IYW vs RDVY
Comparison between ISHARES U.S. TECHNOLOGY ETF (IYW, ETF) and FIRST TRUST RISING DIVIDEND ACHIEVERS ETF (RDVY, ETF).
5-Year PerformanceIYW has outperformed RDVY, delivering a return of +22.7% compared to +11.5%
IYW vs RDVY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYW
$22B
Winner
RDVY
$22B
Expense Ratio
Winner
IYW
0.38%
RDVY
0.47%
Max Drawdown
IYW
81.90%
Winner
RDVY
40.60%
Sharpe Ratio
Winner
IYW
2.24
RDVY
1.50
5Y Beta
IYW
1.42
Winner
RDVY
0.93
P/E Ratio
IYW
39.71
Winner
RDVY
18.98
Forward P/E
IYW
24.61
Winner
RDVY
17.05
PEG Ratio
IYW
N/A
RDVY
0.40
5Y Dividends CAGR
IYW
-6.12%
Winner
RDVY
5.57%
5Y EPS CAGR
Winner
IYW
38.34%
RDVY
22.80%
Debt to Equity
Winner
IYW
2.61%
RDVY
25.72%
P/S Ratio
IYW
7.57
Winner
RDVY
2.69
P/B Ratio
IYW
10.31
Winner
RDVY
3.69
IYW vs RDVY - Holdings Comparison
IYW and RDVY have 15 common holdings. Overlap is 17.99%
IYW's top 25 holdings weight is 83.34%. RDVY's top 25 holdings weight is 56.26%.
| Rank | IYW | RDVY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 17.59% | LAM RESEARCH CORP (LRCX) - 3.63% |
| #2 | APPLE INC (AAPL) - 13.43% | APPLIED MATERIALS INC (AMAT) - 3.22% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 7.13% | KLA CORP (KLAC) - 3.17% |
| #4 | ALPHABET INC CLASS C (GOOG) - 5.77% | GE VERNOVA INC (GEV) - 3.16% |
| #5 | MICROSOFT CORP (MSFT) - 4.15% | ALPHABET INC CLASS A (GOOGL) - 2.60% |
| #6 | BROADCOM INC (AVGO) - 3.78% | BAKER HUGHES CO CLASS A (BKR) - 2.52% |
| #7 | ADVANCED MICRO DEVICES INC (AMD) - 3.30% | MUELLER INDUSTRIES INC (MLI) - 2.46% |
| #8 | META PLATFORMS INC CLASS A (META) - 3.11% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.46% |
| #9 | MICRON TECHNOLOGY INC (MU) - 3.02% | ROSS STORES INC (ROST) - 2.45% |
| #10 | INTEL CORP (INTC) - 2.30% | NVIDIA CORP (NVDA) - 2.32% |
| #11 | LAM RESEARCH CORP (LRCX) - 1.99% | BANK OF NEW YORK MELLON CORP (BK) - 2.26% |
| #12 | APPLIED MATERIALS INC (AMAT) - 1.97% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 2.02% |
| #13 | n/a (PLTR) - 1.91% | SNAP-ON INC (SNA) - 1.98% |
| #14 | ORACLE CORP (ORCL) - 1.78% | CHUBB LTD (CB) - 1.97% |
| #15 | KLA CORP (KLAC) - 1.53% | THE TRAVELERS COMPANIES INC (TRV) - 1.94% |
| #16 | TEXAS INSTRUMENTS INC (TXN) - 1.50% | JPMORGAN CHASE & CO (JPM) - 1.90% |
| #17 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.30% | ALLSTATE CORP (ALL) - 1.85% |
| #18 | ANALOG DEVICES INC (ADI) - 1.18% | THE HARTFORD INSURANCE GROUP INC (HIG) - 1.84% |
| #19 | AMPHENOL CORP CLASS A (APH) - 1.11% | WILLIAMS-SONOMA INC (WSM) - 1.83% |
| #20 | SALESFORCE INC (CRM) - 1.01% | PULTEGROUP INC (PHM) - 1.83% |
| #21 | QUALCOMM INC (QCOM) - 0.98% | STATE STREET CORP (STT) - 1.82% |
| #22 | SANDISK CORP ORDINARY SHARES (SNDK) - 0.94% | META PLATFORMS INC CLASS A (META) - 1.80% |
| #23 | PALO ALTO NETWORKS INC (PANW) - 0.90% | GE AEROSPACE (GE) - 1.80% |
| #24 | WESTERN DIGITAL CORP (WDC) - 0.84% | AMERICAN EXPRESS CO (AXP) - 1.75% |
| #25 | MARVELL TECHNOLOGY INC (MRVL) - 0.82% | MICROSOFT CORP (MSFT) - 1.68% |
| Total Holdings | 143 | 75 |
IYW vs RDVY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IYW
+19.77%
RDVY
+1.38%
3M
Winner
IYW
+24.30%
RDVY
+4.10%
6M
Winner
IYW
+16.70%
RDVY
+9.16%
1Y
Winner
IYW
+52.92%
RDVY
+23.29%
5Y(CAGR)
Winner
IYW
+22.67%
RDVY
+11.47%
10Y(CAGR)
Winner
IYW
+25.68%
RDVY
+15.81%
Max(CAGR)
IYW
+9.27%
Winner
RDVY
+13.10%
IYW vs RDVY - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYW | RDVY |
|---|---|---|
| 2026 | +18.64% | +5.87% |
| 2025 | +25.36% | +19.20% |
| 2024 | +33.77% | +16.09% |
| 2023 | +66.65% | +20.81% |
| 2022 | -35.16% | -13.98% |
| 2021 | +37.48% | +33.30% |
| 2020 | +44.47% | +12.49% |
| 2019 | +46.32% | +37.39% |
| 2018 | -2.40% | -10.30% |
| 2017 | +35.59% | +21.69% |
| 2016 | +15.48% | +22.80% |
| 2015 | +4.03% | -3.01% |
| 2014 | +20.70% | +10.58% |
| 2013 | +22.71% | N/A |
| 2012 | +9.98% | N/A |
| 2011 | -1.28% | N/A |
| 2010 | +10.59% | N/A |
| 2009 | +57.56% | N/A |
| 2008 | -42.02% | N/A |
| 2007 | +14.50% | N/A |
| 2006 | +7.37% | N/A |
| 2005 | +3.73% | N/A |
| 2004 | +0.96% | N/A |
| 2003 | +43.69% | N/A |
| 2002 | -40.37% | N/A |
| 2001 | -22.34% | N/A |
| 2000 | -32.09% | N/A |
IYW vs RDVY Drawdown Comparison
The maximum drawdown for IYW was -81.90%, occurring on Oct 9, 2002. Recovery took 4156 trading sessions.
