RJVI vs DUKQ
Comparison between RJ EAGLE VERTICAL INCOME ETF (RJVI, ETF) and Ocean Park Domestic ETF (DUKQ, ETF).
RJVI vs DUKQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
RJVI vs DUKQ - Holdings Comparison
RJVI and DUKQ have 0 common holdings. Overlap is 0.00%
RJVI's top 25 holdings weight is 39.59%. DUKQ's top 25 holdings weight is 99.63%.
| Rank | RJVI | DUKQ |
|---|---|---|
| #1 | DIAGEO CAPITAL PLC 3.88% (n/a) - 1.97% | SCHWAB US LARGE-CAP ETF„¢ (SCHX) - 24.44% |
| #2 | DOLLAR GENERAL CORPORATION 5% (n/a) - 1.96% | INVESCO NASDAQ 100 ETF (QQQM) - 19.42% |
| #3 | HONEYWELL INTERNATIONAL INC. 5% (n/a) - 1.96% | INVESCO S&P 500® EQUAL WEIGHT ETF (RSP) - 10.07% |
| #4 | UNION PACIFIC CORPORATION 5.6% (n/a) - 1.92% | SCHWAB US MID-CAP ETF„¢ (SCHM) - 10.01% |
| #5 | APPLE INC. 3.75% (n/a) - 1.90% | VICTORYSHARES FREE CASH FLOW ETF (VFLO) - 5.30% |
| #6 | COMCAST CORPORATION 5.35% (n/a) - 1.80% | INVESCO S&P 500® MOMENTUM ETF (SPMO) - 5.12% |
| #7 | AMERICAN ELECTRIC POWER CO, INC. 5.8% (n/a) - 1.51% | SCHWAB US SMALL-CAP ETF„¢ (SCHA) - 5.08% |
| #8 | CMS ENERGY CORPORATION 4.75% (n/a) - 1.50% | ISHARES RUSSELL MID-CAP VALUE ETF (IWS) - 5.08% |
| #9 | PNC FINANCIAL SERVICES GROUP INC. 6.25% (n/a) - 1.50% | VANGUARD MID-CAP GROWTH ETF (VOT) - 5.05% |
| #10 | CONSTELLATION BRANDS, INC. 4.9% (n/a) - 1.49% | ISHARES SELECT DIVIDEND ETF (DVY) - 5.00% |
| #11 | EQUIFAX INC. 5.1% (n/a) - 1.49% | ISHARES RUSSELL 2000 GROWTH ETF (IWO) - 2.53% |
| #12 | JABIL INC 4.2% (n/a) - 1.49% | ISHARES RUSSELL 2000 VALUE ETF (IWN) - 2.53% |
| #13 | n/a (GOOGN) - 1.48% | N/A |
| #14 | AUTOZONE, INC. 4% (n/a) - 1.48% | N/A |
| #15 | DELL INTERNATIONAL LLC / EMC CORP. 4.75% (n/a) - 1.48% | N/A |
| #16 | GOLDMAN SACHS GROUP, INC. 7.5% (n/a) - 1.48% | N/A |
| #17 | FISERV INC. 5.38% (n/a) - 1.47% | N/A |
| #18 | CVS HEALTH CORP 7% (n/a) - 1.47% | N/A |
| #19 | INGERSOLL RAND INC 5.45% (n/a) - 1.47% | N/A |
| #20 | JPMORGAN CHASE & CO. 6.5% (n/a) - 1.47% | N/A |
| #21 | OTIS WORLDWIDE CORP. 5.13% (n/a) - 1.46% | N/A |
| #22 | QUEST DIAGNOSTICS INCORPORATED 5% (n/a) - 1.46% | N/A |
| #23 | AMGEN INC. 5.25% (n/a) - 1.46% | N/A |
| #24 | BROADCOM INC 5.15% (n/a) - 1.46% | N/A |
| #25 | UNITEDHEALTH GROUP INC. 5.35% (n/a) - 1.46% | N/A |
| Total Holdings | 78 | 12 |
RJVI vs DUKQ - Historical Returns
Returns include dividend reinvestment.
RJVI vs DUKQ - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | RJVI | DUKQ |
|---|---|---|
| 2026 | +1.44% | +10.57% |
| 2025 | +0.50% | +5.79% |
| 2024 | N/A | +5.13% |
RJVI vs DUKQ Drawdown Comparison
The maximum drawdown for RJVI was -3.12%, occurring on Mar 20, 2026. This drawdown has not yet recovered.
The maximum drawdown for DUKQ was -18.44%, occurring on Apr 7, 2025. Recovery took 222 trading sessions.
The current RJVI drawdown is -1.73%. The current DUKQ drawdown is -2.82%.
| Rank | RJVI | DUKQ |
|---|---|---|
| #1 | -3.12% Feb 27, 2026 - Mar 20, 2026 | -18.44% Dec 4, 2024 - Oct 24, 2025 |
| #2 | -1.99% Oct 27, 2025 - Jan 14, 2026 | -8.43% Jul 16, 2024 - Sep 19, 2024 |
| #3 | -0.64% Jan 15, 2026 - Jan 22, 2026 | -7.84% Feb 9, 2026 - Apr 15, 2026 |
| #4 | -0.47% Oct 2, 2025 - Oct 16, 2025 | -5.75% Oct 27, 2025 - Dec 10, 2025 |
| #5 | -0.29% Feb 13, 2026 - Feb 26, 2026 | -4.12% Jun 2, 2026 - Jun 15, 2026 |
| #6 | -0.29% Oct 21, 2025 - Oct 27, 2025 | -2.82% Jun 30, 2026 - Jul 23, 2026 |
| #7 | -0.07% Jan 27, 2026 - Jan 29, 2026 | -2.79% Nov 11, 2024 - Nov 25, 2024 |
| #8 | -0.04% Jan 22, 2026 - Jan 26, 2026 | -2.65% Dec 11, 2025 - Jan 6, 2026 |
| #9 | N/A | -2.51% Oct 18, 2024 - Nov 6, 2024 |
| #10 | N/A | -2.50% Jan 27, 2026 - Feb 9, 2026 |
| #11 | N/A | -2.09% May 14, 2026 - May 22, 2026 |
| #12 | N/A | -2.05% Jun 15, 2026 - Jun 30, 2026 |
| #13 | N/A | -1.99% Jan 15, 2026 - Jan 27, 2026 |
| #14 | N/A | -1.21% Sep 30, 2024 - Oct 9, 2024 |
| #15 | N/A | -0.77% May 6, 2026 - May 8, 2026 |
Correlation
Correlation between RJVI and DUKQ is 0.58 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2024 - 2026)
RJVI vs DUKQ dividend yield comparison.
| Year | RJVI | DUKQ |
|---|---|---|
| 2026 | 2.09% | 0.06% |
| 2025 | 0.93% | 0.68% |
| 2024 | 0.00% | 0.28% |
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