Which returned more over the last year, EFIV or RDVY?

In the year to Oct 9, 2026, with distributions reinvested, EFIV returned +19.0% and RDVY +20.2%.

Which is cheaper, EFIV or RDVY?

EFIV is cheaper, by 0.37 percentage points a year. That is about $37 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do EFIV and RDVY overlap with the S&P 500?

By their latest filed holdings, 100% of EFIV and 94% of RDVY by weight is stocks the S&P 500 already holds.

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EFIV vs RDVY: Differences, Returns & Fees

EFIV and RDVY hold 25% of their weight in the same names, and RDVY returned +20.2% over the year. Net assets: $1.0bn on Oct 8, 2026 for State Street SPDR S&P 500 ESG ETF, and $25.5bn on Oct 9, 2026 for First Trust Rising Dividend Achievers ETF.

EFIV costs 0.37 points a year less; their one-year returns differ by 1.2 points; RDVY is far larger, $25.4bn against $1.0bn.

EFIV vs RDVY: Differences, Returns & Fees
	EFIV	RDVY
Expense ratio	0.10%	0.47%
Net assets, as of Oct 8, 2026	$1.0bn	$25.4bn
Total return, 1 year	+19.0%	+20.2%
What it tracks	S&P 500 Scored & Screened Index ?	Nasdaq US Rising Dividend Achievers Index
Holdings in common	25%
Top ten holdings, share of the fund	42.5%	23.2%
Below its high		4.9%, high on Aug 13, 2026

Holdings in common uses holdings dated Oct 8, 2026 and Oct 9, 2026.

+19.0%

EFIV total return, 1 year

+20.2%

RDVY total return, 1 year

0.10%

EFIV expense ratio

0.47%

RDVY expense ratio

What they hold in common

By the books each fund has filed, EFIV and RDVY hold 25% 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 8, 2026 and Oct 9, 2026.

50%

half

25% in common

Positions both hold, largest shared weight first

Holding EFIV RDVY

MICROSOFT CORP 9.47% 2.23%

NVIDIA CORP 13.62% 2.23%

MICRON TECHNOLOGY INC 2.85% 2.21%

ALPHABET INC CL A 4.99% 1.98%

VISA INC CLASS A SHARES 1.56% 2.16%

COSTCO WHOLESALE CORP 1.03% 1.89%

APPLIED MATERIALS INC 0.99% 2.62%

MASTERCARD INC A 1.13% 0.98%

LAM RESEARCH CORP 0.98% 2.55%

BANK OF AMERICA CORP 0.85% 1.91%

GENERAL ELECTRIC 0.77% 1.33%

GE VERNOVA INC 0.65% 2.34%

Only in EFIV

ALPHABET INC CL C 4.00%

ELI LILLY + CO 2.29%

INTEL CORP 1.30%

WALMART INC 1.20%

ABBVIE INC 1.18%

CATERPILLAR INC 0.89%

MERCK + CO. INC. 0.86%

COCA COLA CO/THE 0.83%

Only in RDVY

The Travelers Companies, Inc. 2.24%

Meta Platforms, Inc. (Class A) 2.20%

Automatic Data Processing, Inc. 2.13%

Ross Stores, Inc. 2.02%

JPMorgan Chase & Co. 2.00%

Cincinnati Financial Corporation 1.89%

Snap-on Incorporated 1.85%

Apple Inc. 1.66%

Check overlap with more funds →

On the same fields

EFIV

State Street SPDR S&P 500 ESG ETF

RDVY

First Trust Rising Dividend Achievers ETF

Where it sits Stock ETF Stock ETF

Issuer State Street First Trust

What it is Tracks an index Tracks an index of Rising Dividend Achievers

Total return, 1 year +19.0% +20.2%

Its benchmark over the same days +19.1% (SNPE) not published

Gap to its benchmark −0.1 pts vs SNPE not available

Expense ratio 0.10% 0.47%

Already in the S&P 500 99.9% 94.3%

Holdings 325 72

Net assets, EFIV as of Oct 8, 2026 and RDVY as of Oct 9, 2026 $1.0bn $25.5bn

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

About EFIV

EFIV tracks an index. Over the year to Oct 9, 2026 it returned +19.0% with distributions reinvested, against +19.1% for its benchmark, the S&P 500 Scored & Screened Index ?. The prospectus expense ratio is 0.10% a year. By its holdings published by its issuer for Oct 8, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 325 positions, with the top ten at 42.5%.

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, EFIV or RDVY?: In the year to Oct 9, 2026, with distributions reinvested, EFIV returned +19.0% and RDVY +20.2%.
Which is cheaper, EFIV or RDVY?: EFIV is cheaper, by 0.37 percentage points a year. That is about $37 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do EFIV and RDVY overlap with the S&P 500?: By their latest filed holdings, 100% of EFIV and 94% of RDVY by weight is stocks the S&P 500 already holds.

Other comparisons

EFIV vs QUAL EFIV vs ITOT EFIV vs VIG EFIV vs SPYM RDVY vs SPHB RDVY vs VOTE RDVY vs STXF LCTU vs RDVY

EFIV on its own →RDVY on its own →Hold both: look the portfolio through →Rankings →Standards and sources →

Where these figures came from

EFIV filings on SEC EDGAR ↗EFIV prospectus with the expense ratio (SEC) ↗State Street website ↗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, EFIV against RDVY, data as of Oct 9, 2026. https://etfiq.com/compare/any/efiv-vs-rdvy

Open data

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