RDVI vs JEPI

ARDVI

BJEPI

Measures won2–3JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,322JEPI

Lowest cost0.35%JEPI · $35 on $10k

Most income8.23%RDVI · $823 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common23.6%RDVI and JEPI

RDVI

JEPI

FT Vest Rising Dividend Achievers Target Income ETF · $3.9BJPMorgan Equity Premium Income ETF · $46.0B

+22.5%3 years · per year$18,403 · $14,201+12.4%

[…]5 years · per year[…] · $14,322+7.4%

0.75%Expense ratio$75 · $35 on $10k · lower wins0.35%

8.23%12-mo yield$823 · $796 on $10k7.96%

−8.5%Worst dropSmaller wins−6.7%

13.6%VolatilityLower wins7.9%

2–3JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsRDVI · JEPI

2.3%V1.9%

2.2%MSFT1.9%

2.0%COST1.7%

1.7%AAPL1.9%

Held in common23.6%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
2	ARDVI	FT Vest Rising Dividend Achievers Target Income ETFRead Desk		0.75%	8.23%	−0.1%	+15.5%	+19.7%	+22.5%	new	−8.5%	$3.9B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
2	ARDVI	FT Vest Rising Dividend Achievers Target Income ETFRead Desk		0.75%	8.23%	−0.1%	+15.5%	+19.7%	+22.5%	new	−8.5%	$3.9B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

RDVI vs JEPI

RDVI

FT Vest Rising Dividend Achievers Target Income

[…]

JEPI

JPMorgan Equity Premium Income

$14,322

MeasureRDVIJEPI

Fee0.75%0.35%

Cost on $10k a year$75$35

Yield8.23%7.96%

5 years, per year[…]+7.4%

3 years, per year+22.5%+12.4%

Worst drop · 1Y−8.5%−6.7%

Volatility · 1Y13.6%7.9%

3–2measures won
JEPI first

23.6%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

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

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

Overlap: RDVI, JEPI

Today

23.6%most shared, RDVI and JEPI

RDVIJEPI

RDVI—23.6%

JEPI23.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$761most kept, JEPI

JEPI$796 − $35 = $761

RDVI$823 − $75 = $748

KeptFee

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