XLUI vs RDVI5YXLUIXLUIAvsBRDVIRDVIState Street Utilities Select Sector SPDR Premium Income ETF · $70MFT Vest Rising Dividend Achievers Target Income ETF · $3.9BReturns · dividends in[…]3 years · per year[…] · $17,548+20.6%[…]5 years · per year[…]Cost and income0.35%Expense ratio$35 · $75 on $10k · lower wins0.75%15.38%12-mo yield$1,538 · $824 on $10k8.24%Risk · 1 year
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yrDrop▲▼Assets▲▼1AXLUIState Street Utilities Select Sector SPDR Premium Income ETFReadDesk0.35%15.38%0.0%+8.1%+4.9%newnew−12.3%$70M2BRDVIFT Vest Rising Dividend Achievers Target Income ETFReadDesk0.75%8.24%−0.7%+15.3%+18.5%+20.6%new−8.5%$3.9BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yrDrop▲▼Assets▲▼1AXLUIState Street Utilities Select Sector SPDR Premium Income ETFReadDesk0.35%15.38%0.0%+8.1%+4.9%newnew−12.3%$70M2BRDVIFT Vest Rising Dividend Achievers Target Income ETFReadDesk0.75%8.24%−0.7%+15.3%+18.5%+20.6%new−8.5%$3.9BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
$10,000 in XLUI, RDVI5YNo price history on file for these funds yet […]End-of-day Nov 12, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: XLUI, RDVIToday0.0%most shared, XLUI and RDVIXLUIRDVIXLUI—0.0%RDVI0.0%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
XLUI vs RDVI5YAXLUIUtilities Select Sector SPDR Premium Income[…]vsRDVIBFT Vest Rising Dividend Achievers Target Income[…]MeasureXLUIRDVIFee0.35%0.75%Cost on $10k a year$35$75Yield15.38%8.24%5 years, per year[…][…]3 years, per year[…]+20.6%Worst drop · 1Y−12.3%−8.5%Volatility · 1Y12.1%
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 12, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 12+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$186BAssets$806B1–0SPYM winsEnd-of-day Nov 12, 2026
Overlap: XLUI, RDVIToday0.0%most shared, XLUI and RDVIXLUIRDVIXLUI—0.0%RDVI0.0%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$1,503most kept, XLUIXLUI$1,538 − $35 = $1,503RDVI$824 − $75 = $749KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee