ETF comparison

IWFvsRDVY

US Large Cap Growth vs Dividend.

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

Holdings overlap

Weighted by ISIN/CUSIP
23.1%

34 positions appear in both funds. Buying equal dollars of IWF and RDVY would leave roughly23.1%of each dollar exposed to the same underlying securities.

IWF only 76.8%Shared 23.1%RDVY only 76.9%
In IWF only
334 positions
Shared
34 positions
In RDVY only
38 positions

Side by side

IWF

iShares Russell 1000 Growth ETF

iShares · US Large Cap Growth

81composite / 100
Expense ratio
0.18%
Net assets
$125.54B
TTM yield
0.36%
Top-10 conc.
54.3%
RDVY

First Trust Rising Dividend Achievers ETF

First Trust · Dividend

73composite / 100
Expense ratio
0.47%
Net assets
$25.44B
TTM yield
0.85%
Top-10 conc.
28.6%

Sub-score comparison

82
Cost
53
90
Tax efficiency
79
100
Liquidity
100
37
Concentration
73
Tracking quality
IWFsub-scoreRDVY

Tracking quality isn't part of the composite — seewhat we don't scorefor why.

Cost difference

IWF 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 thecost calculator pre-filled with IWF vs RDVY.

Top shared holdings

34 shared in total
#HoldingIn IWFIn RDVYOverlap
1ALPHABET INC.6.17%2.12%2.12%
2NVIDIA CORPORATION13.83%1.91%1.91%
3MICRON TECHNOLOGY, INC.3.86%1.83%1.83%
4APPLIED MATERIALS, INC.1.70%4.68%1.70%
5VISA INC.1.68%1.82%1.68%
6LAM RESEARCH CORPORATION1.60%4.42%1.60%
7META PLATFORMS, INC.3.00%1.50%1.50%
8MICROSOFT CORPORATION4.11%1.45%1.45%
9APPLE INC.6.72%1.44%1.44%
10MASTERCARD INCORPORATED1.23%1.19%1.19%
11KLA CORPORATION1.17%4.14%1.17%
12GENERAL ELECTRIC COMPANY1.14%2.13%1.14%

Only in IWF

334 total
  • BROADCOM INC.5.21%
  • ALPHABET INC.4.98%
  • TESLA, INC.3.64%
  • ELI LILLY AND COMPANY2.84%
  • ADVANCED MICRO DEVICES, INC.2.80%
  • CATERPILLAR INC.1.43%
  • SANDISK CORPORATION0.98%
  • NETFLIX, INC.0.89%
  • PALO ALTO NETWORKS, INC.0.81%
  • TEXAS INSTRUMENTS INCORPORATED0.80%

Only in RDVY

38 total
  • ALLSTATE CORP (THE)2.01%
  • TRAVELERS COMPANIES INC (THE)2.00%
  • SNAP-ON INC2.00%
  • CHUBB LTD (SWITZERLAND)1.97%
  • MUELLER INDUSTRIES INC1.93%
  • JP MORGAN CHASE & COMPANY1.90%
  • SYNCHRONY FINANCIAL1.83%
  • BAKER HUGHES COMPANY1.77%
  • HARTFORD INSURANCE GROUP INC (THE)1.75%
  • VERALTO CORP1.64%

Open IWF 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.