RDVY vs IGSB

Comparison between FIRST TRUST RISING DIVIDEND ACHIEVERS ETF (RDVY, ETF) and ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGSB, ETF).

5-Year PerformanceRDVY has outperformed IGSB, delivering a return of +11.5% compared to +2.5%

RDVY vs IGSB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RDVY(ETF)	IGSB(ETF)
Net Assets	$22B	$22B
Expense Ratio	0.47%	0.04%
Max Drawdown	40.60%	13.38%
Sharpe Ratio	1.50	0.71
5Y Beta	0.93	0.03
P/E Ratio	18.98	N/A
Forward P/E	17.05	N/A
PEG Ratio	0.40	N/A
5Y Dividends CAGR	5.57%	17.01%
5Y EPS CAGR	22.80%	N/A
Debt to Equity	25.72%	N/A
P/S Ratio	2.69	N/A
P/B Ratio	3.69	N/A

Net Assets

Winner

RDVY

$22B

IGSB

$22B

Expense Ratio

RDVY

0.47%

Winner

IGSB

0.04%

Max Drawdown

RDVY

40.60%

Winner

IGSB

13.38%

Sharpe Ratio

Winner

RDVY

1.50

IGSB

0.71

5Y Beta

RDVY

0.93

Winner

IGSB

0.03

P/E Ratio

RDVY

18.98

IGSB

N/A

Forward P/E

RDVY

17.05

IGSB

N/A

PEG Ratio

RDVY

0.40

IGSB

N/A

5Y Dividends CAGR

RDVY

5.57%

Winner

IGSB

17.01%

5Y EPS CAGR

RDVY

22.80%

IGSB

N/A

Debt to Equity

RDVY

25.72%

IGSB

N/A

P/S Ratio

RDVY

2.69

IGSB

N/A

P/B Ratio

RDVY

3.69

IGSB

N/A

RDVY vs IGSB - Historical Returns

Returns include dividend reinvestment.

Period	RDVY	IGSB
1 month	+1.38%	-0.05%
3 months	+4.10%	-0.14%
6 months	+9.16%	+1.27%
1 year	+23.29%	+5.20%
5 years(CAGR)	+11.47%	+2.46%
10 years(CAGR)	+15.81%	+2.73%
Max(CAGR)	+13.10%	+2.84%

Winner

RDVY

+1.38%

IGSB

-0.05%

Winner

RDVY

+4.10%

IGSB

-0.14%

Winner

RDVY

+9.16%

IGSB

+1.27%

Winner

RDVY

+23.29%

IGSB

+5.20%

5Y(CAGR)

Winner

RDVY

+11.47%

IGSB

+2.46%

10Y(CAGR)

Winner

RDVY

+15.81%

IGSB

+2.73%

Max(CAGR)

Winner

RDVY

+13.10%

IGSB

+2.84%

RDVY vs IGSB - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	RDVY	IGSB
2026	+5.87%	+0.54%
2025	+19.20%	+6.91%
2024	+16.09%	+5.27%
2023	+20.81%	+6.25%
2022	-13.98%	-5.49%
2021	+33.30%	-0.56%
2020	+12.49%	+5.33%
2019	+37.39%	+6.99%
2018	-10.30%	+1.32%
2017	+21.69%	+1.36%
2016	+22.80%	+1.79%
2015	-3.01%	+0.66%
2014	+10.58%	+0.72%
2013	N/A	+1.09%
2012	N/A	+2.48%
2011	N/A	+1.86%
2010	N/A	+2.81%
2009	N/A	+7.02%
2008	N/A	+3.42%
2007	N/A	+5.66%

RDVY vs IGSB Drawdown Comparison

The maximum drawdown for RDVY was -40.60%, occurring on Mar 23, 2020. Recovery took 189 trading sessions.

The maximum drawdown for IGSB was -13.38%, occurring on Mar 19, 2020. Recovery took 59 trading sessions.

The current RDVY drawdown is -1.91%. The current IGSB drawdown is -0.48%.

Rank	RDVY	IGSB
#1	-40.60% Feb 12, 2020 - Nov 10, 2020	-13.38% Mar 4, 2020 - May 28, 2020
#2	-25.33% Jan 4, 2022 - Dec 14, 2023	-11.48% Sep 19, 2008 - Jan 6, 2009
#3	-21.94% Sep 21, 2018 - Apr 29, 2019	-9.46% Aug 3, 2021 - Mar 27, 2024
#4	-19.11% Nov 25, 2024 - Jul 3, 2025	-5.07% Sep 10, 2008 - Sep 19, 2008
#5	-19.07% May 21, 2015 - Aug 23, 2016	-4.10% Jan 9, 2009 - May 4, 2009
#6	-10.14% Apr 30, 2019 - Jul 22, 2019	-1.46% Feb 27, 2026 - Mar 26, 2026
#7	-9.76% Jul 24, 2019 - Oct 21, 2019	-1.34% Apr 3, 2025 - Apr 28, 2025
#8	-9.47% Jan 26, 2018 - Aug 27, 2018	-1.29% Feb 29, 2008 - Aug 26, 2008
#9	-9.36% Sep 30, 2014 - Nov 12, 2014	-1.29% Aug 2, 2011 - Nov 3, 2011
#10	-9.03% Jan 29, 2026 - Apr 13, 2026	-1.24% Jun 3, 2009 - Jun 22, 2009
#11	-8.18% Jul 31, 2024 - Aug 30, 2024	-1.18% Sep 24, 2024 - Jan 27, 2025
#12	-7.18% Jan 15, 2014 - Mar 6, 2014	-1.09% Nov 3, 2011 - Jan 3, 2012
#13	-6.56% May 7, 2021 - Aug 11, 2021	-1.02% Mar 27, 2024 - May 3, 2024
#14	-6.07% Dec 29, 2014 - Feb 12, 2015	-0.99% May 7, 2013 - Sep 18, 2013
#15	-6.06% Jan 17, 2020 - Feb 12, 2020	-0.98% Sep 8, 2017 - Aug 10, 2018

Correlation

Correlation between RDVY and IGSB is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2007 - 2026)

RDVY vs IGSB dividend yield comparison.

Year	RDVY	IGSB
2026	0.24%	1.52%
2025	1.11%	4.44%
2024	1.64%	4.02%
2023	2.09%	3.26%
2022	2.21%	2.07%
2021	1.04%	1.82%
2020	1.53%	2.36%
2019	1.55%	3.06%
2018	1.68%	2.46%
2017	1.25%	1.65%
2016	2.07%	1.45%
2015	2.14%	1.18%
2014	1.91%	0.90%
2013	0.00%	1.12%
2012	0.00%	1.56%
2011	0.00%	1.90%
2010	0.00%	2.52%
2009	0.00%	3.57%
2008	0.00%	3.93%
2007	0.00%	4.63%