RDVI vs UCON
Comparison between FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF (RDVI, ETF) and FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF (UCON, ETF).
RDVI vs UCON - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RDVI
$3.10B
Winner
UCON
$3.20B
Expense Ratio
Winner
RDVI
0.75%
UCON
0.86%
Max Drawdown
RDVI
20.66%
Winner
UCON
15.31%
Sharpe Ratio
Winner
RDVI
1.42
UCON
0.45
5Y Beta
RDVI
0.89
Winner
UCON
0.04
P/E Ratio
RDVI
18.55
UCON
N/A
Forward P/E
RDVI
16.99
UCON
N/A
PEG Ratio
RDVI
0.38
UCON
N/A
5Y Dividends CAGR
RDVI
N/A
UCON
8.79%
5Y EPS CAGR
RDVI
24.16%
UCON
N/A
Debt to Equity
RDVI
29.02%
UCON
N/A
P/S Ratio
RDVI
2.64
UCON
N/A
P/B Ratio
RDVI
3.77
UCON
N/A
RDVI vs UCON - Historical Returns
Returns include dividend reinvestment.
1M
Winner
RDVI
+1.17%
UCON
+0.10%
3M
Winner
RDVI
+5.66%
UCON
-0.05%
6M
Winner
RDVI
+9.42%
UCON
+0.78%
1Y
Winner
RDVI
+24.49%
UCON
+5.17%
5Y(CAGR)
RDVI
N/A
UCON
+2.73%
Max(CAGR)
Winner
RDVI
+19.61%
UCON
+3.68%
RDVI vs UCON - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | RDVI | UCON |
|---|---|---|
| 2026 | +7.72% | +0.44% |
| 2025 | +18.26% | +7.00% |
| 2024 | +14.28% | +4.90% |
| 2023 | +19.01% | +7.67% |
| 2022 | +9.89% | -5.72% |
| 2021 | N/A | +1.05% |
| 2020 | N/A | +6.67% |
| 2019 | N/A | +7.13% |
| 2018 | N/A | +1.11% |
RDVI vs UCON Drawdown Comparison
The maximum drawdown for RDVI was -18.34%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.
The maximum drawdown for UCON was -15.31%, occurring on Mar 18, 2020. Recovery took 83 trading sessions.
The current RDVI drawdown is -1.78%. The current UCON drawdown is -0.72%.
| Rank | RDVI | UCON |
|---|---|---|
| #1 | -18.34% Nov 25, 2024 - Jul 22, 2025 | -15.31% Mar 5, 2020 - Jul 2, 2020 |
| #2 | -12.56% Feb 2, 2023 - Jul 18, 2023 | -9.60% Sep 14, 2021 - Dec 14, 2023 |
| #3 | -11.09% Jul 31, 2023 - Dec 13, 2023 | -2.45% Feb 26, 2026 - Mar 26, 2026 |
| #4 | -8.47% Feb 26, 2026 - Apr 13, 2026 | -1.70% Feb 1, 2024 - May 15, 2024 |
| #5 | -7.88% Jul 31, 2024 - Aug 30, 2024 | -1.67% Sep 24, 2024 - Feb 24, 2025 |
| #6 | -6.67% Nov 30, 2022 - Jan 13, 2023 | -1.53% Mar 3, 2025 - May 30, 2025 |
| #7 | -5.19% Mar 28, 2024 - Jul 15, 2024 | -1.12% Nov 9, 2018 - Jan 10, 2019 |
| #8 | -4.58% Aug 30, 2024 - Sep 19, 2024 | -1.07% Feb 11, 2021 - May 26, 2021 |
| #9 | -4.42% Oct 27, 2025 - Nov 28, 2025 | -0.96% Sep 4, 2019 - Oct 1, 2019 |
| #10 | -4.07% Oct 6, 2025 - Oct 27, 2025 | -0.88% Feb 24, 2020 - Mar 3, 2020 |
| #11 | -3.75% Dec 27, 2023 - Jan 30, 2024 | -0.87% Dec 28, 2023 - Jan 12, 2024 |
| #12 | -3.29% Nov 1, 2022 - Nov 7, 2022 | -0.83% Oct 13, 2020 - Nov 5, 2020 |
| #13 | -3.27% Jan 13, 2023 - Jan 23, 2023 | -0.75% Oct 28, 2025 - Nov 25, 2025 |
| #14 | -2.93% Oct 17, 2024 - Nov 6, 2024 | -0.73% May 15, 2024 - Jun 4, 2024 |
| #15 | -2.85% Jul 16, 2024 - Jul 31, 2024 | -0.73% Feb 19, 2019 - Mar 6, 2019 |
Correlation
Correlation between RDVI and UCON is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2018 - 2026)
RDVI vs UCON dividend yield comparison.
| Year | RDVI | UCON |
|---|---|---|
| 2026 | 3.45% | 1.83% |
| 2025 | 8.10% | 4.63% |
| 2024 | 8.62% | 4.95% |
| 2023 | 8.45% | 4.75% |
| 2022 | 1.53% | 3.12% |
| 2021 | 0.00% | 2.20% |
| 2020 | 0.00% | 3.14% |
| 2019 | 0.00% | 3.25% |
| 2018 | 0.00% | 1.76% |
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