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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

RDVY vs SPYD: how they differ

RDVY and SPYD hold 3% of their weight in the same names, and RDVY returned more over the year.

First Trust Rising Dividend Achievers ETF and State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF.

What they hold in common

By the books each fund has filed, RDVY and SPYD hold 3% of their money in the same securities at the same weight.

Positions RDVY and SPYD both hold, largest shared weight first
HoldingRDVYSPYD
US BANCORP1.56%1.31%
REGIONS FINANCIAL CORP1.52%1.27%
Largest positions each one holds and the other does not
Only in RDVYOnly in SPYD
APPLIED MATERIALS INC 4.69%Iron Mountain Inc 1.62%
LAM RESEARCH CORP 4.42%Franklin Resources Inc 1.57%
KLA CORP 4.14%CVS Health Corp 1.53%
GE VERNOVA INC 2.80%Host Hotels & Resorts Inc 1.53%
BANK OF NEW YORK MELLON CORP (THE) 2.15%Edison International 1.48%
GE AEROSPACE 2.13%Target Corp 1.48%
ALPHABET INC 2.12%APA Corp 1.48%
WILLIAMS SONOMA INC 2.12%Viatris Inc 1.46%

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.

RDVY and SPYD on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
RDVY
First Trust Rising Dividend Achievers ETF
SPYD
State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF
Where it sitsCore index fundCore index fund
IssuerFirst TrustState Street
What it isFirst Rising Dividend AchieversSPDR Portfolio S&P 500 High Dividend
Total return, 1 year+22.0%+12.9%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500+4.5 pts−4.6 pts
Expense ratio0.47%0.07%
Already in the S&P 50094.4%100.0%
Holdings7178

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.

SPYD in plain words

SPYD is an index equity fund tracking the SPDR Portfolio S&P 500 High Dividend. Over the year to Sep 11, 2026 it returned +12.9% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.07% a year. By its holdings filed for Jun 30, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 78 positions, with the top ten at 15.1%. It sat 4.3% below its high of Aug 24, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, RDVY or SPYD?
In the year to Sep 12, 2026, with distributions reinvested, RDVY returned +22.0% and SPYD returned +12.9%, so RDVY returned more. One year is one year; the longer windows are in the table.
Which is cheaper, RDVY or SPYD?
RDVY charges 0.47% a year and SPYD charges 0.07%, so SPYD is cheaper. Fees come from each fund's prospectus.
How much do RDVY and SPYD overlap with the S&P 500?
By their latest filed holdings, 94% of RDVY and 100% of SPYD by weight is stocks the S&P 500 already holds. Between the two funds, 3% of their books are the same securities at the same weight.

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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.

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

A comparison is not a recommendation. Standards and sources