Compare ROCY and RDVI

ROCY and RDVI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Rising Dividend Achievers Target Income ETFIncome · Premium income0.75%8.44%+12.7%+16.3%+20.8%[…]−8.5%14.1%$3.9B1.1

JPMorgan Equity Premium Yield ETFIncome · Premium income0.35%4.57%[…][…][…][…][…][…]$896M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: ROCY 2026 · RDVI 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Equity Premium Yield ETF · $896M[…]

ROCY

RDVI

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

$10,000 five years ago, dividends reinvested · they hold 22.3% in common

ROCYMeasureRDVI

[…]Year to dateJan 1 → Nov 6+12.7%

[…]1 yearTotal return+16.3%

[…]3 years · per year$10,000 became […] · $17,626+20.8%

[…]5 years · per year[…]

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

4.57%Trailing 12-mo yield$457 · $844 a year on $10k8.44%

[…]Worst dropSmaller is better−8.5%

[…]VolatilityLower is calmer14.1%

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

1–1Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ROCY vs RDVI: Top 5 Holdings

Today

ROCY

30.9%in top 5

RDVI

in top 512.3%

ROCYStockRDVI

7.8%NVDAnot top 5

7.6%AAPLnot top 5

6.9%MSFTnot top 5

4.4%AMZNnot top 5

4.2%GOOGLnot top 5

not top 5ACN2.5%

not top 5TRV2.5%

not top 5ADP2.5%

not top 5V2.4%

not top 5VLTO2.4%

Held in common22.3%

End-of-day Nov 6, 2026 · share of each fund

ROCY vs RDVI Returns, Every Period

1Y

J.P. MorganROCY

[…]

past year

RDVIFirst Trust

+16.3%

past year

Returns […]

ROCYRDVIFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

ROCY vs RDVI

YTD

J.P. MorganROCY

[…]

RDVIFirst Trust

+12.7%

[…]Year to date+12.7%

[…]Worst drop · 1Y−8.5%

[…]Volatility · 1Y14.1%

4.6%Yield8.4%

$896MAssets$3.9B

1–0RDVI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ROCY, RDVI

Today

0.35%lowest, ROCY

FundExpense ratioFee$10k

ROCY0.35%$35

RDVI0.75%$75

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: ROCY, RDVI

1Y

8.44%highest, RDVI

FundTrailing yieldYield$10k

RDVI8.44%$844

ROCY4.57%$457

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$769most kept, RDVI

RDVI$844 − $75 = $769

ROCY$457 − $35 = $422

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: ROCY, RDVI

Today

22.3%most shared, ROCY and RDVI

ROCYRDVI

ROCY—22.3%

RDVI22.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+16.3%RDVI, at 14.1% volatility

RDVIWorst drop−8.5%14.1% vol

ROCYWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026