RDVY vs SCHA
Comparison between FIRST TRUST RISING DIVIDEND ACHIEVERS ETF (RDVY, ETF) and SCHWAB U.S. SMALL-CAP ETF (SCHA, ETF).
5-Year PerformanceRDVY has outperformed SCHA, delivering a return of +13.2% compared to +7.6%
RDVY vs SCHA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
RDVY
$25B
SCHA
$24B
Expense Ratio
RDVY
0.47%
Winner
SCHA
0.03%
Max Drawdown
Winner
RDVY
40.60%
SCHA
43.02%
Sharpe Ratio
Winner
RDVY
1.73
SCHA
1.44
5Y Beta
Winner
RDVY
0.93
SCHA
1.11
P/E Ratio
Winner
RDVY
18.33
SCHA
1446.04
Forward P/E
RDVY
16.78
Winner
SCHA
14.75
PEG Ratio
RDVY
0.27
SCHA
N/A
5Y Dividends CAGR
RDVY
2.74%
Winner
SCHA
9.07%
5Y EPS CAGR
Winner
RDVY
21.64%
SCHA
13.20%
Debt to Equity
Winner
RDVY
42.78%
SCHA
44.58%
P/S Ratio
RDVY
3.02
Winner
SCHA
1.38
P/B Ratio
RDVY
3.84
Winner
SCHA
2.23
RDVY vs SCHA - Holdings Comparison
RDVY and SCHA have 3 common holdings. Overlap is 0.45%
RDVY's top 25 holdings weight is 54.35%. SCHA's top 25 holdings weight is 7.29%.
| Rank | RDVY | SCHA |
|---|---|---|
| #1 | APPLIED MATERIALS INC (AMAT) - 3.64% | SANDISK CORP ORDINARY SHARES (SNDK) - 0.50% |
| #2 | LAM RESEARCH CORP (LRCX) - 3.30% | RIGETTI COMPUTING INC (RGTI) - 0.46% |
| #3 | KLA CORP (KLAC) - 2.99% | n/a (RKT) - 0.40% |
| #4 | BANK OF NEW YORK MELLON CORP (BNY) - 2.42% | D-WAVE QUANTUM INC (QBTS) - 0.38% |
| #5 | GE VERNOVA INC (GEV) - 2.38% | COEUR MINING INC (CDE) - 0.36% |
| #6 | THE TRAVELERS COMPANIES INC (TRV) - 2.29% | NEXTRACKER INC ORDINARY SHARES CLASS A (NXT) - 0.35% |
| #7 | ROSS STORES INC (ROST) - 2.28% | n/a (HIMS) - 0.33% |
| #8 | ALLSTATE CORP (ALL) - 2.15% | ATI INC (ATI) - 0.29% |
| #9 | BANK OF AMERICA CORP (BAC) - 2.14% | IONIS PHARMACEUTICALS INC (IONS) - 0.29% |
| #10 | ALPHABET INC CLASS A (GOOGL) - 2.06% | SAMSARA INC ORDINARY SHARES CLASS A (IOT) - 0.28% |
| #11 | SNAP-ON INC (SNA) - 2.05% | STERLING INFRASTRUCTURE INC (STRL) - 0.28% |
| #12 | JPMORGAN CHASE & CO (JPM) - 2.05% | MUELLER INDUSTRIES INC (MLI) - 0.28% |
| #13 | NVIDIA CORP (NVDA) - 2.05% | LUMENTUM HOLDINGS INC (LITE) - 0.27% |
| #14 | WILLIAMS-SONOMA INC (WSM) - 2.05% | ENSIGN GROUP INC (ENSG) - 0.26% |
| #15 | CHUBB LTD (CB) - 2.01% | RAMBUS INC (RMBS) - 0.26% |
| #16 | MUELLER INDUSTRIES INC (MLI) - 1.99% | SOUTHSTATE BANK CORP (SSB) - 0.25% |
| #17 | GE AEROSPACE (GE) - 1.97% | ECHOSTAR CORP CLASS A (SATS) - 0.25% |
| #18 | AMERICAN EXPRESS CO (AXP) - 1.90% | INTERDIGITAL INC (IDCC) - 0.24% |
| #19 | VISA INC CLASS A (V) - 1.90% | APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 0.24% |
| #20 | THE HARTFORD INSURANCE GROUP INC (HIG) - 1.88% | BRIDGEBIO PHARMA INC (BBIO) - 0.24% |
| #21 | BAKER HUGHES CO CLASS A (BKR) - 1.83% | SILICON LABORATORIES INC (SLAB) - 0.22% |
| #22 | AUTOMATIC DATA PROCESSING INC (ADP) - 1.79% | SPIRIT AEROSYSTEMS HOLDINGS INC CLASS A (SPR) - 0.22% |
| #23 | SYNCHRONY FINANCIAL (SYF) - 1.78% | OSCAR HEALTH INC CLASS A (OSCR) - 0.22% |
| #24 | COSTCO WHOLESALE CORP (COST) - 1.74% | PJT PARTNERS INC CLASS A (PJT) - 0.22% |
| #25 | VERALTO CORP (VLTO) - 1.71% | n/a (MWA) - 0.20% |
| Total Holdings | 73 | 1709 |
RDVY vs SCHA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
