PlainIndex

ETF comparison

IWD vs RDVY

US Value vs Dividend.

iShares Russell 1000 Value ETF · First Trust Rising Dividend Achievers ETF

Holdings overlap

0.0 %

0 positions appear in both funds. Buying equal dollars of IWD and RDVY would leave roughly 0.0% of each dollar exposed to the same underlying securities.

IWD only 0.0% Shared 0.0% RDVY only 0.0%
In IWD only
0 positions
Shared
0 positions
In RDVY only
0 positions

Holdings data for IWD covers 0.0% of fund weight. The remainder lacks matchable identifiers in the N-PORT filing.

Holdings data for RDVY covers 0.0% of fund weight. The remainder lacks matchable identifiers in the N-PORT filing.

Side by side

IWD

iShares Russell 1000 Value ETF

iShares · US Value

88 composite / 100
Expense ratio
0.18%
Net assets
$74.26B
TTM yield
1.55%
Top-10 conc.
RDVY

First Trust Rising Dividend Achievers ETF

First Trust · Dividend

72 composite / 100
Expense ratio
0.47%
Net assets
$21.95B
TTM yield
0.94%
Top-10 conc.

Sub-score comparison

82
Cost
53
85
Tax efficiency
77
100
Liquidity
100
N/A
Concentration
N/A
Tracking quality
IWD sub-score RDVY

Tracking-quality sub-score is not yet computed for any fund — see methodology for which inputs are live.

Cost difference

IWD is 29 bps cheaper than RDVY. On a $100,000 position that's about $290/yr more in fees for RDVY.

Fee figure is the annual expense charged on $100,000. It compounds over time — we publish a fuller cost-projection calculator on the methodology page.

Top shared holdings

0 shared in total

No shared holdings between these funds.

Only in IWD

0 total

Every IWD position is also held by RDVY.

Only in RDVY

0 total

Every RDVY position is also held by IWD.

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.