RDVY
DividendFirst Trust Rising Dividend Achievers ETF
First Trust · Tracks Nasdaq US Rising Dividend Achievers Index · Inception Jan 6, 2014
Trailing returns
through Oct 23, 2026- 1 year
- +19.5%
- 3 year
- +23.4%
- annualized
- 5 year
- +11.6%
- annualized
Price return from month-end closes, distributions reinvested at month end. Excludes trading costs, bid-ask spreads and taxes. Past performance says nothing about future returns and is not part of the composite score — see the methodology for what the score does measure.
Composite score
Based on a 0.47% expense ratio.
Based on $24.91B in net assets.
Top-10 holdings represent 28.6% of net assets.
Dividend base · ETF wrapper · 0.86% 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. See methodology for formulas, the tracking-quality partial-coverage rationale, and the dimensions we deliberately don't score (methodology v0.5.2).
Look through RDVY, or compare the fee
Tool · Look-through
Underlying holdings, with other funds added
Add tickers and weights; N-PORT positions are 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
Asset location for RDVY across account types
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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