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

In the year to Oct 9, 2026, with distributions reinvested, EUSA returned +12.7% and RDVY +20.2%.

Which is cheaper, EUSA or RDVY?

EUSA is cheaper, by 0.38 percentage points a year. That is about $38 on $10,000 held for a year. Fees come from each fund's prospectus.

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

By their latest filed holdings, 84% of EUSA and 94% of RDVY by weight is stocks the S&P 500 already holds.

Share on X Download as PDF

Compare their flows Ask IQ about these two funds

EUSA vs RDVY: Differences, Returns & Fees

EUSA and RDVY hold 13% of their weight in the same names, and RDVY returned +20.2% over the year. Net assets on Oct 9, 2026: $1.9bn for iShares MSCI USA Equal Weighted ETF and $25.5bn for First Trust Rising Dividend Achievers ETF.

EUSA costs 0.38 points a year less; their one-year returns differ by 7.5 points; RDVY is 13.5 times larger.

EUSA vs RDVY: Differences, Returns & Fees
	EUSA	RDVY
Expense ratio	0.09%	0.47%
Net assets	$1.9bn	$25.5bn
Total return, 1 year	+12.7%	+20.2%
What it tracks	MSCI USA Equal Weighted Index	Nasdaq US Rising Dividend Achievers Index
Holdings in common	13%
Top ten holdings, share of the fund	2.8%	23.2%
Below its high	4.2%, high on Aug 13, 2026	4.9%, high on Aug 13, 2026

Holdings in common uses holdings dated Oct 9, 2026.

+12.7%

EUSA total return, 1 year

+20.2%

RDVY total return, 1 year

0.09%

EUSA expense ratio

0.47%

RDVY expense ratio

What they hold in common

By the books each fund has filed, EUSA and RDVY hold 13% 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.

50%

half

13% in common

Positions both hold, largest shared weight first

Holding EUSA RDVY

META PLATFORMS CLASS A 0.27% 2.20%

ACCENTURE PLC CLASS A 0.23% 1.94%

AMPHENOL CORP CLASS A 0.23% 0.54%

SALESFORCE 0.23% 1.56%

APPLE 0.22% 1.66%

CISCO SYSTEMS INC 0.22% 0.55%

EBAY 0.22% 0.51%

MICRON TECHNOLOGY 0.22% 2.21%

MICROSOFT 0.22% 2.23%

MONOLITHIC POWER SYSTEMS INC 0.22% 0.65%

QUALCOMM 0.22% 0.53%

APPLIED MATERIAL INC 0.21% 2.62%

Only in EUSA

OKTA CLASS A 0.33%

STRATEGY INC CLASS A 0.30%

CROWDSTRIKE HOLDINGS CLASS A 0.28%

EVERPURE INC CLASS A 0.28%

HEWLETT PACKARD ENTERPRISE 0.28%

ILLUMINA INC 0.28%

BLOOM ENERGY CLASS A 0.27%

DELL TECHNOLOGIES INC CLASS C 0.27%

Only in RDVY

Mueller Industries, Inc. 1.42%

Southwest Airlines Co. 1.04%

Ralph Lauren Corporation 0.95%

Coca-Cola Consolidated, Inc. 0.53%

East West Bancorp, Inc. 0.51%

Allison Transmission Holdings, Inc. 0.40%

Check overlap with more funds →

On the same fields

EUSA

iShares MSCI USA Equal Weighted ETF

RDVY

First Trust Rising Dividend Achievers ETF

Where it sits Stock ETF Stock ETF

Issuer iShares First Trust

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

Total return, 1 year +12.7% +20.2%

Expense ratio 0.09% 0.47%

Already in the S&P 500 84.2% 94.3%

Holdings 517 72

Net assets $1.9bn $25.5bn

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

About EUSA

EUSA tracks an index. Over the year to Oct 9, 2026 it returned +12.7% with distributions reinvested. The prospectus expense ratio is 0.09% a year. By its holdings published by its issuer for Oct 9, 2026, 84% of the fund by weight is stocks the S&P 500 also holds, across 517 positions, with the top ten at 2.8%. It sat 4.2% below its high of Aug 13, 2026 on Oct 9, 2026.

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, EUSA or RDVY?: In the year to Oct 9, 2026, with distributions reinvested, EUSA returned +12.7% and RDVY +20.2%.
Which is cheaper, EUSA or RDVY?: EUSA is cheaper, by 0.38 percentage points a year. That is about $38 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do EUSA and RDVY overlap with the S&P 500?: By their latest filed holdings, 84% of EUSA and 94% of RDVY by weight is stocks the S&P 500 already holds.

Other comparisons

EUSA vs QUAL EUSA vs ITOT EUSA vs VIG EUSA vs SPYM LCAP vs RDVY QDPL vs RDVY QVML vs RDVY JPEF vs RDVY

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

Where these figures came from

EUSA filings on SEC EDGAR ↗EUSA prospectus with the expense ratio (SEC) ↗iShares page for EUSA ↗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, EUSA against RDVY, data as of Oct 9, 2026. https://etfiq.com/compare/any/eusa-vs-rdvy

Open data

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