RDVY
+3.38%
SCHA
-1.74%
3M
Winner
RDVY
+10.41%
SCHA
+2.98%
6M
Winner
RDVY
+14.42%
SCHA
+11.93%
1Y
RDVY
+31.74%
Winner
SCHA
+34.82%
5Y(CAGR)
Winner
RDVY
+13.16%
SCHA
+7.64%
10Y(CAGR)
Winner
RDVY
+16.27%
SCHA
+10.71%
Max(CAGR)
Winner
RDVY
+13.91%
SCHA
+12.37%
RDVY vs SCHA - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | RDVY | SCHA |
|---|---|---|
| 2026 | +19.17% | +20.05% |
| 2025 | +19.20% | +11.64% |
| 2024 | +16.09% | +11.85% |
| 2023 | +20.81% | +19.16% |
| 2022 | -13.98% | -20.62% |
| 2021 | +33.30% | +18.07% |
| 2020 | +12.49% | +19.19% |
| 2019 | +37.39% | +26.04% |
| 2018 | -10.30% | -12.63% |
| 2017 | +21.69% | +14.15% |
| 2016 | +22.80% | +22.30% |
| 2015 | -3.01% | -3.91% |
| 2014 | +10.58% | +7.50% |
| 2013 | N/A | +35.74% |
| 2012 | N/A | +16.68% |
| 2011 | N/A | -4.64% |
| 2010 | N/A | +25.72% |
| 2009 | N/A | +9.88% |
RDVY vs SCHA Drawdown Comparison
The maximum drawdown for RDVY was -40.60%, occurring on Mar 23, 2020. Recovery took 189 trading sessions.
The maximum drawdown for SCHA was -42.41%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.
The current RDVY drawdown is -0.14%. The current SCHA drawdown is -4.71%.
| Rank | RDVY | SCHA |
|---|---|---|
| #1 | -40.60% Feb 12, 2020 - Nov 10, 2020 | -42.41% Jan 16, 2020 - Nov 9, 2020 |
| #2 | -25.33% Jan 4, 2022 - Dec 14, 2023 | -30.79% Nov 8, 2021 - Oct 16, 2024 |
| #3 | -21.94% Sep 21, 2018 - Apr 29, 2019 | -28.37% Apr 29, 2011 - Sep 6, 2012 |
| #4 | -19.11% Nov 25, 2024 - Jul 3, 2025 | -27.29% Nov 25, 2024 - Sep 18, 2025 |
| #5 | -19.07% May 21, 2015 - Aug 23, 2016 | -26.45% Aug 31, 2018 - Jan 16, 2020 |
| #6 | -10.14% Apr 30, 2019 - Jul 22, 2019 | -24.96% Jun 23, 2015 - Nov 11, 2016 |
| #7 | -9.76% Jul 24, 2019 - Oct 21, 2019 | -19.99% Apr 23, 2010 - Nov 5, 2010 |
| #8 | -9.47% Jan 26, 2018 - Aug 27, 2018 | -12.15% Jul 3, 2014 - Dec 23, 2014 |
| #9 | -9.36% Sep 30, 2014 - Nov 12, 2014 | -9.55% Sep 14, 2012 - Jan 2, 2013 |
| #10 | -9.03% Jan 29, 2026 - Apr 13, 2026 | -9.51% Jan 22, 2026 - Apr 13, 2026 |
| #11 | -8.18% Jul 31, 2024 - Aug 30, 2024 | -9.18% Jan 23, 2018 - May 17, 2018 |
| #12 | -7.18% Jan 15, 2014 - Mar 6, 2014 | -9.05% Jun 30, 2026 - Jul 29, 2026 |
| #13 | -6.56% May 7, 2021 - Aug 11, 2021 | -9.04% Jan 19, 2010 - Mar 2, 2010 |
| #14 | -6.07% Dec 29, 2014 - Feb 12, 2015 | -8.73% Mar 15, 2021 - Jun 8, 2021 |
| #15 | -6.06% Jan 17, 2020 - Feb 12, 2020 | -8.53% Jun 8, 2021 - Oct 25, 2021 |
Correlation
Correlation between RDVY and SCHA is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2009 - 2026)
RDVY vs SCHA dividend yield comparison.
| Year | RDVY | SCHA |
|---|---|---|
| 2026 | 0.39% | 0.40% |
| 2025 | 1.11% | 1.26% |
| 2024 | 1.64% | 1.51% |
| 2023 | 2.09% | 1.42% |
| 2022 | 2.21% | 1.37% |
| 2021 | 1.04% | 1.19% |
| 2020 | 1.53% | 1.05% |
| 2019 | 1.55% | 1.39% |
| 2018 | 1.68% | 1.58% |
| 2017 | 1.25% | 1.24% |
| 2016 | 2.07% | 1.50% |
| 2015 | 2.14% | 1.48% |
| 2014 | 1.91% | 1.45% |
| 2013 | 0.00% | 1.14% |
| 2012 | 0.00% | 1.87% |
| 2011 | 0.00% | 1.23% |
| 2010 | 0.00% | 0.98% |
| 2009 | 0.00% | 0.22% |
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