RDVY vs DVY
Comparison between FIRST TRUST RISING DIVIDEND ACHIEVERS ETF (RDVY, ETF) and ISHARES SELECT DIVIDEND ETF (DVY, ETF).
5-Year PerformanceRDVY has outperformed DVY, delivering a return of +12.0% compared to +9.3%
RDVY vs DVY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RDVY
$22B
Winner
DVY
$23B
Expense Ratio
RDVY
0.47%
Winner
DVY
0.38%
Max Drawdown
Winner
RDVY
40.60%
DVY
65.23%
Sharpe Ratio
RDVY
1.61
Winner
DVY
1.70
5Y Beta
RDVY
0.93
Winner
DVY
0.56
P/E Ratio
RDVY
18.58
Winner
DVY
15.87
Forward P/E
RDVY
17.05
Winner
DVY
12.06
PEG Ratio
RDVY
0.37
Winner
DVY
0.22
5Y Dividends CAGR
RDVY
5.57%
Winner
DVY
12.31%
5Y EPS CAGR
Winner
RDVY
22.13%
DVY
6.27%
Debt to Equity
RDVY
30.07%
Winner
DVY
-154.16%
P/S Ratio
RDVY
2.69
Winner
DVY
1.09
P/B Ratio
RDVY
3.86
Winner
DVY
1.80
RDVY vs DVY - Holdings Comparison
RDVY and DVY have 6 common holdings. Overlap is 4.08%
RDVY's top 25 holdings weight is 57.31%. DVY's top 25 holdings weight is 38.93%.
| Rank | RDVY | DVY |
|---|---|---|
| #1 | LAM RESEARCH CORP (LRCX) - 4.53% | ALTRIA GROUP INC (MO) - 2.20% |
| #2 | APPLIED MATERIALS INC (AMAT) - 3.74% | PFIZER INC (PFE) - 2.14% |
| #3 | KLA CORP (KLAC) - 3.43% | HP INC (HPQ) - 2.13% |
| #4 | GE VERNOVA INC (GEV) - 3.02% | T. ROWE PRICE GROUP INC (TROW) - 2.07% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 2.81% | PRUDENTIAL FINANCIAL INC (PRU) - 1.94% |
| #6 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.65% | FORD MOTOR CO (F) - 1.87% |
| #7 | ROSS STORES INC (ROST) - 2.48% | VERIZON COMMUNICATIONS INC (VZ) - 1.86% |
| #8 | MUELLER INDUSTRIES INC (MLI) - 2.44% | ONEOK INC (OKE) - 1.73% |
| #9 | BAKER HUGHES CO CLASS A (BKR) - 2.42% | EDISON INTERNATIONAL (EIX) - 1.58% |
| #10 | BANK OF NEW YORK MELLON CORP (BNY) - 2.32% | KIMBERLY-CLARK CORP (KMB) - 1.51% |
| #11 | NVIDIA CORP (NVDA) - 2.27% | DOMINION ENERGY INC (D) - 1.49% |
| #12 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.97% | GENERAL MILLS INC (GIS) - 1.44% |
| #13 | SNAP-ON INC (SNA) - 1.90% | TARGET CORP (TGT) - 1.39% |
| #14 | GE AEROSPACE (GE) - 1.90% | LYONDELLBASELL INDUSTRIES NV CLASS A (LYB) - 1.39% |
| #15 | WILLIAMS-SONOMA INC (WSM) - 1.89% | TRUIST FINANCIAL CORP (TFC) - 1.35% |
| #16 | CHUBB LTD (CB) - 1.88% | EVERSOURCE ENERGY (ES) - 1.35% |
| #17 | THE TRAVELERS COMPANIES INC (TRV) - 1.85% | CHEVRON CORP (CVX) - 1.35% |
| #18 | STATE STREET CORP (STT) - 1.84% | CVS HEALTH CORP (CVS) - 1.33% |
| #19 | JPMORGAN CHASE & CO (JPM) - 1.82% | KEYCORP (KEY) - 1.30% |
| #20 | ALLSTATE CORP (ALL) - 1.77% | ARCHER-DANIELS-MIDLAND CO (ADM) - 1.30% |
| #21 | THE HARTFORD INSURANCE GROUP INC (HIG) - 1.75% | PRINCIPAL FINANCIAL GROUP INC (PFG) - 1.28% |
| #22 | AMERICAN EXPRESS CO (AXP) - 1.68% | EOG RESOURCES INC (EOG) - 1.24% |
| #23 | PULTEGROUP INC (PHM) - 1.68% | REGIONS FINANCIAL CORP (RF) - 1.23% |
| #24 | VISA INC CLASS A (V) - 1.67% | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 1.23% |
| #25 | META PLATFORMS INC CLASS A (META) - 1.60% | U.S. BANCORP (USB) - 1.23% |
| Total Holdings | 75 | 105 |
RDVY vs DVY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
RDVY
+6.09%
DVY
+4.04%
3M
Winner
RDVY
+15.14%
DVY
+6.37%
6M
Winner
RDVY
+12.61%
DVY
+12.30%
1Y
Winner
RDVY
+29.31%
DVY
+24.31%
5Y(CAGR)
Winner
RDVY
+12.01%
DVY
+9.33%
10Y(CAGR)
Winner
RDVY
+16.22%
DVY
+10.52%
Max(CAGR)
Winner
RDVY
+13.55%
DVY
+9.00%
RDVY vs DVY - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | RDVY | DVY |
|---|---|---|
| 2026 | +12.32% | +12.21% |
| 2025 | +19.20% | +11.80% |
| 2024 | +16.09% | +15.11% |
| 2023 | +20.81% | +1.21% |
| 2022 | -13.98% | +1.35% |
| 2021 | +33.30% | +33.65% |
| 2020 | +12.49% | -4.62% |
| 2019 | +37.39% | +23.04% |
| 2018 | -10.30% | -6.43% |
| 2017 | +21.69% | +14.34% |
| 2016 | +22.80% | +22.61% |
| 2015 | -3.01% | -2.12% |
| 2014 | +10.58% | +16.49% |
| 2013 | N/A | +25.99% |
| 2012 | N/A | +10.25% |
| 2011 | N/A | +11.03% |
| 2010 | N/A | +16.31% |
| 2009 | N/A | +9.19% |
| 2008 | N/A | -32.03% |
| 2007 | N/A | -6.26% |
| 2006 | N/A | +17.63% |
| 2005 | N/A | +4.00% |
| 2004 | N/A | +18.04% |
| 2003 | N/A | +7.09% |
RDVY vs DVY Drawdown Comparison
The maximum drawdown for RDVY was -40.60%, occurring on Mar 23, 2020. Recovery took 189 trading sessions.
