RDVI vs XYLD
Comparison between FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF (RDVI, ETF) and GLOBAL X S&P 500 COVERED CALL ETF (XYLD, ETF).
RDVI vs XYLD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RDVI
$3.10B
XYLD
$3.10B
Expense Ratio
RDVI
0.75%
Winner
XYLD
0.60%
Max Drawdown
Winner
RDVI
20.66%
XYLD
34.69%
Sharpe Ratio
RDVI
1.47
Winner
XYLD
1.86
5Y Beta
RDVI
0.89
Winner
XYLD
0.64
P/E Ratio
Winner
RDVI
18.90
XYLD
29.10
Forward P/E
Winner
RDVI
16.90
XYLD
22.23
PEG Ratio
RDVI
0.39
XYLD
N/A
5Y Dividends CAGR
RDVI
N/A
XYLD
0.24%
5Y EPS CAGR
RDVI
22.71%
Winner
XYLD
28.35%
Debt to Equity
Winner
RDVI
25.48%
XYLD
33.75%
P/S Ratio
Winner
RDVI
2.67
XYLD
3.59
P/B Ratio
Winner
RDVI
3.67
XYLD
5.54
RDVI vs XYLD - Holdings Comparison
RDVI and XYLD have 58 common holdings. Overlap is 16.64%
RDVI's top 25 holdings weight is 56.37%. XYLD's top 25 holdings weight is 51.02%.
| Rank | RDVI | XYLD |
|---|---|---|
| #1 | LAM RESEARCH CORP (LRCX) - 3.98% | NVIDIA CORP (NVDA) - 7.84% |
| #2 | APPLIED MATERIALS INC (AMAT) - 3.47% | APPLE INC (AAPL) - 6.85% |
| #3 | GE VERNOVA INC (GEV) - 3.17% | MICROSOFT CORP (MSFT) - 5.02% |
| #4 | KLA CORP (KLAC) - 3.03% | AMAZON.COM INC (AMZN) - 4.39% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 2.88% | ALPHABET INC CLASS A (GOOGL) - 3.71% |
| #6 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.60% | BROADCOM INC (AVGO) - 3.33% |
| #7 | BAKER HUGHES CO CLASS A (BKR) - 2.52% | ALPHABET INC CLASS C (GOOG) - 2.95% |
| #8 | ROSS STORES INC (ROST) - 2.47% | META PLATFORMS INC CLASS A (META) - 2.17% |
| #9 | MUELLER INDUSTRIES INC (MLI) - 2.46% | TESLA INC (TSLA) - 1.80% |
| #10 | BANK OF NEW YORK MELLON CORP (BK) - 2.24% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.40% |
| #11 | NVIDIA CORP (NVDA) - 2.13% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 2.03% | ELI LILLY AND CO (LLY) - 1.29% |
| #13 | SNAP-ON INC (SNA) - 1.98% | MICRON TECHNOLOGY INC (MU) - 1.18% |
| #14 | CHUBB LTD (CB) - 1.92% | EXXON MOBIL CORP (XOM) - 1.06% |
| #15 | JPMORGAN CHASE & CO (JPM) - 1.88% | ADVANCED MICRO DEVICES INC (AMD) - 0.95% |
| #16 | THE TRAVELERS COMPANIES INC (TRV) - 1.88% | WALMART INC (WMT) - 0.94% |
| #17 | ALLSTATE CORP (ALL) - 1.86% | VISA INC CLASS A (V) - 0.89% |
| #18 | THE HARTFORD INSURANCE GROUP INC (HIG) - 1.78% | JOHNSON & JOHNSON (JNJ) - 0.89% |
| #19 | GE AEROSPACE (GE) - 1.78% | INTEL CORP (INTC) - 0.83% |
| #20 | STATE STREET CORP (STT) - 1.77% | COSTCO WHOLESALE CORP (COST) - 0.74% |
| #21 | WILLIAMS-SONOMA INC (WSM) - 1.76% | THERMO FISHER SCIENTIFIC INC (TMO) - 0.29% |
| #22 | AMERICAN EXPRESS CO (AXP) - 1.75% | SALESFORCE INC (CRM) - 0.29% |
| #23 | PULTEGROUP INC (PHM) - 1.72% | AMERICAN EXPRESS CO (AXP) - 0.28% |
| #24 | VISA INC CLASS A (V) - 1.69% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.28% |
| #25 | META PLATFORMS INC CLASS A (META) - 1.62% | TJX COMPANIES INC (TJX) - 0.28% |
| Total Holdings | 76 | 466 |
RDVI vs XYLD - Historical Returns
Returns include dividend reinvestment.
