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RDVI
+1.36 · +5.30%
$26.99 · BATS

FT Cboe Vest Rising Dividend Achievers Target Income ETF (RDVI) ETF Analysis | Derivative Income

First Trust · USA
AUM:$2.9B
#– of – in Derivative Income ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 20.6% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.75% — moderate cost. Consider how fees compound over long holding periods.

What is RDVI?

Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in dividend-paying securities and/or investments that provide exposure to dividend-paying securities. In furtherance of its objectives, the adviser seeks to make distributions from stock dividends and option premiums at an annual rate that is approximately 8.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
RDVI delivered 20.6% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.75%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 28.5% of the ETF — exposure spread across many positions.
ETF Information
AUM$2.9B
Expense Ratio0.75%
Dividend Yield7.89%
Holdings50
Inception DateOct 2022
Domicile–
Distribution–
Index–
ProviderFirst Trust
Beta0.96
CategoryDerivative Income
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+8.9%
1Y
+21.3%
3Y
+67.8%
5Y
+101.9%
OpenBook InsightIf you had invested £10,000 in RDVI 5 years ago, it would have grown to £20,191 — a gain of £10,191.

Annual Returns

Calendar year performance

RDVI delivered positive returns in 5 of the last 5 calendar years.
YearRDVI
2026 YTD+12.8%
2025+19.1%
2024+14.3%
2023+19.0%
2022+9.9%
CAGR 4yr+15.5%
5/5 positive yearsAvg return: +15.0%Worst year: +9.9% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
9.5%
Low
Momentum
+1.0%
30-day change
Support Level
29.19
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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