Compare RDVI and JEPQ

RDVI and JEPQ, 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

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B1.7

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: RDVI 2022 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

RDVI

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

$10,000 five years ago, dividends reinvested · they hold 17.0% in common

RDVIMeasureJEPQ

+15.5%Year to dateJan 1 → Nov 3+7.5%

+19.7%1 yearTotal return+8.6%

+22.5%3 years · per year$10,000 became $18,403 · $17,450+20.4%

[…]5 years · per year[…]

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

8.23%Trailing 12-mo yield$823 · $1,228 a year on $10k12.28%

−8.5%Worst dropSmaller is better−8.8%

13.6%VolatilityLower is calmer15.5%

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

5–2RDVI 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 JEPQ: Top 5 Holdings

Today

RDVI

11.7%in top 5

JEPQ

in top 527.5%

RDVIStockJEPQ

not top 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

2.4%TRVnot top 5

2.4%ACNnot top 5

2.3%Vnot top 5

2.3%ADPnot top 5

2.3%VLTOnot top 5

Held in common17.0%

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

RDVI vs JEPQ Returns, Every Period

1Y

First TrustRDVI

+19.7%

past year

JEPQJ.P. Morgan

+8.6%

past year

RDVIJEPQFaded: behind in that period

3–0RDVI wins

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

RDVI vs JEPQ

YTD

First TrustRDVI

+15.5%

JEPQJ.P. Morgan

+7.5%

+15.5%Year to date+7.5%

−8.5%Worst drop · 1Y−8.8%

13.6%Volatility · 1Y15.5%

8.2%Yield12.3%

$3.9BAssets$41.8B

3–1RDVI wins

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

Cost, Income and Risk

Fees: RDVI, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

RDVI0.75%$75

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

Yields: RDVI, JEPQ

1Y

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

RDVI8.23%$823

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

Income After Fees on $10,000

1Y

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

RDVI$823 − $75 = $748

KeptFee

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

Overlap: RDVI, JEPQ

Today

17.0%most shared, RDVI and JEPQ

RDVIJEPQ

RDVI—17.0%

JEPQ17.0%—

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

RDVIWorst drop−8.5%13.6% vol

JEPQWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

JEPQRDVI

+7.5%Year to date+15.5%

12.3%Yield8.2%

+8.6%Past year+19.7%

0.35%Fee0.75%

2–2level

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