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

In the year to Oct 28, 2026, with distributions reinvested, GARP returned +18.0% and RDVY +17.6%.

Which is cheaper, GARP or RDVY?

GARP is cheaper, by 0.32 percentage points a year. That is about $32 on $10,000 held for a year. Fees come from each fund's prospectus.

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

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

Data as of Oct 28, 2026.

Across categories

GARP vs RDVY: Differences, Returns & Fees

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Over the year to Oct 28, 2026, GARP returned +18.0% to RDVY's +17.6%; 26% of their weight is in the same names.

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Net assets on Oct 27, 2026: $3.6bn for iShares MSCI USA Quality GARP ETF and $25.4bn for First Trust Rising Dividend Achievers ETF.

GARP on its own →RDVY on its own →

At a glance

+18.0%

GARP total return, 1 year

+17.6%

RDVY total return, 1 year

0.15%

GARP expense ratio

0.47%

RDVY expense ratio

Pair scorecard

GARP costs 0.32 points a year less; their one-year returns differ by 0.4 points; RDVY is 7.1 times larger.

GARP vs RDVY: Differences, Returns & Fees
Measure	GARP	RDVY
Return
Measure	GARP	RDVY
Total return, 1 year	+18.0%	+17.6%
Drawdown
Measure	GARP	RDVY
Below its high	7.0%, high on Oct 6, 2026	5.3%, high on Aug 13, 2026
Benchmark
Measure	GARP	RDVY
What it tracks	MSCI USA Quality GARP Select Index	Nasdaq US Rising Dividend Achievers Index
Cost and size
Measure	GARP	RDVY
Expense ratio	0.15%	0.47%
Net assets, as of Oct 27, 2026	$3.6bn	$25.4bn
Holdings
Measure	GARP	RDVY
Holdings in common	26%
Top ten holdings, share of the fund	43.5%	22.1%

Holdings in common uses holdings dated Oct 27, 2026. Method

What they share

26%

By the books each fund has filed, GARP and RDVY hold 26% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

50%

0 half 100%

half

26% in common

Positions both hold · largest shared weight first GARP RDVY

VISA CLASS A 5.13% 2.26%

MICROSOFT 5.67% 2.22%

NVIDIA 5.18% 2.13%

APPLIED MATERIAL INC 2.07% 2.06%

MICRON TECHNOLOGY 4.61% 2.00%

LAM RESEARCH 3.31% 1.94%

META PLATFORMS CLASS A 4.72% 1.91%

KLA 3.09% 1.88%

ALPHABET CLASS A 2.24% 1.82%

APPLE 5.66% 1.72%

GE AEROSPACE 0.93% 1.29%

MASTERCARD CLASS A 0.86% 1.02%

Only in one fund ↓

Only in GARP

CATERPILLAR INC 3.29%

PALANTIR TECHNOLOGIES CLASS A 2.86%

ADOBE INC 2.17%

ALPHABET CLASS C 2.12%

AMAZON.COM INC 2.12%

ADVANCED MICRO DEVICES 2.01%

MERCADOLIBRE 1.86%

ROYAL CARIBBEAN GROUP 1.83%

Only in RDVY

The Travelers Companies, Inc. 2.42%

Automatic Data Processing, Inc. 2.32%

Accenture plc 2.19%

The Allstate Corporation 2.17%

The Bank of New York Mellon Corporation 2.14%

Chubb Limited 2.12%

Cincinnati Financial Corporation 2.11%

Ross Stores, Inc. 2.10%

Check overlap with more funds →

Side by side

GARP iShares MSCI USA Quality GARP ETF RDVY First Trust Rising Dividend Achievers ETF

Where it sits Stock ETF Stock ETF

Issuer iShares First Trust

What it is Tracks the MSCI USA Quality GARP Tracks an index of Rising Dividend Achievers

Total return, 1 year +18.0% +17.6%

Its benchmark over the same days +13.3% (PBUS) +13.7% (VOO)

Gap to its benchmark +4.7 pts vs PBUS +3.9 pts vs VOO

Expense ratio 0.15% 0.47%

Already in the S&P 500 94.4% 94.3%

Holdings 131 72

Net assets, as of Oct 27, 2026 $3.6bn $25.4bn

GARP and RDVY on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Alert

About each fund

GARP

GARP tracks the MSCI USA Quality GARP. Over the year to Oct 28, 2026 it returned +18.0% with distributions reinvested, against +13.3% for its benchmark, the MSCI USA Index. The prospectus expense ratio is 0.15% a year. By its holdings published by its issuer for Oct 27, 2026, 94% of the fund by weight is stocks the S&P 500 also holds, across 131 positions, with the top ten at 43.5%. It sat 7.0% below its high of Oct 6, 2026 on Oct 28, 2026.

RDVY

RDVY tracks an index of Rising Dividend Achievers. Over the year to Oct 28, 2026 it returned +17.6% with distributions reinvested, against +13.7% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.47% a year. By its holdings published by its issuer for Oct 27, 2026, 94% of the fund by weight is stocks the S&P 500 also holds, across 72 positions, with the top ten at 22.1%. It sat 5.3% below its high of Aug 13, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, GARP or RDVY?: In the year to Oct 28, 2026, with distributions reinvested, GARP returned +18.0% and RDVY +17.6%.
Which is cheaper, GARP or RDVY?: GARP is cheaper, by 0.32 percentage points a year. That is about $32 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do GARP and RDVY overlap with the S&P 500?: By their latest filed holdings, 94% of GARP and 94% of RDVY by weight is stocks the S&P 500 already holds.

Other comparisons

CGGR vs GARP GARP vs USMV GARP vs SPMO GARP vs SPHQ RDVY vs VOOG RDVY vs VONG RDVY vs SPYG RDVY vs SCHG

Where to next

GARP on its own →RDVY on its own →Hold both: look the portfolio through →Rankings →GARP dividend history →GARP holdings →RDVY dividend history →RDVY holdings →Standards and sources →

Sources and dates

GARP filings on SEC EDGAR ↗

GARP prospectus with the expense ratio (SEC) ↗

iShares page for GARP ↗

RDVY filings on SEC EDGAR ↗

RDVY prospectus with the expense ratio (SEC) ↗

First Trust page for RDVY ↗

Links are sources, not endorsements. 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, GARP against RDVY, data as of Oct 28, 2026. https://etfiq.com/compare/any/garp-vs-rdvy

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