Compare XLRI and RDVI

XLRI and RDVI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Rising Dividend Achievers Target Income ETFIncome · Premium income0.75%8.41%+13.0%+17.7%+21.1%[…]−8.5%14.2%$3.9B1.4

State Street Real Estate Select Sector SPDR Premium Income ETFIncome · Premium income0.35%13.94%+2.7%+3.0%[…][…]−8.8%11.3%$3M1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: XLRI 2025 · RDVI 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street Real Estate Select Sector SPDR Premium Income ETF · $3M[…]

XLRI

RDVI

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

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

XLRIMeasureRDVI

+2.7%Year to dateJan 1 → Nov 5+13.0%

+3.0%1 yearTotal return+17.7%

[…]3 years · per year$10,000 became […] · $17,741+21.1%

[…]5 years · per year[…]

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

13.94%Trailing 12-mo yield$1,394 · $841 a year on $10k8.41%

−8.8%Worst dropSmaller is better−8.5%

11.3%VolatilityLower is calmer14.2%

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

3–3Level

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

More Ways to See the Pairs

XLRI vs RDVI: Top 5 Holdings

Today

XLRI

100.4%in top 5

RDVI

in top 511.9%

XLRIStockRDVI

101.6%XLREnot top 5

not top 5TRV2.4%

not top 5ACN2.4%

not top 5V2.4%

not top 5EXPE2.4%

not top 5ADP2.3%

-1.2%XLRE2611not top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

XLRI vs RDVI Returns, Every Period

1Y

SPDRXLRI

+3.0%

past year

RDVIFirst Trust

+17.7%

past year

XLRIRDVIFaded: behind in that period

0–2RDVI wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

XLRI vs RDVI

YTD

SPDRXLRI

+2.7%

RDVIFirst Trust

+13.0%

+2.7%Year to date+13.0%

−8.8%Worst drop · 1Y−8.5%

11.3%Volatility · 1Y14.2%

13.9%Yield8.4%

$3.1MAssets$3.9B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XLRI, RDVI

Today

0.35%lowest, XLRI

FundExpense ratioFee$10k

XLRI0.35%$35

RDVI0.75%$75

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: XLRI, RDVI

1Y

13.94%highest, XLRI

FundTrailing yieldYield$10k

XLRI13.94%$1,394

RDVI8.41%$841

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,359most kept, XLRI

XLRI$1,394 − $35 = $1,359

RDVI$841 − $75 = $766

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: XLRI, RDVI

Today

0.0%most shared, XLRI and RDVI

XLRIRDVI

XLRI—0.0%

RDVI0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+17.7%RDVI, at 14.2% volatility

XLRIWorst drop−8.8%11.3% vol

RDVIWorst drop−8.5%14.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

XLRIRDVI

+2.7%Year to date+13.0%

13.9%Yield8.4%

+3.0%Past year+17.7%

0.35%Fee0.75%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026