Compare · 2 funds side by side · dividends reinvested

XLFI and RDVI

XLFISPDR×RDVIFirst Trust×

Versus in desk

Story of the two · CostLowest cost

01 / 03

IWD−0.4%

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Portfolio

Story of the two · RiskSmallest drop

XLFI and RDVI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Rising Dividend Achievers Target Income ETFIncome · Premium income0.75%8.24%+15.3%+18.5%+20.6%[…]−8.5%14.3%$3.9B1.4

State Street Financial Select Sector SPDR Premium Income ETFIncome · Premium income0.35%11.07%+4.8%+6.6%[…][…]−11.9%11.7%$14M1.5

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

End-of-day Nov 12, 2026 · returns include dividends · since: XLFI 2025 · RDVI 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street Financial Select Sector SPDR Premium Income ETF · $14M[…]

XLFI

RDVI

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

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

XLFIMeasureRDVI

+4.8%

More Ways to See the Pairs

XLFI vs RDVI: Top 5 Holdings

Today

XLFI

100.0%in top 5

RDVI

in top 511.9%

XLFIStockRDVI

104.3%XLFnot top 5

not top 5TRV2.4%

not top 5ADP2.4%

not top 5VLTO2.4%

not top 5V2.4%

Cost, Income and Risk

Fees: XLFI, RDVI

Today

0.35%lowest, XLFI

FundExpense ratioFee$10k

XLFI0.35%$35

RDVI0.75%$75

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: XLFI, RDVI

1Y

11.07%highest, XLFI

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to dateJan 1 → Nov 12

+15.3%

+6.6%1 yearTotal return+18.5%

[…]3 years · per year$10,000 became […] · $17,548+20.6%

[…]5 years · per year[…]

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

11.07%Trailing 12-mo yield$1,107 · $824 a year on $10k8.24%

−11.9%Worst dropSmaller is better−8.5%

11.7%VolatilityLower is calmer14.3%

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

3–3Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5ACN2.3%

-0.1%XLF26112not top 5

-0.2%XLF26112not top 5

-0.3%XLF26112not top 5

-3.8%XLF26112not top 5

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

XLFI vs RDVI Returns, Every Period

1Y

SPDRXLFI

+6.6%

past year

RDVIFirst Trust

+18.5%

past year

XLFIRDVIFaded: behind in that period

0–2RDVI wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

XLFI vs RDVI

YTD

SPDRXLFI

+4.8%

RDVIFirst Trust

+15.3%

+4.8%Year to date+15.3%

−11.9%Worst drop · 1Y−8.5%

11.7%Volatility · 1Y14.3%

11.1%Yield8.2%

$13.5MAssets$3.9B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yield

$10k

XLFI11.07%$1,107

RDVI8.24%$824

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

Income After Fees on $10,000

1Y

$1,072most kept, XLFI

XLFI$1,107 − $35 = $1,072

RDVI$824 − $75 = $749

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: XLFI, RDVI

Today

0.0%most shared, XLFI and RDVI

XLFIRDVI

XLFI—0.0%

RDVI0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+18.5%RDVI, at 14.3% volatility

XLFIWorst drop−11.9%11.7% vol

RDVIWorst drop−8.5%14.3% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

XLFIRDVI

+4.8%Year to date+15.3%

11.1%Yield8.2%

+6.6%Past year+18.5%

0.35%Fee0.75%

2–2level

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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XLFI and RDVI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two