Compare · 3 funds side by side · dividends reinvested

RDVI, PAPI and JEPI

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

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,429JEPI · best of the three

Story of the three · IncomeMost incomeRDVI · 8.27% · $827 a year on $10k

Story of the three · RiskSmallest drop

RDVI, PAPI and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.20%+19.1%+21.8%+13.0%[…]−6.9%10.6%$551M1.7

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$45.2B2.0

FT Vest Rising Dividend Achievers Target Income ETFIncome · Premium income0.75%8.27%+15.0%+19.3%+19.9%[…]−8.5%14.2%$3.8B2.1

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

End-of-day Nov 10, 2026 · returns include dividends · since: RDVI 2022 · PAPI 2023 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

PAPI

RDVI

FT Vest Rising Dividend Achievers Target Income ETF · $3.8B[…]

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

PAPI

More Ways to See the Pairs

PAPI vs RDVI: Top 5 Holdings

Today

PAPI

3.1%in top 5

RDVI

in top 511.9%

PAPIStockRDVI

not top 5TRV2.4%

not top 5VLTO2.4%

not top 5ADP2.4%

not top 5V2.4%

not top 5ACN2.4%

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 10, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

RDVI

+19.1%Year to dateJan 1 → Nov 10+15.0%

+21.8%1 yearTotal return+19.3%

+13.0%3 years · per year$10,000 became $14,424 · $17,256+19.9%

[…]5 years · per year[…]

0.29%Expense ratio$29 · $75 a year on $10k · lower is better0.75%

7.20%Trailing 12-mo yield$720 · $827 a year on $10k8.27%

−6.9%Worst dropSmaller is better−8.5%

10.6%VolatilityLower is calmer14.2%

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

5–2PAPI wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.6%PIInot top 5

0.6%BMInot top 5

0.6%APAMnot top 5

0.6%HASnot top 5

0.6%SWKnot top 5

Held in common7.2%

End-of-day Nov 10, 2026 · share of each fund

PAPI vs RDVI Returns, Every Period

1Y

Eaton VancePAPI

+21.8%

past year

RDVIFirst Trust

+19.3%

past year

PAPIRDVIFaded: behind in that period

2–1PAPI wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

PAPI vs RDVI

YTD

Eaton VancePAPI

+19.1%

RDVIFirst Trust

+15.0%

+19.1%Year to date+15.0%

−6.9%Worst drop · 1Y−8.5%

10.6%Volatility · 1Y14.2%

7.2%Yield8.3%

$551MAssets$3.8B

3–1PAPI wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: RDVI, PAPI, JEPI

1Y

8.27%highest, RDVI

FundTrailing yieldYield$10k

RDVI8.27%$827

JEPI7.92%$792

PAPI7.20%$720

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

RDVI$827 − $75 = $752

PAPI$720 − $29 = $691

KeptFee

End-of-day Nov 10, 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%—13.6%

JEPI23.8%13.6%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+21.8%PAPI, at 10.6% volatility

JEPIWorst drop−6.7%9.0% vol

PAPIWorst drop−6.9%10.6% vol

RDVIWorst drop−8.5%14.2% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

RDVIPAPI

+15.0%Year to date+19.1%

8.3%Yield7.2%

+19.3%Past year+21.8%

0.75%Fee0.29%

3–1PAPI wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

Loading…

RDVI, PAPI and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: RDVI, PAPI, JEPI