ETF comparison
RDVY vs SCHD
Both Dividend.
First Trust Rising Dividend Achievers ETF · Schwab U.S. Dividend Equity ETF
Holdings overlap
7 positions appear in both funds. Buying equal dollars of RDVY and SCHD would leave roughly 5.3% 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
SCHD is 41 bps cheaper than RDVY. On a $100,000 position that's about $410/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 SCHD.
Top shared holdings
7 shared in total| # | Holding | In RDVY | In SCHD | Overlap |
|---|---|---|---|---|
| 1 | AUTOMATIC DATA PROCESSING INC | 1.63% | 2.25% | 1.63% |
| 2 | ACCENTURE PLC | 1.00% | 2.90% | 1.00% |
| 3 | CINCINNATI FINANCIAL CORP | 1.55% | 0.62% | 0.62% |
| 4 | REGIONS FINANCIAL CORP | 1.52% | 0.61% | 0.61% |
| 5 | ABBOTT LABORATORIES | 0.58% | 2.96% | 0.58% |
| 6 | SNAP-ON INC | 2.00% | 0.48% | 0.48% |
| 7 | EAST WEST BANCORP INC | 1.01% | 0.42% | 0.42% |
Only in RDVY
65 total- APPLIED MATERIALS INC 4.68%
- LAM RESEARCH CORP 4.42%
- KLA CORP 4.14%
- GE VERNOVA INC 2.80%
- BANK OF NEW YORK MELLON CORP (THE) 2.15%
- GE AEROSPACE 2.13%
- ALPHABET INC 2.12%
- WILLIAMS SONOMA INC 2.12%
- ROSS STORES INC 2.01%
- ALLSTATE CORP (THE) 2.01%
Only in SCHD
92 total- QUALCOMM Inc 6.74%
- Texas Instruments Inc 5.90%
- UnitedHealth Group Inc 5.09%
- Coca-Cola Co/The 3.96%
- Merck & Co Inc 3.86%
- Chevron Corp 3.83%
- Verizon Communications Inc 3.65%
- Procter & Gamble Co/The 3.55%
- ConocoPhillips 3.51%
- Amgen Inc 3.47%
Related comparisons
More comparisons with RDVY
- RDVY vs DVY · iShares Select Dividend ETF 4.4%
- RDVY vs FDL · First Trust Morningstar Dividend Leaders Index Fund 3.2%
- RDVY vs SPHD · Invesco S&P 500 High Dividend Low Volatility ETF 3.1%
- RDVY vs DON · WisdomTree U.S. MidCap Dividend Fund 3.0%
- RDVY vs SPYD · State Street SPDR Portfolio S&P 500 High Dividend ETF 2.6%
- RDVY vs HDV · iShares Core High Dividend ETF 2.2%
More comparisons with SCHD
- SCHD vs QQQM · Invesco NASDAQ 100 ETF 5.2%
- SCHD vs QQQ · Invesco QQQ Trust 4.8%
- SCHD vs DON · WisdomTree U.S. MidCap Dividend Fund 4.6%
- SCHD vs CGUS · Capital Group Core Equity ETF 4.4%
- SCHD vs VBR · Vanguard Morningstar Small-Cap Value ETF 4.3%
- SCHD vs DFAS · U.S. Small Cap Portfolio-ETF Class Shares 3.7%
Percentages are holdings overlap with the named fund.
Open RDVY or SCHD 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.