XYLD vs RDVI

Comparison between GLOBAL X S&P 500 COVERED CALL ETF (XYLD, ETF) and FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF (RDVI, ETF).

XYLD vs RDVI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XYLD(ETF)	RDVI(ETF)
Net Assets	$3.10B	$3.10B
Expense Ratio	0.60%	0.75%
Max Drawdown	34.69%	20.66%
Sharpe Ratio	1.86	1.47
5Y Beta	0.64	0.89
P/E Ratio	29.10	18.90
Forward P/E	22.23	16.90
PEG Ratio	N/A	0.39
5Y Dividends CAGR	0.24%	N/A
5Y EPS CAGR	28.35%	22.71%
Debt to Equity	33.75%	25.48%
P/S Ratio	3.59	2.67
P/B Ratio	5.54	3.67

Net Assets

XYLD

$3.10B

RDVI

$3.10B

Expense Ratio

Winner

XYLD

0.60%

RDVI

0.75%

Max Drawdown

XYLD

34.69%

Winner

RDVI

20.66%

Sharpe Ratio

Winner

XYLD

1.86

RDVI

1.47

5Y Beta

Winner

XYLD

0.64

RDVI

0.89

P/E Ratio

XYLD

29.10

Winner

RDVI

18.90

Forward P/E

XYLD

22.23

Winner

RDVI

16.90

PEG Ratio

XYLD

N/A

RDVI

0.39

5Y Dividends CAGR

XYLD

0.24%

RDVI

N/A

5Y EPS CAGR

Winner

XYLD

28.35%

RDVI

22.71%

Debt to Equity

XYLD

33.75%

Winner

RDVI

25.48%

P/S Ratio

XYLD

3.59

Winner

RDVI

2.67

P/B Ratio

XYLD

5.54

Winner

RDVI

3.67

XYLD vs RDVI - Holdings Comparison

XYLD and RDVI have 58 common holdings. Overlap is 16.64%

XYLD's top 25 holdings weight is 51.02%. RDVI's top 25 holdings weight is 56.37%.

Rank	XYLD	RDVI
#1	NVIDIA CORP (NVDA) - 7.84%	LAM RESEARCH CORP (LRCX) - 3.98%
#2	APPLE INC (AAPL) - 6.85%	APPLIED MATERIALS INC (AMAT) - 3.47%
#3	MICROSOFT CORP (MSFT) - 5.02%	GE VERNOVA INC (GEV) - 3.17%
#4	AMAZON.COM INC (AMZN) - 4.39%	KLA CORP (KLAC) - 3.03%
#5	ALPHABET INC CLASS A (GOOGL) - 3.71%	ALPHABET INC CLASS A (GOOGL) - 2.88%
#6	BROADCOM INC (AVGO) - 3.33%	MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.60%
#7	ALPHABET INC CLASS C (GOOG) - 2.95%	BAKER HUGHES CO CLASS A (BKR) - 2.52%
#8	META PLATFORMS INC CLASS A (META) - 2.17%	ROSS STORES INC (ROST) - 2.47%
#9	TESLA INC (TSLA) - 1.80%	MUELLER INDUSTRIES INC (MLI) - 2.46%
#10	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.40%	BANK OF NEW YORK MELLON CORP (BK) - 2.24%
#11	JPMORGAN CHASE & CO (JPM) - 1.37%	NVIDIA CORP (NVDA) - 2.13%
#12	ELI LILLY AND CO (LLY) - 1.29%	PNC FINANCIAL SERVICES GROUP INC (PNC) - 2.03%
#13	MICRON TECHNOLOGY INC (MU) - 1.18%	SNAP-ON INC (SNA) - 1.98%
#14	EXXON MOBIL CORP (XOM) - 1.06%	CHUBB LTD (CB) - 1.92%
#15	ADVANCED MICRO DEVICES INC (AMD) - 0.95%	JPMORGAN CHASE & CO (JPM) - 1.88%
#16	WALMART INC (WMT) - 0.94%	THE TRAVELERS COMPANIES INC (TRV) - 1.88%
#17	VISA INC CLASS A (V) - 0.89%	ALLSTATE CORP (ALL) - 1.86%
#18	JOHNSON & JOHNSON (JNJ) - 0.89%	THE HARTFORD INSURANCE GROUP INC (HIG) - 1.78%
#19	INTEL CORP (INTC) - 0.83%	GE AEROSPACE (GE) - 1.78%
#20	COSTCO WHOLESALE CORP (COST) - 0.74%	STATE STREET CORP (STT) - 1.77%
#21	THERMO FISHER SCIENTIFIC INC (TMO) - 0.29%	WILLIAMS-SONOMA INC (WSM) - 1.76%
#22	SALESFORCE INC (CRM) - 0.29%	AMERICAN EXPRESS CO (AXP) - 1.75%
#23	AMERICAN EXPRESS CO (AXP) - 0.28%	PULTEGROUP INC (PHM) - 1.72%
#24	SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.28%	VISA INC CLASS A (V) - 1.69%
#25	TJX COMPANIES INC (TJX) - 0.28%	META PLATFORMS INC CLASS A (META) - 1.62%
Total Holdings	466	76

XYLD vs RDVI - Historical Returns

Returns include dividend reinvestment.

