StockComparison Logo
vs

RDVY vs SPY

Comparison between FIRST TRUST RISING DIVIDEND ACHIEVERS ETF (RDVY, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed RDVY, delivering a return of +13.2% compared to +12.7%

RDVY vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
RDVY
$22B
Winner
SPY
$784B
Expense Ratio
RDVY
0.47%
Winner
SPY
0.09%
Max Drawdown
Winner
RDVY
40.60%
SPY
56.47%
Sharpe Ratio
Winner
RDVY
1.68
SPY
1.54
5Y Beta
Winner
RDVY
0.93
SPY
1.00
P/E Ratio
Winner
RDVY
19.12
SPY
27.62
Forward P/E
Winner
RDVY
17.40
SPY
21.11
PEG Ratio
RDVY
0.40
SPY
N/A
5Y Dividends CAGR
RDVY
5.57%
Winner
SPY
6.00%
5Y EPS CAGR
RDVY
22.02%
Winner
SPY
25.30%
Debt to Equity
Winner
RDVY
30.55%
SPY
31.11%
P/S Ratio
Winner
RDVY
2.70
SPY
3.49
P/B Ratio
Winner
RDVY
3.88
SPY
5.30

RDVY vs SPY - Holdings Comparison

RDVY and SPY have 67 common holdings. Overlap is 23.11%

RDVY's top 25 holdings weight is 58.52%. SPY's top 25 holdings weight is 51.24%.

RankRDVYSPY
#1
LAM RESEARCH CORP (LRCX) - 5.11%
NVIDIA CORP (NVDA) - 7.81%
#2
APPLIED MATERIALS INC (AMAT) - 4.74%
APPLE INC (AAPL) - 6.81%
#3
KLA CORP (KLAC) - 3.96%
MICROSOFT CORP (MSFT) - 4.53%
#4
GE VERNOVA INC (GEV) - 2.88%
AMAZON.COM INC (AMZN) - 3.72%
#5
ALPHABET INC CLASS A (GOOGL) - 2.56%
ALPHABET INC CLASS A (GOOGL) - 3.39%
#6
ROSS STORES INC (ROST) - 2.40%
BROADCOM INC (AVGO) - 2.77%
#7
MUELLER INDUSTRIES INC (MLI) - 2.37%
ALPHABET INC CLASS C (GOOG) - 2.72%
#8
BANK OF NEW YORK MELLON CORP (BNY) - 2.34%
META PLATFORMS INC CLASS A (META) - 2.03%
#9
MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.25%
MICRON TECHNOLOGY INC (MU) - 1.78%
#10
BAKER HUGHES CO CLASS A (BKR) - 2.12%
TESLA INC (TSLA) - 1.76%
#11
NVIDIA CORP (NVDA) - 2.11%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41%
#12
GE AEROSPACE (GE) - 2.10%
JPMORGAN CHASE & CO (JPM) - 1.38%
#13
WILLIAMS-SONOMA INC (WSM) - 2.05%
ELI LILLY AND CO (LLY) - 1.38%
#14
PNC FINANCIAL SERVICES GROUP INC (PNC) - 2.02%
ADVANCED MICRO DEVICES INC (AMD) - 1.28%
#15
STATE STREET CORP (STT) - 1.93%
EXXON MOBIL CORP (XOM) - 0.92%
#16
JPMORGAN CHASE & CO (JPM) - 1.92%
JOHNSON & JOHNSON (JNJ) - 0.88%
#17
SNAP-ON INC (SNA) - 1.89%
VISA INC CLASS A (V) - 0.87%
#18
CHUBB LTD (CB) - 1.85%
INTEL CORP (INTC) - 0.85%
#19
THE TRAVELERS COMPANIES INC (TRV) - 1.81%
WALMART INC (WMT) - 0.82%
#20
AMERICAN EXPRESS CO (AXP) - 1.79%
CISCO SYSTEMS INC (CSCO) - 0.73%
#21
ALLSTATE CORP (ALL) - 1.79%
LAM RESEARCH CORP (LRCX) - 0.71%
#22
PULTEGROUP INC (PHM) - 1.69%
APPLIED MATERIALS INC (AMAT) - 0.70%
#23
VISA INC CLASS A (V) - 1.65%
CATERPILLAR INC (CAT) - 0.68%
#24
THE HARTFORD INSURANCE GROUP INC (HIG) - 1.63%
COSTCO WHOLESALE CORP (COST) - 0.68%
#25
EAST WEST BANCORP INC (EWBC) - 1.56%
MASTERCARD INC CLASS A (MA) - 0.63%
Total Holdings75505

RDVY vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
RDVY
+4.43%
SPY
-1.37%
3M
Winner
RDVY
+13.99%
SPY
+12.22%
6M
Winner
RDVY
+11.79%
SPY
+7.20%
1Y
Winner
RDVY
+29.48%
SPY
+23.58%
5Y(CAGR)
RDVY
+12.68%
Winner
SPY
+13.19%
10Y(CAGR)
Winner
RDVY
+15.99%
SPY
+15.12%
Max(CAGR)
Winner
RDVY
+13.51%
SPY
+8.44%

RDVY vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearRDVYSPY
2026+12.30%+7.95%
2025+19.20%+18.00%
2024+16.09%+25.59%
2023+20.81%+26.72%
2022-13.98%-18.64%
2021+33.30%+30.52%
2020+12.49%+17.28%
2019+37.39%+31.09%
2018-10.30%-5.24%
2017+21.69%+20.78%
2016+22.80%+13.59%
2015-3.01%+1.31%
2014+10.58%+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

RDVY vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current RDVY drawdown is -1.41%. The current SPY drawdown is -3.18%.

RankRDVYSPY
#1-40.60%
Feb 12, 2020 - Nov 10, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-25.33%
Jan 4, 2022 - Dec 14, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-21.94%
Sep 21, 2018 - Apr 29, 2019		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-19.11%
Nov 25, 2024 - Jul 3, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-19.07%
May 21, 2015 - Aug 23, 2016		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-10.14%
Apr 30, 2019 - Jul 22, 2019		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-9.76%
Jul 24, 2019 - Oct 21, 2019		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-9.47%
Jan 26, 2018 - Aug 27, 2018		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-9.36%
Sep 30, 2014 - Nov 12, 2014		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-9.03%
Jan 29, 2026 - Apr 13, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-8.18%
Jul 31, 2024 - Aug 30, 2024		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-7.18%
Jan 15, 2014 - Mar 6, 2014		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-6.56%
May 7, 2021 - Aug 11, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-6.07%
Dec 29, 2014 - Feb 12, 2015		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-6.06%
Jan 17, 2020 - Feb 12, 2020		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between RDVY and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00
-101

Dividend Comparison (1999 - 2026)

RDVY vs SPY dividend yield comparison.

YearRDVYSPY
20260.23%0.50%
20251.11%1.07%
20241.64%1.21%
20232.09%1.40%
20222.21%1.65%
20211.04%1.20%
20201.53%1.52%
20191.55%1.75%
20181.68%2.04%
20171.25%1.80%
20162.07%2.03%
20152.14%2.06%
20141.91%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

Select Stocks to Compare

Popular: RDVY vs SPY

More Comparisons

Compare with similar stocks