Compare · 3 funds side by side · dividends reinvested

RDVI, PAPI and JEPI

RDVIFirst Trust×PAPIEaton Vance×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,108JEPI · best of the three

02 / 04

RDVI, PAPI and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.19%+19.3%+23.4%+14.1%[…]−6.9%10.2%$551M1.7

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B2.0

FT Vest Rising Dividend Achievers Target Income ETFIncome · Premium income0.75%8.11%+17.3%+21.7%+22.8%[…]−8.5%13.7%$3.9B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: RDVI 2022 · PAPI 2023 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

RDVI

PAPI

Parametric Equity Premium Income ETF · $551M[…]

$10,000 five years ago, dividends reinvested · they hold 7.2% in common

RDVIMeasurePAPI

+17.3%Year to dateJan 1 → Nov 5+19.3%

+21.7%1 yearTotal return+23.4%

+22.8%3 years · per year$10,000 became $18,539 · $14,871+14.1%

[…]5 years · per year[…]

0.75%Expense ratio$75 · $29 a year on $10k · lower is better0.29%

8.11%Trailing 12-mo yield$811 · $719 a year on $10k7.19%

−8.5%Worst dropSmaller is better−6.9%

13.7%VolatilityLower is calmer10.2%

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

2–5PAPI wins

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

More Ways to See the Pairs

RDVI vs PAPI: Top 5 Holdings

Today

RDVI

11.9%in top 5

PAPI

in top 53.1%

RDVIStockPAPI

2.4%TRVnot top 5

2.4%ACNnot top 5

2.4%Vnot top 5

2.4%EXPEnot top 5

2.3%ADPnot top 5

not top 5PII0.6%

not top 5BMI0.6%

not top 5APAM0.6%

not top 5MTH0.6%

not top 5THO0.6%

Held in common7.2%

End-of-day Nov 5, 2026 · share of each fund

RDVI vs PAPI Returns, Every Period

First TrustRDVI

+21.7%

past year

PAPIEaton Vance

+23.4%

past year

RDVIPAPIFaded: behind in that period

1–2PAPI wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

RDVI vs JEPI

YTD

First TrustRDVI

+17.3%

JEPIJ.P. Morgan

+8.8%

+17.3%Year to date+8.8%

−8.5%Worst drop · 1Y−6.7%

13.7%Volatility · 1Y8.1%

8.1%Yield7.8%

$3.9BAssets$46.1B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RDVI, PAPI, JEPI

Today

0.29%lowest, PAPI

FundExpense ratioFee$10k

PAPI0.29%$29

JEPI0.35%$35

RDVI0.75%$75

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: RDVI, PAPI, JEPI

8.11%highest, RDVI

FundTrailing yieldYield$10k

RDVI8.11%$811

JEPI7.83%$783

PAPI7.19%$719

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

RDVI$811 − $75 = $736

PAPI$719 − $29 = $690

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: RDVI, PAPI, JEPI

Today

23.8%most shared, RDVI and JEPI

RDVIPAPIJEPI

RDVI—7.2%23.8%

PAPI7.2%—13.5%

JEPI23.8%13.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+23.4%PAPI, at 10.2% volatility

JEPIWorst drop−6.7%8.1% vol

PAPIWorst drop−6.9%10.2% vol

RDVIWorst drop−8.5%13.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

RDVIPAPI

+17.3%Year to date+19.3%

8.1%Yield7.2%

+21.7%Past year+23.4%

0.75%Fee0.29%

3–1PAPI wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026