ETF comparison
RDVY vs SPY
Dividend vs US Large Cap.
First Trust Rising Dividend Achievers ETF · State Street SPDR S&P 500 ETF Trust
Holdings overlap
61 positions appear in both funds. Buying equal dollars of RDVY and SPY would leave roughly 22.0% 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
SPY is 38 bps cheaper than RDVY. On a $100,000 position that's about $376/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 SPY.
Top shared holdings
61 shared in total| # | Holding | In RDVY | In SPY | Overlap |
|---|---|---|---|---|
| 1 | ALPHABET INC | 2.12% | 3.03% | 2.12% |
| 2 | NVIDIA CORP | 1.91% | 8.50% | 1.91% |
| 3 | MICRON TECHNOLOGY INC | 1.83% | 1.82% | 1.82% |
| 4 | META PLATFORMS INC | 1.50% | 2.41% | 1.50% |
| 5 | MICROSOFT CORP | 1.45% | 5.77% | 1.45% |
| 6 | APPLE INC | 1.44% | 7.32% | 1.44% |
| 7 | JP MORGAN CHASE & COMPANY | 1.90% | 1.33% | 1.33% |
| 8 | VISA INC | 1.82% | 0.92% | 0.92% |
| 9 | MASTERCARD INC | 1.19% | 0.67% | 0.67% |
| 10 | LAM RESEARCH CORP | 4.42% | 0.65% | 0.65% |
| 11 | APPLIED MATERIALS INC | 4.68% | 0.64% | 0.64% |
| 12 | COSTCO WHOLESALE CORP | 1.73% | 0.61% | 0.61% |
Only in RDVY
11 total- CHUBB LTD (SWITZERLAND) 1.97%
- MUELLER INDUSTRIES INC 1.93%
- COCA-COLA CONSOLIDATED INC 1.16%
- EAST WEST BANCORP INC 1.01%
- ACCENTURE PLC 1.00%
- EVEREST GROUP LTD 0.54%
- UNUM GROUP 0.51%
- ALLISON TRANSMISSION HOLDINGS INC 0.40%
- WEATHERFORD INTERNATIONAL PLC 0.38%
- AECOM 0.22%
Only in SPY
444 total- AMAZON.COM INC 3.71%
- BROADCOM INC 2.54%
- ALPHABET INC CL C 2.43%
- TESLA INC 1.57%
- ADVANCED MICRO DEVICES 1.55%
- BERKSHIRE HATHAWAY INC CL B 1.41%
- ELI LILLY + CO 1.37%
- EXXONMOBIL HOLDINGS CORP 1.01%
- JOHNSON + JOHNSON 0.93%
- INTEL CORP 0.89%
Related comparisons
More comparisons with RDVY
- RDVY vs VTI · Vanguard Morningstar Total Stock Market ETF 22.0%
- RDVY vs QQQ · Invesco QQQ Trust 21.6%
- RDVY vs SCHB · Schwab U.S. Broad Market ETF 20.6%
- 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%
More comparisons with SPY
- SPY vs SPHB · Invesco S&P 500 High Beta ETF 21.6%
- SPY vs ACWV · iShares MSCI Global Min Vol Factor ETF 19.9%
- SPY vs SPHQ · Invesco S&P 500 Quality ETF 18.7%
- SPY vs FVD · First Trust Value Line Dividend Index Fund 16.7%
- SPY vs SPLV · Invesco S&P 500 Low Volatility ETF 15.8%
- SPY vs VO · Vanguard Morningstar Mid-Cap ETF 15.5%
Percentages are holdings overlap with the named fund.
Open RDVY or SPY 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.