The maximum drawdown for RDVY was -40.60%, occurring on Mar 23, 2020. Recovery took 189 trading sessions.
The current IYW drawdown is -1.24%. The current RDVY drawdown is -1.91%.
| Rank | IYW | RDVY |
|---|---|---|
| #1 | -81.90% Jul 17, 2000 - Jan 24, 2017 | -40.60% Feb 12, 2020 - Nov 10, 2020 |
| #2 | -39.44% Dec 27, 2021 - Nov 20, 2023 | -25.33% Jan 4, 2022 - Dec 14, 2023 |
| #3 | -30.47% Feb 19, 2020 - Jun 5, 2020 | -21.94% Sep 21, 2018 - Apr 29, 2019 |
| #4 | -26.47% Feb 18, 2025 - Jun 24, 2025 | -19.11% Nov 25, 2024 - Jul 3, 2025 |
| #5 | -23.96% Aug 29, 2018 - Mar 21, 2019 | -19.07% May 21, 2015 - Aug 23, 2016 |
| #6 | -17.81% Oct 29, 2025 - Apr 22, 2026 | -10.14% Apr 30, 2019 - Jul 22, 2019 |
| #7 | -16.11% Jul 10, 2024 - Nov 7, 2024 | -9.76% Jul 24, 2019 - Oct 21, 2019 |
| #8 | -13.30% Sep 2, 2020 - Dec 4, 2020 | -9.47% Jan 26, 2018 - Aug 27, 2018 |
| #9 | -12.91% Apr 29, 2019 - Jul 12, 2019 | -9.36% Sep 30, 2014 - Nov 12, 2014 |
| #10 | -11.44% Feb 12, 2021 - Apr 8, 2021 | -9.03% Jan 29, 2026 - Apr 13, 2026 |
| #11 | -10.54% Jan 26, 2018 - Feb 26, 2018 | -8.18% Jul 31, 2024 - Aug 30, 2024 |
| #12 | -10.21% Mar 12, 2018 - Jun 1, 2018 | -7.18% Jan 15, 2014 - Mar 6, 2014 |
| #13 | -8.84% Apr 15, 2021 - Jun 11, 2021 | -6.56% May 7, 2021 - Aug 11, 2021 |
| #14 | -8.67% Mar 22, 2024 - May 15, 2024 | -6.07% Dec 29, 2014 - Feb 12, 2015 |
| #15 | -8.42% Jul 26, 2019 - Oct 28, 2019 | -6.06% Jan 17, 2020 - Feb 12, 2020 |
Correlation
Correlation between IYW and RDVY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2004 - 2026)
IYW vs RDVY dividend yield comparison.
| Year | IYW | RDVY |
|---|---|---|
| 2026 | 0.03% | 0.24% |
| 2025 | 0.14% | 1.11% |
| 2024 | 0.21% | 1.64% |
| 2023 | 0.34% | 2.09% |
| 2022 | 0.50% | 2.21% |
| 2021 | 0.31% | 1.04% |
| 2020 | 0.56% | 1.53% |
| 2019 | 0.72% | 1.55% |
| 2018 | 0.92% | 1.68% |
| 2017 | 0.82% | 1.25% |
| 2016 | 1.14% | 2.07% |
| 2015 | 1.12% | 2.14% |
| 2014 | 1.13% | 1.91% |
| 2013 | 1.06% | 0.00% |
| 2012 | 0.94% | 0.00% |
| 2011 | 0.61% | 0.00% |
| 2010 | 0.43% | 0.00% |
| 2009 | 0.45% | 0.00% |
| 2008 | 0.65% | 0.00% |
| 2007 | 0.21% | 0.00% |
| 2006 | 0.14% | 0.00% |
| 2005 | 0.15% | 0.00% |
| 2004 | 1.44% | 0.00% |
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