RDVI vs. EQTY ETF Comparison
Comparison of FT CBOE Vest Rising Dividend Achievers Target Income ETF (RDVI) to Kovitz Core Equity ETF (EQTY)
RDVI
FT CBOE Vest Rising Dividend Achievers Target Income ETF
RDVI Description
Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in dividend-paying securities and/or investments that provide exposure to dividend-paying securities. In furtherance of its objectives, the adviser seeks to make distributions from stock dividends and option premiums at an annual rate that is approximately 8.0% over the current annual dividend yield of the S&P 500 ® Index. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$26.12
Average Daily Volume
345,145
49
EQTY
Kovitz Core Equity ETF
EQTY Description
The Kovitz Core Equity ETF seeks long-term capital appreciation. Through our fundamental, research-driven process, we strive to build diversified portfolios of equity investments through the purchase of competitively advantaged and financially strong companies at prices substantially less than our estimate of their intrinsic values.Grade (RS Rating)
Last Trade
$24.14
Average Daily Volume
36,505
38
Performance
Period | RDVI | EQTY |
---|---|---|
30 Days | 6.48% | 2.94% |
60 Days | 7.39% | 5.30% |
90 Days | 9.03% | 6.95% |
12 Months | 32.72% | 29.19% |
RDVI Overweight 42 Positions Relative to EQTY
Symbol | Grade | Weight | |
---|---|---|---|
SNA | A | 2.39% | |
SYF | B | 2.38% | |
EWBC | A | 2.37% | |
MLI | C | 2.35% | |
DFS | B | 2.31% | |
GRMN | B | 2.31% | |
MTB | A | 2.27% | |
COF | B | 2.27% | |
STLD | B | 2.25% | |
BAC | A | 2.19% | |
RF | A | 2.15% | |
EQH | B | 2.11% | |
JXN | C | 2.11% | |
ODFL | B | 2.1% | |
SLM | A | 2.08% | |
RS | B | 2.08% | |
CSCO | B | 2.08% | |
EOG | A | 2.06% | |
FITB | A | 2.05% | |
CRC | B | 2.05% | |
MA | C | 2.01% | |
MGY | A | 2.0% | |
CF | B | 2.0% | |
ACN | C | 1.99% | |
AFL | B | 1.97% | |
XOM | B | 1.97% | |
CTSH | B | 1.93% | |
HIG | B | 1.92% | |
NUE | C | 1.91% | |
CB | C | 1.88% | |
RDN | C | 1.83% | |
QCOM | F | 1.83% | |
MTG | C | 1.83% | |
OMC | C | 1.82% | |
LRCX | F | 1.74% | |
LEN | D | 1.73% | |
WSM | B | 1.7% | |
IPG | D | 1.68% | |
NKE | D | 1.65% | |
DHI | D | 1.58% | |
KLAC | D | 1.56% | |
ELV | F | 1.41% |
RDVI Underweight 31 Positions Relative to EQTY
Symbol | Grade | Weight | |
---|---|---|---|
META | D | -4.81% | |
AMZN | C | -4.81% | |
SCHW | B | -4.68% | |
GOOG | C | -4.14% | |
BDX | F | -3.98% | |
KEYS | A | -3.93% | |
CRM | B | -3.76% | |
PM | B | -3.75% | |
J | F | -3.58% | |
ICE | C | -3.4% | |
KMX | B | -3.36% | |
FI | A | -3.18% | |
LOW | D | -3.16% | |
BRK.A | B | -3.16% | |
ORCL | B | -2.96% | |
AON | A | -2.92% | |
PPG | F | -2.36% | |
MSI | B | -2.08% | |
DLTR | F | -1.86% | |
ANET | C | -1.84% | |
ADI | D | -1.73% | |
DEO | F | -1.72% | |
HAS | D | -1.07% | |
AMD | F | -0.94% | |
HAYW | B | -0.65% | |
GOOGL | C | -0.49% | |
SYK | C | -0.13% | |
GGG | B | -0.1% | |
VRSK | A | -0.08% | |
ABT | B | -0.06% | |
EFX | F | -0.06% |
RDVI: Top Represented Industries & Keywords
EQTY: Top Represented Industries & Keywords