SDY vs RDVY
Comparison between SPDR(R) S&P(R) DIVIDEND ETF (SDY, ETF) and FIRST TRUST RISING DIVIDEND ACHIEVERS ETF (RDVY, ETF).
5-Year PerformanceRDVY has outperformed SDY, delivering a return of +10.5% compared to +5.9%
SDY vs RDVY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SDY
$21B
RDVY
$20B
Expense Ratio
Winner
SDY
0.35%
RDVY
0.47%
Max Drawdown
SDY
58.57%
Winner
RDVY
40.60%
Sharpe Ratio
SDY
1.05
Winner
RDVY
1.62
5Y Beta
Winner
SDY
0.48
RDVY
0.93
P/E Ratio
SDY
21.14
Winner
RDVY
18.60
Forward P/E
SDY
17.23
Winner
RDVY
16.73
PEG Ratio
SDY
0.92
Winner
RDVY
0.39
5Y Dividends CAGR
Winner
SDY
7.36%
RDVY
5.57%
5Y EPS CAGR
SDY
8.33%
Winner
RDVY
22.83%
Debt to Equity
SDY
35.03%
Winner
RDVY
25.76%
P/S Ratio
Winner
SDY
1.86
RDVY
2.54
P/B Ratio
Winner
SDY
3.01
RDVY
3.46
SDY vs RDVY - Holdings Comparison
SDY and RDVY have 14 common holdings. Overlap is 7.44%
SDY's top 25 holdings weight is 39.30%. RDVY's top 25 holdings weight is 56.26%.
| Rank | SDY | RDVY |
|---|---|---|
| #1 | VERIZON COMMUNICATIONS INC (VZ) - 3.31% | LAM RESEARCH CORP (LRCX) - 3.63% |
| #2 | REALTY INCOME CORP (O) - 2.50% | APPLIED MATERIALS INC (AMAT) - 3.22% |
| #3 | TARGET CORP (TGT) - 2.22% | KLA CORP (KLAC) - 3.17% |
| #4 | CHEVRON CORP (CVX) - 2.12% | GE VERNOVA INC (GEV) - 3.16% |
| #5 | PEPSICO INC (PEP) - 1.77% | ALPHABET INC CLASS A (GOOGL) - 2.60% |
| #6 | WEC ENERGY GROUP INC (WEC) - 1.62% | BAKER HUGHES CO CLASS A (BKR) - 2.52% |
| #7 | EXXON MOBIL CORP (XOM) - 1.61% | MUELLER INDUSTRIES INC (MLI) - 2.46% |
| #8 | KENVUE INC (KVUE) - 1.57% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.46% |
| #9 | CONSOLIDATED EDISON INC (ED) - 1.55% | ROSS STORES INC (ROST) - 2.45% |
| #10 | TEXAS INSTRUMENTS INC (TXN) - 1.55% | NVIDIA CORP (NVDA) - 2.32% |
| #11 | SOUTHERN CO (SO) - 1.54% | BANK OF NEW YORK MELLON CORP (BK) - 2.26% |
| #12 | KIMBERLY-CLARK CORP (KMB) - 1.54% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 2.02% |
| #13 | AIR PRODUCTS AND CHEMICALS INC (APD) - 1.38% | SNAP-ON INC (SNA) - 1.98% |
| #14 | XCEL ENERGY INC (XEL) - 1.36% | CHUBB LTD (CB) - 1.97% |
| #15 | ARCHER-DANIELS-MIDLAND CO (ADM) - 1.33% | THE TRAVELERS COMPANIES INC (TRV) - 1.94% |
| #16 | EDISON INTERNATIONAL (EIX) - 1.31% | JPMORGAN CHASE & CO (JPM) - 1.90% |
| #17 | NEXTERA ENERGY INC (NEE) - 1.30% | ALLSTATE CORP (ALL) - 1.85% |
| #18 | COCA-COLA CO (KO) - 1.30% | THE HARTFORD INSURANCE GROUP INC (HIG) - 1.84% |
| #19 | LOCKHEED MARTIN CORP (LMT) - 1.25% | WILLIAMS-SONOMA INC (WSM) - 1.83% |
| #20 | ABBVIE INC (ABBV) - 1.24% | PULTEGROUP INC (PHM) - 1.83% |
| #21 | PROCTER & GAMBLE CO (PG) - 1.23% | STATE STREET CORP (STT) - 1.82% |
| #22 | SYSCO CORP (SYY) - 1.19% | META PLATFORMS INC CLASS A (META) - 1.80% |
| #23 | MICROCHIP TECHNOLOGY INC (MCHP) - 1.18% | GE AEROSPACE (GE) - 1.80% |
| #24 | JOHNSON & JOHNSON (JNJ) - 1.17% | AMERICAN EXPRESS CO (AXP) - 1.75% |
| #25 | EVERSOURCE ENERGY (ES) - 1.16% | MICROSOFT CORP (MSFT) - 1.68% |
| Total Holdings | 158 | 75 |
SDY vs RDVY - Historical Returns
Returns include dividend reinvestment.
