Data as of Sep 13, 2026. Both funds on the fields they both publish, from the same sources.
EFA vs RDVY: how they differ
EFA and RDVY hold 0% of their weight in the same names, and RDVY returned more over the year.
iShares MSCI EAFE ETF and First Trust Rising Dividend Achievers ETF.
What they hold in common
By the books each fund has filed, EFA and RDVY hold 0% of their money in the same securities at the same weight.
| Only in EFA | Only in RDVY |
|---|---|
| ASML HOLDING 3.01% | Lam Research Corporation 3.09% |
| HSBC HOLDINGS PLC 1.61% | Applied Materials, Inc. 2.99% |
| ROCHE PS PAR AG 1.36% | KLA Corporation 2.47% |
| SHELL PLC 1.25% | The Bank of New York Mellon Corporation 2.46% |
| MITSUBISHI UFJ FINANCIAL GROUP 1.15% | The Travelers Companies, Inc. 2.26% |
| NOVARTIS AG 1.15% | GE Vernova Inc. 2.24% |
| NESTLE SA 1.12% | Bank of America Corporation 2.18% |
| ASTRAZENECA PLC 1.09% | Ross Stores, Inc. 2.16% |
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 Sep 10, 2026.
| EFA iShares MSCI EAFE ETF | RDVY First Trust Rising Dividend Achievers ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | iShares | First Trust |
| What it is | Developed markets ex US | First Rising Dividend Achievers |
| Total return, 1 year | +18.2% | +22.0% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | +0.7 pts | +4.5 pts |
| Expense ratio | 0.32% | 0.47% |
| Already in the S&P 500 | 0.0% | 94.4% |
| Holdings | 670 | 72 |
EFA in plain words
EFA is an index equity fund tracking the Developed markets ex US. Over the year to Sep 11, 2026 it returned +18.2% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.32% a year. By its holdings filed for Sep 10, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 670 positions, with the top ten at 13.8%.
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 Sep 10, 2026, 94% of the fund by weight is stocks the S&P 500 also holds, across 72 positions, with the top ten at 24.1%. 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, EFA or RDVY?
- In the year to Sep 13, 2026, with distributions reinvested, EFA returned +18.2% and RDVY returned +22.0%, so RDVY returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, EFA or RDVY?
- EFA charges 0.32% a year and RDVY charges 0.47%, so EFA is cheaper. Fees come from each fund's prospectus.
- How much do EFA and RDVY overlap with the S&P 500?
- By their latest filed holdings, 0% of EFA and 94% of RDVY by weight is stocks the S&P 500 already holds. Between the two funds, 0% of their books are the same securities at the same weight.
Other comparisons
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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.
Cite this page. ETFIQ, EFA against RDVY, data as of Sep 13, 2026. https://etfiq.com/compare/any/efa-vs-rdvy Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources