RDVI vs. JPST
RDVI (FT Cboe Vest Rising Dividend Achievers Target Income ETF) and JPST (JPMorgan Ultra-Short Income ETF) are both exchange-traded funds - RDVI is a Derivative Income fund tracking the NASDAQ US Rising Dividend Achievers, while JPST is a Ultrashort Bond fund actively managed by JPMorgan. RDVI is passively managed, while JPST is actively managed. Over the past 3 years, RDVI returned 20.36%/yr vs 5.17%/yr for JPST. At a 0.06 correlation, their price movements are largely independent. RDVI charges 0.75%/yr vs 0.18%/yr for JPST.
Performance
RDVI vs. JPST - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, RDVI achieves a 13.85% return, which is significantly higher than JPST's 1.58% return.
RDVI
- 1D
- 0.42%
- 1M
- 5.10%
- YTD
- 13.85%
- 6M
- 12.01%
- 1Y
- 27.86%
- 3Y*
- 20.36%
- 5Y*
- —
- 10Y*
- —
JPST
- 1D
- 0.02%
- 1M
- 0.33%
- YTD
- 1.58%
- 6M
- 1.66%
- 1Y
- 4.17%
- 3Y*
- 5.17%
- 5Y*
- 3.66%
- 10Y*
- —
RDVI vs. JPST - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
RDVI FT Cboe Vest Rising Dividend Achievers Target Income ETF | 13.85% | 17.93% | 14.56% | 18.63% | 8.29% |
JPST JPMorgan Ultra-Short Income ETF | 1.58% | 4.99% | 5.58% | 5.13% | 1.07% |
Correlation
The correlation between RDVI and JPST is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.20 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.13 |
Correlation (All Time) Calculated using the full available price history since Oct 20, 2022 | 0.06 |
The correlation between RDVI and JPST shifts across timeframes, from 0.06 (all time) to 0.20 (1 year), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
RDVI vs. JPST — Risk / Return Rank
RDVI
JPST
RDVI vs. JPST - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for FT Cboe Vest Rising Dividend Achievers Target Income ETF (RDVI) and JPMorgan Ultra-Short Income ETF (JPST). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| RDVI | JPST | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -5.64 | ||
| Sortino ratioReturn per unit of downside risk | -13.30 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 3.66 | -2.30 |
| Calmar ratioReturn relative to maximum drawdown | 3.30 | 28.19 | -24.89 |
| Martin ratioReturn relative to average drawdown | 13.91 | 134.29 | -120.38 |
Loading charts...
Drawdowns
RDVI vs. JPST - Drawdown Comparison
The maximum RDVI drawdown since its inception was -18.35%, which is greater than JPST's maximum drawdown of -3.28%. Use the drawdown chart below to compare losses from any high point for RDVI and JPST.
Loading charts...
Drawdown Indicators
| RDVI | JPST | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.35% | -3.28% | -15.07% |
Max Drawdown (1Y)Largest decline over 1 year | -8.48% | -0.15% | -8.33% |
Max Drawdown (3Y)Largest decline over 3 years | -18.35% | -0.30% | -18.05% |
Max Drawdown (5Y)Largest decline over 5 years | — | -0.79% | — |
Current DrawdownCurrent decline from peak | -0.86% | 0.00% | -0.86% |
Average DrawdownAverage peak-to-trough decline | -3.13% | -0.08% | -3.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.01% | 0.03% | +1.98% |
Volatility
RDVI vs. JPST - Volatility Comparison
FT Cboe Vest Rising Dividend Achievers Target Income ETF (RDVI) has a higher volatility of 4.91% compared to JPMorgan Ultra-Short Income ETF (JPST) at 0.19%. This indicates that RDVI's price experiences larger fluctuations and is considered to be riskier than JPST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| RDVI | JPST | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.91% | 0.19% | +4.72% |
Volatility (6M)Calculated over the trailing 6-month period | 11.11% | 0.38% | +10.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.79% | 0.55% | +13.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.95% | 0.58% | +16.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.95% | 0.93% | +16.02% |
RDVI vs. JPST - Expense Ratio Comparison
RDVI has a 0.75% expense ratio, which is higher than JPST's 0.18% expense ratio.
Dividends
RDVI vs. JPST - Dividend Comparison
RDVI's dividend yield for the trailing twelve months is around 7.63%, more than JPST's 4.25% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
JPST JPMorgan Ultra-Short Income ETF | 4.25% | 4.43% | 5.16% | 4.79% | 1.83% | 0.73% | 1.43% | 2.69% | 2.07% | 0.96% |
RDVI FT Cboe Vest Rising Dividend Achievers Target Income ETF | 7.63% | 8.10% | 8.62% | 8.45% | 1.53% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
RDVI and JPST have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RDVI has higher volatility (4.91%) compared to JPST (0.19%). In terms of maximum drawdown, RDVI dropped -18.35% vs JPST's -3.28%.
On 3-year performance, RDVI leads with 20.36% vs 5.17% for JPST. On fees, JPST is cheaper at 0.18% per year. On volatility, JPST has been the lower-risk option at 0.19%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, RDVI has performed better with a 20.36% return vs 5.17%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
JPST is cheaper with a 0.18% expense ratio, compared with 0.75% for RDVI.
RDVI has the higher dividend yield at 7.63%, compared with 4.25% for JPST.
RDVI is categorized as Derivative Income, while JPST is Ultrashort Bond. They also come from different issuers: FT Vest and JPMorgan. Their fees differ too: 0.75% for RDVI and 0.18% for JPST.
JPST currently has the higher Sharpe Ratio (7.67 vs 2.03), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for RDVI and JPST
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer