RDVY
DividendFirst Trust Rising Dividend Achievers ETF
First Trust·Tracks Nasdaq US Rising Dividend Achievers Index·Inception Jan 6, 2014
Composite score
Based on a 0.47% expense ratio.
Based on $25.44B in net assets.
Top-10 holdings represent 28.6% of net assets.
Dividend base · ETF wrapper · 0.85% TTM yield.
The composite is a weighted average of the four core sub-scores above (cost, tax efficiency, liquidity, concentration). Missing sub-scores fall back to the per-category median when the category has at least 50% data coverage, so funds without (e.g.) parsed N-PORT holdings aren't accidentally boosted by renormalization. Tracking quality is shown where computable but isn't currently part of the composite weighting. Seemethodologyfor formulas, thetracking-qualitypartial-coverage rationale, and the dimensions we deliberatelydon't score(methodology v0.5.1).
Use RDVY in our tools
Tool · Look-through
See what RDVY actually holds, in a portfolio
Add your other funds and weights; every underlying position is summed across the basket.
Tool · Cost
Compare RDVY's fee against another fund
Compounds the 0.47% expense ratio against a peer over decades.
Tool · Overlap
Compare RDVY's holdings with peers
Pairwise holdings heatmap, pre-loaded with similar Dividend funds.
Tool · TLH
Find a tax-loss harvesting partner for RDVY
Ranks every catalog fund by holdings overlap, flags wash-sale risk.
Tool · Placement
Where should this fund live across your accounts?
Asset-location optimizer — places each fund in taxable / tax-deferred / Roth.
Top holdings
| # | Holding | Weight |
|---|---|---|
| 1 | APPLIED MATERIALS INC | 4.68% |
| 2 | LAM RESEARCH CORP | 4.42% |
| 3 | KLA CORP | 4.14% |
| 4 | GE VERNOVA INC | 2.80% |
| 5 | BANK OF NEW YORK MELLON CORP (THE) | 2.15% |
| 6 | GE AEROSPACE | 2.13% |
| 7 | ALPHABET INC | 2.12% |
| 8 | WILLIAMS SONOMA INC | 2.12% |
| 9 | ROSS STORES INC | 2.01% |
| 10 | ALLSTATE CORP (THE) | 2.01% |
Compare RDVY with another fund
Or skim the closest-overlap funds below.
Similar ETFs by holdings overlap
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