RDVY vs EMXC
Comparison between FIRST TRUST RISING DIVIDEND ACHIEVERS ETF (RDVY, ETF) and ISHARES MSCI EMERGING MARKETS EX CHINA ETF (EMXC, ETF).
5-Year PerformanceEMXC has outperformed RDVY, delivering a return of +12.6% compared to +11.5%
RDVY vs EMXC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RDVY
$22B
Winner
EMXC
$22B
Expense Ratio
RDVY
0.47%
Winner
EMXC
0.25%
Max Drawdown
Winner
RDVY
40.60%
EMXC
46.09%
Sharpe Ratio
RDVY
1.50
Winner
EMXC
2.44
5Y Beta
RDVY
0.93
Winner
EMXC
0.83
P/E Ratio
RDVY
18.98
EMXC
N/A
Forward P/E
RDVY
17.05
EMXC
N/A
PEG Ratio
RDVY
0.40
EMXC
N/A
5Y Dividends CAGR
RDVY
5.57%
Winner
EMXC
6.36%
5Y EPS CAGR
RDVY
22.80%
EMXC
N/A
Debt to Equity
RDVY
25.72%
EMXC
N/A
P/S Ratio
RDVY
2.69
EMXC
N/A
P/B Ratio
RDVY
3.69
EMXC
N/A
RDVY vs EMXC - Holdings Comparison
RDVY and EMXC have 1 common holdings. Overlap is -0.30%
RDVY's top 25 holdings weight is 56.26%. EMXC's top 25 holdings weight is 47.02%.
| Rank | RDVY | EMXC |
|---|---|---|
| #1 | LAM RESEARCH CORP (LRCX) - 3.63% | n/a (n/a) - 18.42% |
| #2 | APPLIED MATERIALS INC (AMAT) - 3.22% | SAMSUNG ELECTRONICS CO LTD (n/a) - 7.80% |
| #3 | KLA CORP (KLAC) - 3.17% | SK HYNIX INC (n/a) - 5.25% |
| #4 | GE VERNOVA INC (GEV) - 3.16% | DELTA ELECTRONICS INC (n/a) - 1.48% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 2.60% | MEDIATEK INC (n/a) - 1.40% |
| #6 | BAKER HUGHES CO CLASS A (BKR) - 2.52% | HDFC BANK LTD (n/a) - 1.02% |
| #7 | MUELLER INDUSTRIES INC (MLI) - 2.46% | RELIANCE INDUSTRIES LTD (n/a) - 1.02% |
| #8 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.46% | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 0.96% |
| #9 | ROSS STORES INC (ROST) - 2.45% | n/a (n/a) - 0.96% |
| #10 | NVIDIA CORP (NVDA) - 2.32% | ICICI BANK LTD (n/a) - 0.78% |
| #11 | BANK OF NEW YORK MELLON CORP (BK) - 2.26% | VALE SA (n/a) - 0.66% |
| #12 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 2.02% | AL RAJHI BANK (n/a) - 0.59% |
| #13 | SNAP-ON INC (SNA) - 1.98% | SK SQUARE (n/a) - 0.58% |
| #14 | CHUBB LTD (CB) - 1.97% | BHARTI AIRTEL LTD (n/a) - 0.57% |
| #15 | THE TRAVELERS COMPANIES INC (TRV) - 1.94% | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 0.56% |
| #16 | JPMORGAN CHASE & CO (JPM) - 1.90% | NU HOLDINGS LTD ORDINARY SHARES CLASS A (NU) - 0.54% |
| #17 | ALLSTATE CORP (ALL) - 1.85% | HYUNDAI MOTOR CO (n/a) - 0.53% |
| #18 | THE HARTFORD INSURANCE GROUP INC (HIG) - 1.84% | ANGLOGOLD ASHANTI PLC (AU) - 0.52% |
| #19 | WILLIAMS-SONOMA INC (WSM) - 1.83% | n/a (n/a) - 0.52% |
| #20 | PULTEGROUP INC (PHM) - 1.83% | n/a (n/a) - 0.51% |
| #21 | STATE STREET CORP (STT) - 1.82% | SAUDI ARABIAN OIL CO (n/a) - 0.49% |
| #22 | META PLATFORMS INC CLASS A (META) - 1.80% | ELITE MATERIAL CO LTD (n/a) - 0.48% |
| #23 | GE AEROSPACE (GE) - 1.80% | NASPERS LTD CLASS N (n/a) - 0.47% |
| #24 | AMERICAN EXPRESS CO (AXP) - 1.75% | PETROLEO BRASILEIRO SA PETROBRAS (n/a) - 0.46% |
| #25 | MICROSOFT CORP (MSFT) - 1.68% | INFOSYS LTD (n/a) - 0.45% |
| Total Holdings | 75 | 677 |
RDVY vs EMXC - Historical Returns
Returns include dividend reinvestment.
