ETF comparison
RDVY vs SCHB
Dividend vs US Total Market.
First Trust Rising Dividend Achievers ETF · Schwab U.S. Broad Market ETF
Holdings overlap
71 positions appear in both funds. Buying equal dollars of RDVY and SCHB would leave roughly 20.6% 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
SCHB 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 the cost calculator pre-filled with RDVY vs SCHB.
Top shared holdings
71 shared in total| # | Holding | In RDVY | In SCHB | Overlap |
|---|---|---|---|---|
| 1 | ALPHABET INC | 2.12% | 3.03% | 2.12% |
| 2 | NVIDIA CORP | 1.91% | 7.02% | 1.91% |
| 3 | META PLATFORMS INC | 1.50% | 1.89% | 1.50% |
| 4 | MICRON TECHNOLOGY INC | 1.83% | 1.49% | 1.49% |
| 5 | MICROSOFT CORP | 1.45% | 4.57% | 1.45% |
| 6 | APPLE INC | 1.44% | 6.26% | 1.44% |
| 7 | JP MORGAN CHASE & COMPANY | 1.90% | 1.10% | 1.10% |
| 8 | VISA INC | 1.82% | 0.75% | 0.75% |
| 9 | COSTCO WHOLESALE CORP | 1.73% | 0.58% | 0.58% |
| 10 | MASTERCARD INC | 1.19% | 0.55% | 0.55% |
| 11 | LAM RESEARCH CORP | 4.42% | 0.54% | 0.54% |
| 12 | APPLIED MATERIALS INC | 4.68% | 0.49% | 0.49% |
Only in RDVY
1 total- DREYFUS GOVERNMENT CASH MANAGEMENT FUNDS 0.04%
Only in SCHB
2,334 total- Amazon.com Inc 3.62%
- Broadcom Inc 2.90%
- Alphabet Inc 2.41%
- Tesla Inc 1.68%
- Eli Lilly & Co 1.20%
- Berkshire Hathaway Inc 1.19%
- Advanced Micro Devices Inc 1.15%
- Exxon Mobil Corp 0.83%
- Johnson & Johnson 0.74%
- Intel Corp 0.74%
Related comparisons
More comparisons with RDVY
- RDVY vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 20.3%
- RDVY vs VUG · Vanguard Morningstar Growth ETF 20.1%
- RDVY vs CGDV · Capital Group Dividend Value ETF 19.2%
- RDVY vs DGRO · iShares Core Dividend Growth ETF 19.1%
- RDVY vs VTV · Vanguard Morningstar Value ETF 16.1%
- RDVY vs FDVV · Fidelity High Dividend ETF 15.2%
More comparisons with SCHB
- SCHB vs RPG · Invesco S&P 500 Pure Growth ETF 20.1%
- SCHB vs ACWV · iShares MSCI Global Min Vol Factor ETF 19.9%
- SCHB vs SPHB · Invesco S&P 500 High Beta ETF 19.8%
- SCHB vs IWR · iShares Russell Mid-Cap ETF 18.3%
- SCHB vs FVD · First Trust Value Line Dividend Index Fund 17.8%
- SCHB vs SPHQ · Invesco S&P 500 Quality ETF 17.7%
Percentages are holdings overlap with the named fund.
Open RDVY or SCHB 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.