Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.
RDVY vs SGOV: how they differ
RDVY is an equity index fund and SGOV a short-term Treasury fund, and over the year RDVY returned more, +22.0% against +3.8%.
First Trust Rising Dividend Achievers ETF and iShares 0-3 Month Treasury Bond ETF.
| RDVY First Trust Rising Dividend Achievers ETF | SGOV iShares 0-3 Month Treasury Bond ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | First Trust | iShares |
| What it is | First Rising Dividend Achievers | 0-3 month T-bills |
| Total return, 1 year | +22.0% | +3.8% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | +4.5 pts | −13.7 pts |
| Expense ratio | 0.47% | 0.09% |
| Holdings | 71 | not filed |
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.
SGOV in plain words
SGOV is a cash and treasury bills tracking the 0-3 month T-bills. Over the year to Sep 11, 2026 it returned +3.8% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.09% a year.
Questions people ask
- Which returned more over the last year, RDVY or SGOV?
- In the year to Sep 12, 2026, with distributions reinvested, RDVY returned +22.0% and SGOV returned +3.8%, so RDVY returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, RDVY or SGOV?
- RDVY charges 0.47% a year and SGOV charges 0.09%, so SGOV is cheaper. Fees come from each fund's prospectus.
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Where these figures came from
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Cite this page. ETFIQ, RDVY against SGOV, data as of Sep 12, 2026. https://etfiq.com/compare/any/RDVY-SGOV Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources