RDVY vs. KIE ETF Comparison

Comparison of First Trust NASDAQ Rising Dividend Achievers ETF (RDVY) to SPDR S&P Insurance ETF (KIE)
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
KIE

SPDR S&P Insurance ETF

KIE Description The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks the performance of publicly traded companies in the insurance industry. In seeking to track the performance of the S&P Insurance Select Industry Index (the "index"), the fund employs a replication strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the insurance industry group of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.

Grade (RS Rating)

Last Trade

$61.01

Average Daily Volume

1,061,851

Number of Holdings *

50

* may have additional holdings in another (foreign) market
Performance
Period RDVY KIE
30 Days 7.44% 6.49%
60 Days 8.36% 7.62%
90 Days 10.15% 10.98%
12 Months 35.80% 38.27%
3 Overlapping Holdings
Symbol Grade Weight in RDVY Weight in KIE Overlap
AFL B 1.91% 1.88% 1.88%
CB C 1.85% 1.85% 1.85%
HIG B 1.88% 1.88% 1.88%
RDVY Overweight 46 Positions Relative to KIE
Symbol Grade Weight
SYF B 2.41%
SNA A 2.37%
EWBC A 2.35%
MLI C 2.33%
GRMN B 2.32%
DFS B 2.29%
COF B 2.25%
MTB A 2.23%
PCAR B 2.18%
STLD B 2.16%
ODFL B 2.16%
JPM A 2.15%
BAC A 2.14%
RF A 2.13%
EQH B 2.12%
CSCO B 2.09%
JXN C 2.09%
RS B 2.07%
CRC B 2.07%
FITB A 2.05%
SLM A 2.04%
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%
MTG C 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 47 Positions Relative to KIE
Symbol Grade Weight
GSHD A -2.49%
UNM A -2.45%
BHF B -2.23%
LNC B -2.21%
KMPR B -2.2%
CNO A -2.2%
PRI A -2.17%
RLI B -2.15%
AGO B -2.13%
AIZ A -2.09%
WTM A -2.08%
THG A -2.07%
RYAN B -2.06%
CINF A -2.05%
AXS A -2.04%
MKL A -2.04%
SIGI C -2.03%
PRU A -2.02%
AON A -2.02%
WTW B -2.02%
MET A -2.02%
GNW A -2.02%
TRV B -2.01%
RGA A -2.0%
ORI A -1.99%
PFG D -1.98%
BRO B -1.98%
L A -1.97%
AFG A -1.97%
GL B -1.96%
ALL A -1.94%
AIG B -1.93%
WRB A -1.91%
KNSL B -1.9%
PGR A -1.88%
FNF B -1.88%
ESGR B -1.88%
AJG B -1.85%
RNR C -1.85%
FAF A -1.82%
MMC B -1.8%
EG C -1.78%
PLMR B -1.75%
ACGL D -1.66%
ERIE D -1.45%
STC B -1.38%
OSCR D -1.33%
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