DVY vs RDVY
Comparison between ISHARES SELECT DIVIDEND ETF (DVY, ETF) and FIRST TRUST RISING DIVIDEND ACHIEVERS ETF (RDVY, ETF).
5-Year PerformanceRDVY has outperformed DVY, delivering a return of +12.0% compared to +9.3%
DVY vs RDVY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DVY
$23B
RDVY
$22B
Expense Ratio
Winner
DVY
0.38%
RDVY
0.47%
Max Drawdown
DVY
65.23%
Winner
RDVY
40.60%
Sharpe Ratio
Winner
DVY
1.70
RDVY
1.61
5Y Beta
Winner
DVY
0.56
RDVY
0.93
P/E Ratio
Winner
DVY
15.87
RDVY
18.58
Forward P/E
Winner
DVY
12.06
RDVY
17.05
PEG Ratio
Winner
DVY
0.22
RDVY
0.37
5Y Dividends CAGR
Winner
DVY
12.31%
RDVY
5.57%
5Y EPS CAGR
DVY
6.27%
Winner
RDVY
22.13%
Debt to Equity
Winner
DVY
-154.16%
RDVY
30.07%
P/S Ratio
Winner
DVY
1.09
RDVY
2.69
P/B Ratio
Winner
DVY
1.80
RDVY
3.86
DVY vs RDVY - Holdings Comparison
DVY and RDVY have 6 common holdings. Overlap is 4.08%
DVY's top 25 holdings weight is 38.93%. RDVY's top 25 holdings weight is 57.31%.
| Rank | DVY | RDVY |
|---|---|---|
| #1 | ALTRIA GROUP INC (MO) - 2.20% | LAM RESEARCH CORP (LRCX) - 4.53% |
| #2 | PFIZER INC (PFE) - 2.14% | APPLIED MATERIALS INC (AMAT) - 3.74% |
| #3 | HP INC (HPQ) - 2.13% | KLA CORP (KLAC) - 3.43% |
| #4 | T. ROWE PRICE GROUP INC (TROW) - 2.07% | GE VERNOVA INC (GEV) - 3.02% |
| #5 | PRUDENTIAL FINANCIAL INC (PRU) - 1.94% | ALPHABET INC CLASS A (GOOGL) - 2.81% |
| #6 | FORD MOTOR CO (F) - 1.87% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.65% |
| #7 | VERIZON COMMUNICATIONS INC (VZ) - 1.86% | ROSS STORES INC (ROST) - 2.48% |
| #8 | ONEOK INC (OKE) - 1.73% | MUELLER INDUSTRIES INC (MLI) - 2.44% |
| #9 | EDISON INTERNATIONAL (EIX) - 1.58% | BAKER HUGHES CO CLASS A (BKR) - 2.42% |
| #10 | KIMBERLY-CLARK CORP (KMB) - 1.51% | BANK OF NEW YORK MELLON CORP (BNY) - 2.32% |
| #11 | DOMINION ENERGY INC (D) - 1.49% | NVIDIA CORP (NVDA) - 2.27% |
| #12 | GENERAL MILLS INC (GIS) - 1.44% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.97% |
| #13 | TARGET CORP (TGT) - 1.39% | SNAP-ON INC (SNA) - 1.90% |
| #14 | LYONDELLBASELL INDUSTRIES NV CLASS A (LYB) - 1.39% | GE AEROSPACE (GE) - 1.90% |
| #15 | TRUIST FINANCIAL CORP (TFC) - 1.35% | WILLIAMS-SONOMA INC (WSM) - 1.89% |
| #16 | EVERSOURCE ENERGY (ES) - 1.35% | CHUBB LTD (CB) - 1.88% |
| #17 | CHEVRON CORP (CVX) - 1.35% | THE TRAVELERS COMPANIES INC (TRV) - 1.85% |
| #18 | CVS HEALTH CORP (CVS) - 1.33% | STATE STREET CORP (STT) - 1.84% |
| #19 | KEYCORP (KEY) - 1.30% | JPMORGAN CHASE & CO (JPM) - 1.82% |
| #20 | ARCHER-DANIELS-MIDLAND CO (ADM) - 1.30% | ALLSTATE CORP (ALL) - 1.77% |
| #21 | PRINCIPAL FINANCIAL GROUP INC (PFG) - 1.28% | THE HARTFORD INSURANCE GROUP INC (HIG) - 1.75% |
| #22 | EOG RESOURCES INC (EOG) - 1.24% | AMERICAN EXPRESS CO (AXP) - 1.68% |
| #23 | REGIONS FINANCIAL CORP (RF) - 1.23% | PULTEGROUP INC (PHM) - 1.68% |
| #24 | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 1.23% | VISA INC CLASS A (V) - 1.67% |
| #25 | U.S. BANCORP (USB) - 1.23% | META PLATFORMS INC CLASS A (META) - 1.60% |
| Total Holdings | 105 | 75 |
DVY vs RDVY - Historical Returns
Returns include dividend reinvestment.