The maximum drawdown for DVY was -62.57%, occurring on Mar 9, 2009. Recovery took 1432 trading sessions.
| Rank | RDVY | DVY |
|---|---|---|
| #1 | -40.60% Feb 12, 2020 - Nov 10, 2020 | -62.57% May 22, 2007 - Jan 29, 2013 |
| #2 | -25.33% Jan 4, 2022 - Dec 14, 2023 | -41.59% Jan 17, 2020 - Feb 9, 2021 |
| #3 | -21.94% Sep 21, 2018 - Apr 29, 2019 | -17.49% Apr 20, 2022 - Mar 28, 2024 |
| #4 | -19.11% Nov 25, 2024 - Jul 3, 2025 | -15.99% Nov 29, 2024 - Aug 22, 2025 |
| #5 | -19.07% May 21, 2015 - Aug 23, 2016 | -15.32% Sep 18, 2018 - Apr 5, 2019 |
| #6 | -10.14% Apr 30, 2019 - Jul 22, 2019 | -12.03% Dec 29, 2014 - Mar 4, 2016 |
| #7 | -9.76% Jul 24, 2019 - Oct 21, 2019 | -9.19% Jan 26, 2018 - Aug 16, 2018 |
| #8 | -9.47% Jan 26, 2018 - Aug 27, 2018 | -7.92% Mar 5, 2004 - Aug 25, 2004 |
| #9 | -9.36% Sep 30, 2014 - Nov 12, 2014 | -7.87% Aug 3, 2005 - Feb 22, 2006 |
| #10 | -9.03% Jan 29, 2026 - Apr 13, 2026 | -7.80% May 10, 2021 - Nov 15, 2021 |
| #11 | -8.18% Jul 31, 2024 - Aug 30, 2024 | -7.37% Apr 30, 2019 - Jul 3, 2019 |
| #12 | -7.18% Jan 15, 2014 - Mar 6, 2014 | -6.89% Feb 13, 2026 - Jun 11, 2026 |
| #13 | -6.56% May 7, 2021 - Aug 11, 2021 | -6.19% Jul 24, 2019 - Sep 10, 2019 |
| #14 | -6.07% Dec 29, 2014 - Feb 12, 2015 | -6.16% May 17, 2013 - Jul 11, 2013 |
| #15 | -6.06% Jan 17, 2020 - Feb 12, 2020 | -6.05% Mar 28, 2024 - May 9, 2024 |
Correlation
Correlation between RDVY and DVY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2003 - 2026)
RDVY vs DVY dividend yield comparison.
| Year | RDVY | DVY |
|---|---|---|
| 2026 | 0.23% | 0.72% |
| 2025 | 1.11% | 3.65% |
| 2024 | 1.64% | 3.65% |
| 2023 | 2.09% | 3.82% |
| 2022 | 2.21% | 3.43% |
| 2021 | 1.04% | 3.12% |
| 2020 | 1.53% | 3.66% |
| 2019 | 1.55% | 3.41% |
| 2018 | 1.68% | 3.58% |
| 2017 | 1.25% | 3.00% |
| 2016 | 2.07% | 3.04% |
| 2015 | 2.14% | 3.45% |
| 2014 | 1.91% | 3.03% |
| 2013 | 0.00% | 3.06% |
| 2012 | 0.00% | 3.71% |
| 2011 | 0.00% | 3.44% |
| 2010 | 0.00% | 3.42% |
| 2009 | 0.00% | 3.78% |
| 2008 | 0.00% | 5.86% |
| 2007 | 0.00% | 3.67% |
| 2006 | 0.00% | 3.15% |
| 2005 | 0.00% | 3.02% |
| 2004 | 0.00% | 3.10% |
| 2003 | 0.00% | 0.53% |
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