XJUL vs. RDVI
XJUL (FT Cboe Vest U.S. Equity Enhance & Moderate Buffer ETF - July) and RDVI (FT Vest Rising Dividend Achievers Target Income ETF) are both exchange-traded funds - XJUL is a Options Trading fund actively managed by FT Vest, while RDVI is a Derivative Income fund tracking the NASDAQ US Rising Dividend Achievers. XJUL is actively managed, while RDVI is passively managed. Over the past 3 years, XJUL returned 9.89%/yr vs 18.44%/yr for RDVI. Their 0.67 correlation means they have sometimes moved together and sometimes differently. XJUL charges 0.85%/yr vs 0.75%/yr for RDVI.
Performance
XJUL vs. RDVI - Performance Comparison
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Returns By Period
In the year-to-date period, XJUL achieves a 4.97% return, which is significantly lower than RDVI's 16.92% return.
XJUL
- 1D
- 0.34%
- 1M
- 0.72%
- 6M
- 4.40%
- YTD
- 4.97%
- 1Y
- 10.17%
- 3Y*
- 9.89%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 9.93%
RDVI
- 1D
- 0.17%
- 1M
- 1.16%
- 6M
- 12.27%
- YTD
- 16.92%
- 1Y
- 30.02%
- 3Y*
- 18.44%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 20.60%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $26.93M | $24.23M | $18.87M | |
| $231.21K | $142.92K | $603.44K |
XJUL vs. RDVI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
XJUL FT Cboe Vest U.S. Equity Enhance & Moderate Buffer ETF - July | 4.97% | 10.19% | 10.58% | 4.05% |
RDVI FT Vest Rising Dividend Achievers Target Income ETF | 16.92% | 17.93% | 14.56% | 6.58% |
Correlation
The correlation between XJUL and RDVI is 0.72, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.72 |
Correlation (3Y) Balances recent behavior with more history. | 0.67 |
Correlation (All Time) Calculated using the full available price history since Jul 24, 2023 | 0.67 |
The correlation between XJUL and RDVI has been stable across timeframes, ranging from 0.67 to 0.72 - a consistent structural relationship.
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Return for Risk
XJUL vs. RDVI — Risk / Return Rank
XJUL
RDVI
XJUL vs. RDVI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for FT Cboe Vest U.S. Equity Enhance & Moderate Buffer ETF - July (XJUL) and FT Vest Rising Dividend Achievers Target Income ETF (RDVI). 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.
| XJUL | RDVI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.18 | ||
| Sortino ratioReturn per unit of downside risk | +0.37 | ||
| Omega ratioGain probability vs. loss probability | 1.49 | 1.36 | +0.14 |
| Calmar ratioReturn relative to maximum drawdown | 3.47 | 3.38 | +0.09 |
| Martin ratioReturn relative to average drawdown | 18.85 | 14.18 | +4.68 |
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Drawdowns
XJUL vs. RDVI - Drawdown Comparison
The maximum XJUL drawdown since its inception was -9.10%, smaller than the maximum RDVI drawdown of -18.35%. Use the drawdown chart below to compare losses from any high point for XJUL and RDVI.
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Drawdown Indicators
| XJUL | RDVI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.10% | -18.35% | +9.25% |
Max Drawdown (1Y)Largest decline over 1 year | -2.76% | -8.48% | +5.72% |
Max Drawdown (3Y)Largest decline over 3 years | -9.10% | -18.35% | +9.25% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -0.55% | -3.07% | +2.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.51% | 2.02% | -1.51% |
Volatility
XJUL vs. RDVI - Volatility Comparison
The current volatility for FT Cboe Vest U.S. Equity Enhance & Moderate Buffer ETF - July (XJUL) is 1.25%, while FT Vest Rising Dividend Achievers Target Income ETF (RDVI) has a volatility of 3.43%. This indicates that XJUL experiences smaller price fluctuations and is considered to be less risky than RDVI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XJUL | RDVI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.25% | 3.43% | -2.18% |
Volatility (6M)Calculated over the trailing 6-month period | 3.27% | 10.96% | -7.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.29% | 13.99% | -9.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.84% | 16.83% | -9.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.84% | 16.83% | -9.99% |
XJUL vs. RDVI - Expense Ratio Comparison
XJUL has a 0.85% expense ratio, which is higher than RDVI's 0.75% expense ratio.
Dividends
XJUL vs. RDVI - Dividend Comparison
XJUL has not paid dividends to shareholders, while RDVI's dividend yield for the trailing twelve months is around 7.74%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
RDVI FT Vest Rising Dividend Achievers Target Income ETF | 7.74% | 8.10% | 8.62% | 8.45% | 1.53% |
XJUL FT Cboe Vest U.S. Equity Enhance & Moderate Buffer ETF - July | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
XJUL and RDVI have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RDVI has higher volatility (3.43%) compared to XJUL (1.25%). In terms of maximum drawdown, XJUL dropped -9.10% vs RDVI's -18.35%.
On 3-year performance, RDVI leads with 18.44% vs 9.89% for XJUL. On fees, RDVI is cheaper at 0.75% per year. On volatility, XJUL has been the lower-risk option at 1.25%. 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 18.44% return vs 9.89%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
RDVI is cheaper with a 0.75% expense ratio, compared with 0.85% for XJUL.
RDVI has the higher dividend yield at 7.74%, compared with 0.00% for XJUL.
XJUL is categorized as Options Trading, while RDVI is Derivative Income. Their fees differ too: 0.85% for XJUL and 0.75% for RDVI.
XJUL currently has the higher Sharpe Ratio (2.23 vs 2.05), 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.
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