Period	XYLD	RDVI
1 month	+2.58%	+2.08%
3 months	+1.87%	+1.87%
6 months	+6.94%	+9.79%
1 year	+17.04%	+22.07%
5 years(CAGR)	+7.92%	N/A
10 years(CAGR)	+8.29%	N/A
Max(CAGR)	+8.13%	+19.43%

Winner

XYLD

+2.58%

RDVI

+2.08%

XYLD

+1.87%

Winner

RDVI

+1.87%

XYLD

+6.94%

Winner

RDVI

+9.79%

XYLD

+17.04%

Winner

RDVI

+22.07%

5Y(CAGR)

XYLD

+7.92%

RDVI

N/A

10Y(CAGR)

XYLD

+8.29%

RDVI

N/A

Max(CAGR)

XYLD

+8.13%

Winner

RDVI

+19.43%

XYLD vs RDVI - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	XYLD	RDVI
2026	+3.37%	+5.85%
2025	+8.28%	+18.26%
2024	+19.45%	+14.28%
2023	+11.03%	+19.01%
2022	-12.48%	+9.89%
2021	+20.21%	N/A
2020	-1.44%	N/A
2019	+20.99%	N/A
2018	-7.25%	N/A
2017	+16.08%	N/A
2016	+8.87%	N/A
2015	+0.47%	N/A
2014	+8.61%	N/A
2013	+13.95%	N/A

XYLD vs RDVI Drawdown Comparison

The maximum drawdown for XYLD was -33.44%, occurring on Mar 23, 2020. Recovery took 269 trading sessions.

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

The current RDVI drawdown is -1.70%.

Rank	XYLD	RDVI
#1	-33.44% Feb 19, 2020 - Mar 15, 2021	-18.34% Nov 25, 2024 - Jul 22, 2025
#2	-18.66% Apr 4, 2022 - Mar 12, 2024	-12.56% Feb 2, 2023 - Jul 18, 2023
#3	-18.10% Sep 20, 2018 - Jul 12, 2019	-11.09% Jul 31, 2023 - Dec 13, 2023
#4	-15.53% Feb 19, 2025 - Oct 20, 2025	-8.47% Feb 26, 2026 - Apr 13, 2026
#5	-12.17% Jun 22, 2015 - Jun 23, 2016	-7.88% Jul 31, 2024 - Aug 30, 2024
#6	-9.10% Jan 26, 2018 - Jul 9, 2018	-6.67% Nov 30, 2022 - Jan 13, 2023
#7	-6.96% Sep 18, 2014 - Nov 24, 2014	-5.19% Mar 28, 2024 - Jul 15, 2024
#8	-6.02% Jan 4, 2022 - Mar 24, 2022	-4.58% Aug 30, 2024 - Sep 19, 2024
#9	-5.79% Jul 26, 2019 - Oct 30, 2019	-4.42% Oct 27, 2025 - Nov 28, 2025
#10	-5.30% Feb 25, 2026 - Apr 30, 2026	-4.07% Oct 6, 2025 - Oct 27, 2025
#11	-5.26% Jan 15, 2014 - Feb 14, 2014	-3.75% Dec 27, 2023 - Jan 30, 2024
#12	-5.19% Jul 18, 2024 - Aug 15, 2024	-3.29% Nov 1, 2022 - Nov 7, 2022
#13	-4.63% Jun 23, 2016 - Jul 11, 2016	-3.27% Jan 13, 2023 - Jan 23, 2023
#14	-4.07% Dec 29, 2014 - Feb 13, 2015	-2.93% Oct 17, 2024 - Nov 6, 2024
#15	-3.79% Aug 1, 2013 - Sep 18, 2013	-2.85% Jul 16, 2024 - Jul 31, 2024

Correlation

Correlation between XYLD and RDVI is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2013 - 2026)

XYLD vs RDVI dividend yield comparison.

Year	XYLD	RDVI
2026	3.56%	2.79%
2025	10.51%	8.10%
2024	11.54%	8.62%
2023	10.51%	8.45%
2022	13.43%	1.53%
2021	9.07%	0.00%
2020	7.93%	0.00%
2019	5.76%	0.00%
2018	7.12%	0.00%
2017	5.18%	0.00%
2016	3.23%	0.00%
2015	4.65%	0.00%
2014	4.15%	0.00%
2013	2.49%	0.00%