ETF comparison
RDVY vs VO
Dividend vs US Mid Cap.
First Trust Rising Dividend Achievers ETF · Vanguard Morningstar Mid-Cap ETF
Holdings overlap
29 positions appear in both funds. Buying equal dollars of RDVY and VO would leave roughly 10.6% 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
VO is 44 bps cheaper than RDVY. On a $100,000 position that's about $440/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 VO.
Top shared holdings
29 shared in total| # | Holding | In RDVY | In VO | Overlap |
|---|---|---|---|---|
| 1 | ROSS STORES INC | 2.01% | 0.66% | 0.66% |
| 2 | MONOLITHIC POWER SYSTEMS INC | 1.30% | 0.62% | 0.62% |
| 3 | PACCAR INC | 0.97% | 0.61% | 0.61% |
| 4 | ALLSTATE CORP (THE) | 2.01% | 0.59% | 0.59% |
| 5 | WESTERN DIGITAL CORP | 0.59% | 1.06% | 0.59% |
| 6 | BAKER HUGHES COMPANY | 1.77% | 0.53% | 0.53% |
| 7 | AFLAC INC | 0.97% | 0.52% | 0.52% |
| 8 | HOWMET AEROSPACE INC | 0.51% | 1.04% | 0.51% |
| 9 | EBAY INC | 0.99% | 0.48% | 0.48% |
| 10 | STATE STREET CORP | 1.20% | 0.43% | 0.43% |
| 11 | METLIFE INC | 0.42% | 0.45% | 0.42% |
| 12 | AMERIPRISE FINANCIAL INC | 1.22% | 0.40% | 0.40% |
Only in RDVY
43 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%
- CHUBB LTD (SWITZERLAND) 1.97%
- BANK OF AMERICA CORP 1.96%
Only in VO
253 total- Vertiv Holdings Co 1.22%
- Seagate Technology Holdings PLC 1.05%
- Quanta Services Inc 1.04%
- Cummins Inc 0.95%
- Datadog Inc 0.83%
- Bloom Energy Corp 0.79%
- Constellation Energy Corp 0.78%
- Robinhood Markets Inc 0.77%
- Cloudflare Inc 0.76%
- Valero Energy Corp 0.75%
Related comparisons
More comparisons with RDVY
- RDVY vs SDY · State Street SPDR S&P Dividend ETF 7.8%
- 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%
More comparisons with VO
- VO vs QQQM · Invesco NASDAQ 100 ETF 10.2%
- VO vs IWF · iShares Russell 1000 Growth ETF 10.2%
- VO vs CGGR · Capital Group Growth ETF 10.1%
- VO vs DGRW · WisdomTree U.S. Quality Dividend Growth Fund 9.8%
- VO vs NOBL · ProShares S&P 500 Dividend Aristocrats ETF 9.2%
- VO vs TCAF · T. Rowe Price Capital Appreciation Equity ETF 8.9%
Percentages are holdings overlap with the named fund.
Open RDVY or VO 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.