Which is cheaper, FINA or RDVY?

FINA 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 FINA and RDVY overlap with the S&P 500?

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

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FINA vs RDVY: Differences, Returns & Fees

FINA and RDVY hold 26% of their weight in the same names. Net assets: $2.1bn on Sep 30, 2026 for Fidelity MSCI North American Subset Index ETF, and $25.5bn on Oct 9, 2026 for First Trust Rising Dividend Achievers ETF.

FINA costs 0.38 points a year less.

FINA vs RDVY: Differences, Returns & Fees
	FINA	RDVY
Expense ratio	0.09%	0.47%
Net assets, FINA as of Sep 30, 2026 and RDVY as of Oct 9, 2026	$2.1bn	$25.5bn
Total return, 1 year	not published	+20.2%
What it tracks	not published	Nasdaq US Rising Dividend Achievers Index
Holdings in common	26%
Top ten holdings, share of the fund	35.0%	23.2%
Below its high		4.9%, high on Aug 13, 2026

Holdings in common uses holdings dated Jul 31, 2026 and Oct 9, 2026.

+3.9%

FINA total return, since launch, Jul 9, 2026

+20.2%

RDVY total return, 1 year

0.09%

FINA expense ratio

0.47%

RDVY expense ratio

What they hold in common

By the books each fund has filed, FINA and RDVY hold 26% 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 Jul 31, 2026 and Oct 9, 2026.

50%

half

26% in common

Positions both hold, largest shared weight first

Holding FINA RDVY

MICROSOFT CORP 4.86% 2.23%

NVIDIA CORP 6.83% 2.23%

ALPHABET INC 3.39% 1.98%

META PLATFORMS INC 1.82% 2.20%

APPLE INC 6.69% 1.66%

JPMORGAN CHASE and CO 1.42% 2.00%

MICRON TECHNOLOGY INC 1.39% 2.21%

VISA INC 0.98% 2.16%

MASTERCARD INC 0.77% 0.98%

APPLIED MATERIALS INC 0.70% 2.62%

BANK OF AMERICA CORPORATION 0.66% 1.91%

COSTCO WHOLESALE CORP 0.64% 1.89%

Only in FINA

AMAZON.COM INC 3.87%

BROADCOM INC 2.58%

ALPHABET INC 2.09%

ELI LILLY and CO 1.37%

TESLA INC 1.30%

ADVANCED MICRO DEVICES INC 1.18%

JOHNSON and JOHNSON 1.00%

EXXONMOBIL HOLDINGS CORP 0.99%

Only in RDVY

Expedia Group, Inc. 2.09%

Veralto Corporation 1.96%

Cincinnati Financial Corporation 1.89%

Synchrony Financial 1.88%

Regions Financial Corporation 1.85%

Snap-on Incorporated 1.85%

The Hartford Insurance Group, Inc. 1.81%

Williams-Sonoma, Inc. 1.71%

Check overlap with more funds →

On the same fields

FINA

Fidelity MSCI North American Subset Index ETF

RDVY

First Trust Rising Dividend Achievers ETF

Where it sits Stock ETF Stock ETF

Issuer Fidelity First Trust

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

Total return, 1 year +3.9% (since launch, Jul 9, 2026) +20.2%

Expense ratio 0.09% 0.47%

Already in the S&P 500 93.6% 94.3%

Holdings 274 72

Net assets, FINA as of Sep 30, 2026 and RDVY as of Oct 9, 2026 $2.1bn $25.5bn

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

About FINA

The prospectus expense ratio is 0.09% a year. By its holdings filed for Jul 31, 2026, 94% of the fund by weight is stocks the S&P 500 also holds, across 274 positions, with the top ten at 35.0%.

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 is cheaper, FINA or RDVY?: FINA 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 FINA and RDVY overlap with the S&P 500?: By their latest filed holdings, 94% of FINA and 94% of RDVY by weight is stocks the S&P 500 already holds.

Other comparisons

FINA vs QUAL FINA vs ITOT FINA vs VIG FINA vs SPYM GSEW vs RDVY RDVY vs TMFC RDVY vs USPX RDVY vs TILT

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

Where these figures came from

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

Open data

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