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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 +13.0% compared to +13.0%

RDVY vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
RDVY
$25B
Winner
SPY
$781B
Expense Ratio
RDVY
0.47%
Winner
SPY
0.09%
Max Drawdown
Winner
RDVY
40.60%
SPY
56.47%
Sharpe Ratio
Winner
RDVY
1.56
SPY
1.24
5Y Beta
Winner
RDVY
0.93
SPY
1.00
P/E Ratio
Winner
RDVY
19.07
SPY
29.13
Forward P/E
Winner
RDVY
17.05
SPY
21.47
PEG Ratio
RDVY
0.31
SPY
N/A
5Y Dividends CAGR
RDVY
2.74%
Winner
SPY
6.00%
5Y EPS CAGR
RDVY
22.62%
Winner
SPY
25.27%
Debt to Equity
RDVY
40.34%
Winner
SPY
31.47%
P/S Ratio
Winner
RDVY
3.03
SPY
3.87
P/B Ratio
Winner
RDVY
3.96
SPY
5.70

RDVY vs SPY - Holdings Comparison

RDVY and SPY have 65 common holdings. Overlap is 23.65%

RDVY's top 25 holdings weight is 56.46%. SPY's top 25 holdings weight is 51.08%.

RankRDVYSPY
#1
APPLIED MATERIALS INC (AMAT) - 4.69%
NVIDIA CORP (NVDA) - 7.50%
#2
LAM RESEARCH CORP (LRCX) - 4.42%
APPLE INC (AAPL) - 6.58%
#3
KLA CORP (KLAC) - 4.14%
MICROSOFT CORP (MSFT) - 4.29%
#4
GE VERNOVA INC (GEV) - 2.80%
AMAZON.COM INC (AMZN) - 3.61%
#5
BANK OF NEW YORK MELLON CORP (BNY) - 2.15%
ALPHABET INC CLASS A (GOOGL) - 3.24%
#6
GE AEROSPACE (GE) - 2.13%
BROADCOM INC (AVGO) - 2.77%
#7
WILLIAMS-SONOMA INC (WSM) - 2.12%
ALPHABET INC CLASS C (GOOG) - 2.58%
#8
ALPHABET INC CLASS A (GOOGL) - 2.12%
MICRON TECHNOLOGY INC (MU) - 2.01%
#9
ALLSTATE CORP (ALL) - 2.01%
META PLATFORMS INC CLASS A (META) - 1.91%
#10
ROSS STORES INC (ROST) - 2.01%
TESLA INC (TSLA) - 1.83%
#11
THE TRAVELERS COMPANIES INC (TRV) - 2.00%
ADVANCED MICRO DEVICES INC (AMD) - 1.47%
#12
SNAP-ON INC (SNA) - 2.00%
ELI LILLY AND CO (LLY) - 1.47%
#13
CHUBB LTD (CB) - 1.97%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.42%
#14
BANK OF AMERICA CORP (BAC) - 1.96%
JPMORGAN CHASE & CO (JPM) - 1.36%
#15
MUELLER INDUSTRIES INC (MLI) - 1.93%
INTEL CORP (INTC) - 1.02%
#16
NVIDIA CORP (NVDA) - 1.91%
JOHNSON & JOHNSON (JNJ) - 0.95%
#17
JPMORGAN CHASE & CO (JPM) - 1.91%
APPLIED MATERIALS INC (AMAT) - 0.89%
#18
SYNCHRONY FINANCIAL (SYF) - 1.83%
VISA INC CLASS A (V) - 0.88%
#19
MICRON TECHNOLOGY INC (MU) - 1.83%
EXXON MOBIL CORP (XOM) - 0.88%
#20
AMERICAN EXPRESS CO (AXP) - 1.82%
LAM RESEARCH CORP (LRCX) - 0.84%
#21
VISA INC CLASS A (V) - 1.82%
WALMART INC (WMT) - 0.77%
#22
BAKER HUGHES CO CLASS A (BKR) - 1.77%
CATERPILLAR INC (CAT) - 0.76%
#23
THE HARTFORD INSURANCE GROUP INC (HIG) - 1.75%
CISCO SYSTEMS INC (CSCO) - 0.72%
#24
COSTCO WHOLESALE CORP (COST) - 1.73%
ABBVIE INC (ABBV) - 0.69%
#25
VERALTO CORP (VLTO) - 1.64%
COSTCO WHOLESALE CORP (COST) - 0.64%
Total Holdings73502

RDVY vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
RDVY
+2.11%
SPY
+0.57%
3M
Winner
RDVY
+7.58%
SPY
+4.93%
6M
Winner
RDVY
+10.68%
SPY
+8.04%
1Y
Winner
RDVY
+28.09%
SPY
+19.66%
5Y(CAGR)
RDVY
+12.99%
Winner
SPY
+13.01%
10Y(CAGR)
Winner
RDVY
+16.02%
SPY
+14.98%
Max(CAGR)
Winner
RDVY
+13.62%
SPY
+8.47%

RDVY vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearRDVYSPY
2026+14.56%+9.38%
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 -1.31%. The current SPY drawdown is -1.89%.

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
20260.41%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%

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