Which returned more over the last year, AGG or RDVY?

In the year to Sep 12, 2026, with distributions reinvested, AGG returned −0.7% and RDVY returned +22.0%, so RDVY returned more. One year is one year; the longer windows are in the table.

Which is cheaper, AGG or RDVY?

AGG charges 0.03% a year and RDVY charges 0.47%, so AGG is cheaper. Fees come from each fund's prospectus.

Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

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AGG vs RDVY: how they differ

AGG is a bond index fund and RDVY an equity index fund, and over the year RDVY returned more, +22.0% against −0.7%.

iShares Core U.S. Aggregate Bond ETF and First Trust Rising Dividend Achievers ETF.

AGG and RDVY on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
	AGG iShares Core U.S. Aggregate Bond ETF	RDVY First Trust Rising Dividend Achievers ETF
Where it sits	Core index fund	Core index fund
Issuer	iShares	First Trust
What it is	US aggregate bonds	First Rising Dividend Achievers
Total return, 1 year	−0.7%	+22.0%
S&P 500 over the same days	+17.5%	+17.5%
Gap to the S&P 500	−18.2 pts	+4.5 pts
Expense ratio	0.03%	0.47%
Holdings	not filed	71

AGG in plain words

AGG is a bond fund tracking the US aggregate bonds. Over the year to Sep 11, 2026 it returned −0.7% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.03% a year. It sat 3.7% below its high of Aug 4, 2020 on Sep 11, 2026.

RDVY in plain words

RDVY is an index equity fund tracking the First Rising Dividend Achievers. Over the year to Sep 11, 2026 it returned +22.0% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.47% a year. By its holdings filed for Jun 30, 2026, 94% of the fund by weight is stocks the S&P 500 also holds, across 71 positions, with the top ten at 28.6%. It sat 3.9% below its high of Aug 13, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, AGG or RDVY?: In the year to Sep 12, 2026, with distributions reinvested, AGG returned −0.7% and RDVY returned +22.0%, so RDVY returned more. One year is one year; the longer windows are in the table.
Which is cheaper, AGG or RDVY?: AGG charges 0.03% a year and RDVY charges 0.47%, so AGG is cheaper. Fees come from each fund's prospectus.

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Where these figures came from

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AGG against RDVY, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, AGG against RDVY, data as of Sep 12, 2026. https://etfiq.com/compare/any/AGG-RDVY Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources