XLSI vs RDVI

AXLSI

BRDVI

Measures won4–0XLSI wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income12.20%XLSI · $1,220 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.0%XLSI and RDVI

XLSI

RDVI

State Street Consumer Staples Select Sector SPDR Premium Income ETF · $25MFT Vest Rising Dividend Achievers Target Income ETF · $3.9B

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

[…]5 years · per year[…]

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

12.20%12-mo yield$1,220 · $811 on $10k8.11%

−7.9%Worst dropSmaller wins−8.5%

11.2%VolatilityLower wins13.7%

4–0XLSI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXLSI · RDVI

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

Held in common0.0%

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AXLSI	State Street Consumer Staples Select Sector SPDR Premium Income ETFRead Desk	0.35%	12.20%	+1.1%	+12.4%	+16.7%	new	new	−7.9%	$25M
3	BRDVI	FT Vest Rising Dividend Achievers Target Income ETFRead Desk	0.75%	8.11%	+1.6%	+17.3%	+21.7%	+22.8%	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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AXLSI	State Street Consumer Staples Select Sector SPDR Premium Income ETFRead Desk	0.35%	12.20%	+1.1%	+12.4%	+16.7%	new	new	−7.9%	$25M
3	BRDVI	FT Vest Rising Dividend Achievers Target Income ETFRead Desk	0.75%	8.11%	+1.6%	+17.3%	+21.7%	+22.8%	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

XLSI vs RDVI

XLSI

Consumer Staples Select Sector SPDR Premium Income

[…]

RDVI

FT Vest Rising Dividend Achievers Target Income

[…]

MeasureXLSIRDVI

Fee0.35%0.75%

Cost on $10k a year$35$75

Yield12.20%8.11%

5 years, per year[…][…]

3 years, per year[…]+22.8%

Worst drop · 1Y−7.9%−8.5%

Volatility · 1Y11.2%13.7%

4–0measures won
XLSI first

0.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: XLSI, RDVI, SCHD

Today

7.7%most shared, RDVI and SCHD

XLSIRDVISCHD

XLSI—0.0%0.0%

RDVI0.0%—7.7%

SCHD0.0%7.7%—

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

Income After Fees on $10,000

$1,185most kept, XLSI

XLSI$1,220 − $35 = $1,185

RDVI$811 − $75 = $736

SCHD$291 − $6 = $285

KeptFee

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