ETF comparison
IWD vs RDVY
US Value vs Dividend.
iShares Russell 1000 Value ETF · First Trust Rising Dividend Achievers ETF
Holdings overlap
55 positions appear in both funds. Buying equal dollars of IWD and RDVY would leave roughly 14.8% 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
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. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with IWD vs RDVY.
Top shared holdings
55 shared in total| # | Holding | In IWD | In RDVY | Overlap |
|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO. | 2.45% | 1.90% | 1.90% |
| 2 | MICROSOFT CORPORATION | 3.88% | 1.45% | 1.45% |
| 3 | APPLE INC. | 5.37% | 1.44% | 1.44% |
| 4 | BANK OF AMERICA CORPORATION | 0.98% | 1.96% | 0.98% |
| 5 | WELLS FARGO & COMPANY | 0.71% | 0.97% | 0.71% |
| 6 | COSTCO WHOLESALE CORPORATION | 0.65% | 1.73% | 0.65% |
| 7 | META PLATFORMS, INC. | 0.63% | 1.50% | 0.63% |
| 8 | CITIGROUP INC. | 0.56% | 0.54% | 0.54% |
| 9 | ABBOTT LABORATORIES | 0.44% | 0.58% | 0.44% |
| 10 | THE CHARLES SCHWAB CORPORATION | 0.39% | 0.95% | 0.39% |
| 11 | THE PROGRESSIVE CORPORATION | 0.36% | 0.76% | 0.36% |
| 12 | AMERICAN EXPRESS COMPANY | 0.36% | 1.82% | 0.36% |
Only in IWD
815 total- AMAZON.COM, INC. 5.93%
- BERKSHIRE HATHAWAY INC. 2.61%
- INTEL CORPORATION 1.72%
- JOHNSON & JOHNSON 1.71%
- EXXON MOBIL CORPORATION 1.59%
- CISCO SYSTEMS, INC. 1.30%
- WALMART INC. 1.27%
- ABBVIE INC. 1.15%
- UNITEDHEALTH GROUP INCORPORATED 1.05%
- THE PROCTER & GAMBLE COMPANY 0.96%
Only in RDVY
17 total- APPLIED MATERIALS INC 4.68%
- LAM RESEARCH CORP 4.42%
- KLA CORP 4.14%
- GE VERNOVA INC 2.80%
- GE AEROSPACE 2.13%
- ALPHABET INC 2.12%
- NVIDIA CORP 1.91%
- MICRON TECHNOLOGY INC 1.83%
- VISA INC 1.82%
- EXPEDIA GROUP INC 1.51%
Related comparisons
More comparisons with IWD
More comparisons with RDVY
- RDVY vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 12.5%
- RDVY vs VO · Vanguard Morningstar Mid-Cap ETF 10.6%
- RDVY vs SDY · State Street SPDR S&P Dividend ETF 7.8%
- RDVY vs FVD · First Trust Value Line Dividend Index Fund 7.5%
- RDVY vs NOBL · ProShares S&P 500 Dividend Aristocrats ETF 6.4%
- RDVY vs SCHD · Schwab U.S. Dividend Equity ETF 5.3%
Percentages are holdings overlap with the named fund.
Open IWD 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.