ETF comparison
IVVvsRDVY
US Large Cap vs Dividend.
iShares Core S&P 500 ETF · First Trust Rising Dividend Achievers ETF
Holdings overlap
64 positions appear in both funds. Buying equal dollars of IVV and RDVY would leave roughly23.5%of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — seewhat we don't scorefor why.
Cost difference
IVV is 44 bps cheaper than RDVY. On a $100,000 position that's about $440/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 thecost calculator pre-filled with IVV vs RDVY.
Top shared holdings
64 shared in total| # | Holding | In IVV | In RDVY | Overlap |
|---|---|---|---|---|
| 1 | Alphabet, Inc. | 3.25% | 2.12% | 2.12% |
| 2 | NVIDIA Corp. | 7.51% | 1.91% | 1.91% |
| 3 | Micron Technology, Inc. | 2.02% | 1.83% | 1.83% |
| 4 | Meta Platforms, Inc. | 1.92% | 1.50% | 1.50% |
| 5 | Microsoft Corp. | 4.29% | 1.45% | 1.45% |
| 6 | Apple, Inc. | 6.58% | 1.44% | 1.44% |
| 7 | JPMorgan Chase & Co. | 1.36% | 1.90% | 1.36% |
| 8 | Applied Materials, Inc. | 0.89% | 4.68% | 0.89% |
| 9 | Visa, Inc. | 0.88% | 1.82% | 0.88% |
| 10 | Lam Research Corp. | 0.84% | 4.42% | 0.84% |
| 11 | Costco Wholesale Corp. | 0.64% | 1.73% | 0.64% |
| 12 | Mastercard, Inc. | 0.64% | 1.19% | 0.64% |
Only in IVV
442 total- Amazon.com, Inc.3.61%
- Broadcom, Inc.2.77%
- Alphabet, Inc.2.59%
- Tesla, Inc.1.83%
- Eli Lilly & Co.1.47%
- Advanced Micro Devices, Inc.1.47%
- Berkshire Hathaway, Inc.1.42%
- Intel Corp.1.02%
- Johnson & Johnson0.95%
- Exxon Mobil Corp.0.88%
Only in RDVY
8 total- MUELLER INDUSTRIES INC1.93%
- COCA-COLA CONSOLIDATED INC1.16%
- EAST WEST BANCORP INC1.01%
- UNUM GROUP0.51%
- ALLISON TRANSMISSION HOLDINGS INC0.40%
- WEATHERFORD INTERNATIONAL PLC0.38%
- AECOM0.22%
- DREYFUS GOVERNMENT CASH MANAGEMENT FUNDS0.04%
Open IVV 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 methodologyand 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.