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ETF comparison

RDVY vs SPYD

Both Dividend.

First Trust Rising Dividend Achievers ETF · State Street SPDR Portfolio S&P 500 High Dividend ETF

Holdings overlap

Weighted by ISIN/CUSIP
2.6 %

2 positions appear in both funds. Buying equal dollars of RDVY and SPYD would leave roughly 2.6% of each dollar exposed to the same underlying securities.

RDVY unmatched 97.4% Shared 2.6% SPYD unmatched 96.7%

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 RDVY only
70 positions
Shared
2 positions
In SPYD only
76 positions

Side by side

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%
SPYD

State Street SPDR Portfolio S&P 500 High Dividend ETF

State Street · Dividend

89 composite / 100
Expense ratio
0.070%
Net assets
$7.08B
TTM yield
4.25%
Top-10 conc.
15.0%

Sub-score comparison

53
Cost
93
79
Tax efficiency
72
100
Liquidity
93
73
Concentration
93
—
Tracking quality
—
RDVY sub-score SPYD

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

SPYD is 40 bps cheaper than RDVY. On a $100,000 position that's about $400/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 SPYD.

Top shared holdings

2 shared in total
# Holding In RDVY In SPYD Overlap
1 US BANCORP 1.56% 1.30% 1.30%
2 REGIONS FINANCIAL CORP 1.52% 1.26% 1.26%

Only in RDVY

70 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 SPYD

76 total
  • Iron Mountain Inc 1.61%
  • Franklin Resources Inc 1.56%
  • CVS Health Corp 1.52%
  • Host Hotels & Resorts Inc 1.52%
  • Edison International 1.47%
  • Target Corp 1.47%
  • APA Corp 1.47%
  • Viatris Inc 1.45%
  • Kimco Realty Corp 1.45%
  • Simon Property Group Inc 1.44%

Percentages are holdings overlap with the named fund.

Open RDVY or SPYD 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.