RDVI vs. XLKI

Last updated Jun 5, 2026

RDVI (FT Cboe Vest Rising Dividend Achievers Target Income ETF) and XLKI (State Street Technology Select Sector SPDR Premium Income ETF) are both exchange-traded funds - RDVI is a Derivative Income fund tracking the NASDAQ US Rising Dividend Achievers, while XLKI is a Technology Equities fund actively managed by State Street. RDVI is passively managed, while XLKI is actively managed. A 0.64 correlation means they provide meaningful diversification when combined. RDVI charges 0.75%/yr vs 0.35%/yr for XLKI.

Performance

RDVI vs. XLKI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in FT Cboe Vest Rising Dividend Achievers Target Income ETF (RDVI) and State Street Technology Select Sector SPDR Premium Income ETF (XLKI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, RDVI achieves a 10.69% return, which is significantly lower than XLKI's 17.05% return.

RDVI

• 1D: 1.15%
• 1M: 3.01%
• YTD: 10.69%
• 6M: 11.63%
• 1Y: 26.63%
• 3Y*: 19.39%
• 5Y*: —
• 10Y*: —

XLKI

• 1D: -0.75%
• 1M: 6.20%
• YTD: 17.05%
• 6M: 16.52%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

RDVI vs. XLKI - Yearly Performance Comparison

	2026 (YTD)	2025
RDVI FT Cboe Vest Rising Dividend Achievers Target Income ETF	10.69%	9.51%
XLKI State Street Technology Select Sector SPDR Premium Income ETF	17.05%	10.07%

Correlation

The correlation between RDVI and XLKI is 0.64, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jul 31, 2025	0.64

RDVI vs. XLKI - Sectors Allocation Comparison

Sectors	RDVI	XLKI
Financial Services	36.5%	106.8%
Technology	17.6%	-
Consumer Cyclical	12.2%	-
Industrials	12.2%	-
Healthcare	8.1%	-
Communication Services	5.4%	-
Consumer Defensive	4.1%	-
Energy	1.4%	-
Utilities	1.4%	-
Basic Materials	-	-
Real Estate	-	-

Return for Risk

RDVI vs. XLKI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RDVI

RDVI Risk / Return Rank: 64
RDVI Sharpe Ratio Rank: 61
RDVI Sortino Ratio Rank: 63
RDVI Omega Ratio Rank: 60
RDVI Calmar Ratio Rank: 64
RDVI Martin Ratio Rank: 72

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RDVI vs. XLKI - 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 State Street Technology Select Sector SPDR Premium Income ETF (XLKI). 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.

	RDVI	XLKI	Difference
Sharpe ratio: Return per unit of total volatility	2.01	—	—
Sortino ratio: Return per unit of downside risk	2.90	—	—
Omega ratio: Gain probability vs. loss probability	1.36	—	—
Calmar ratio: Return relative to maximum drawdown	3.15	—	—
Martin ratio: Return relative to average drawdown	13.31	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	RDVI	XLKI	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.01	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.21	2.16	-0.95

Drawdowns

RDVI vs. XLKI - Drawdown Comparison

The maximum RDVI drawdown since its inception was -18.35%, which is greater than XLKI's maximum drawdown of -10.24%. Use the drawdown chart below to compare losses from any high point for RDVI and XLKI.

Drawdown Indicators

	RDVI	XLKI	Difference
Max Drawdown Largest peak-to-trough decline	-18.35%	-10.24%	-8.11%
Max Drawdown (1Y) Largest decline over 1 year	-8.48%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-18.35%	—	—
Current Drawdown Current decline from peak	0.00%	-1.35%	+1.35%
Average Drawdown Average peak-to-trough decline	-3.17%	-1.61%	-1.56%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.01%	—	—

Volatility

Volatility by Period

	RDVI	XLKI	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.72%	—	—
Volatility (6M) Calculated over the trailing 6-month period	10.54%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	13.30%	16.23%	-2.93%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.91%	16.23%	+0.68%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.91%	16.23%	+0.68%

RDVI vs. XLKI - Expense Ratio Comparison

RDVI has a 0.75% expense ratio, which is higher than XLKI's 0.35% expense ratio.

Dividends

RDVI vs. XLKI - Dividend Comparison

RDVI's dividend yield for the trailing twelve months is around 7.85%, less than XLKI's 14.29% yield.

Position	TTM	2025	2024	2023	2022
RDVI FT Cboe Vest Rising Dividend Achievers Target Income ETF	7.85%	8.10%	8.62%	8.45%	1.53%
XLKI State Street Technology Select Sector SPDR Premium Income ETF	14.29%	8.52%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both RDVI and XLKI in my portfolio?

RDVI and XLKI have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, RDVI or XLKI?

On fees, XLKI is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, RDVI or XLKI?

XLKI is cheaper with a 0.35% expense ratio, compared with 0.75% for RDVI.

Which ETF pays a higher dividend yield, RDVI or XLKI?

XLKI has the higher dividend yield at 14.29%, compared with 7.85% for RDVI.

What is the main difference between RDVI and XLKI?

RDVI is categorized as Derivative Income, while XLKI is Technology Equities. They also come from different issuers: FT Vest and State Street. Their fees differ too: 0.75% for RDVI and 0.35% for XLKI.