XLEI vs RDVI

AXLEI

BRDVI

Measures won3–1XLEI wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.35%XLEI · $35 on $10k

Most income18.78%XLEI · $1,878 on $10k

Smallest drop−8.2%XLEI · worst fall in 1Y

Held in common0.0%XLEI and RDVI

XLEI

RDVI

State Street Energy Select Sector SPDR Premium Income ETF · $209MFT Vest Rising Dividend Achievers Target Income ETF · $3.9B

[…]3 years · per year[…] · $18,403+22.5%

[…]5 years · per year[…]

0.35%Expense ratio$35 · $75 on $10k · lower wins0.75%

18.78%12-mo yield$1,878 · $823 on $10k8.23%

−8.2%Worst dropSmaller wins−8.5%

15.2%VolatilityLower wins13.6%

3–1XLEI wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsXLEI · RDVI

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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							5Y/yr
1	AXLEI	State Street Energy Select Sector SPDR Premium Income ETFRead Desk		0.35%	18.78%	−0.3%	+38.7%	+44.3%	new	new	−8.2%	$209M
2	BRDVI	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							5Y/yr
1	AXLEI	State Street Energy Select Sector SPDR Premium Income ETFRead Desk		0.35%	18.78%	−0.3%	+38.7%	+44.3%	new	new	−8.2%	$209M
2	BRDVI	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

XLEI vs RDVI

XLEI

Energy Select Sector SPDR Premium Income

[…]

RDVI

FT Vest Rising Dividend Achievers Target Income

[…]

MeasureXLEIRDVI

Fee0.35%0.75%

Cost on $10k a year$35$75

Yield18.78%8.23%

5 years, per year[…][…]

3 years, per year[…]+22.5%

Worst drop · 1Y−8.2%−8.5%

Volatility · 1Y15.2%13.6%

3–1measures won
XLEI first

0.0%

holdings shared

Nov 3, 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 3, 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 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: XLEI, RDVI

Today

0.0%most shared, XLEI and RDVI

XLEIRDVI

XLEI—0.0%

RDVI0.0%—

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

Income After Fees on $10,000

$1,843most kept, XLEI

XLEI$1,878 − $35 = $1,843

RDVI$823 − $75 = $748

KeptFee

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