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BDYN vs RDVY: Differences, Returns & Fees

BDYN and RDVY hold 19% of their weight in the same names, and RDVY returned +20.2% over the year. Net assets on Oct 9, 2026: $3.2bn for iShares Dynamic Equity Active ETF and $25.5bn for First Trust Rising Dividend Achievers ETF.

BDYN costs 0.08 points a year less; their one-year returns differ by 7.0 points; RDVY is 8.1 times larger.

BDYN vs RDVY: Differences, Returns & Fees
BDYNRDVY
Expense ratio0.39%0.47%
Net assets$3.2bn$25.5bn
Total return, 1 year+13.2%+20.2%
What it tracksNo index, actively managedNasdaq US Rising Dividend Achievers Index
Holdings in common19%
Top ten holdings, share of the fund29.6%23.2%
Below its high4.9%, high on Aug 13, 2026

Holdings in common uses holdings dated Oct 9, 2026.

+13.2%
BDYN total return, 1 year
+20.2%
RDVY total return, 1 year
0.39%
BDYN expense ratio
0.47%
RDVY expense ratio

What they hold in common

By the books each fund has filed, BDYN and RDVY hold 19% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated Oct 9, 2026.

half

19% in common

Positions both hold, largest shared weight first
Holding BDYN RDVY
MICROSOFT 3.68% 2.23%
NVIDIA 4.36% 2.23%
MICRON TECHNOLOGY 1.90% 2.21%
META PLATFORMS CLASS A 1.79% 2.20%
APPLE 5.76% 1.66%
BANK OF AMERICA 1.28% 1.91%
JPMORGAN CHASE & CO 0.89% 2.00%
COSTCO WHOLESALE CORP 0.85% 1.89%
GE AEROSPACE 0.85% 1.33%
VISA CLASS A 0.84% 2.16%
LAM RESEARCH 0.78% 2.55%
GE VERNOVA 0.74% 2.34%
Only in BDYN
ALPHABET CLASS C 3.42%
AMAZON.COM INC 2.79%
SPDR GOLD SHARES 2.18%
ELI LILLY 1.97%
BROADCOM INC 1.80%
ASML HOLDING ADR REPRESENTING 1.34%
ADVANCED MICRO DEVICES 1.14%
EXXONMOBIL HOLDINGS CORP 1.11%
Only in RDVY
The Travelers Companies, Inc. 2.24%
Automatic Data Processing, Inc. 2.13%
Expedia Group, Inc. 2.09%
The Bank of New York Mellon Corporation 2.06%
Chubb Limited 2.02%
U.S. Bancorp 1.98%
The Allstate Corporation 1.97%
Veralto Corporation 1.96%

Check overlap with more funds →

On the same fields

BDYN
iShares Dynamic Equity Active ETF
RDVY
First Trust Rising Dividend Achievers ETF
Where it sits Stock ETF Stock ETF
Issuer iShares First Trust
What it is Actively managed Tracks an index of Rising Dividend Achievers
Total return, 1 year +13.2% +20.2%
Its benchmark over the same days +16.2% (URTH) not published
Gap to its benchmark −3.0 pts vs URTH not available
Expense ratio 0.39% 0.47%
Already in the S&P 500 67.3% 94.3%
Holdings 371 72
Net assets $3.2bn $25.5bn

BDYN and RDVY on the fields both publish, as of Oct 9, 2026. Source: ETFIQ.

About BDYN

BDYN is actively managed and tracks no index. Over the year to Oct 9, 2026 it returned +13.2% with distributions reinvested, against +16.2% for its benchmark, the MSCI World Index. The prospectus expense ratio is 0.39% a year. By its holdings published by its issuer for Oct 9, 2026, 67% of the fund by weight is stocks the S&P 500 also holds, across 371 positions, with the top ten at 29.6%.

About RDVY

RDVY tracks an index of Rising Dividend Achievers. Over the year to Oct 9, 2026 it returned +20.2% with distributions reinvested. The prospectus expense ratio is 0.47% a year. By its holdings published by its issuer for Oct 9, 2026, 94% of the fund by weight is stocks the S&P 500 also holds, across 72 positions, with the top ten at 23.2%. It sat 4.9% below its high of Aug 13, 2026 on Oct 9, 2026.

Questions people ask

Which returned more over the last year, BDYN or RDVY?
In the year to Oct 9, 2026, with distributions reinvested, BDYN returned +13.2% and RDVY +20.2%.
Which is cheaper, BDYN or RDVY?
BDYN is cheaper, by 0.08 percentage points a year. That is about $8 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do BDYN and RDVY overlap with the S&P 500?
By their latest filed holdings, 67% of BDYN and 94% of RDVY by weight is stocks the S&P 500 already holds.
Other comparisons
BDYN vs USMVBDYN vs SPMOBDYN vs DFUSBDYN vs OEFIYY vs RDVYPTLC vs RDVYRDVY vs SNPERDVY vs USCL
BDYN on its own →RDVY on its own →Hold both: look the portfolio through →Rankings →Standards and sources →
Where these figures came from
BDYN filings on SEC EDGAR ↗BDYN prospectus with the expense ratio (SEC) ↗iShares page for BDYN ↗RDVY filings on SEC EDGAR ↗RDVY prospectus with the expense ratio (SEC) ↗First Trust page for RDVY ↗

ETFIQ links to the documents behind every figure; a link is not an endorsement. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, BDYN against RDVY, data as of Oct 9, 2026. https://etfiq.com/compare/any/bdyn-vs-rdvy

Open data

Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms.