ETF comparison
RDVY vs SDY
Both Dividend.
First Trust Rising Dividend Achievers ETF · State Street SPDR S&P Dividend ETF
Holdings overlap
11 positions appear in both funds. Buying equal dollars of RDVY and SDY would leave roughly 7.8% 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
SDY is 12 bps cheaper than RDVY. On a $100,000 position that's about $120/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 SDY.
Top shared holdings
11 shared in total| # | Holding | In RDVY | In SDY | Overlap |
|---|---|---|---|---|
| 1 | AUTOMATIC DATA PROCESSING INC | 1.63% | 1.54% | 1.54% |
| 2 | CINCINNATI FINANCIAL CORP | 1.55% | 1.10% | 1.10% |
| 3 | AFLAC INC | 0.97% | 0.93% | 0.93% |
| 4 | ACCENTURE PLC | 1.00% | 0.87% | 0.87% |
| 5 | TRAVELERS COMPANIES INC (THE) | 2.00% | 0.69% | 0.69% |
| 6 | AMERIPRISE FINANCIAL INC | 1.22% | 0.60% | 0.60% |
| 7 | ABBOTT LABORATORIES | 0.58% | 1.00% | 0.58% |
| 8 | CHUBB LTD (SWITZERLAND) | 1.97% | 0.51% | 0.51% |
| 9 | DOVER CORP | 0.52% | 0.42% | 0.42% |
| 10 | MICROSOFT CORP | 1.45% | 0.36% | 0.36% |
| 11 | COSTCO WHOLESALE CORP | 1.73% | 0.20% | 0.20% |
Only in RDVY
61 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 SDY
144 total- Verizon Communications Inc 2.14%
- Realty Income Corp 2.14%
- Kenvue Inc 1.75%
- Kimberly-Clark Corp 1.75%
- AbbVie Inc 1.62%
- QUALCOMM Inc 1.57%
- Texas Instruments Inc 1.55%
- Target Corp 1.55%
- Edison International 1.45%
- Sysco Corp 1.41%
Related comparisons
More comparisons with RDVY
- 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%
- 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%
More comparisons with SDY
Percentages are holdings overlap with the named fund.
Open RDVY or SDY 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.