RDVY vs SDY
Comparison between FIRST TRUST RISING DIVIDEND ACHIEVERS ETF (RDVY, ETF) and SPDR(R) S&P(R) DIVIDEND ETF (SDY, ETF).
5-Year PerformanceRDVY has outperformed SDY, delivering a return of +11.5% compared to +6.5%
RDVY vs SDY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RDVY
$22B
SDY
$22B
Expense Ratio
RDVY
0.47%
Winner
SDY
0.35%
Max Drawdown
Winner
RDVY
40.60%
SDY
58.57%
Sharpe Ratio
Winner
RDVY
1.50
SDY
0.98
5Y Beta
RDVY
0.93
Winner
SDY
0.48
P/E Ratio
Winner
RDVY
18.98
SDY
21.14
Forward P/E
Winner
RDVY
17.05
SDY
17.08
PEG Ratio
Winner
RDVY
0.40
SDY
0.92
5Y Dividends CAGR
RDVY
5.57%
Winner
SDY
7.36%
5Y EPS CAGR
Winner
RDVY
22.80%
SDY
8.33%
Debt to Equity
Winner
RDVY
25.72%
SDY
35.03%
P/S Ratio
RDVY
2.69
Winner
SDY
1.82
P/B Ratio
RDVY
3.69
Winner
SDY
3.04
RDVY vs SDY - Holdings Comparison
RDVY and SDY have 14 common holdings. Overlap is 7.44%
RDVY's top 25 holdings weight is 56.26%. SDY's top 25 holdings weight is 39.30%.
| Rank | RDVY | SDY |
|---|---|---|
| #1 | LAM RESEARCH CORP (LRCX) - 3.63% | VERIZON COMMUNICATIONS INC (VZ) - 3.31% |
| #2 | APPLIED MATERIALS INC (AMAT) - 3.22% | REALTY INCOME CORP (O) - 2.50% |
| #3 | KLA CORP (KLAC) - 3.17% | TARGET CORP (TGT) - 2.22% |
| #4 | GE VERNOVA INC (GEV) - 3.16% | CHEVRON CORP (CVX) - 2.12% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 2.60% | PEPSICO INC (PEP) - 1.77% |
| #6 | BAKER HUGHES CO CLASS A (BKR) - 2.52% | WEC ENERGY GROUP INC (WEC) - 1.62% |
| #7 | MUELLER INDUSTRIES INC (MLI) - 2.46% | EXXON MOBIL CORP (XOM) - 1.61% |
| #8 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.46% | KENVUE INC (KVUE) - 1.57% |
| #9 | ROSS STORES INC (ROST) - 2.45% | CONSOLIDATED EDISON INC (ED) - 1.55% |
| #10 | NVIDIA CORP (NVDA) - 2.32% | TEXAS INSTRUMENTS INC (TXN) - 1.55% |
| #11 | BANK OF NEW YORK MELLON CORP (BK) - 2.26% | SOUTHERN CO (SO) - 1.54% |
| #12 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 2.02% | KIMBERLY-CLARK CORP (KMB) - 1.54% |
| #13 | SNAP-ON INC (SNA) - 1.98% | AIR PRODUCTS AND CHEMICALS INC (APD) - 1.38% |
| #14 | CHUBB LTD (CB) - 1.97% | XCEL ENERGY INC (XEL) - 1.36% |
| #15 | THE TRAVELERS COMPANIES INC (TRV) - 1.94% | ARCHER-DANIELS-MIDLAND CO (ADM) - 1.33% |
| #16 | JPMORGAN CHASE & CO (JPM) - 1.90% | EDISON INTERNATIONAL (EIX) - 1.31% |
| #17 | ALLSTATE CORP (ALL) - 1.85% | NEXTERA ENERGY INC (NEE) - 1.30% |
| #18 | THE HARTFORD INSURANCE GROUP INC (HIG) - 1.84% | COCA-COLA CO (KO) - 1.30% |
| #19 | WILLIAMS-SONOMA INC (WSM) - 1.83% | LOCKHEED MARTIN CORP (LMT) - 1.25% |
| #20 | PULTEGROUP INC (PHM) - 1.83% | ABBVIE INC (ABBV) - 1.24% |
| #21 | STATE STREET CORP (STT) - 1.82% | PROCTER & GAMBLE CO (PG) - 1.23% |
| #22 | META PLATFORMS INC CLASS A (META) - 1.80% | SYSCO CORP (SYY) - 1.19% |
| #23 | GE AEROSPACE (GE) - 1.80% | MICROCHIP TECHNOLOGY INC (MCHP) - 1.18% |
| #24 | AMERICAN EXPRESS CO (AXP) - 1.75% | JOHNSON & JOHNSON (JNJ) - 1.17% |
| #25 | MICROSOFT CORP (MSFT) - 1.68% | EVERSOURCE ENERGY (ES) - 1.16% |
| Total Holdings | 75 | 158 |
RDVY vs SDY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
RDVY
+1.38%
SDY
+0.32%
3M
Winner
RDVY
+4.10%
SDY
-3.44%
6M
Winner
RDVY
+9.16%
SDY
+7.83%
1Y
Winner
RDVY
+23.29%
SDY
+12.58%
5Y(CAGR)
Winner
RDVY
+11.47%
SDY
+6.51%
10Y(CAGR)
Winner
RDVY
+15.81%
SDY
+9.36%
Max(CAGR)
Winner
RDVY
+13.10%
SDY
+8.86%
RDVY vs SDY - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | RDVY | SDY |
|---|---|---|
| 2026 | +5.87% | +6.27% |
| 2025 | +19.20% | +8.85% |
| 2024 | +16.09% | +8.00% |
| 2023 | +20.81% | +2.35% |
| 2022 | -13.98% | -0.44% |
| 2021 | +33.30% | +27.12% |
| 2020 | +12.49% | +2.06% |
| 2019 | +37.39% | +24.12% |
| 2018 | -10.30% | -2.82% |
| 2017 | +21.69% | +15.46% |
| 2016 | +22.80% | +21.95% |
| 2015 | -3.01% | -0.69% |
| 2014 | +10.58% | +15.05% |
| 2013 | N/A | +27.23% |
| 2012 | N/A | +10.85% |
| 2011 | N/A | +6.44% |
| 2010 | N/A | +14.94% |
| 2009 | N/A | +16.62% |
| 2008 | N/A | -21.76% |
| 2007 | N/A | -7.06% |
| 2006 | N/A | +16.23% |
| 2005 | N/A | +1.10% |
RDVY vs SDY Drawdown Comparison
The maximum drawdown for RDVY was -40.60%, occurring on Mar 23, 2020. Recovery took 189 trading sessions.