1M
RDVY
+1.38%
Winner
EMXC
+9.52%
3M
RDVY
+4.10%
Winner
EMXC
+12.45%
6M
RDVY
+9.16%
Winner
EMXC
+32.63%
1Y
RDVY
+23.29%
Winner
EMXC
+64.22%
5Y(CAGR)
RDVY
+11.47%
Winner
EMXC
+12.56%
10Y(CAGR)
Winner
RDVY
+15.81%
EMXC
+9.78%
Max(CAGR)
Winner
RDVY
+13.10%
EMXC
+9.78%
RDVY vs EMXC - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | RDVY | EMXC |
|---|---|---|
| 2026 | +5.87% | +26.58% |
| 2025 | +19.20% | +34.82% |
| 2024 | +16.09% | +3.62% |
| 2023 | +20.81% | +19.11% |
| 2022 | -13.98% | -20.24% |
| 2021 | +33.30% | +7.31% |
| 2020 | +12.49% | +11.44% |
| 2019 | +37.39% | +15.48% |
| 2018 | -10.30% | -13.88% |
| 2017 | +21.69% | +7.01% |
| 2016 | +22.80% | N/A |
| 2015 | -3.01% | N/A |
| 2014 | +10.58% | N/A |
RDVY vs EMXC Drawdown Comparison
The maximum drawdown for RDVY was -40.60%, occurring on Mar 23, 2020. Recovery took 189 trading sessions.
The maximum drawdown for EMXC was -42.83%, occurring on Mar 23, 2020. Recovery took 720 trading sessions.
The current RDVY drawdown is -1.91%. The current EMXC drawdown is -3.90%.
| Rank | RDVY | EMXC |
|---|---|---|
| #1 | -40.60% Feb 12, 2020 - Nov 10, 2020 | -42.83% Jan 26, 2018 - Dec 4, 2020 |
| #2 | -25.33% Jan 4, 2022 - Dec 14, 2023 | -28.90% Jan 12, 2022 - Jul 3, 2024 |
| #3 | -21.94% Sep 21, 2018 - Apr 29, 2019 | -19.10% Sep 26, 2024 - Jun 11, 2025 |
| #4 | -19.11% Nov 25, 2024 - Jul 3, 2025 | -14.41% Feb 25, 2026 - Apr 17, 2026 |
| #5 | -19.07% May 21, 2015 - Aug 23, 2016 | -9.41% Jul 16, 2024 - Sep 24, 2024 |
| #6 | -10.14% Apr 30, 2019 - Jul 22, 2019 | -7.84% Sep 3, 2021 - Jan 12, 2022 |
| #7 | -9.76% Jul 24, 2019 - Oct 21, 2019 | -6.54% Jan 21, 2021 - Feb 16, 2021 |
| #8 | -9.47% Jan 26, 2018 - Aug 27, 2018 | -6.00% Jun 4, 2021 - Sep 3, 2021 |
| #9 | -9.36% Sep 30, 2014 - Nov 12, 2014 | -5.71% Feb 16, 2021 - Apr 26, 2021 |
| #10 | -9.03% Jan 29, 2026 - Apr 13, 2026 | -5.33% May 7, 2021 - May 28, 2021 |
| #11 | -8.18% Jul 31, 2024 - Aug 30, 2024 | -4.75% Nov 3, 2025 - Dec 23, 2025 |
| #12 | -7.18% Jan 15, 2014 - Mar 6, 2014 | -3.90% May 8, 2026 - May 12, 2026 |
| #13 | -6.56% May 7, 2021 - Aug 11, 2021 | -3.49% Nov 22, 2017 - Dec 28, 2017 |
| #14 | -6.07% Dec 29, 2014 - Feb 12, 2015 | -3.44% Oct 8, 2025 - Oct 15, 2025 |
| #15 | -6.06% Jan 17, 2020 - Feb 12, 2020 | -3.42% Sep 18, 2017 - Oct 13, 2017 |
Correlation
Correlation between RDVY and EMXC is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2014 - 2026)
RDVY vs EMXC dividend yield comparison.
| Year | RDVY | EMXC |
|---|---|---|
| 2026 | 0.24% | 0.00% |
| 2025 | 1.11% | 2.82% |
| 2024 | 1.64% | 2.69% |
| 2023 | 2.09% | 1.83% |
| 2022 | 2.21% | 2.85% |
| 2021 | 1.04% | 1.78% |
| 2020 | 1.53% | 1.45% |
| 2019 | 1.55% | 3.25% |
| 2018 | 1.68% | 2.63% |
| 2017 | 1.25% | 0.99% |
| 2016 | 2.07% | 0.00% |
| 2015 | 2.14% | 0.00% |
| 2014 | 1.91% | 0.00% |
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