RDVI vs MUNI

Comparison between FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF (RDVI, ETF) and PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND (MUNI, ETF).

RDVI vs MUNI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RDVI(ETF)	MUNI(ETF)
Net Assets	$2.80B	$2.80B
Expense Ratio	0.75%	0.35%
Max Drawdown	20.66%	13.40%
Sharpe Ratio	1.59	0.95
5Y Beta	0.89	0.05
P/E Ratio	18.61	N/A
Forward P/E	16.72	N/A
PEG Ratio	0.39	N/A
5Y Dividends CAGR	N/A	12.82%
5Y EPS CAGR	22.82%	N/A
Debt to Equity	25.70%	N/A
P/S Ratio	2.54	N/A
P/B Ratio	3.46	N/A

Net Assets

RDVI

$2.80B

MUNI

$2.80B

Expense Ratio

RDVI

0.75%

Winner

MUNI

0.35%

Max Drawdown

RDVI

20.66%

Winner

MUNI

13.40%

Sharpe Ratio

Winner

RDVI

1.59

MUNI

0.95

5Y Beta

RDVI

0.89

Winner

MUNI

0.05

P/E Ratio

RDVI

18.61

MUNI

N/A

Forward P/E

RDVI

16.72

MUNI

N/A

PEG Ratio

RDVI

0.39

MUNI

N/A

5Y Dividends CAGR

RDVI

N/A

MUNI

12.82%

5Y EPS CAGR

RDVI

22.82%

MUNI

N/A

Debt to Equity

RDVI

25.70%

MUNI

N/A

P/S Ratio

RDVI

2.54

MUNI

N/A

P/B Ratio

RDVI

3.46

MUNI

N/A

RDVI vs MUNI - Historical Returns

Returns include dividend reinvestment.

Period	RDVI	MUNI
1 month	+2.64%	+0.54%
3 months	+2.14%	-0.23%
6 months	+11.26%	+1.38%
1 year	+25.93%	+6.07%
5 years(CAGR)	N/A	+1.31%
10 years(CAGR)	N/A	+2.16%
Max(CAGR)	+19.62%	+2.75%

Winner

RDVI

+2.64%

MUNI

+0.54%

Winner

RDVI

+2.14%

MUNI

-0.23%

Winner

RDVI

+11.26%

MUNI

+1.38%

Winner

RDVI

+25.93%

MUNI

+6.07%

5Y(CAGR)

RDVI

N/A

MUNI

+1.31%

10Y(CAGR)

RDVI

N/A

MUNI

+2.16%

Max(CAGR)

Winner

RDVI

+19.62%

MUNI

+2.75%

RDVI vs MUNI - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	RDVI	MUNI
2026	+6.28%	+1.01%
2025	+18.26%	+4.61%
2024	+14.28%	+1.60%
2023	+19.01%	+5.98%
2022	+9.89%	-6.69%
2021	N/A	+0.64%
2020	N/A	+4.77%
2019	N/A	+6.95%
2018	N/A	+1.10%
2017	N/A	+4.72%
2016	N/A	-0.48%
2015	N/A	+2.66%
2014	N/A	+5.58%
2013	N/A	-2.51%
2012	N/A	+4.73%
2011	N/A	+8.18%
2010	N/A	+3.95%
2009	N/A	-0.37%

RDVI vs MUNI Drawdown Comparison

The maximum drawdown for RDVI was -18.34%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.

The maximum drawdown for MUNI was -11.15%, occurring on Oct 25, 2022. Recovery took 766 trading sessions.

The current RDVI drawdown is -1.30%. The current MUNI drawdown is -0.94%.

Rank	RDVI	MUNI
#1	-18.34% Nov 25, 2024 - Jul 22, 2025	-11.15% Jul 19, 2021 - Aug 5, 2024
#2	-12.56% Feb 2, 2023 - Jul 18, 2023	-10.81% Mar 9, 2020 - Jul 16, 2020
#3	-11.09% Jul 31, 2023 - Dec 13, 2023	-6.25% May 2, 2013 - Aug 11, 2014
#4	-8.47% Feb 26, 2026 - Apr 13, 2026	-5.09% Aug 23, 2016 - Aug 14, 2017
#5	-7.88% Jul 31, 2024 - Aug 30, 2024	-4.13% Aug 31, 2010 - May 18, 2011
#6	-6.67% Nov 30, 2022 - Jan 13, 2023	-3.67% Feb 28, 2025 - Sep 5, 2025
#7	-5.19% Mar 28, 2024 - Jul 15, 2024	-2.70% Jan 30, 2015 - Dec 1, 2015
#8	-4.58% Aug 30, 2024 - Sep 19, 2024	-2.29% Feb 27, 2026 - Mar 26, 2026
#9	-4.42% Oct 27, 2025 - Nov 28, 2025	-2.27% Oct 2, 2024 - Dec 6, 2024
#10	-4.07% Oct 6, 2025 - Oct 27, 2025	-2.26% Dec 6, 2024 - Feb 26, 2025
#11	-3.75% Dec 27, 2023 - Jan 30, 2024	-2.25% Sep 22, 2011 - Dec 6, 2011
#12	-3.29% Nov 1, 2022 - Nov 7, 2022	-1.99% Dec 5, 2012 - May 1, 2013
#13	-3.27% Jan 13, 2023 - Jan 23, 2023	-1.80% Sep 8, 2017 - Aug 15, 2018
#14	-2.93% Oct 17, 2024 - Nov 6, 2024	-1.73% Feb 11, 2021 - Jun 9, 2021
#15	-2.85% Jul 16, 2024 - Jul 31, 2024	-1.66% Mar 12, 2010 - May 21, 2010

Correlation

Correlation between RDVI and MUNI is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2009 - 2026)

RDVI vs MUNI dividend yield comparison.

Year	RDVI	MUNI
2026	2.78%	1.07%
2025	8.10%	3.26%
2024	8.62%	3.50%
2023	8.45%	3.09%
2022	1.53%	2.13%
2021	0.00%	1.62%
2020	0.00%	1.92%
2019	0.00%	2.44%
2018	0.00%	2.38%
2017	0.00%	2.37%
2016	0.00%	2.37%
2015	0.00%	2.20%
2014	0.00%	1.91%
2013	0.00%	2.30%
2012	0.00%	2.27%
2011	0.00%	2.33%
2010	0.00%	2.54%
2009	0.00%	0.09%