RDVY vs SDY — stock comparison tool

RDVY currently yields 0.85% TTM versus SDY at 2.42%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

RDVYSDY

Performance Comparison

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

RDVY

SDY

*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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SDY Total Returns by Year

Calendar-year total returns, including reinvested dividends

Adj. close

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Best Total Return

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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

SDY$156.10

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State Street SPDR S&P Dividend ETF

Dividend Information

Dividend Yield

0.85%

2.42%

Annual Dividend

$0.68

$3.78

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%

SDY

155 holdings

Industrials18.41%

Consumer Defensive15.90%

Utilities12.88%

Financial Services12.14%

Technology9.10%

Healthcare8.54%

Basic Materials7.29%

Consumer Cyclical5.15%

Real Estate3.85%

Energy3.81%

Communication Services2.92%

Cash & Others0.01%

Top 10 holdings

Name	Weight
ACNACCENTURE PLC CL A	3.71%
VZVERIZON COMMUNICATIONS INC	2.92%
CVXCHEVRON CORP	2.16%
OREALTY INCOME CORP	1.95%
MDTMEDTRONIC PLC	1.84%
PEPPEPSICO INC	1.83%
TGTTARGET CORP	1.69%
ADPAUTOMATIC DATA PROCESSING	1.56%
KVUEKENVUE INC	1.53%
NKENIKE INC CL B	1.52%
Top 10	20.71%

Overlap & differences

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

RDVYSharedSDY

Overlap by weight

Share of portfolio weight that appears in both funds.

# overlapping holdings

RDVY: 13% also in SDYSDY: 10% also in RDVY

SDY: showing top 100 holdings by weight (of 155). Overlap counts use this top slice, not the full fund book.

Sector drift (RDVY vs SDY)

Left = heavier in RDVY. Right = heavier in SDY.

RDVY overweight (left)SDY overweight (right)

Search ticker

10 shown

Overlapping tickers


ACN	Technology	Information Technology Services	2.2%	3.7%	2.2%
ADP	Technology	Software - Application	2.3%	1.6%	1.6%
AFL	Financial Services	Insurance - Life	1.5%	0.9%	0.9%
CINF	Financial Services	Insurance - Property & Casualty	2.0%	0.8%	0.8%
TRV	Financial Services	Insurance - Property & Casualty	2.4%	0.7%	0.7%
AMP	Financial Services	Asset Management	1.4%	0.6%	0.6%
MSFT	Technology	Software - Infrastructure	2.2%	0.6%	0.6%
CB	Financial Services	Insurance - Property & Casualty	2.1%	0.5%	0.5%
QCOM	Technology	Semiconductors	0.5%	0.8%	0.5%
ABT	Healthcare	Medical - Devices	0.3%	1.3%	0.3%

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