ETF comparison
FDL vs RDVY
Both Dividend.
First Trust Morningstar Dividend Leaders Index Fund · First Trust Rising Dividend Achievers ETF
Holdings overlap
4 positions appear in both funds. Buying equal dollars of FDL and RDVY would leave roughly 3.2% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
FDL is 4 bps cheaper than RDVY. On a $100,000 position that's about $40/yr more in fees for RDVY.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with FDL vs RDVY.
Top shared holdings
4 shared in total| # | Holding | In FDL | In RDVY | Overlap |
|---|---|---|---|---|
| 1 | US BANCORP | 2.27% | 1.56% | 1.56% |
| 2 | ACCENTURE PLC | 1.84% | 1.00% | 1.00% |
| 3 | REGIONS FINANCIAL CORP | 0.59% | 1.52% | 0.59% |
| 4 | DREYFUS GOVERNMENT CASH MANAGEMENT FUNDS | 0.04% | 0.04% | 0.04% |
Only in FDL
97 total- CHEVRON CORP 7.43%
- VERIZON COMMUNICATIONS INC 7.17%
- PHILIP MORRIS INTERNATIONAL INC 6.06%
- PFIZER INC 5.91%
- PEPSICO INC 4.84%
- ALTRIA GROUP INC 4.64%
- BRISTOL-MYERS SQUIBB COMPANY 3.43%
- UNITED PARCEL SERVICE INC 3.15%
- COMCAST CORP 3.13%
- SOUTHERN COMPANY (THE) 2.32%
Only in RDVY
68 total- APPLIED MATERIALS INC 4.68%
- LAM RESEARCH CORP 4.42%
- KLA CORP 4.14%
- GE VERNOVA INC 2.80%
- BANK OF NEW YORK MELLON CORP (THE) 2.15%
- GE AEROSPACE 2.13%
- ALPHABET INC 2.12%
- WILLIAMS SONOMA INC 2.12%
- ROSS STORES INC 2.01%
- ALLSTATE CORP (THE) 2.01%
Related comparisons
More comparisons with FDL
- FDL vs DGRW · WisdomTree U.S. Quality Dividend Growth Fund 2.9%
- FDL vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 2.9%
- FDL vs QQQ · Invesco QQQ Trust 2.0%
- FDL vs IJR · iShares Core S&P Small-Cap ETF 1.7%
- FDL vs IWM · iShares Russell 2000 ETF 1.5%
- FDL vs IWF · iShares Russell 1000 Growth ETF 0.4%
More comparisons with RDVY
- RDVY vs SPHD · Invesco S&P 500 High Dividend Low Volatility ETF 3.1%
- RDVY vs DON · WisdomTree U.S. MidCap Dividend Fund 3.0%
- RDVY vs SPYD · State Street SPDR Portfolio S&P 500 High Dividend ETF 2.6%
- RDVY vs HDV · iShares Core High Dividend ETF 2.2%
- RDVY vs IJH · iShares Core S&P Mid-Cap ETF 1.9%
- RDVY vs VB · Vanguard Morningstar Small-Cap ETF 1.6%
Percentages are holdings overlap with the named fund.
Open FDL or RDVY at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.