAssets$3.8B

3–1RDVI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPQ, RDVI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

RDVI0.75%$75

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: JEPQ, RDVI

1Y

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

RDVI8.27%$827

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

RDVI$827 − $75 = $752

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: JEPQ, RDVI

Today

16.4%most shared, JEPQ and RDVI

JEPQRDVI

JEPQ—16.4%

RDVI16.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+19.8%RDVI, at 14.2% volatility

RDVIWorst drop−8.5%14.2% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQRDVI

+6.6%Year to date+14.9%

12.4%Yield8.3%

+9.2%Past year+19.8%

0.35%Fee0.75%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026