Compare · 2 funds side by side · dividends reinvested

RDVI and JEPI

RDVIFirst Trust×JEPIJ.P. Morgan×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,322JEPI · best of the two

02 / 04

RDVI and JEPI, 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

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.5

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: RDVI 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

RDVI

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,322

$10,000 five years ago, dividends reinvested · they hold 23.6% in common

RDVIMeasureJEPI

+15.5%Year to dateJan 1 → Nov 3+7.0%

+19.7%1 yearTotal return+9.8%

+22.5%3 years · per year$10,000 became $18,403 · $14,201+12.4%

[…]5 years · per year$10,000 became […] · $14,322+7.4%

0.75%Expense ratio$75 · $35 a year on $10k · lower is better0.35%

8.23%Trailing 12-mo yield$823 · $796 a year on $10k7.96%

−8.5%Worst dropSmaller is better−6.7%

13.6%VolatilityLower is calmer7.9%

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

4–3RDVI wins

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

More Ways to See the Pairs

RDVI vs JEPI: Top 5 Holdings

Today

RDVI

11.7%in top 5

JEPI

in top 59.5%

RDVIStockJEPI

2.4%TRVnot top 5

2.4%ACNnot top 5

2.3%V1.9%

2.3%ADPnot top 5

2.3%VLTOnot top 5

not top 5MA2.0%

not top 5AAPL1.9%

not top 5MSFT1.9%

not top 5NEE1.8%

Held in common23.6%

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

RDVI vs JEPI Returns, Every Period

First TrustRDVI

+19.7%

past year

JEPIJ.P. Morgan

+9.8%

past year

RDVIJEPIFaded: behind in that period

3–0RDVI wins

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

RDVI vs JEPI

YTD

First TrustRDVI

+15.5%

JEPIJ.P. Morgan

+7.0%

+15.5%Year to date+7.0%

−8.5%Worst drop · 1Y−6.7%

13.6%Volatility · 1Y7.9%

8.2%Yield8.0%

$3.9BAssets$46.0B

2–2level

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

Cost, Income and Risk

Fees: RDVI, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

RDVI0.75%$75

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

Yields: RDVI, JEPI

8.23%highest, RDVI

FundTrailing yieldYield$10k

RDVI8.23%$823

JEPI7.96%$796

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

Income After Fees on $10,000

$761most kept, JEPI

JEPI$796 − $35 = $761

RDVI$823 − $75 = $748

KeptFee

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

Overlap: RDVI, JEPI

Today

23.6%most shared, RDVI and JEPI

RDVIJEPI

RDVI—23.6%

JEPI23.6%—

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

Return vs Bumpiness: 2 ETFs

+19.7%RDVI, at 13.6% volatility

JEPIWorst drop−6.7%7.9% 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

RDVIJEPI

+15.5%Year to date+7.0%

8.2%Yield8.0%

+19.7%Past year+9.8%

0.75%Fee0.35%

3–1RDVI wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

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

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