ETF comparison
RDVY vs SPYM
Dividend vs US Large Cap.
First Trust Rising Dividend Achievers ETF · State Street SPDR Portfolio S&P 500 ETF
Holdings overlap
64 positions appear in both funds. Buying equal dollars of RDVY and SPYM would leave roughly 23.5% 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
SPYM is 45 bps cheaper than RDVY. On a $100,000 position that's about $450/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 SPYM.
Top shared holdings
64 shared in total| # | Holding | In RDVY | In SPYM | Overlap |
|---|---|---|---|---|
| 1 | ALPHABET INC | 2.12% | 3.25% | 2.12% |
| 2 | NVIDIA CORP | 1.91% | 7.51% | 1.91% |
| 3 | MICRON TECHNOLOGY INC | 1.83% | 2.02% | 1.83% |
| 4 | META PLATFORMS INC | 1.50% | 1.92% | 1.50% |
| 5 | MICROSOFT CORP | 1.45% | 4.29% | 1.45% |
| 6 | APPLE INC | 1.44% | 6.59% | 1.44% |
| 7 | JP MORGAN CHASE & COMPANY | 1.90% | 1.36% | 1.36% |
| 8 | APPLIED MATERIALS INC | 4.68% | 0.89% | 0.89% |
| 9 | VISA INC | 1.82% | 0.88% | 0.88% |
| 10 | LAM RESEARCH CORP | 4.42% | 0.84% | 0.84% |
| 11 | COSTCO WHOLESALE CORP | 1.73% | 0.64% | 0.64% |
| 12 | MASTERCARD INC | 1.19% | 0.64% | 0.64% |
Only in RDVY
8 total- MUELLER INDUSTRIES INC 1.93%
- COCA-COLA CONSOLIDATED INC 1.16%
- EAST WEST BANCORP INC 1.01%
- UNUM GROUP 0.51%
- ALLISON TRANSMISSION HOLDINGS INC 0.40%
- WEATHERFORD INTERNATIONAL PLC 0.38%
- AECOM 0.22%
- DREYFUS GOVERNMENT CASH MANAGEMENT FUNDS 0.04%
Only in SPYM
442 total- Amazon.com Inc 3.62%
- Broadcom Inc 2.77%
- Alphabet Inc 2.59%
- Tesla Inc 1.83%
- Eli Lilly & Co 1.47%
- Advanced Micro Devices Inc 1.47%
- Berkshire Hathaway Inc 1.42%
- Intel Corp 1.02%
- Johnson & Johnson 0.95%
- Exxon Mobil Corp 0.88%
Related comparisons
More comparisons with RDVY
- RDVY vs IVV · iShares Core S&P 500 ETF 23.5%
- RDVY vs DLN · WisdomTree U.S. LargeCap Dividend Fund 23.5%
- RDVY vs VOO · Vanguard S&P 500 ETF 23.4%
- RDVY vs IWF · iShares Russell 1000 Growth ETF 23.1%
- RDVY vs DGRW · WisdomTree U.S. Quality Dividend Growth Fund 22.3%
- RDVY vs DTD · WisdomTree U.S. Total Dividend Fund 22.2%
More comparisons with SPYM
- SPYM vs SPHB · Invesco S&P 500 High Beta ETF 23.3%
- SPYM vs ACWV · iShares MSCI Global Min Vol Factor ETF 21.3%
- SPYM vs SPHQ · Invesco S&P 500 Quality ETF 20.2%
- SPYM vs FVD · First Trust Value Line Dividend Index Fund 19.2%
- SPYM vs VO · Vanguard Morningstar Mid-Cap ETF 16.4%
- SPYM vs SPLV · Invesco S&P 500 Low Volatility ETF 16.4%
Percentages are holdings overlap with the named fund.
Open RDVY or SPYM 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.