The maximum drawdown for SDY was -54.78%, occurring on Mar 9, 2009. Recovery took 985 trading sessions.
The current RDVY drawdown is -1.91%. The current SDY drawdown is -4.56%.
| Rank | RDVY | SDY |
|---|---|---|
| #1 | -40.60% Feb 12, 2020 - Nov 10, 2020 | -54.78% Jun 1, 2007 - Apr 28, 2011 |
| #2 | -25.33% Jan 4, 2022 - Dec 14, 2023 | -36.66% Feb 14, 2020 - Nov 24, 2020 |
| #3 | -21.94% Sep 21, 2018 - Apr 29, 2019 | -16.06% Jul 7, 2011 - Dec 27, 2011 |
| #4 | -19.11% Nov 25, 2024 - Jul 3, 2025 | -15.21% Aug 16, 2022 - Dec 2, 2022 |
| #5 | -19.07% May 21, 2015 - Aug 23, 2016 | -15.02% Feb 2, 2023 - Mar 12, 2024 |
| #6 | -10.14% Apr 30, 2019 - Jul 22, 2019 | -14.40% Nov 29, 2024 - Aug 13, 2025 |
| #7 | -9.76% Jul 24, 2019 - Oct 21, 2019 | -14.22% Sep 21, 2018 - Feb 19, 2019 |
| #8 | -9.47% Jan 26, 2018 - Aug 27, 2018 | -13.20% Apr 20, 2022 - Aug 15, 2022 |
| #9 | -9.36% Sep 30, 2014 - Nov 12, 2014 | -10.85% Dec 29, 2014 - Nov 2, 2015 |
| #10 | -9.03% Jan 29, 2026 - Apr 13, 2026 | -9.42% Jan 26, 2018 - Aug 6, 2018 |
| #11 | -8.18% Jul 31, 2024 - Aug 30, 2024 | -9.33% Nov 3, 2015 - Mar 1, 2016 |
| #12 | -7.18% Jan 15, 2014 - Mar 6, 2014 | -7.67% Feb 27, 2026 - Mar 20, 2026 |
| #13 | -6.56% May 7, 2021 - Aug 11, 2021 | -6.96% Jan 7, 2022 - Mar 29, 2022 |
| #14 | -6.07% Dec 29, 2014 - Feb 12, 2015 | -6.93% May 21, 2013 - Jul 18, 2013 |
| #15 | -6.06% Jan 17, 2020 - Feb 12, 2020 | -6.87% May 10, 2021 - Nov 3, 2021 |
Correlation
Correlation between RDVY and SDY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2005 - 2026)
RDVY vs SDY dividend yield comparison.
| Year | RDVY | SDY |
|---|---|---|
| 2026 | 0.24% | 0.59% |
| 2025 | 1.11% | 2.61% |
| 2024 | 1.64% | 2.56% |
| 2023 | 2.09% | 2.64% |
| 2022 | 2.21% | 2.55% |
| 2021 | 1.04% | 2.63% |
| 2020 | 1.53% | 2.85% |
| 2019 | 1.55% | 2.45% |
| 2018 | 1.68% | 2.73% |
| 2017 | 1.25% | 4.69% |
| 2016 | 2.07% | 3.30% |
| 2015 | 2.14% | 6.20% |
| 2014 | 1.91% | 4.74% |
| 2013 | 0.00% | 3.95% |
| 2012 | 0.00% | 3.28% |
| 2011 | 0.00% | 3.23% |
| 2010 | 0.00% | 3.35% |
| 2009 | 0.00% | 3.75% |
| 2008 | 0.00% | 5.44% |
| 2007 | 0.00% | 5.03% |
| 2006 | 0.00% | 2.86% |
| 2005 | 0.00% | 0.57% |
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