RDVY vs VONV
Comparison between FIRST TRUST RISING DIVIDEND ACHIEVERS ETF (RDVY, ETF) and VANGUARD RUSSELL 1000 VALUE INDEX FUND ETF SHARES (VONV, ETF).
5-Year PerformanceRDVY has outperformed VONV, delivering a return of +12.0% compared to +10.7%
RDVY vs VONV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
RDVY
$22B
VONV
$22B
Expense Ratio
RDVY
0.47%
Winner
VONV
0.06%
Max Drawdown
RDVY
40.60%
Winner
VONV
38.21%
Sharpe Ratio
RDVY
1.61
Winner
VONV
2.01
5Y Beta
RDVY
0.93
Winner
VONV
0.72
P/E Ratio
Winner
RDVY
18.58
VONV
23.31
Forward P/E
Winner
RDVY
17.05
VONV
17.62
PEG Ratio
RDVY
0.37
VONV
N/A
5Y Dividends CAGR
RDVY
5.57%
Winner
VONV
9.21%
5Y EPS CAGR
Winner
RDVY
22.13%
VONV
13.38%
Debt to Equity
RDVY
30.07%
Winner
VONV
10.11%
P/S Ratio
RDVY
2.69
Winner
VONV
2.33
P/B Ratio
RDVY
3.86
Winner
VONV
3.24
RDVY vs VONV - Holdings Comparison
RDVY and VONV have 61 common holdings. Overlap is 16.68%
RDVY's top 25 holdings weight is 57.31%. VONV's top 25 holdings weight is 32.89%.
| Rank | RDVY | VONV |
|---|---|---|
| #1 | LAM RESEARCH CORP (LRCX) - 4.53% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.66% |
| #2 | APPLIED MATERIALS INC (AMAT) - 3.74% | JPMORGAN CHASE & CO (JPM) - 2.45% |
| #3 | KLA CORP (KLAC) - 3.43% | ALPHABET INC CLASS A (GOOGL) - 2.40% |
| #4 | GE VERNOVA INC (GEV) - 3.02% | AMAZON.COM INC (AMZN) - 2.13% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 2.81% | EXXON MOBIL CORP (XOM) - 1.98% |
| #6 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.65% | ALPHABET INC CLASS C (GOOG) - 1.96% |
| #7 | ROSS STORES INC (ROST) - 2.48% | MICRON TECHNOLOGY INC (MU) - 1.76% |
| #8 | MUELLER INDUSTRIES INC (MLI) - 2.44% | JOHNSON & JOHNSON (JNJ) - 1.68% |
| #9 | BAKER HUGHES CO CLASS A (BKR) - 2.42% | WALMART INC (WMT) - 1.57% |
| #10 | BANK OF NEW YORK MELLON CORP (BNY) - 2.32% | INTEL CORP (INTC) - 1.27% |
| #11 | NVIDIA CORP (NVDA) - 2.27% | CISCO SYSTEMS INC (CSCO) - 1.11% |
| #12 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.97% | CATERPILLAR INC (CAT) - 1.10% |
| #13 | SNAP-ON INC (SNA) - 1.90% | CHEVRON CORP (CVX) - 1.10% |
| #14 | GE AEROSPACE (GE) - 1.90% | PROCTER & GAMBLE CO (PG) - 1.05% |
| #15 | WILLIAMS-SONOMA INC (WSM) - 1.89% | UNITEDHEALTH GROUP INC (UNH) - 1.02% |
| #16 | CHUBB LTD (CB) - 1.88% | BANK OF AMERICA CORP (BAC) - 0.97% |
| #17 | THE TRAVELERS COMPANIES INC (TRV) - 1.85% | MERCK & CO INC (MRK) - 0.82% |
| #18 | STATE STREET CORP (STT) - 1.84% | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.78% |
| #19 | JPMORGAN CHASE & CO (JPM) - 1.82% | WELLS FARGO & CO (WFC) - 0.77% |
| #20 | ALLSTATE CORP (ALL) - 1.77% | THE GOLDMAN SACHS GROUP INC (GS) - 0.75% |
| #21 | THE HARTFORD INSURANCE GROUP INC (HIG) - 1.75% | ADVANCED MICRO DEVICES INC (AMD) - 0.72% |
| #22 | AMERICAN EXPRESS CO (AXP) - 1.68% | META PLATFORMS INC CLASS A (META) - 0.72% |
| #23 | PULTEGROUP INC (PHM) - 1.68% | LINDE PLC (LIN) - 0.72% |
| #24 | VISA INC CLASS A (V) - 1.67% | RTX CORP (RTX) - 0.72% |
| #25 | META PLATFORMS INC CLASS A (META) - 1.60% | APPLIED MATERIALS INC (AMAT) - 0.68% |
