ETF comparison

RDVYvsVOO

Dividend vs US Large Cap.

First Trust Rising Dividend Achievers ETF · Vanguard S&P 500 ETF

Holdings overlap

Weighted by ISIN/CUSIP
23.4%

64 positions appear in both funds. Buying equal dollars of RDVY and VOO would leave roughly23.4%of each dollar exposed to the same underlying securities.

RDVY only 76.6%Shared 23.4%VOO only 76.4%
In RDVY only
8 positions
Shared
64 positions
In VOO only
440 positions

Side by side

RDVY

First Trust Rising Dividend Achievers ETF

First Trust · Dividend

73composite / 100
Expense ratio
0.47%
Net assets
$25.44B
TTM yield
0.85%
Top-10 conc.
28.6%
VOO

Vanguard S&P 500 ETF

Vanguard · US Large Cap

91composite / 100
Expense ratio
0.030%
Net assets
$1.76T
TTM yield
1.05%
Top-10 conc.
36.4%

Sub-score comparison

53
Cost
97
79
Tax efficiency
88
100
Liquidity
100
73
Concentration
62
Tracking quality
RDVYsub-scoreVOO

Tracking quality isn't part of the composite — seewhat we don't scorefor why.

Cost difference

VOO 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 thecost calculator pre-filled with RDVY vs VOO.

Top shared holdings

64 shared in total
#HoldingIn RDVYIn VOOOverlap
1ALPHABET INC2.12%3.25%2.12%
2NVIDIA CORP1.91%7.51%1.91%
3MICRON TECHNOLOGY INC1.83%2.02%1.83%
4META PLATFORMS INC1.50%1.92%1.50%
5MICROSOFT CORP1.45%4.30%1.45%
6APPLE INC1.44%6.59%1.44%
7JP MORGAN CHASE & COMPANY1.90%1.26%1.26%
8APPLIED MATERIALS INC4.68%0.89%0.89%
9VISA INC1.82%0.87%0.87%
10LAM RESEARCH CORP4.42%0.84%0.84%
11COSTCO WHOLESALE CORP1.73%0.64%0.64%
12MASTERCARD INC1.19%0.64%0.64%

Only in RDVY

8 total
  • MUELLER INDUSTRIES INC1.93%
  • COCA-COLA CONSOLIDATED INC1.16%
  • EAST WEST BANCORP INC1.01%
  • UNUM GROUP0.51%
  • ALLISON TRANSMISSION HOLDINGS INC0.40%
  • WEATHERFORD INTERNATIONAL PLC0.38%
  • AECOM0.22%
  • DREYFUS GOVERNMENT CASH MANAGEMENT FUNDS0.04%

Only in VOO

440 total
  • Amazon.com Inc3.62%
  • Broadcom Inc2.77%
  • Alphabet Inc2.59%
  • Tesla Inc1.84%
  • Eli Lilly & Co1.47%
  • Advanced Micro Devices Inc1.47%
  • Berkshire Hathaway Inc1.42%
  • Intel Corp1.02%
  • Johnson & Johnson0.95%
  • Exxon Mobil Corp0.88%

Open RDVY or VOO 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 methodologyand 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.