Compare XLBI and RDVI

XLBI 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%$3.9B1.4

State Street Materials Select Sector SPDR Premium Income ETFIncome · Premium income0.35%15.78%+10.9%+16.2%[…][…]−10.7%13.5%$9M1.5

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: XLBI 2025 · RDVI 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street Materials Select Sector SPDR Premium Income ETF · $9M[…]

XLBI

RDVI

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

XLBIMeasureRDVI

+10.9%Year to dateJan 1 → Nov 3+15.5%

+16.2%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%

15.78%Trailing 12-mo yield$1,578 · $823 a year on $10k8.23%

−10.7%Worst dropSmaller is better−8.5%

13.5%VolatilityLower is calmer13.6%

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

3–3Level

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

More Ways to See the Pairs

XLBI vs RDVI: Top 5 Holdings

Today

XLBI

99.4%in top 5

RDVI

in top 511.7%

XLBIStockRDVI

103.3%XLBnot top 5

not top 5TRV2.4%

not top 5ACN2.4%

not top 5V2.3%

not top 5ADP2.3%

not top 5VLTO2.3%

-0.2%XLB26112not top 5

-3.6%XLB26112not top 5

Held in common0.0%

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

XLBI vs RDVI Returns, Every Period

1Y

SPDRXLBI

+16.2%

past year

RDVIFirst Trust

+19.7%

past year

XLBIRDVIFaded: behind in that period

0–2RDVI wins

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

XLBI vs RDVI

YTD

SPDRXLBI

+10.9%

RDVIFirst Trust

+15.5%

+10.9%Year to date+15.5%

−10.7%Worst drop · 1Y−8.5%

13.5%Volatility · 1Y13.6%

15.8%Yield8.2%

$9.4MAssets$3.9B

2–2level

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

Cost, Income and Risk

Fees: XLBI, RDVI

Today

0.35%lowest, XLBI

FundExpense ratioFee$10k

XLBI0.35%$35

RDVI0.75%$75

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

Yields: XLBI, RDVI

1Y

15.78%highest, XLBI

FundTrailing yieldYield$10k

XLBI15.78%$1,578

RDVI8.23%$823

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

Income After Fees on $10,000

1Y

$1,543most kept, XLBI

XLBI$1,578 − $35 = $1,543

RDVI$823 − $75 = $748

KeptFee

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

Overlap: XLBI, RDVI

Today

0.0%most shared, XLBI and RDVI

XLBIRDVI

XLBI—0.0%

RDVI0.0%—

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

XLBIWorst drop−10.7%13.5% vol

RDVIWorst drop−8.5%13.6% vol

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

Paid More vs Made More

YTD

XLBIRDVI

+10.9%Year to date+15.5%

15.8%Yield8.2%

+16.2%Past year+19.7%

0.35%Fee0.75%

2–2level

End-of-day Nov 3, 2026

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