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ETF comparison

IWF vs RDVY

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 roughly 23.1% of each dollar exposed to the same underlying securities.

IWF unmatched 76.8% Shared 23.1% RDVY unmatched 76.9%

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.

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

81 composite / 100
Expense ratio
0.18%
Net assets
$127.74B
TTM yield
0.36%
Top-10 conc.
54.3%
RDVY

First Trust Rising Dividend Achievers ETF

First Trust · Dividend

73 composite / 100
Expense ratio
0.47%
Net assets
$24.91B
TTM yield
0.86%
Top-10 conc.
28.6%

Sub-score comparison

82
Cost
53
90
Tax efficiency
79
100
Liquidity
100
37
Concentration
73
—
Tracking quality
—
IWF sub-score RDVY

Tracking quality isn't part of the composite — see what we don't score for 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 the cost calculator pre-filled with IWF vs RDVY.

Top shared holdings

34 shared in total
# Holding In IWF In RDVY Overlap
1 ALPHABET INC. 6.17% 2.12% 2.12%
2 NVIDIA CORPORATION 13.83% 1.91% 1.91%
3 MICRON TECHNOLOGY, INC. 3.86% 1.83% 1.83%
4 APPLIED MATERIALS, INC. 1.70% 4.68% 1.70%
5 VISA INC. 1.68% 1.82% 1.68%
6 LAM RESEARCH CORPORATION 1.60% 4.42% 1.60%
7 META PLATFORMS, INC. 3.00% 1.50% 1.50%
8 MICROSOFT CORPORATION 4.11% 1.45% 1.45%
9 APPLE INC. 6.72% 1.44% 1.44%
10 MASTERCARD INCORPORATED 1.23% 1.19% 1.19%
11 KLA CORPORATION 1.17% 4.14% 1.17%
12 GENERAL ELECTRIC COMPANY 1.14% 2.13% 1.14%

Only in IWF

334 total
  • BROADCOM INC. 5.21%
  • ALPHABET INC. 4.98%
  • TESLA, INC. 3.64%
  • ELI LILLY AND COMPANY 2.84%
  • ADVANCED MICRO DEVICES, INC. 2.80%
  • CATERPILLAR INC. 1.43%
  • SANDISK CORPORATION 0.98%
  • NETFLIX, INC. 0.89%
  • PALO ALTO NETWORKS, INC. 0.81%
  • TEXAS INSTRUMENTS INCORPORATED 0.80%

Only in RDVY

38 total
  • ALLSTATE CORP (THE) 2.01%
  • TRAVELERS COMPANIES INC (THE) 2.00%
  • SNAP-ON INC 2.00%
  • CHUBB LTD (SWITZERLAND) 1.97%
  • MUELLER INDUSTRIES INC 1.93%
  • JP MORGAN CHASE & COMPANY 1.90%
  • SYNCHRONY FINANCIAL 1.83%
  • BAKER HUGHES COMPANY 1.77%
  • HARTFORD INSURANCE GROUP INC (THE) 1.75%
  • VERALTO CORP 1.64%

Percentages are holdings overlap with the named fund.

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 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.