RDVY vs SCHD — stock comparison tool

RDVY currently yields 0.85% TTM versus SCHD at 3.04%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

RDVYSCHD

Performance Comparison

Total return with dividends reinvested (DRIP) from a $10,000 start — price + income.

RDVY

SCHD

*Total Return = DRIP (price + reinvested dividends). Range: 2025-10-21 to 2026-10-21. Legend ordered low → high.

Chart metrics: Total Return (%) · Price Return (%) · Portfolio Value ($) · Stock Price · Dividends (Annual) · Dividend Growth (%). Market Cap history is not available yet.

Calendar-year total returns

Side-by-side yearly performance for each ticker (adjusted close ≈ total return)

RDVY Total Returns by Year

Calendar-year total returns, including reinvested dividends

Adj. close

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SCHD Total Returns by Year

Calendar-year total returns, including reinvested dividends

Adj. close

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Best Total Return

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No data

Highest Dividend Income

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Best Avg Annual Return

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DRIP Simulation Summary

$10,000 initial investment with DRIP (live)

Ticker	Period	Start $	End $	Dividends	Start Price	End Price	Shares	Return %

Current Data Comparison

Live fundamental metrics and analyst data

Metric

RDVY$79.63

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First Trust Rising Dividend Achievers ETF

SCHD$34.69

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Schwab U.S. Dividend Equity ETF

Dividend Information

Dividend Yield

0.85%

3.04%

Annual Dividend

$0.68

$1.05

Dividend Growth (5yr)

Years of Growth

ETF holdings & allocation

Side-by-side composition for each ETF in this comparison.

RDVY

72 holdings

Financial Services38.04%

Technology27.15%

Industrials12.37%

Consumer Cyclical9.71%

Communication Services4.23%

Healthcare3.92%

Consumer Defensive2.36%

Energy1.76%

Utilities1.39%

Basic Materials0.46%

Cash & Others0.16%

Top 10 holdings

Name	Weight
TRVThe Travelers Companies, Inc.	2.35%
VVisa Inc. (Class A)	2.26%
ADPAutomatic Data Processing, Inc.	2.26%
MSFTMicrosoft Corporation	2.23%
EXPEExpedia Group, Inc.	2.23%
ACNAccenture plc	2.21%
LRCXLam Research Corporation	2.18%
ROSTRoss Stores, Inc.	2.17%
METAMeta Platforms, Inc. (Class A)	2.16%
AMATApplied Materials, Inc.	2.14%
Top 10	22.19%

SCHD

102 holdings

Consumer Defensive20.07%

Healthcare19.33%

Technology15.98%

Energy15.35%

Financial Services9.18%

Industrials7.31%

Consumer Cyclical6.73%

Communication Services5.95%

Utilities0.09%

Cash & Others0.01%

Top 10 holdings

Name	Weight
TXNTEXAS INSTRUMENT	4.40%
PGPROCTER & GAMBLE	4.34%
CVXCHEVRON	4.31%
KOCOCA-COLA	4.30%
COPCONOCOPHILLIPS	4.30%
QCOMQUALCOMM	4.15%
UNHUNITEDHEALTH GROUP	4.14%
HDHOME DEPOT	3.95%
AMGNAMGEN INC	3.90%
PEPPEPSICO	3.86%
Top 10	41.65%

Overlap & differences

Ticker overlap by weight, sector tilts, and where one fund is overweight. Open full tool

RDVYSharedSCHD

Overlap by weight

Share of portfolio weight that appears in both funds.

# overlapping holdings

RDVY: 10% also in SCHDSCHD: 8% also in RDVY

SCHD: showing top 100 holdings by weight (of 102). Overlap counts use this top slice, not the full fund book.

Sector drift (RDVY vs SCHD)

Left = heavier in RDVY. Right = heavier in SCHD.

RDVY overweight (left)SCHD overweight (right)

Search ticker

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Overlapping tickers


ADP	Technology	Software - Application	2.3%	2.8%	2.3%
ACN	Technology	Information Technology Services	2.2%	3.6%	2.2%
CINF	Financial Services	Insurance - Property & Casualty	2.0%	0.6%	0.6%
RF	Financial Services	Banks - Regional	1.9%	0.6%	0.6%
QCOM	Technology	Semiconductors	0.5%	4.1%	0.5%
SNA	Industrials	Manufacturing - Tools & Accessories	1.9%	0.5%	0.5%
EWBC	Financial Services	Banks - Regional	0.5%	0.4%	0.4%
ABT	Healthcare	Medical - Devices	0.3%	3.8%	0.3%

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