1M
RDVI
+0.58%
Winner
XYLD
+2.52%
3M
Winner
RDVI
+3.39%
XYLD
+3.03%
6M
Winner
RDVI
+9.04%
XYLD
+6.92%
1Y
Winner
RDVI
+21.80%
XYLD
+17.04%
5Y(CAGR)
RDVI
N/A
XYLD
+8.23%
10Y(CAGR)
RDVI
N/A
XYLD
+8.31%
Max(CAGR)
Winner
RDVI
+19.34%
XYLD
+8.13%
RDVI vs XYLD - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | RDVI | XYLD |
|---|---|---|
| 2026 | +5.62% | +3.37% |
| 2025 | +18.26% | +8.28% |
| 2024 | +14.28% | +19.45% |
| 2023 | +19.01% | +11.03% |
| 2022 | +9.89% | -12.48% |
| 2021 | N/A | +20.21% |
| 2020 | N/A | -1.44% |
| 2019 | N/A | +20.99% |
| 2018 | N/A | -7.25% |
| 2017 | N/A | +16.08% |
| 2016 | N/A | +8.87% |
| 2015 | N/A | +0.47% |
| 2014 | N/A | +8.61% |
| 2013 | N/A | +13.95% |
RDVI vs XYLD Drawdown Comparison
The maximum drawdown for RDVI was -18.34%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.
The maximum drawdown for XYLD was -33.44%, occurring on Mar 23, 2020. Recovery took 269 trading sessions.
The current RDVI drawdown is -1.91%.
| Rank | RDVI | XYLD |
|---|---|---|
| #1 | -18.34% Nov 25, 2024 - Jul 22, 2025 | -33.44% Feb 19, 2020 - Mar 15, 2021 |
| #2 | -12.56% Feb 2, 2023 - Jul 18, 2023 | -18.66% Apr 4, 2022 - Mar 12, 2024 |
| #3 | -11.09% Jul 31, 2023 - Dec 13, 2023 | -18.10% Sep 20, 2018 - Jul 12, 2019 |
| #4 | -8.47% Feb 26, 2026 - Apr 13, 2026 | -15.53% Feb 19, 2025 - Oct 20, 2025 |
| #5 | -7.88% Jul 31, 2024 - Aug 30, 2024 | -12.17% Jun 22, 2015 - Jun 23, 2016 |
| #6 | -6.67% Nov 30, 2022 - Jan 13, 2023 | -9.10% Jan 26, 2018 - Jul 9, 2018 |
| #7 | -5.19% Mar 28, 2024 - Jul 15, 2024 | -6.96% Sep 18, 2014 - Nov 24, 2014 |
| #8 | -4.58% Aug 30, 2024 - Sep 19, 2024 | -6.02% Jan 4, 2022 - Mar 24, 2022 |
| #9 | -4.42% Oct 27, 2025 - Nov 28, 2025 | -5.79% Jul 26, 2019 - Oct 30, 2019 |
| #10 | -4.07% Oct 6, 2025 - Oct 27, 2025 | -5.30% Feb 25, 2026 - Apr 30, 2026 |
| #11 | -3.75% Dec 27, 2023 - Jan 30, 2024 | -5.26% Jan 15, 2014 - Feb 14, 2014 |
| #12 | -3.29% Nov 1, 2022 - Nov 7, 2022 | -5.19% Jul 18, 2024 - Aug 15, 2024 |
| #13 | -3.27% Jan 13, 2023 - Jan 23, 2023 | -4.63% Jun 23, 2016 - Jul 11, 2016 |
| #14 | -2.93% Oct 17, 2024 - Nov 6, 2024 | -4.07% Dec 29, 2014 - Feb 13, 2015 |
| #15 | -2.85% Jul 16, 2024 - Jul 31, 2024 | -3.79% Aug 1, 2013 - Sep 18, 2013 |
Correlation
Correlation between RDVI and XYLD is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2013 - 2026)
RDVI vs XYLD dividend yield comparison.
| Year | RDVI | XYLD |
|---|---|---|
| 2026 | 2.79% | 3.56% |
| 2025 | 8.10% | 10.51% |
| 2024 | 8.62% | 11.54% |
| 2023 | 8.45% | 10.51% |
| 2022 | 1.53% | 13.43% |
| 2021 | 0.00% | 9.07% |
| 2020 | 0.00% | 7.93% |
| 2019 | 0.00% | 5.76% |
| 2018 | 0.00% | 7.12% |
| 2017 | 0.00% | 5.18% |
| 2016 | 0.00% | 3.23% |
| 2015 | 0.00% | 4.65% |
| 2014 | 0.00% | 4.15% |
| 2013 | 0.00% | 2.49% |
Select Stocks to Compare
Popular: RDVI vs SPYXYLD vs SPY
More Comparisons
Compare with similar stocks