RDVY vs CGGR
Comparison between FIRST TRUST RISING DIVIDEND ACHIEVERS ETF (RDVY, ETF) and CAPITAL GROUP GROWTH ETF SHARE CLASS (CGGR, ETF).
RDVY vs CGGR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
RDVY
$20B
CGGR
$20B
Expense Ratio
RDVY
0.47%
Winner
CGGR
0.39%
Max Drawdown
RDVY
40.60%
Winner
CGGR
28.97%
Sharpe Ratio
Winner
RDVY
1.62
CGGR
1.45
5Y Beta
Winner
RDVY
0.93
CGGR
1.20
P/E Ratio
Winner
RDVY
18.60
CGGR
36.70
Forward P/E
Winner
RDVY
16.73
CGGR
20.61
PEG Ratio
RDVY
0.39
CGGR
N/A
5Y Dividends CAGR
RDVY
5.57%
CGGR
N/A
5Y EPS CAGR
RDVY
22.83%
Winner
CGGR
29.03%
Debt to Equity
RDVY
25.76%
CGGR
N/A
P/S Ratio
Winner
RDVY
2.54
CGGR
2.84
P/B Ratio
Winner
RDVY
3.46
CGGR
7.18
RDVY vs CGGR - Holdings Comparison
RDVY and CGGR have 17 common holdings. Overlap is 18.15%
RDVY's top 25 holdings weight is 56.26%. CGGR's top 25 holdings weight is 66.98%.
| Rank | RDVY | CGGR |
|---|---|---|
| #1 | LAM RESEARCH CORP (LRCX) - 3.63% | META PLATFORMS INC CLASS A (META) - 7.48% |
| #2 | APPLIED MATERIALS INC (AMAT) - 3.22% | TESLA INC (TSLA) - 5.81% |
| #3 | KLA CORP (KLAC) - 3.17% | NVIDIA CORP (NVDA) - 5.33% |
| #4 | GE VERNOVA INC (GEV) - 3.16% | BROADCOM INC (AVGO) - 4.50% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 2.60% | MICROSOFT CORP (MSFT) - 4.03% |
| #6 | BAKER HUGHES CO CLASS A (BKR) - 2.52% | n/a (n/a) - 3.75% |
| #7 | MUELLER INDUSTRIES INC (MLI) - 2.46% | ALPHABET INC CLASS C (GOOG) - 3.23% |
| #8 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.46% | ALPHABET INC CLASS A (GOOGL) - 3.10% |
| #9 | ROSS STORES INC (ROST) - 2.45% | VISA INC CLASS A (V) - 2.46% |
| #10 | NVIDIA CORP (NVDA) - 2.32% | NETFLIX INC (NFLX) - 2.45% |
| #11 | BANK OF NEW YORK MELLON CORP (BK) - 2.26% | AMAZON.COM INC (AMZN) - 2.44% |
| #12 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 2.02% | MICRON TECHNOLOGY INC (MU) - 2.19% |
| #13 | SNAP-ON INC (SNA) - 1.98% | INTUITIVE SURGICAL INC (ISRG) - 2.13% |
| #14 | CHUBB LTD (CB) - 1.97% | TRANSDIGM GROUP INC (TDG) - 2.11% |
| #15 | THE TRAVELERS COMPANIES INC (TRV) - 1.94% | ELI LILLY AND CO (LLY) - 1.93% |
| #16 | JPMORGAN CHASE & CO (JPM) - 1.90% | n/a (SHOP) - 1.90% |
| #17 | ALLSTATE CORP (ALL) - 1.85% | VERTEX PHARMACEUTICALS INC (VRTX) - 1.80% |
| #18 | THE HARTFORD INSURANCE GROUP INC (HIG) - 1.84% | APPLE INC (AAPL) - 1.77% |
| #19 | WILLIAMS-SONOMA INC (WSM) - 1.83% | CLOUDFLARE INC (NET) - 1.76% |
| #20 | PULTEGROUP INC (PHM) - 1.83% | n/a (TSM) - 1.34% |
| #21 | STATE STREET CORP (STT) - 1.82% | BANK OF AMERICA CORP (BAC) - 1.17% |
| #22 | META PLATFORMS INC CLASS A (META) - 1.80% | GE AEROSPACE (GE) - 1.16% |
| #23 | GE AEROSPACE (GE) - 1.80% | QUANTA SERVICES INC (PWR) - 1.11% |
| #24 | AMERICAN EXPRESS CO (AXP) - 1.75% | SALESFORCE INC (CRM) - 1.02% |
| #25 | MICROSOFT CORP (MSFT) - 1.68% | WHEATON PRECIOUS METALS CORP (WPM) - 1.01% |
| Total Holdings | 75 | 96 |
RDVY vs CGGR - Historical Returns
Returns include dividend reinvestment.
