RDVY vs MTUM
Comparison between FIRST TRUST RISING DIVIDEND ACHIEVERS ETF (RDVY, ETF) and ISHARES MSCI USA MOMENTUM FACTOR ETF (MTUM, ETF).
5-Year PerformanceMTUM has outperformed RDVY, delivering a return of +13.6% compared to +10.5%
RDVY vs MTUM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RDVY
$20B
Winner
MTUM
$20B
Expense Ratio
RDVY
0.47%
Winner
MTUM
0.15%
Max Drawdown
RDVY
40.60%
Winner
MTUM
34.08%
Sharpe Ratio
RDVY
1.62
Winner
MTUM
1.76
5Y Beta
Winner
RDVY
0.93
MTUM
1.19
P/E Ratio
Winner
RDVY
18.60
MTUM
33.91
Forward P/E
Winner
RDVY
16.73
MTUM
21.60
PEG Ratio
RDVY
0.39
Winner
MTUM
0.27
5Y Dividends CAGR
RDVY
5.57%
Winner
MTUM
13.21%
5Y EPS CAGR
RDVY
22.83%
Winner
MTUM
28.90%
Debt to Equity
Winner
RDVY
25.76%
MTUM
38.09%
P/S Ratio
Winner
RDVY
2.54
MTUM
3.61
P/B Ratio
Winner
RDVY
3.46
MTUM
6.31
RDVY vs MTUM - Holdings Comparison
RDVY and MTUM have 22 common holdings. Overlap is 23.95%
RDVY's top 25 holdings weight is 56.26%. MTUM's top 25 holdings weight is 68.38%.
| Rank | RDVY | MTUM |
|---|---|---|
| #1 | LAM RESEARCH CORP (LRCX) - 3.63% | MICRON TECHNOLOGY INC (MU) - 5.71% |
| #2 | APPLIED MATERIALS INC (AMAT) - 3.22% | BROADCOM INC (AVGO) - 5.47% |
| #3 | KLA CORP (KLAC) - 3.17% | NVIDIA CORP (NVDA) - 5.10% |
| #4 | GE VERNOVA INC (GEV) - 3.16% | ADVANCED MICRO DEVICES INC (AMD) - 3.85% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 2.60% | JOHNSON & JOHNSON (JNJ) - 3.73% |
| #6 | BAKER HUGHES CO CLASS A (BKR) - 2.52% | LAM RESEARCH CORP (LRCX) - 3.68% |
| #7 | MUELLER INDUSTRIES INC (MLI) - 2.46% | INTEL CORP (INTC) - 3.49% |
| #8 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.46% | EXXON MOBIL CORP (XOM) - 3.34% |
| #9 | ROSS STORES INC (ROST) - 2.45% | CATERPILLAR INC (CAT) - 3.02% |
| #10 | NVIDIA CORP (NVDA) - 2.32% | JPMORGAN CHASE & CO (JPM) - 2.89% |
| #11 | BANK OF NEW YORK MELLON CORP (BK) - 2.26% | ALPHABET INC CLASS A (GOOGL) - 2.71% |
| #12 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 2.02% | WALMART INC (WMT) - 2.70% |
| #13 | SNAP-ON INC (SNA) - 1.98% | GE VERNOVA INC (GEV) - 2.65% |
| #14 | CHUBB LTD (CB) - 1.97% | APPLIED MATERIALS INC (AMAT) - 2.45% |
| #15 | THE TRAVELERS COMPANIES INC (TRV) - 1.94% | ALPHABET INC CLASS C (GOOG) - 2.21% |
| #16 | JPMORGAN CHASE & CO (JPM) - 1.90% | GE AEROSPACE (GE) - 1.89% |
| #17 | ALLSTATE CORP (ALL) - 1.85% | KLA CORP (KLAC) - 1.76% |
| #18 | THE HARTFORD INSURANCE GROUP INC (HIG) - 1.84% | THE GOLDMAN SACHS GROUP INC (GS) - 1.74% |
| #19 | WILLIAMS-SONOMA INC (WSM) - 1.83% | n/a (PLTR) - 1.58% |
| #20 | PULTEGROUP INC (PHM) - 1.83% | AMPHENOL CORP CLASS A (APH) - 1.58% |
| #21 | STATE STREET CORP (STT) - 1.82% | RTX CORP (RTX) - 1.46% |
| #22 | META PLATFORMS INC CLASS A (META) - 1.80% | WESTERN DIGITAL CORP (WDC) - 1.43% |
| #23 | GE AEROSPACE (GE) - 1.80% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.35% |
| #24 | AMERICAN EXPRESS CO (AXP) - 1.75% | MORGAN STANLEY (MS) - 1.33% |
| #25 | MICROSOFT CORP (MSFT) - 1.68% | CORNING INC (GLW) - 1.26% |
| Total Holdings | 75 | 128 |
RDVY vs MTUM - Historical Returns
Returns include dividend reinvestment.
