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