Compare XLUI and RDVI

XLUI and RDVI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Rising Dividend Achievers Target Income ETFIncome · Premium income0.75%8.11%+17.3%+21.7%+22.8%[…]−8.5%13.7%$3.9B1.4

State Street Utilities Select Sector SPDR Premium Income ETFIncome · Premium income0.35%15.47%+7.5%+4.5%[…][…]−12.3%12.1%$69M1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: XLUI 2025 · RDVI 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street Utilities Select Sector SPDR Premium Income ETF · $69M[…]

XLUI

RDVI

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

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

XLUIMeasureRDVI

+7.5%Year to dateJan 1 → Nov 4+17.3%

+4.5%1 yearTotal return+21.7%

[…]3 years · per year$10,000 became […] · $18,539+22.8%

[…]5 years · per year[…]

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

15.47%Trailing 12-mo yield$1,547 · $811 a year on $10k8.11%

−12.3%Worst dropSmaller is better−8.5%

12.1%VolatilityLower is calmer13.7%

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

3–3Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XLUI vs RDVI: Top 5 Holdings

Today

XLUI

102.0%in top 5

RDVI

in top 511.8%

XLUIStockRDVI

102.2%XLUnot top 5

not top 5TRV2.4%

not top 5ACN2.4%

not top 5V2.3%

not top 5VLTO2.3%

not top 5ADP2.3%

-0.0%XLU26112not top 5

-0.1%XLU26112not top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

XLUI vs RDVI Returns, Every Period

1Y

SPDRXLUI

+4.5%

past year

RDVIFirst Trust

+21.7%

past year

XLUIRDVIFaded: behind in that period

0–2RDVI wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

XLUI vs RDVI

YTD

SPDRXLUI

+7.5%

RDVIFirst Trust

+17.3%

+7.5%Year to date+17.3%

−12.3%Worst drop · 1Y−8.5%

12.1%Volatility · 1Y13.7%

15.5%Yield8.1%

$68.8MAssets$3.9B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XLUI, RDVI

Today

0.35%lowest, XLUI

FundExpense ratioFee$10k

XLUI0.35%$35

RDVI0.75%$75

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: XLUI, RDVI

1Y

15.47%highest, XLUI

FundTrailing yieldYield$10k

XLUI15.47%$1,547

RDVI8.11%$811

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,512most kept, XLUI

XLUI$1,547 − $35 = $1,512

RDVI$811 − $75 = $736

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: XLUI, RDVI

Today

0.0%most shared, XLUI and RDVI

XLUIRDVI

XLUI—0.0%

RDVI0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+21.7%RDVI, at 13.7% volatility

XLUIWorst drop−12.3%12.1% vol

RDVIWorst drop−8.5%13.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

XLUIRDVI

+7.5%Year to date+17.3%

15.5%Yield8.1%

+4.5%Past year+21.7%

0.35%Fee0.75%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026