1M
SDY
-0.14%
Winner
RDVY
+3.63%
3M
SDY
-2.68%
Winner
RDVY
+2.69%
6M
SDY
+9.30%
Winner
RDVY
+11.56%
1Y
SDY
+14.99%
Winner
RDVY
+28.08%
5Y(CAGR)
SDY
+5.88%
Winner
RDVY
+10.47%
10Y(CAGR)
SDY
+9.42%
Winner
RDVY
+15.85%
Max(CAGR)
SDY
+8.87%
Winner
RDVY
+13.18%
SDY vs RDVY - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SDY | RDVY |
|---|---|---|
| 2026 | +6.33% | +6.61% |
| 2025 | +8.85% | +19.20% |
| 2024 | +8.00% | +16.09% |
| 2023 | +2.35% | +20.81% |
| 2022 | -0.44% | -13.98% |
| 2021 | +27.12% | +33.30% |
| 2020 | +2.06% | +12.49% |
| 2019 | +24.12% | +37.39% |
| 2018 | -2.82% | -10.30% |
| 2017 | +15.46% | +21.69% |
| 2016 | +21.95% | +22.80% |
| 2015 | -0.69% | -3.01% |
| 2014 | +15.05% | +10.58% |
| 2013 | +27.23% | N/A |
| 2012 | +10.85% | N/A |
| 2011 | +6.44% | N/A |
| 2010 | +14.94% | N/A |
| 2009 | +16.62% | N/A |
| 2008 | -21.76% | N/A |
| 2007 | -7.06% | N/A |
| 2006 | +16.23% | N/A |
| 2005 | +1.10% | N/A |
SDY vs RDVY Drawdown Comparison
The maximum drawdown for SDY was -54.78%, occurring on Mar 9, 2009. Recovery took 985 trading sessions.
The maximum drawdown for RDVY was -40.60%, occurring on Mar 23, 2020. Recovery took 189 trading sessions.
The current SDY drawdown is -4.50%. The current RDVY drawdown is -1.22%.
| Rank | SDY | RDVY |
|---|---|---|
| #1 | -54.78% Jun 1, 2007 - Apr 28, 2011 | -40.60% Feb 12, 2020 - Nov 10, 2020 |
| #2 | -36.66% Feb 14, 2020 - Nov 24, 2020 | -25.33% Jan 4, 2022 - Dec 14, 2023 |
| #3 | -16.06% Jul 7, 2011 - Dec 27, 2011 | -21.94% Sep 21, 2018 - Apr 29, 2019 |
| #4 | -15.21% Aug 16, 2022 - Dec 2, 2022 | -19.11% Nov 25, 2024 - Jul 3, 2025 |
| #5 | -15.02% Feb 2, 2023 - Mar 12, 2024 | -19.07% May 21, 2015 - Aug 23, 2016 |
| #6 | -14.40% Nov 29, 2024 - Aug 13, 2025 | -10.14% Apr 30, 2019 - Jul 22, 2019 |
| #7 | -14.22% Sep 21, 2018 - Feb 19, 2019 | -9.76% Jul 24, 2019 - Oct 21, 2019 |
| #8 | -13.20% Apr 20, 2022 - Aug 15, 2022 | -9.47% Jan 26, 2018 - Aug 27, 2018 |
| #9 | -10.85% Dec 29, 2014 - Nov 2, 2015 | -9.36% Sep 30, 2014 - Nov 12, 2014 |
| #10 | -9.42% Jan 26, 2018 - Aug 6, 2018 | -9.03% Jan 29, 2026 - Apr 13, 2026 |
| #11 | -9.33% Nov 3, 2015 - Mar 1, 2016 | -8.18% Jul 31, 2024 - Aug 30, 2024 |
| #12 | -7.67% Feb 27, 2026 - Mar 20, 2026 | -7.18% Jan 15, 2014 - Mar 6, 2014 |
| #13 | -6.96% Jan 7, 2022 - Mar 29, 2022 | -6.56% May 7, 2021 - Aug 11, 2021 |
| #14 | -6.93% May 21, 2013 - Jul 18, 2013 | -6.07% Dec 29, 2014 - Feb 12, 2015 |
| #15 | -6.87% May 10, 2021 - Nov 3, 2021 | -6.06% Jan 17, 2020 - Feb 12, 2020 |
Correlation
Correlation between SDY and RDVY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2005 - 2026)
SDY vs RDVY dividend yield comparison.
| Year | SDY | RDVY |
|---|---|---|
| 2026 | 0.59% | 0.24% |
| 2025 | 2.61% | 1.11% |
| 2024 | 2.56% | 1.64% |
| 2023 | 2.64% | 2.09% |
| 2022 | 2.55% | 2.21% |
| 2021 | 2.63% | 1.04% |
| 2020 | 2.85% | 1.53% |
| 2019 | 2.45% | 1.55% |
| 2018 | 2.73% | 1.68% |
| 2017 | 4.69% | 1.25% |
| 2016 | 3.30% | 2.07% |
| 2015 | 6.20% | 2.14% |
| 2014 | 4.74% | 1.91% |
| 2013 | 3.95% | 0.00% |
| 2012 | 3.28% | 0.00% |
| 2011 | 3.23% | 0.00% |
| 2010 | 3.35% | 0.00% |
| 2009 | 3.75% | 0.00% |
| 2008 | 5.44% | 0.00% |
| 2007 | 5.03% | 0.00% |
| 2006 | 2.86% | 0.00% |
| 2005 | 0.57% | 0.00% |
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