RDVY vs. IYF ETF Comparison
Comparison of First Trust NASDAQ Rising Dividend Achievers ETF (RDVY) to iShares U.S. Financial ETF (IYF)
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
$63.72
Average Daily Volume
677,704
Number of Holdings
*
49
* may have additional holdings in another (foreign) market
IYF
iShares U.S. Financial ETF
IYF Description
The investment seeks to track the investment results of an index composed of U.S. equities in the financial sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Financials Index (the "underlying index"), which measures the performance of the financial sector of the U.S. equity market. The fund is non-diversified.Grade (RS Rating)
Last Trade
$117.73
Average Daily Volume
282,895
Number of Holdings
*
135
* may have additional holdings in another (foreign) market
Performance
| Period | RDVY | IYF |
|---|---|---|
| 30 Days | 7.44% | 8.74% |
| 60 Days | 8.36% | 13.46% |
| 90 Days | 10.15% | 15.36% |
| 12 Months | 35.80% | 50.79% |
13 Overlapping Holdings
| Symbol | Grade | Weight in RDVY | Weight in IYF | Overlap | |
|---|---|---|---|---|---|
| AFL | B | 1.91% | 1.04% | 1.04% | |
| BAC | A | 2.14% | 4.69% | 2.14% | |
| CB | C | 1.85% | 1.95% | 1.85% | |
| DFS | B | 2.29% | 0.74% | 0.74% | |
| EQH | B | 2.12% | 0.2% | 0.2% | |
| EWBC | A | 2.35% | 0.24% | 0.24% | |
| FITB | A | 2.05% | 0.54% | 0.54% | |
| HIG | B | 1.88% | 0.58% | 0.58% | |
| JPM | A | 2.15% | 9.82% | 2.15% | |
| MTB | A | 2.23% | 0.6% | 0.6% | |
| MTG | C | 1.82% | 0.11% | 0.11% | |
| RF | A | 2.13% | 0.41% | 0.41% | |
| SLM | A | 2.04% | 0.09% | 0.09% |
RDVY Overweight 36 Positions Relative to IYF
| Symbol | Grade | Weight | |
|---|---|---|---|
| SYF | B | 2.41% | |
| SNA | A | 2.37% | |
| MLI | C | 2.33% | |
| GRMN | B | 2.32% | |
| COF | B | 2.25% | |
| PCAR | B | 2.18% | |
| STLD | B | 2.16% | |
| ODFL | B | 2.16% | |
| CSCO | B | 2.09% | |
| JXN | C | 2.09% | |
| RS | B | 2.07% | |
| CRC | B | 2.07% | |
| V | A | 2.03% | |
| ACN | C | 2.02% | |
| AXP | A | 2.01% | |
| EOG | A | 2.01% | |
| CTSH | B | 2.0% | |
| MA | C | 1.98% | |
| CF | B | 1.97% | |
| XOM | B | 1.96% | |
| MGY | A | 1.96% | |
| OMC | C | 1.93% | |
| AAPL | C | 1.88% | |
| NUE | C | 1.88% | |
| RDN | C | 1.84% | |
| MSFT | F | 1.84% | |
| AMAT | F | 1.82% | |
| QCOM | F | 1.82% | |
| LRCX | F | 1.81% | |
| IPG | D | 1.76% | |
| LEN | D | 1.75% | |
| WSM | B | 1.65% | |
| NKE | D | 1.64% | |
| DHI | D | 1.6% | |
| KLAC | D | 1.59% | |
| ELV | F | 1.41% |
RDVY Underweight 122 Positions Relative to IYF
| Symbol | Grade | Weight | |
|---|---|---|---|
| BRK.A | B | -11.69% | |
| WFC | A | -4.36% | |
| GS | A | -3.13% | |
| SPGI | C | -2.63% | |
| MS | A | -2.6% | |
| BLK | C | -2.59% | |
| PGR | A | -2.5% | |
| C | A | -2.2% | |
| BX | A | -2.14% | |
| SCHW | B | -2.01% | |
| MMC | B | -1.83% | |
| KKR | A | -1.69% | |
| ICE | C | -1.48% | |
| APO | B | -1.43% | |
| PNC | B | -1.38% | |
| CME | A | -1.35% | |
| USB | A | -1.3% | |
| MCO | B | -1.25% | |
| AON | A | -1.24% | |
| AJG | B | -1.07% | |
| TFC | A | -1.04% | |
| COIN | C | -1.01% | |
| TRV | B | -1.0% | |
| BK | A | -0.97% | |
| AMP | A | -0.94% | |
| ALL | A | -0.86% | |
| MET | A | -0.82% | |
| AIG | B | -0.82% | |
| PRU | A | -0.77% | |
| MSCI | C | -0.76% | |
| ACGL | D | -0.61% | |
| NDAQ | A | -0.54% | |
| WTW | B | -0.53% | |