| Total Holdings | 75 | 841 |
RDVY vs VONV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
RDVY
+6.09%
VONV
+3.42%
3M
Winner
RDVY
+15.14%
VONV
+13.29%
6M
RDVY
+12.61%
Winner
VONV
+15.45%
1Y
Winner
RDVY
+29.31%
VONV
+28.69%
5Y(CAGR)
Winner
RDVY
+12.01%
VONV
+10.69%
10Y(CAGR)
Winner
RDVY
+16.22%
VONV
+11.55%
Max(CAGR)
Winner
RDVY
+13.55%
VONV
+11.89%
RDVY vs VONV - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | RDVY | VONV |
|---|---|---|
| 2026 | +12.32% | +14.63% |
| 2025 | +19.20% | +15.97% |
| 2024 | +16.09% | +13.92% |
| 2023 | +20.81% | +11.46% |
| 2022 | -13.98% | -7.91% |
| 2021 | +33.30% | +26.80% |
| 2020 | +12.49% | +2.23% |
| 2019 | +37.39% | +26.23% |
| 2018 | -10.30% | -8.90% |
| 2017 | +21.69% | +12.75% |
| 2016 | +22.80% | +18.67% |
| 2015 | -3.01% | -4.06% |
| 2014 | +10.58% | +14.11% |
| 2013 | N/A | +29.86% |
| 2012 | N/A | +15.25% |
| 2011 | N/A | -0.69% |
| 2010 | N/A | +10.91% |
RDVY vs VONV Drawdown Comparison
The maximum drawdown for RDVY was -40.60%, occurring on Mar 23, 2020. Recovery took 189 trading sessions.
The maximum drawdown for VONV was -38.21%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.
| Rank | RDVY | VONV |
|---|---|---|
| #1 | -40.60% Feb 12, 2020 - Nov 10, 2020 | -38.21% Feb 12, 2020 - Dec 4, 2020 |
| #2 | -25.33% Jan 4, 2022 - Dec 14, 2023 | -20.97% Apr 29, 2011 - Mar 13, 2012 |
| #3 | -21.94% Sep 21, 2018 - Apr 29, 2019 | -18.88% Jan 12, 2022 - Dec 14, 2023 |
| #4 | -19.11% Nov 25, 2024 - Jul 3, 2025 | -18.27% Jan 26, 2018 - Apr 30, 2019 |
| #5 | -19.07% May 21, 2015 - Aug 23, 2016 | -16.12% May 21, 2015 - Jun 8, 2016 |
| #6 | -10.14% Apr 30, 2019 - Jul 22, 2019 | -15.70% Nov 29, 2024 - Jul 3, 2025 |
| #7 | -9.76% Jul 24, 2019 - Oct 21, 2019 | -10.39% Apr 2, 2012 - Aug 9, 2012 |
| #8 | -9.47% Jan 26, 2018 - Aug 27, 2018 | -7.69% Sep 19, 2014 - Nov 5, 2014 |
| #9 | -9.36% Sep 30, 2014 - Nov 12, 2014 | -7.23% Oct 18, 2012 - Dec 18, 2012 |
| #10 | -9.03% Jan 29, 2026 - Apr 13, 2026 | -6.82% Feb 27, 2026 - Apr 14, 2026 |
| #11 | -8.18% Jul 31, 2024 - Aug 30, 2024 | -6.80% Jul 26, 2019 - Sep 12, 2019 |
| #12 | -7.18% Jan 15, 2014 - Mar 6, 2014 | -6.41% Apr 30, 2019 - Jun 20, 2019 |
| #13 | -6.56% May 7, 2021 - Aug 11, 2021 | -5.99% Jan 15, 2014 - Feb 28, 2014 |
| #14 | -6.07% Dec 29, 2014 - Feb 12, 2015 | -5.96% Nov 8, 2021 - Dec 27, 2021 |
| #15 | -6.06% Jan 17, 2020 - Feb 12, 2020 | -5.59% Jun 8, 2016 - Jul 8, 2016 |
Correlation
Correlation between RDVY and VONV is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2010 - 2026)
RDVY vs VONV dividend yield comparison.
| Year | RDVY | VONV |
|---|---|---|
| 2026 | 0.23% | 0.39% |
| 2025 | 1.11% | 1.82% |
| 2024 | 1.64% | 1.97% |
| 2023 | 2.09% | 2.10% |
| 2022 | 2.21% | 2.22% |
| 2021 | 1.04% | 1.67% |
| 2020 | 1.53% | 2.25% |
| 2019 | 1.55% | 2.30% |
| 2018 | 1.68% | 2.56% |
| 2017 | 1.25% | 2.18% |
| 2016 | 2.07% | 2.39% |
| 2015 | 2.14% | 2.38% |
| 2014 | 1.91% | 2.10% |
| 2013 | 0.00% | 1.92% |
| 2012 | 0.00% | 2.26% |
| 2011 | 0.00% | 2.07% |
| 2010 | 0.00% | 0.15% |
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