1M
DVY
+4.04%
Winner
RDVY
+6.09%
3M
DVY
+6.37%
Winner
RDVY
+15.14%
6M
DVY
+12.30%
Winner
RDVY
+12.61%
1Y
DVY
+24.31%
Winner
RDVY
+29.31%
5Y(CAGR)
DVY
+9.33%
Winner
RDVY
+12.01%
10Y(CAGR)
DVY
+10.52%
Winner
RDVY
+16.22%
Max(CAGR)
DVY
+9.00%
Winner
RDVY
+13.55%
DVY vs RDVY - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | DVY | RDVY |
|---|---|---|
| 2026 | +12.21% | +12.32% |
| 2025 | +11.80% | +19.20% |
| 2024 | +15.11% | +16.09% |
| 2023 | +1.21% | +20.81% |
| 2022 | +1.35% | -13.98% |
| 2021 | +33.65% | +33.30% |
| 2020 | -4.62% | +12.49% |
| 2019 | +23.04% | +37.39% |
| 2018 | -6.43% | -10.30% |
| 2017 | +14.34% | +21.69% |
| 2016 | +22.61% | +22.80% |
| 2015 | -2.12% | -3.01% |
| 2014 | +16.49% | +10.58% |
| 2013 | +25.99% | N/A |
| 2012 | +10.25% | N/A |
| 2011 | +11.03% | N/A |
| 2010 | +16.31% | N/A |
| 2009 | +9.19% | N/A |
| 2008 | -32.03% | N/A |
| 2007 | -6.26% | N/A |
| 2006 | +17.63% | N/A |
| 2005 | +4.00% | N/A |
| 2004 | +18.04% | N/A |
| 2003 | +7.09% | N/A |
DVY vs RDVY Drawdown Comparison
The maximum drawdown for DVY was -62.57%, occurring on Mar 9, 2009. Recovery took 1432 trading sessions.
The maximum drawdown for RDVY was -40.60%, occurring on Mar 23, 2020. Recovery took 189 trading sessions.
| Rank | DVY | RDVY |
|---|---|---|
| #1 | -62.57% May 22, 2007 - Jan 29, 2013 | -40.60% Feb 12, 2020 - Nov 10, 2020 |
| #2 | -41.59% Jan 17, 2020 - Feb 9, 2021 | -25.33% Jan 4, 2022 - Dec 14, 2023 |
| #3 | -17.49% Apr 20, 2022 - Mar 28, 2024 | -21.94% Sep 21, 2018 - Apr 29, 2019 |
| #4 | -15.99% Nov 29, 2024 - Aug 22, 2025 | -19.11% Nov 25, 2024 - Jul 3, 2025 |
| #5 | -15.32% Sep 18, 2018 - Apr 5, 2019 | -19.07% May 21, 2015 - Aug 23, 2016 |
| #6 | -12.03% Dec 29, 2014 - Mar 4, 2016 | -10.14% Apr 30, 2019 - Jul 22, 2019 |
| #7 | -9.19% Jan 26, 2018 - Aug 16, 2018 | -9.76% Jul 24, 2019 - Oct 21, 2019 |
| #8 | -7.92% Mar 5, 2004 - Aug 25, 2004 | -9.47% Jan 26, 2018 - Aug 27, 2018 |
| #9 | -7.87% Aug 3, 2005 - Feb 22, 2006 | -9.36% Sep 30, 2014 - Nov 12, 2014 |
| #10 | -7.80% May 10, 2021 - Nov 15, 2021 | -9.03% Jan 29, 2026 - Apr 13, 2026 |
| #11 | -7.37% Apr 30, 2019 - Jul 3, 2019 | -8.18% Jul 31, 2024 - Aug 30, 2024 |
| #12 | -6.89% Feb 13, 2026 - Jun 11, 2026 | -7.18% Jan 15, 2014 - Mar 6, 2014 |
| #13 | -6.19% Jul 24, 2019 - Sep 10, 2019 | -6.56% May 7, 2021 - Aug 11, 2021 |
| #14 | -6.16% May 17, 2013 - Jul 11, 2013 | -6.07% Dec 29, 2014 - Feb 12, 2015 |
| #15 | -6.05% Mar 28, 2024 - May 9, 2024 | -6.06% Jan 17, 2020 - Feb 12, 2020 |
Correlation
Correlation between DVY and RDVY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2003 - 2026)
DVY vs RDVY dividend yield comparison.
| Year | DVY | RDVY |
|---|---|---|
| 2026 | 0.72% | 0.23% |
| 2025 | 3.65% | 1.11% |
| 2024 | 3.65% | 1.64% |
| 2023 | 3.82% | 2.09% |
| 2022 | 3.43% | 2.21% |
| 2021 | 3.12% | 1.04% |
| 2020 | 3.66% | 1.53% |
| 2019 | 3.41% | 1.55% |
| 2018 | 3.58% | 1.68% |
| 2017 | 3.00% | 1.25% |
| 2016 | 3.04% | 2.07% |
| 2015 | 3.45% | 2.14% |
| 2014 | 3.03% | 1.91% |
| 2013 | 3.06% | 0.00% |
| 2012 | 3.71% | 0.00% |
| 2011 | 3.44% | 0.00% |
| 2010 | 3.42% | 0.00% |
| 2009 | 3.78% | 0.00% |
| 2008 | 5.86% | 0.00% |
| 2007 | 3.67% | 0.00% |
| 2006 | 3.15% | 0.00% |
| 2005 | 3.02% | 0.00% |
| 2004 | 3.10% | 0.00% |
| 2003 | 0.53% | 0.00% |
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