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

ETFIQetfiq.com · independent ETF data

IGIB vs RDVY: how they differ

IGIB and RDVY hold 0% of their weight in the same names, and RDVY returned more over the year.

iShares 5-10 Year Investment Grade Corporate Bond ETF and First Trust Rising Dividend Achievers ETF.

What they hold in common

By the books each fund has filed, IGIB and RDVY hold 0% of their money in the same securities at the same weight.

Largest positions each one holds and the other does not
Only in IGIBOnly in RDVY
META PLATFORMS INC 0.24%APPLIED MATERIALS INC 4.69%
AMAZON.COM INC 0.23%LAM RESEARCH CORP 4.42%
ANHEUSER-BUSCH CO/INBEV 0.20%KLA CORP 4.14%
BANK OF AMERICA CORP 0.20%GE VERNOVA INC 2.80%
BANK OF AMERICA CORP 0.20%BANK OF NEW YORK MELLON CORP (THE) 2.15%
BANK OF AMERICA CORP 0.20%GE AEROSPACE 2.13%
MARS INC 0.19%ALPHABET INC 2.12%
PFIZER INVESTMENT ENTER 0.19%WILLIAMS SONOMA INC 2.12%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026 and May 31, 2026.

IGIB and RDVY on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
RDVY
First Trust Rising Dividend Achievers ETF
Where it sitsCore index fundCore index fund
IssueriSharesFirst Trust
What it is5-10 Year Investment Grade Corporate BondFirst Rising Dividend Achievers
Total return, 1 year−1.0%+22.0%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−18.5 pts+4.5 pts
Expense ratio0.04%0.47%
Holdings298871

IGIB in plain words

IGIB is a bond fund tracking the 5-10 Year Investment Grade Corporate Bond. Over the year to Sep 11, 2026 it returned −1.0% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.04% a year. It sat 3.3% below its high of Feb 27, 2026 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, IGIB or RDVY?
In the year to Sep 12, 2026, with distributions reinvested, IGIB returned −1.0% and RDVY returned +22.0%, so RDVY returned more. One year is one year; the longer windows are in the table.
Which is cheaper, IGIB or RDVY?
IGIB charges 0.04% a year and RDVY charges 0.47%, so IGIB is cheaper. Fees come from each fund's prospectus.

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Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

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

A comparison is not a recommendation. Standards and sources