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
$2.80B
Winner
SPY
$652B
Expense Ratio
RDVI
0.75%
Winner
SPY
0.09%
Max Drawdown
Winner
RDVI
20.66%
SPY
56.47%
Sharpe Ratio
RDVI
1.59
Winner
SPY
2.07
5Y Beta
Winner
RDVI
0.89
SPY
1.00
P/E Ratio
Winner
RDVI
18.61
SPY
28.24
Forward P/E
Winner
RDVI
16.72
SPY
21.85
PEG Ratio
RDVI
0.39
SPY
N/A
5Y Dividends CAGR
RDVI
N/A
SPY
5.43%
5Y EPS CAGR
RDVI
22.82%
Winner
SPY
25.79%
Debt to Equity
RDVI
25.70%
Winner
SPY
22.35%
P/S Ratio
Winner
RDVI
2.54
SPY
3.55
P/B Ratio
Winner
RDVI
3.46
SPY
5.29
RDVI vs SPY - Holdings Comparison
RDVI and SPY have 67 common holdings. Overlap is 22.91%
RDVI's top 25 holdings weight is 55.87%. SPY's top 25 holdings weight is 51.32%.
| Rank | RDVI | SPY |
|---|---|---|
| #1 | LAM RESEARCH CORP (LRCX) - 3.60% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | APPLIED MATERIALS INC (AMAT) - 3.20% | APPLE INC (AAPL) - 6.48% |
| #3 | KLA CORP (KLAC) - 3.15% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | GE VERNOVA INC (GEV) - 3.14% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 2.58% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | BAKER HUGHES CO CLASS A (BKR) - 2.51% | BROADCOM INC (AVGO) - 3.09% |
| #7 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.45% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | MUELLER INDUSTRIES INC (MLI) - 2.44% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | ROSS STORES INC (ROST) - 2.43% | TESLA INC (TSLA) - 1.73% |
| #10 | NVIDIA CORP (NVDA) - 2.30% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | BANK OF NEW YORK MELLON CORP (BK) - 2.25% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 2.01% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | SNAP-ON INC (SNA) - 1.96% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | CHUBB LTD (CB) - 1.95% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | THE TRAVELERS COMPANIES INC (TRV) - 1.92% | WALMART INC (WMT) - 0.91% |
| #16 | JPMORGAN CHASE & CO (JPM) - 1.88% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | THE HARTFORD INSURANCE GROUP INC (HIG) - 1.83% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | ALLSTATE CORP (ALL) - 1.83% | VISA INC CLASS A (V) - 0.85% |
| #19 | WILLIAMS-SONOMA INC (WSM) - 1.82% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | PULTEGROUP INC (PHM) - 1.82% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | STATE STREET CORP (STT) - 1.81% | INTEL CORP (INTC) - 0.65% |
| #22 | GE AEROSPACE (GE) - 1.79% | NETFLIX INC (NFLX) - 0.64% |
| #23 | META PLATFORMS INC CLASS A (META) - 1.79% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | AMERICAN EXPRESS CO (AXP) - 1.74% | CHEVRON CORP (CVX) - 0.58% |
| #25 | MICROSOFT CORP (MSFT) - 1.67% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 76 | 505 |
RDVI vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
RDVI
+2.64%
Winner
SPY
+9.11%
3M
RDVI
+2.14%
Winner
SPY
+6.59%
6M
Winner
RDVI
+11.26%
SPY
+10.56%
1Y
RDVI
+25.93%
Winner
SPY
+32.04%
5Y(CAGR)
RDVI
N/A
SPY
+13.35%
10Y(CAGR)
RDVI
N/A
SPY
+15.49%
Max(CAGR)
Winner
RDVI
+19.62%
SPY
+8.50%
RDVI vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | RDVI | SPY |
|---|---|---|
| 2026 | +6.28% | +8.27% |
| 2025 | +18.26% | +18.00% |
| 2024 | +14.28% | +25.59% |
| 2023 | +19.01% | +26.72% |
| 2022 | +9.89% | -18.64% |
| 2021 | N/A | +30.52% |
| 2020 | N/A | +17.28% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/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 -1.30%.
| Rank | RDVI | SPY |
|---|---|---|
| #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.
| Year | RDVI | SPY |
|---|---|---|
| 2026 | 2.78% | 0.24% |
| 2025 | 8.10% | 1.07% |
| 2024 | 8.62% | 1.21% |
| 2023 | 8.45% | 1.40% |
| 2022 | 1.53% | 1.65% |
| 2021 | 0.00% | 1.20% |
| 2020 | 0.00% | 1.52% |
| 2019 | 0.00% | 1.75% |
| 2018 | 0.00% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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