1M
RDVY
+3.63%
Winner
CGGR
+10.41%
3M
RDVY
+2.69%
Winner
CGGR
+6.08%
6M
Winner
RDVY
+11.56%
CGGR
+6.42%
1Y
RDVY
+28.08%
Winner
CGGR
+28.99%
5Y(CAGR)
RDVY
+10.47%
Winner
CGGR
+16.61%
10Y(CAGR)
RDVY
+15.85%
CGGR
N/A
Max(CAGR)
RDVY
+13.18%
Winner
CGGR
+16.61%
RDVY vs CGGR - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | RDVY | CGGR |
|---|---|---|
| 2026 | +6.61% | +3.82% |
| 2025 | +19.20% | +19.62% |
| 2024 | +16.09% | +33.73% |
| 2023 | +20.81% | +43.26% |
| 2022 | -13.98% | -18.50% |
| 2021 | +33.30% | N/A |
| 2020 | +12.49% | N/A |
| 2019 | +37.39% | N/A |
| 2018 | -10.30% | N/A |
| 2017 | +21.69% | N/A |
| 2016 | +22.80% | N/A |
| 2015 | -3.01% | N/A |
| 2014 | +10.58% | N/A |
RDVY vs CGGR Drawdown Comparison
The maximum drawdown for RDVY was -40.60%, occurring on Mar 23, 2020. Recovery took 189 trading sessions.
The maximum drawdown for CGGR was -28.90%, occurring on Oct 14, 2022. Recovery took 422 trading sessions.
The current RDVY drawdown is -1.22%.
| Rank | RDVY | CGGR |
|---|---|---|
| #1 | -40.60% Feb 12, 2020 - Nov 10, 2020 | -28.90% Mar 29, 2022 - Dec 1, 2023 |
| #2 | -25.33% Jan 4, 2022 - Dec 14, 2023 | -23.37% Feb 14, 2025 - Jun 26, 2025 |
| #3 | -21.94% Sep 21, 2018 - Apr 29, 2019 | -15.13% Oct 28, 2025 - May 6, 2026 |
| #4 | -19.11% Nov 25, 2024 - Jul 3, 2025 | -9.89% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -19.07% May 21, 2015 - Aug 23, 2016 | -7.42% Feb 28, 2022 - Mar 17, 2022 |
| #6 | -10.14% Apr 30, 2019 - Jul 22, 2019 | -6.62% Mar 21, 2024 - Jun 10, 2024 |
| #7 | -9.76% Jul 24, 2019 - Oct 21, 2019 | -5.11% Dec 16, 2024 - Jan 22, 2025 |
| #8 | -9.47% Jan 26, 2018 - Aug 27, 2018 | -3.45% Sep 22, 2025 - Oct 23, 2025 |
| #9 | -9.36% Sep 30, 2014 - Nov 12, 2014 | -3.27% Dec 27, 2023 - Jan 19, 2024 |
| #10 | -9.03% Jan 29, 2026 - Apr 13, 2026 | -3.24% Nov 11, 2024 - Nov 29, 2024 |
| #11 | -8.18% Jul 31, 2024 - Aug 30, 2024 | -2.47% Jan 23, 2025 - Feb 13, 2025 |
| #12 | -7.18% Jan 15, 2014 - Mar 6, 2014 | -2.44% Oct 29, 2024 - Nov 6, 2024 |
| #13 | -6.56% May 7, 2021 - Aug 11, 2021 | -2.38% Aug 12, 2025 - Aug 27, 2025 |
| #14 | -6.07% Dec 29, 2014 - Feb 12, 2015 | -2.17% Jan 29, 2024 - Feb 2, 2024 |
| #15 | -6.06% Jan 17, 2020 - Feb 12, 2020 | -2.08% Jul 28, 2025 - Aug 8, 2025 |
Correlation
Correlation between RDVY and CGGR is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2014 - 2026)
RDVY vs CGGR dividend yield comparison.
| Year | RDVY | CGGR |
|---|---|---|
| 2026 | 0.24% | 0.00% |
| 2025 | 1.11% | 0.10% |
| 2024 | 1.64% | 0.33% |
| 2023 | 2.09% | 0.40% |
| 2022 | 2.21% | 0.33% |
| 2021 | 1.04% | 0.00% |
| 2020 | 1.53% | 0.00% |
| 2019 | 1.55% | 0.00% |
| 2018 | 1.68% | 0.00% |
| 2017 | 1.25% | 0.00% |
| 2016 | 2.07% | 0.00% |
| 2015 | 2.14% | 0.00% |
| 2014 | 1.91% | 0.00% |
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