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 +13.3% compared to +10.5%
RDVY vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RDVY
$20B
Winner
SPY
$652B
Expense Ratio
RDVY
0.47%
Winner
SPY
0.09%
Max Drawdown
Winner
RDVY
40.60%
SPY
56.47%
Sharpe Ratio
RDVY
1.62
Winner
SPY
2.07
5Y Beta
Winner
RDVY
0.93
SPY
1.00
P/E Ratio
Winner
RDVY
18.60
SPY
28.24
Forward P/E
Winner
RDVY
16.73
SPY
21.85
PEG Ratio
RDVY
0.39
SPY
N/A
5Y Dividends CAGR
Winner
RDVY
5.57%
SPY
5.43%
5Y EPS CAGR
RDVY
22.83%
Winner
SPY
25.79%
Debt to Equity
RDVY
25.76%
Winner
SPY
22.35%
P/S Ratio
Winner
RDVY
2.54
SPY
3.55
P/B Ratio
Winner
RDVY
3.46
SPY
5.29
RDVY vs SPY - Holdings Comparison
RDVY and SPY have 67 common holdings. Overlap is 23.06%
RDVY's top 25 holdings weight is 56.26%. SPY's top 25 holdings weight is 51.32%.
| Rank | RDVY | SPY |
|---|---|---|
| #1 | LAM RESEARCH CORP (LRCX) - 3.63% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | APPLIED MATERIALS INC (AMAT) - 3.22% | APPLE INC (AAPL) - 6.48% |
| #3 | KLA CORP (KLAC) - 3.17% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | GE VERNOVA INC (GEV) - 3.16% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 2.60% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | BAKER HUGHES CO CLASS A (BKR) - 2.52% | BROADCOM INC (AVGO) - 3.09% |
| #7 | MUELLER INDUSTRIES INC (MLI) - 2.46% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.46% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | ROSS STORES INC (ROST) - 2.45% | TESLA INC (TSLA) - 1.73% |
| #10 | NVIDIA CORP (NVDA) - 2.32% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | BANK OF NEW YORK MELLON CORP (BK) - 2.26% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 2.02% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | SNAP-ON INC (SNA) - 1.98% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | CHUBB LTD (CB) - 1.97% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | THE TRAVELERS COMPANIES INC (TRV) - 1.94% | WALMART INC (WMT) - 0.91% |
| #16 | JPMORGAN CHASE & CO (JPM) - 1.90% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | ALLSTATE CORP (ALL) - 1.85% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | THE HARTFORD INSURANCE GROUP INC (HIG) - 1.84% | VISA INC CLASS A (V) - 0.85% |
| #19 | WILLIAMS-SONOMA INC (WSM) - 1.83% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | PULTEGROUP INC (PHM) - 1.83% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | STATE STREET CORP (STT) - 1.82% | INTEL CORP (INTC) - 0.65% |
| #22 | META PLATFORMS INC CLASS A (META) - 1.80% | NETFLIX INC (NFLX) - 0.64% |
| #23 | GE AEROSPACE (GE) - 1.80% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | AMERICAN EXPRESS CO (AXP) - 1.75% | CHEVRON CORP (CVX) - 0.58% |
| #25 | MICROSOFT CORP (MSFT) - 1.68% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 75 | 505 |
RDVY vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
RDVY
+3.63%
Winner
SPY
+9.11%
3M
RDVY
+2.69%
Winner
SPY
+6.59%
6M
Winner
RDVY
+11.56%
SPY
+10.56%
1Y
RDVY
+28.08%
Winner
SPY
+32.04%
5Y(CAGR)
RDVY
+10.47%
Winner
SPY
+13.35%
10Y(CAGR)
Winner
RDVY
+15.85%
SPY
+15.49%
Max(CAGR)
Winner
RDVY
+13.18%
SPY
+8.50%
RDVY vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | RDVY | SPY |
|---|---|---|
| 2026 | +6.61% | +8.27% |
| 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% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/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 -1.22%.
| Rank | RDVY | SPY |
|---|---|---|
| #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.
| Year | RDVY | SPY |
|---|---|---|
| 2026 | 0.24% | 0.24% |
| 2025 | 1.11% | 1.07% |
| 2024 | 1.64% | 1.21% |
| 2023 | 2.09% | 1.40% |
| 2022 | 2.21% | 1.65% |
| 2021 | 1.04% | 1.20% |
| 2020 | 1.53% | 1.52% |
| 2019 | 1.55% | 1.75% |
| 2018 | 1.68% | 2.04% |
| 2017 | 1.25% | 1.80% |
| 2016 | 2.07% | 2.03% |
| 2015 | 2.14% | 2.06% |
| 2014 | 1.91% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
Select Stocks to Compare
Popular: RDVY vs SPY
More Comparisons
Compare with similar stocks