RDVI vs VYM

ARDVI

BVYM

Measures won2–3VYM wins · of 6 · 5Y

$10,000 · 5Y$17,305VYM

Lowest cost0.04%VYM · $4 on $10k

Most income8.23%RDVI · $823 on $10k

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

Held in common12.8%RDVI and VYM

RDVI

VYM

FT Vest Rising Dividend Achievers Target Income ETF · $3.9BVanguard High Dividend Yield ETF · $78.9B

+22.5%3 years · per year$18,403 · $17,952+21.5%

[…]5 years · per year[…] · $17,305+11.6%

0.75%Expense ratio$75 · $4 on $10k · lower wins0.04%

8.23%12-mo yield$823 · $225 on $10k2.25%

−8.5%Worst dropSmaller wins−6.7%

13.6%VolatilityLower wins10.0%

2–3VYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsRDVI · VYM

2.0%JPM3.8%

1.8%BAC1.5%

1.5%WFC1.0%

0.5%QCOM0.8%

Held in common12.8%

End-of-day Nov 4, 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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.25%	−0.3%	+15.8%	+19.0%	+21.5%	+11.6%	−6.7%	$78.9B
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 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.25%	−0.3%	+15.8%	+19.0%	+21.5%	+11.6%	−6.7%	$78.9B
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 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

RDVI vs VYM

RDVI

FT Vest Rising Dividend Achievers Target Income

[…]

VYM

Vanguard High Dividend Yield

$17,305

MeasureRDVIVYM

Fee0.75%0.04%

Cost on $10k a year$75$4

Yield8.23%2.25%

5 years, per year[…]+11.6%

3 years, per year+22.5%+21.5%

Worst drop · 1Y−8.5%−6.7%

Volatility · 1Y13.6%10.0%

3–2measures won
VYM first

12.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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 4, 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 4, 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 4, 2026

Overlap: RDVI, VYM

Today

12.8%most shared, RDVI and VYM

RDVIVYM

RDVI—12.8%

VYM12.8%—

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

Income After Fees on $10,000

$748most kept, RDVI

RDVI$823 − $75 = $748

VYM$225 − $4 = $221

KeptFee

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