RDVY vs. EAGL ETF Comparison
Comparison of First Trust NASDAQ Rising Dividend Achievers ETF (RDVY) to Eagle Capital Select Equity ETF (EAGL)
RDVY
First Trust NASDAQ Rising Dividend Achievers ETF
RDVY Description
The investment seeks investment results that correspond generally to the price and yield (before the fees and expenses) of the NASDAQ US Rising Dividend Achievers Index. The fund will normally invest at least 90% of its net assets (plus the amount of any borrowings for investment purposes) in securities that comprise the index. The index is composed of the securities of 50 companies with a history of raising their dividends and exhibit the characteristics to continue to do so in the future. The index is designed to provide access to a diversified portfolio of small, mid and large capitalization income producing securities. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$55.92
Average Daily Volume
656,539
50
EAGL
Eagle Capital Select Equity ETF
EAGL Description
EAGL seeks to outperform the US equity markets through a narrow exposure to global value stocks. The actively managed fund generally holds 15-35 stocks assessed based on the advisers estimate of their long-term intrinsic values. The belief is that there is an opportunity to capture excess returns through a longer-term perspective. Thus, several investments of the fund are expected to be made with a five to seven-year holding period. The portfolio is constructed using a fundamental analysis that considers business changes, growth prospects, margins, industry factors, and valuation scenarios over the next 5 to 10 years, which seeks to identify a margin of safety based on valuation discount, resilience, growth opportunities, and strong management. The fund primarily focuses on US stocks and large-cap companies. However, the fund may invest in companies of any size and geographic location, including emerging markets. EAGL launched by converting an SMA with $1.8 billion in assets.Grade (RS Rating)
Last Trade
$26.74
Average Daily Volume
65,937
10
Performance
| Period | RDVY | EAGL |
|---|---|---|
| 30 Days | 3.31% | 3.22% |
| 60 Days | 1.23% | 3.14% |
| 90 Days | 3.67% | 6.55% |
| 12 Months | 17.80% |
1 Overlapping Holdings
| Symbol | Grade | Weight in RDVY | Weight in EAGL | Overlap | |
|---|---|---|---|---|---|
| MSFT | C | 2.02% | 5.02% | 2.02% |
RDVY Overweight 49 Positions Relative to EAGL
| Symbol | Grade | Weight | |
|---|---|---|---|
| CRC | C | 2.17% | |
| XOM | D | 2.08% | |
| AAPL | B | 2.07% | |
| CF | F | 2.05% | |
| EOG | B | 2.04% | |
| RF | A | 2.03% | |
| JPM | B | 2.03% | |
| MLI | B | 2.03% | |
| MGY | B | 2.03% | |
| JXN | B | 2.02% | |
| ELV | C | 2.01% | |
| CSCO | D | 2.01% | |
| GRMN | C | 2.01% | |
| LRCX | C | 2.01% | |
| ODFL | C | 2.0% | |
| KLAC | B | 2.0% | |
| HIG | C | 2.0% | |
| CHK | D | 2.0% | |
| MTB | A | 2.0% | |
| EWBC | C | 2.0% | |
| MTG | A | 1.99% | |
| BAC | A | 1.99% | |
| FITB | B | 1.99% | |
| RDN | B | 1.99% | |
| AFL | A | 1.99% | |
| SYF | A | 1.99% | |
| RS | C | 1.99% | |
| AMAT | C | 1.98% | |
| IPG | F | 1.98% | |
| CB | D | 1.98% | |
| CTSH | C | 1.98% | |
| AXP | B | 1.98% | |
| DHI | C | 1.98% | |
| NUE | D | 1.97% | |
| OMC | C | 1.97% | |
| LEN | C | 1.97% | |
| SLM | C | 1.97% | |
| EQH | A | 1.97% | |
| COF | C | 1.96% | |
| PCAR | D | 1.96% | |
| ACN | D | 1.96% | |
| MA | D | 1.95% | |
| DFS | B | 1.95% | |
| STLD | C | 1.95% | |
| V | F | 1.94% | |
| NKE | F | 1.94% | |
| SNA | D | 1.94% | |
| WSM | C | 1.9% | |
| QCOM | C | 1.84% |
RDVY: Top Represented Industries & Keywords
EAGL: Top Represented Industries & Keywords
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