MTUM vs RDVY
Comparison between ISHARES MSCI USA MOMENTUM FACTOR ETF (MTUM, ETF) and FIRST TRUST RISING DIVIDEND ACHIEVERS ETF (RDVY, ETF).
5-Year PerformanceRDVY has outperformed MTUM, delivering a return of +13.0% compared to +13.0%
MTUM vs RDVY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
MTUM
$25B
RDVY
$25B
Expense Ratio
Winner
MTUM
0.15%
RDVY
0.47%
Max Drawdown
Winner
MTUM
34.08%
RDVY
40.60%
Sharpe Ratio
MTUM
0.89
Winner
RDVY
1.50
5Y Beta
MTUM
1.23
Winner
RDVY
0.93
P/E Ratio
MTUM
33.62
Winner
RDVY
17.92
Forward P/E
MTUM
20.24
Winner
RDVY
16.87
PEG Ratio
Winner
MTUM
0.21
RDVY
0.26
5Y Dividends CAGR
Winner
MTUM
15.86%
RDVY
2.74%
5Y EPS CAGR
Winner
MTUM
23.91%
RDVY
21.80%
Debt to Equity
Winner
MTUM
36.86%
RDVY
39.02%
P/S Ratio
MTUM
4.29
Winner
RDVY
3.00
P/B Ratio
MTUM
6.26
Winner
RDVY
3.85
MTUM vs RDVY - Holdings Comparison
MTUM and RDVY have 18 common holdings. Overlap is 18.62%
MTUM's top 25 holdings weight is 66.57%. RDVY's top 25 holdings weight is 54.35%.
| Rank | MTUM | RDVY |
|---|---|---|
| #1 | MICRON TECHNOLOGY INC (MU) - 6.02% | APPLIED MATERIALS INC (AMAT) - 3.64% |
| #2 | ADVANCED MICRO DEVICES INC (AMD) - 4.95% | LAM RESEARCH CORP (LRCX) - 3.30% |
| #3 | BROADCOM INC (AVGO) - 4.90% | KLA CORP (KLAC) - 2.99% |
| #4 | INTEL CORP (INTC) - 4.27% | BANK OF NEW YORK MELLON CORP (BNY) - 2.42% |
| #5 | EXXONMOBIL HOLDINGS CORP (XOM) - 3.76% | GE VERNOVA INC (GEV) - 2.38% |
| #6 | CATERPILLAR INC (CAT) - 3.68% | THE TRAVELERS COMPANIES INC (TRV) - 2.29% |
| #7 | JOHNSON & JOHNSON (JNJ) - 3.48% | ROSS STORES INC (ROST) - 2.28% |
| #8 | LAM RESEARCH CORP (LRCX) - 3.20% | ALLSTATE CORP (ALL) - 2.15% |
| #9 | APPLIED MATERIALS INC (AMAT) - 3.12% | BANK OF AMERICA CORP (BAC) - 2.14% |
| #10 | GE VERNOVA INC (GEV) - 3.05% | ALPHABET INC CLASS A (GOOGL) - 2.06% |
| #11 | WALMART INC (WMT) - 2.62% | SNAP-ON INC (SNA) - 2.05% |
| #12 | CISCO SYSTEMS INC (CSCO) - 2.57% | JPMORGAN CHASE & CO (JPM) - 2.05% |
| #13 | ALPHABET INC CLASS A (GOOGL) - 2.42% | NVIDIA CORP (NVDA) - 2.05% |
| #14 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.06% | WILLIAMS-SONOMA INC (WSM) - 2.05% |
| #15 | ALPHABET INC CLASS C (GOOG) - 1.88% | CHUBB LTD (CB) - 2.01% |
| #16 | TEXAS INSTRUMENTS INC (TXN) - 1.86% | MUELLER INDUSTRIES INC (MLI) - 1.99% |
| #17 | WESTERN DIGITAL CORP (WDC) - 1.74% | GE AEROSPACE (GE) - 1.97% |
| #18 | CHEVRON CORP (CVX) - 1.70% | AMERICAN EXPRESS CO (AXP) - 1.90% |
| #19 | KLA CORP (KLAC) - 1.63% | VISA INC CLASS A (V) - 1.90% |
| #20 | ANALOG DEVICES INC (ADI) - 1.48% | THE HARTFORD INSURANCE GROUP INC (HIG) - 1.88% |
| #21 | CORNING INC (GLW) - 1.41% | BAKER HUGHES CO CLASS A (BKR) - 1.83% |
| #22 | THE GOLDMAN SACHS GROUP INC (GS) - 1.36% | AUTOMATIC DATA PROCESSING INC (ADP) - 1.79% |
| #23 | CITIGROUP INC (C) - 1.21% | SYNCHRONY FINANCIAL (SYF) - 1.78% |
| #24 | MARVELL TECHNOLOGY INC (MRVL) - 1.13% | COSTCO WHOLESALE CORP (COST) - 1.74% |
| #25 | MORGAN STANLEY (MS) - 1.07% | VERALTO CORP (VLTO) - 1.71% |
| Total Holdings | 129 | 73 |
MTUM vs RDVY - Historical Returns
Returns include dividend reinvestment.
