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RDVI vs SPY

Comparison between FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF (RDVI, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

RDVI vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
RDVI
$3.20B
Winner
SPY
$784B
Expense Ratio
RDVI
0.75%
Winner
SPY
0.09%
Max Drawdown
Winner
RDVI
20.66%
SPY
56.47%
Sharpe Ratio
Winner
RDVI
1.68
SPY
1.54
5Y Beta
Winner
RDVI
0.89
SPY
1.00
P/E Ratio
Winner
RDVI
19.12
SPY
27.62
Forward P/E
Winner
RDVI
17.40
SPY
21.11
PEG Ratio
RDVI
0.40
SPY
N/A
5Y Dividends CAGR
RDVI
N/A
SPY
6.00%
5Y EPS CAGR
RDVI
22.02%
Winner
SPY
25.30%
Debt to Equity
Winner
RDVI
30.57%
SPY
31.11%
P/S Ratio
Winner
RDVI
2.70
SPY
3.49
P/B Ratio
Winner
RDVI
3.88
SPY
5.30

RDVI vs SPY - Holdings Comparison

RDVI and SPY have 67 common holdings. Overlap is 23.03%

RDVI's top 25 holdings weight is 58.50%. SPY's top 25 holdings weight is 51.24%.

RankRDVISPY
#1
LAM RESEARCH CORP (LRCX) - 5.11%
NVIDIA CORP (NVDA) - 7.81%
#2
APPLIED MATERIALS INC (AMAT) - 4.74%
APPLE INC (AAPL) - 6.81%
#3
KLA CORP (KLAC) - 3.96%
MICROSOFT CORP (MSFT) - 4.53%
#4
GE VERNOVA INC (GEV) - 2.88%
AMAZON.COM INC (AMZN) - 3.72%
#5
ALPHABET INC CLASS A (GOOGL) - 2.56%
ALPHABET INC CLASS A (GOOGL) - 3.39%
#6
ROSS STORES INC (ROST) - 2.40%
BROADCOM INC (AVGO) - 2.77%
#7
MUELLER INDUSTRIES INC (MLI) - 2.37%
ALPHABET INC CLASS C (GOOG) - 2.72%
#8
BANK OF NEW YORK MELLON CORP (BNY) - 2.34%
META PLATFORMS INC CLASS A (META) - 2.03%
#9
MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.24%
MICRON TECHNOLOGY INC (MU) - 1.78%
#10
BAKER HUGHES CO CLASS A (BKR) - 2.12%
TESLA INC (TSLA) - 1.76%
#11
NVIDIA CORP (NVDA) - 2.11%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41%
#12
GE AEROSPACE (GE) - 2.10%
JPMORGAN CHASE & CO (JPM) - 1.38%
#13
WILLIAMS-SONOMA INC (WSM) - 2.05%
ELI LILLY AND CO (LLY) - 1.38%
#14
PNC FINANCIAL SERVICES GROUP INC (PNC) - 2.02%
ADVANCED MICRO DEVICES INC (AMD) - 1.28%
#15
STATE STREET CORP (STT) - 1.93%
EXXON MOBIL CORP (XOM) - 0.92%
#16
JPMORGAN CHASE & CO (JPM) - 1.92%
JOHNSON & JOHNSON (JNJ) - 0.88%
#17
SNAP-ON INC (SNA) - 1.89%
VISA INC CLASS A (V) - 0.87%
#18
CHUBB LTD (CB) - 1.85%
INTEL CORP (INTC) - 0.85%
#19
THE TRAVELERS COMPANIES INC (TRV) - 1.81%
WALMART INC (WMT) - 0.82%
#20
ALLSTATE CORP (ALL) - 1.79%
CISCO SYSTEMS INC (CSCO) - 0.73%
#21
AMERICAN EXPRESS CO (AXP) - 1.79%
LAM RESEARCH CORP (LRCX) - 0.71%
#22
PULTEGROUP INC (PHM) - 1.69%
APPLIED MATERIALS INC (AMAT) - 0.70%
#23
VISA INC CLASS A (V) - 1.64%
CATERPILLAR INC (CAT) - 0.68%
#24
THE HARTFORD INSURANCE GROUP INC (HIG) - 1.63%
COSTCO WHOLESALE CORP (COST) - 0.68%
#25
EAST WEST BANCORP INC (EWBC) - 1.56%
MASTERCARD INC CLASS A (MA) - 0.63%
Total Holdings76505

RDVI vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
RDVI
+4.66%
SPY
-1.37%
3M
Winner
RDVI
+13.03%
SPY
+12.22%
6M
Winner
RDVI
+11.87%
SPY
+7.20%
1Y
Winner
RDVI
+28.33%
SPY
+23.58%
5Y(CAGR)
RDVI
N/A
SPY
+13.19%
10Y(CAGR)
RDVI
N/A
SPY
+15.12%
Max(CAGR)
Winner
RDVI
+20.69%
SPY
+8.44%

RDVI vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearRDVISPY
2026+12.34%+7.95%
2025+18.26%+18.00%
2024+14.28%+25.59%
2023+19.01%+26.72%
2022+9.89%-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

RDVI vs SPY Drawdown Comparison

The maximum drawdown for RDVI was -18.34%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current RDVI drawdown is -1.27%. The current SPY drawdown is -3.18%.

RankRDVISPY
#1-18.34%
Nov 25, 2024 - Jul 22, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-12.56%
Feb 2, 2023 - Jul 18, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-11.09%
Jul 31, 2023 - Dec 13, 2023		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-8.47%
Feb 26, 2026 - Apr 13, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-7.88%
Jul 31, 2024 - Aug 30, 2024		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-6.67%
Nov 30, 2022 - Jan 13, 2023		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-5.19%
Mar 28, 2024 - Jul 15, 2024		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-4.58%
Aug 30, 2024 - Sep 19, 2024		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-4.42%
Oct 27, 2025 - Nov 28, 2025		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-4.07%
Oct 6, 2025 - Oct 27, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-3.75%
Dec 27, 2023 - Jan 30, 2024		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-3.29%
Nov 1, 2022 - Nov 7, 2022		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-3.27%
Jan 13, 2023 - Jan 23, 2023		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.93%
Oct 17, 2024 - Nov 6, 2024		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.85%
Jul 16, 2024 - Jul 31, 2024		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between RDVI and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (1999 - 2026)

RDVI vs SPY dividend yield comparison.

YearRDVISPY
20263.30%0.50%
20258.10%1.07%
20248.62%1.21%
20238.45%1.40%
20221.53%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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