Compare ROCQ and RDVI

ROCQ 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%$3.9B1.1

JPMorgan Nasdaq Equity Premium Yield ETFIncome · Premium income0.35%7.52%[…][…][…][…][…][…]$765M1.5

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: ROCQ 2026 · RDVI 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Nasdaq Equity Premium Yield ETF · $765M[…]

ROCQ

RDVI

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

$10,000 five years ago, dividends reinvested · they hold 14.6% in common

ROCQMeasureRDVI

[…]Year to dateJan 1 → Nov 3+15.5%

[…]1 yearTotal return+19.7%

[…]3 years · per year$10,000 became […] · $18,403+22.5%

[…]5 years · per year[…]

0.35%Expense ratio$35 · $75 a year on $10k · lower is better0.75%

7.52%Trailing 12-mo yield$752 · $823 a year on $10k8.23%

[…]Worst dropSmaller is better−8.5%

[…]VolatilityLower is calmer13.6%

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

1–1Level

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

More Ways to See the Pairs

ROCQ vs RDVI: Top 5 Holdings

Today

ROCQ

34.2%in top 5

RDVI

in top 511.7%

ROCQStockRDVI

8.7%NVDAnot top 5

8.4%AAPLnot top 5

7.0%MSFTnot top 5

5.1%GOOGnot top 5

5.0%MUnot top 5

not top 5TRV2.4%

not top 5ACN2.4%

not top 5V2.3%

not top 5ADP2.3%

not top 5VLTO2.3%

Held in common14.6%

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

ROCQ vs RDVI Returns, Every Period

1Y

J.P. MorganROCQ

[…]

past year

RDVIFirst Trust

+19.7%

past year

Returns […]

ROCQRDVIFaded: behind in that period

0–0Level

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

ROCQ vs RDVI

YTD

J.P. MorganROCQ

[…]

RDVIFirst Trust

+15.5%

[…]Year to date+15.5%

[…]Worst drop · 1Y−8.5%

[…]Volatility · 1Y13.6%

7.5%Yield8.2%

$765MAssets$3.9B

1–0RDVI wins

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

Cost, Income and Risk

Fees: ROCQ, RDVI

Today

0.35%lowest, ROCQ

FundExpense ratioFee$10k

ROCQ0.35%$35

RDVI0.75%$75

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

Yields: ROCQ, RDVI

1Y

8.23%highest, RDVI

FundTrailing yieldYield$10k

RDVI8.23%$823

ROCQ7.52%$752

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

Income After Fees on $10,000

1Y

$748most kept, RDVI

RDVI$823 − $75 = $748

ROCQ$752 − $35 = $717

KeptFee

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

Overlap: ROCQ, RDVI

Today

14.6%most shared, ROCQ and RDVI

ROCQRDVI

ROCQ—14.6%

RDVI14.6%—

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

ROCQWorst drop[…][…]

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

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