Compare · 2 funds side by side · dividends reinvested

KBWY and RDVI

KBWYInvesco×RDVIFirst Trust×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,286KBWY · best of the two

02 / 04

KBWY 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

Invesco KBW Premium Yield Equity REIT ETFIncome · Premium income0.35%8.91%+15.2%+20.2%+10.4%+0.6%−15.1%16.9%$289M1.5

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: KBWY 2010 · RDVI 2022

Head to Head

Swap sides Versus in desk

Head to Head

Invesco KBW Premium Yield Equity REIT ETF · $289M$10,286

KBWY

RDVI

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

KBWYMeasureRDVI

+15.2%Year to dateJan 1 → Nov 3+15.5%

+20.2%1 yearTotal return+19.7%

+10.4%3 years · per year$10,000 became $13,447 · $18,403+22.5%

+0.6%5 years · per year$10,000 became $10,286 · […][…]

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

8.91%Trailing 12-mo yield$891 · $823 a year on $10k8.23%

−15.1%Worst dropSmaller is better−8.5%

16.9%VolatilityLower is calmer13.6%

KBWYRDVI 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

KBWY vs RDVI: Top 5 Holdings

Today

KBWY

25.3%in top 5

RDVI

in top 511.7%

KBWYStockRDVI

7.1%IIPRnot top 5

4.9%MRPnot top 5

4.6%GOODnot top 5

4.5%CHCTnot top 5

4.2%AHRTnot top 5

not top 5TRV2.4%

not top 5ACN2.4%

not top 5V2.3%

not top 5ADP2.3%

not top 5VLTO2.3%

Held in common0.0%

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

KBWY vs RDVI Returns, Every Period

InvescoKBWY

+20.2%

past year

RDVIFirst Trust

+19.7%

past year

KBWYRDVIFaded: behind in that period

1–2RDVI wins

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

KBWY vs RDVI

YTD

InvescoKBWY

+15.2%

RDVIFirst Trust

+15.5%

+15.2%Year to date+15.5%

−15.1%Worst drop · 1Y−8.5%

16.9%Volatility · 1Y13.6%

8.9%Yield8.2%

$289MAssets$3.9B

3–1RDVI wins

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

Cost, Income and Risk

Fees: KBWY, RDVI

Today

0.35%lowest, KBWY

FundExpense ratioFee$10k

KBWY0.35%$35

RDVI0.75%$75

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

Yields: KBWY, RDVI

8.91%highest, KBWY

FundTrailing yieldYield$10k

KBWY8.91%$891

RDVI8.23%$823

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

Income After Fees on $10,000

$856most kept, KBWY

KBWY$891 − $35 = $856

RDVI$823 − $75 = $748

KeptFee

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

Overlap: KBWY, RDVI

Today

0.0%most shared, KBWY and RDVI

KBWYRDVI

KBWY—0.0%

RDVI0.0%—

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

Return vs Bumpiness: 2 ETFs

+20.2%KBWY, at 16.9% volatility

RDVIWorst drop−8.5%13.6% vol

KBWYWorst drop−15.1%16.9% vol

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

Paid More vs Made More

YTD

KBWYRDVI

+15.2%Year to date+15.5%

8.9%Yield8.2%

+20.2%Past year+19.7%

0.35%Fee0.75%

3–1KBWY 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