1M
RDVY
+3.63%
Winner
MTUM
+16.24%
3M
RDVY
+2.69%
Winner
MTUM
+17.34%
6M
RDVY
+11.56%
Winner
MTUM
+22.04%
1Y
RDVY
+28.08%
Winner
MTUM
+39.79%
5Y(CAGR)
RDVY
+10.47%
Winner
MTUM
+13.61%
10Y(CAGR)
RDVY
+15.85%
Winner
MTUM
+16.50%
Max(CAGR)
RDVY
+13.18%
Winner
MTUM
+15.97%
RDVY vs MTUM - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | RDVY | MTUM |
|---|---|---|
| 2026 | +6.61% | +19.52% |
| 2025 | +19.20% | +21.53% |
| 2024 | +16.09% | +35.37% |
| 2023 | +20.81% | +10.93% |
| 2022 | -13.98% | -18.43% |
| 2021 | +33.30% | +14.23% |
| 2020 | +12.49% | +29.42% |
| 2019 | +37.39% | +28.11% |
| 2018 | -10.30% | -2.42% |
| 2017 | +21.69% | +37.10% |
| 2016 | +22.80% | +7.16% |
| 2015 | -3.01% | +9.10% |
| 2014 | +10.58% | +15.81% |
| 2013 | N/A | +19.20% |
RDVY vs MTUM Drawdown Comparison
The maximum drawdown for RDVY was -40.60%, occurring on Mar 23, 2020. Recovery took 189 trading sessions.
The maximum drawdown for MTUM was -34.08%, occurring on Mar 23, 2020. Recovery took 95 trading sessions.
The current RDVY drawdown is -1.22%.
| Rank | RDVY | MTUM |
|---|---|---|
| #1 | -40.60% Feb 12, 2020 - Nov 10, 2020 | -34.08% Feb 19, 2020 - Jul 6, 2020 |
| #2 | -25.33% Jan 4, 2022 - Dec 14, 2023 | -32.28% Nov 3, 2021 - Mar 4, 2024 |
| #3 | -21.94% Sep 21, 2018 - Apr 29, 2019 | -22.12% Oct 1, 2018 - Jun 18, 2019 |
| #4 | -19.11% Nov 25, 2024 - Jul 3, 2025 | -20.99% Feb 18, 2025 - May 15, 2025 |
| #5 | -19.07% May 21, 2015 - Aug 23, 2016 | -15.75% Feb 12, 2021 - Aug 5, 2021 |
| #6 | -10.14% Apr 30, 2019 - Jul 22, 2019 | -12.96% Jul 10, 2024 - Sep 23, 2024 |
| #7 | -9.76% Jul 24, 2019 - Oct 21, 2019 | -12.95% Dec 29, 2015 - May 10, 2016 |
| #8 | -9.47% Jan 26, 2018 - Aug 27, 2018 | -11.54% Jan 29, 2026 - Apr 9, 2026 |
| #9 | -9.36% Sep 30, 2014 - Nov 12, 2014 | -10.79% Jul 20, 2015 - Nov 27, 2015 |
| #10 | -9.03% Jan 29, 2026 - Apr 13, 2026 | -10.31% Sep 2, 2020 - Nov 30, 2020 |
| #11 | -8.18% Jul 31, 2024 - Aug 30, 2024 | -10.23% Jan 26, 2018 - Jun 6, 2018 |
| #12 | -7.18% Jan 15, 2014 - Mar 6, 2014 | -8.90% Mar 5, 2014 - Jun 20, 2014 |
| #13 | -6.56% May 7, 2021 - Aug 11, 2021 | -8.58% Sep 18, 2014 - Oct 31, 2014 |
| #14 | -6.07% Dec 29, 2014 - Feb 12, 2015 | -8.18% Mar 7, 2024 - May 15, 2024 |
| #15 | -6.06% Jan 17, 2020 - Feb 12, 2020 | -7.82% Oct 29, 2025 - Jan 6, 2026 |
Correlation
Correlation between RDVY and MTUM is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2013 - 2026)
RDVY vs MTUM dividend yield comparison.
| Year | RDVY | MTUM |
|---|---|---|
| 2026 | 0.24% | 0.07% |
| 2025 | 1.11% | 0.91% |
| 2024 | 1.64% | 0.75% |
| 2023 | 2.09% | 1.35% |
| 2022 | 2.21% | 1.80% |
| 2021 | 1.04% | 0.55% |
| 2020 | 1.53% | 0.83% |
| 2019 | 1.55% | 1.48% |
| 2018 | 1.68% | 1.27% |
| 2017 | 1.25% | 1.02% |
| 2016 | 2.07% | 1.43% |
| 2015 | 2.14% | 1.12% |
| 2014 | 1.91% | 1.04% |
| 2013 | 0.00% | 1.02% |
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