Compare OCTJ and RDVI

OCTJ 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%$3.9B1.3

Innovator Premium Income 30 Barrier ETFIncome · Premium income0.79%5.31%+3.9%+5.3%+6.1%[…]−1.3%2.6%$15M1.7

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: OCTJ 2023 · RDVI 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Innovator Premium Income 30 Barrier ETF · $15M[…]

OCTJ

RDVI

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

$10,000 five years ago, dividends reinvested

OCTJMeasureRDVI

+3.9%Year to dateJan 1 → Nov 3+15.5%

+5.3%1 yearTotal return+19.7%

+6.1%3 years · per year$10,000 became $11,943 · $18,403+22.5%

[…]5 years · per year[…]

0.79%Expense ratio$79 · $75 a year on $10k · lower is better0.75%

5.31%Trailing 12-mo yield$531 · $823 a year on $10k8.23%

−1.3%Worst dropSmaller is better−8.5%

2.6%VolatilityLower is calmer13.6%

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

2–5RDVI wins

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

More Ways to See the Pairs

OCTJ vs RDVI: Top 5 Holdings

Today

OCTJ

[…]in top 5

RDVI

in top 511.7%

OCTJStockRDVI

not top 5TRV2.4%

not top 5ACN2.4%

not top 5V2.3%

not top 5ADP2.3%

not top 5VLTO2.3%

Held in common[…]

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

OCTJ vs RDVI Returns, Every Period

1Y

InnovatorOCTJ

+5.3%

past year

RDVIFirst Trust

+19.7%

past year

OCTJRDVIFaded: behind in that period

0–3RDVI wins

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

OCTJ vs RDVI

YTD

InnovatorOCTJ

+3.9%

RDVIFirst Trust

+15.5%

+3.9%Year to date+15.5%

−1.3%Worst drop · 1Y−8.5%

2.6%Volatility · 1Y13.6%

5.3%Yield8.2%

$15.0MAssets$3.9B

2–2level

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

Cost, Income and Risk

Fees: OCTJ, RDVI

Today

0.75%lowest, RDVI

FundExpense ratioFee$10k

RDVI0.75%$75

OCTJ0.79%$79

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

Yields: OCTJ, RDVI

1Y

8.23%highest, RDVI

FundTrailing yieldYield$10k

RDVI8.23%$823

OCTJ5.31%$531

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

Income After Fees on $10,000

1Y

$748most kept, RDVI

RDVI$823 − $75 = $748

OCTJ$531 − $79 = $452

KeptFee

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

Overlap: OCTJ, RDVI

Today

[…]holdings […]

OCTJRDVI

OCTJ—[…]

RDVI[…]—

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

OCTJWorst drop−1.3%2.6% 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

RDVIOCTJ

+15.5%Year to date+3.9%

8.2%Yield5.3%

+19.7%Past year+5.3%

0.75%Fee0.79%

4–0RDVI 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