1M
MTUM
-2.96%
Winner
RDVY
+1.92%
3M
MTUM
+1.10%
Winner
RDVY
+9.78%
6M
Winner
MTUM
+20.02%
RDVY
+12.58%
1Y
MTUM
+27.24%
Winner
RDVY
+28.08%
5Y(CAGR)
MTUM
+12.95%
Winner
RDVY
+13.04%
10Y(CAGR)
Winner
MTUM
+15.99%
RDVY
+15.93%
Max(CAGR)
Winner
MTUM
+15.71%
RDVY
+13.72%
MTUM vs RDVY - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | MTUM | RDVY |
|---|---|---|
| 2026 | +20.99% | +17.35% |
| 2025 | +21.53% | +19.20% |
| 2024 | +35.37% | +16.09% |
| 2023 | +10.93% | +20.81% |
| 2022 | -18.43% | -13.98% |
| 2021 | +14.23% | +33.30% |
| 2020 | +29.42% | +12.49% |
| 2019 | +28.11% | +37.39% |
| 2018 | -2.42% | -10.30% |
| 2017 | +37.10% | +21.69% |
| 2016 | +7.16% | +22.80% |
| 2015 | +9.10% | -3.01% |
| 2014 | +15.81% | +10.58% |
| 2013 | +19.20% | N/A |
MTUM vs RDVY Drawdown Comparison
The maximum drawdown for MTUM was -34.08%, occurring on Mar 23, 2020. Recovery took 95 trading sessions.
The maximum drawdown for RDVY was -40.60%, occurring on Mar 23, 2020. Recovery took 189 trading sessions.
The current MTUM drawdown is -11.60%. The current RDVY drawdown is -2.30%.
| Rank | MTUM | RDVY |
|---|---|---|
| #1 | -34.08% Feb 19, 2020 - Jul 6, 2020 | -40.60% Feb 12, 2020 - Nov 10, 2020 |
| #2 | -32.28% Nov 3, 2021 - Mar 4, 2024 | -25.33% Jan 4, 2022 - Dec 14, 2023 |
| #3 | -22.12% Oct 1, 2018 - Jun 18, 2019 | -21.94% Sep 21, 2018 - Apr 29, 2019 |
| #4 | -20.99% Feb 18, 2025 - May 15, 2025 | -19.11% Nov 25, 2024 - Jul 3, 2025 |
| #5 | -17.99% Jun 22, 2026 - Jul 29, 2026 | -19.07% May 21, 2015 - Aug 23, 2016 |
| #6 | -15.75% Feb 12, 2021 - Aug 5, 2021 | -10.14% Apr 30, 2019 - Jul 22, 2019 |
| #7 | -12.96% Jul 10, 2024 - Sep 23, 2024 | -9.76% Jul 24, 2019 - Oct 21, 2019 |
| #8 | -12.95% Dec 29, 2015 - May 10, 2016 | -9.47% Jan 26, 2018 - Aug 27, 2018 |
| #9 | -11.54% Jan 29, 2026 - Apr 9, 2026 | -9.36% Sep 30, 2014 - Nov 12, 2014 |
| #10 | -10.79% Jul 20, 2015 - Nov 27, 2015 | -9.03% Jan 29, 2026 - Apr 13, 2026 |
| #11 | -10.31% Sep 2, 2020 - Nov 30, 2020 | -8.18% Jul 31, 2024 - Aug 30, 2024 |
| #12 | -10.23% Jan 26, 2018 - Jun 6, 2018 | -7.18% Jan 15, 2014 - Mar 6, 2014 |
| #13 | -8.90% Mar 5, 2014 - Jun 20, 2014 | -6.56% May 7, 2021 - Aug 11, 2021 |
| #14 | -8.58% Sep 18, 2014 - Oct 31, 2014 | -6.07% Dec 29, 2014 - Feb 12, 2015 |
| #15 | -8.18% Mar 7, 2024 - May 15, 2024 | -6.06% Jan 17, 2020 - Feb 12, 2020 |
Correlation
Correlation between MTUM and RDVY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2013 - 2026)
MTUM vs RDVY dividend yield comparison.
| Year | MTUM | RDVY |
|---|---|---|
| 2026 | 0.19% | 0.40% |
| 2025 | 0.91% | 1.11% |
| 2024 | 0.75% | 1.64% |
| 2023 | 1.35% | 2.09% |
| 2022 | 1.80% | 2.21% |
| 2021 | 0.55% | 1.04% |
| 2020 | 0.83% | 1.53% |
| 2019 | 1.48% | 1.55% |
| 2018 | 1.27% | 1.68% |
| 2017 | 1.02% | 1.25% |
| 2016 | 1.43% | 2.07% |
| 2015 | 1.12% | 2.14% |
| 2014 | 1.04% | 1.91% |
| 2013 | 1.02% | 0.00% |
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