| RJF | A | -0.51% | |
| ARES | A | -0.51% | |
| STT | A | -0.48% | |
| FCNCA | A | -0.45% | |
| BR | A | -0.45% | |
| TROW | B | -0.44% | |
| BRO | B | -0.44% | |
| HBAN | A | -0.43% | |
| CINF | A | -0.39% | |
| LPLA | A | -0.39% | |
| MKL | A | -0.37% | |
| NTRS | A | -0.36% | |
| HOOD | B | -0.36% | |
| CFG | B | -0.35% | |
| CBOE | B | -0.35% | |
| PFG | D | -0.33% | |
| IBKR | A | -0.32% | |
| FDS | B | -0.31% | |
| KEY | B | -0.3% | |
| WRB | A | -0.3% | |
| EG | C | -0.27% | |
| L | A | -0.26% | |
| RGA | A | -0.26% | |
| FNF | B | -0.25% | |
| TW | A | -0.25% | |
| SOFI | A | -0.24% | |
| JEF | A | -0.22% | |
| RNR | C | -0.22% | |
| UNM | A | -0.21% | |
| SF | B | -0.2% | |
| CG | A | -0.19% | |
| FHN | A | -0.19% | |
| AIZ | A | -0.19% | |
| OWL | A | -0.19% | |
| WBS | A | -0.18% | |
| PRI | A | -0.18% | |
| EVR | B | -0.18% | |
| ALLY | C | -0.17% | |
| GL | B | -0.17% | |
| NLY | C | -0.17% | |
| AFG | A | -0.17% | |
| KNSL | B | -0.17% | |
| PNFP | B | -0.16% | |
| ORI | A | -0.16% | |
| HLI | B | -0.16% | |
| MKTX | D | -0.16% | |
| WAL | B | -0.16% | |
| WTFC | A | -0.15% | |
| MORN | B | -0.15% | |
| CFR | B | -0.14% | |
| VOYA | B | -0.14% | |
| SNV | B | -0.14% | |
| CMA | A | -0.14% | |
| CBSH | A | -0.14% | |
| ZION | B | -0.14% | |
| RYAN | B | -0.13% | |
| SEIC | B | -0.13% | |
| AXS | A | -0.12% | |
| AGNC | D | -0.12% | |
| BPOP | B | -0.12% | |
| RLI | B | -0.12% | |
| PB | A | -0.12% | |
| BEN | C | -0.11% | |
| COLB | A | -0.11% | |
| OMF | A | -0.11% | |
| FAF | A | -0.11% | |
| IVZ | B | -0.11% | |
| TPG | A | -0.1% | |
| RITM | C | -0.1% | |
| THG | A | -0.1% | |
| AMG | B | -0.1% | |
| JHG | A | -0.1% | |
| STWD | C | -0.1% | |
| FNB | A | -0.1% | |
| LAZ | B | -0.1% | |
| WTM | A | -0.09% | |
| OZK | B | -0.09% | |
| KMPR | B | -0.08% | |
| AGO | B | -0.08% | |
| LNC | B | -0.07% | |
| BHF | B | -0.06% | |
| FHB | A | -0.06% | |
| CACC | D | -0.05% | |
| VIRT | B | -0.05% | |
| BOKF | B | -0.04% | |
| RKT | F | -0.03% | |
| CNA | B | -0.02% | |
| UWMC | D | -0.01% | |
| TFSL | A | -0.01% |
RDVY: Top Represented Industries & Keywords
Industries:
Credit Services
Banks - Global
Banks - Regional - US
Oil & Gas E&P
Semiconductor Equipment & Materials
Steel
Advertising Agencies
Information Technology Services
Insurance - Diversified
Insurance - Specialty
Residential Construction
Agricultural Inputs
Asset Management
Communication Equipment
Consumer Electronics
Footwear & Accessories
Health Care Plans
Insurance - Life
Insurance - Property & Casualty
Metal Fabrication
IYF: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Asset Management
Capital Markets
Insurance - Property & Casualty
Insurance - Life
Insurance - Diversified
Banks - Global
Credit Services
Insurance - Specialty
Insurance Brokers
Financial Data & Stock Exchanges
Insurance - Reinsurance
Business Services
REIT - Diversified
REIT - Residential
Mortgage Finance
Shell Companies
Software - Application
Software - Infrastructure
Specialty Finance
Keywords:
S&P 500
Insurance
Bank
Banking
Insurance Products
Investment Bank
Commercial Banking
Disability
Financial Products
Investment Management
Cash Management
Casualty Insurance
Life Insurance
Deposit Products
Investment Banking
Advisory Services
Cash Management Services
Commercial Bank
Health Insurance
Investment Product
Compare ETFs
