RDVY vs. LCLG ETF Comparison

Comparison of First Trust NASDAQ Rising Dividend Achievers ETF (RDVY) to Logan Capital Broad Innovative Growth ETF (LCLG)
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

$61.72

Average Daily Volume

676,173

Number of Holdings *

49

* may have additional holdings in another (foreign) market
LCLG

Logan Capital Broad Innovative Growth ETF

LCLG Description The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests primarily in securities of companies that use innovative technologies or ideas to gain advantage over competitors. The Advisor expects to invest principally in large capitalization equity securities that are traded on U.S. securities exchanges. The fund may invest up to 20% of its total assets in securities of foreign issuers, including issuers in emerging markets.

Grade (RS Rating)

Last Trade

$52.17

Average Daily Volume

577

Number of Holdings *

57

* may have additional holdings in another (foreign) market
Performance
Period RDVY LCLG
30 Days 1.90% 4.95%
60 Days 5.40% 8.22%
90 Days 8.11% 9.37%
12 Months 31.31% 39.80%
6 Overlapping Holdings
Symbol Grade Weight in RDVY Weight in LCLG Overlap
AAPL C 1.88% 4.63% 1.88%
ACN C 2.02% 1.07% 1.07%
KLAC F 1.59% 3.65% 1.59%
MA B 1.98% 4.62% 1.98%
ODFL B 2.16% 2.16% 2.16%
WSM D 1.65% 1.65% 1.65%
RDVY Overweight 43 Positions Relative to LCLG
Symbol Grade Weight
SYF B 2.41%
SNA B 2.37%
EWBC A 2.35%
MLI B 2.33%
GRMN B 2.32%
DFS B 2.29%
COF B 2.25%
MTB A 2.23%
PCAR C 2.18%
STLD 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 A 2.07%
FITB B 2.05%
SLM B 2.04%
V A 2.03%
AXP B 2.01%
EOG A 2.01%
CTSH C 2.0%
CF A 1.97%
XOM B 1.96%
MGY A 1.96%
OMC C 1.93%
AFL C 1.91%
NUE D 1.88%
HIG B 1.88%
CB C 1.85%
RDN D 1.84%
MSFT D 1.84%
AMAT F 1.82%
MTG D 1.82%
QCOM F 1.82%
LRCX F 1.81%
IPG F 1.76%
LEN D 1.75%
NKE F 1.64%
DHI D 1.6%
ELV F 1.41%
RDVY Underweight 51 Positions Relative to LCLG
Symbol Grade Weight
APP A -5.16%
NFLX A -5.14%
AMZN B -4.3%
APH B -4.28%
AVGO C -3.99%
META C -3.86%
DKS D -3.01%
CTAS B -2.83%
URI B -2.58%
GOOGL B -2.56%
FAST B -2.32%
DECK A -1.86%
GOOG B -1.8%
TTD B -1.78%
COIN A -1.78%
LAD B -1.76%
BURL A -1.75%
ANET C -1.69%
CPRT B -1.62%
SHW C -1.58%
MTD F -1.58%
TXRH B -1.54%
LECO C -1.46%
EA A -1.32%
WAT C -1.29%
SBUX A -1.28%
ZBRA B -1.2%
ADBE D -1.1%
MAR B -0.98%
NDSN D -0.96%
HD A -0.93%
GPK D -0.9%
LPLA A -0.87%
MNST C -0.87%
PAYC B -0.84%
A F -0.82%
HUBB B -0.8%
IQV F -0.69%
LOGI F -0.68%
LULU C -0.66%
ZTS D -0.59%
TRMB B -0.58%
ELF C -0.56%
ETN B -0.53%
POOL D -0.45%
CRL D -0.41%
NSP F -0.4%
LW C -0.38%
RH D -0.36%
OMF A -0.35%
IPGP D -0.25%
Compare ETFs