RDVI vs TFI

Comparison between FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF (RDVI, ETF) and SPDR(R) NUVEEN BLOOMBERG MUNICIPAL BOND ETF (TFI, ETF).

RDVI vs TFI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RDVI(ETF)	TFI(ETF)
Net Assets	$3.10B	$3.10B
Expense Ratio	0.75%	0.23%
Max Drawdown	20.66%	18.31%
Sharpe Ratio	1.47	0.76
5Y Beta	0.89	0.02
P/E Ratio	18.90	N/A
Forward P/E	16.90	N/A
PEG Ratio	0.39	N/A
5Y Dividends CAGR	N/A	11.62%
5Y EPS CAGR	22.71%	N/A
Debt to Equity	25.48%	N/A
P/S Ratio	2.67	N/A
P/B Ratio	3.67	N/A

Net Assets

RDVI

$3.10B

TFI

$3.10B

Expense Ratio

RDVI

0.75%

Winner

TFI

0.23%

Max Drawdown

RDVI

20.66%

Winner

TFI

18.31%

Sharpe Ratio

Winner

RDVI

1.47

TFI

0.76

5Y Beta

RDVI

0.89

Winner

TFI

0.02

P/E Ratio

RDVI

18.90

TFI

N/A

Forward P/E

RDVI

16.90

TFI

N/A

PEG Ratio

RDVI

0.39

TFI

N/A

5Y Dividends CAGR

RDVI

N/A

TFI

11.62%

5Y EPS CAGR

RDVI

22.71%

TFI

N/A

Debt to Equity

RDVI

25.48%

TFI

N/A

P/S Ratio

RDVI

2.67

TFI

N/A

P/B Ratio

RDVI

3.67

TFI

N/A

RDVI vs TFI - Historical Returns

Returns include dividend reinvestment.

Period	RDVI	TFI
1 month	+0.58%	-0.08%
3 months	+3.39%	-0.77%
6 months	+9.04%	+0.78%
1 year	+21.80%	+5.78%
5 years(CAGR)	N/A	-0.07%
10 years(CAGR)	N/A	+1.44%
Max(CAGR)	+19.34%	+3.02%

Winner

RDVI

+0.58%

TFI

-0.08%

Winner

RDVI

+3.39%

TFI

-0.77%

Winner

RDVI

+9.04%

TFI

+0.78%

Winner

RDVI

+21.80%

TFI

+5.78%

5Y(CAGR)

RDVI

N/A

TFI

-0.07%

10Y(CAGR)

RDVI

N/A

TFI

+1.44%

Max(CAGR)

Winner

RDVI

+19.34%

TFI

+3.02%

RDVI vs TFI - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	RDVI	TFI
2026	+5.62%	+0.47%
2025	+18.26%	+3.44%
2024	+14.28%	+0.05%
2023	+19.01%	+5.43%
2022	+9.89%	-10.05%
2021	N/A	+0.33%
2020	N/A	+5.61%
2019	N/A	+7.26%
2018	N/A	+0.58%
2017	N/A	+5.61%
2016	N/A	-0.19%
2015	N/A	+3.31%
2014	N/A	+9.57%
2013	N/A	-3.97%
2012	N/A	+6.36%
2011	N/A	+13.23%
2010	N/A	-0.21%
2009	N/A	+10.82%
2008	N/A	-0.45%
2007	N/A	+1.47%

RDVI vs TFI Drawdown Comparison

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

The maximum drawdown for TFI was -15.49%, occurring on Mar 19, 2020. Recovery took 90 trading sessions.

The current RDVI drawdown is -1.91%. The current TFI drawdown is -1.83%.

Rank	RDVI	TFI
#1	-18.34% Nov 25, 2024 - Jul 22, 2025	-15.49% Mar 9, 2020 - Jul 16, 2020
#2	-12.56% Feb 2, 2023 - Jul 18, 2023	-15.42% Jul 19, 2021 - Oct 25, 2022
#3	-11.09% Jul 31, 2023 - Dec 13, 2023	-15.12% Sep 15, 2008 - Jan 13, 2009
#4	-8.47% Feb 26, 2026 - Apr 13, 2026	-9.72% Sep 1, 2010 - Aug 2, 2011
#5	-7.88% Jul 31, 2024 - Aug 30, 2024	-9.09% Nov 29, 2012 - May 14, 2014
#6	-6.67% Nov 30, 2022 - Jan 13, 2023	-6.73% Jul 6, 2016 - Sep 7, 2017
#7	-5.19% Mar 28, 2024 - Jul 15, 2024	-6.50% Jan 22, 2008 - Sep 15, 2008
#8	-4.58% Aug 30, 2024 - Sep 19, 2024	-3.66% Oct 1, 2009 - Feb 25, 2010
#9	-4.42% Oct 27, 2025 - Nov 28, 2025	-3.60% Jan 30, 2015 - Nov 30, 2015
#10	-4.07% Oct 6, 2025 - Oct 27, 2025	-3.39% Dec 6, 2017 - Dec 24, 2018
#11	-3.75% Dec 27, 2023 - Jan 30, 2024	-3.33% May 20, 2009 - Aug 18, 2009
#12	-3.29% Nov 1, 2022 - Nov 7, 2022	-3.18% Feb 13, 2009 - Apr 16, 2009
#13	-3.27% Jan 13, 2023 - Jan 23, 2023	-2.95% Jan 15, 2009 - Feb 13, 2009
#14	-2.93% Oct 17, 2024 - Nov 6, 2024	-2.84% Jan 31, 2012 - May 2, 2012
#15	-2.85% Jul 16, 2024 - Jul 31, 2024	-2.72% Sep 22, 2011 - Dec 8, 2011

Correlation

Correlation between RDVI and TFI is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (2007 - 2026)

RDVI vs TFI dividend yield comparison.

Year	RDVI	TFI
2026	2.79%	1.18%
2025	8.10%	3.32%
2024	8.62%	3.01%
2023	8.45%	2.41%
2022	1.53%	1.87%
2021	0.00%	1.71%
2020	0.00%	1.91%
2019	0.00%	2.14%
2018	0.00%	2.26%
2017	0.00%	2.16%
2016	0.00%	2.39%
2015	0.00%	2.40%
2014	0.00%	2.37%
2013	0.00%	3.35%
2012	0.00%	4.01%
2011	0.00%	3.53%
2010	0.00%	4.44%
2009	0.00%	3.75%
2008	0.00%	3.87%
2007	0.00%	1.18%