Data as of Sep 13, 2026. Both funds on the fields they both publish, from the same sources.
IALT vs RDVY: how they differ
IALT and RDVY hold 0% of their weight in the same names.
iShares Systematic Alternatives Active ETF and First Trust Rising Dividend Achievers ETF.
What they hold in common
By the books each fund has filed, IALT and RDVY hold 0% of their money in the same securities at the same weight.
| Only in IALT | Only in RDVY |
|---|---|
| Intercontinental Exchange, Inc. 17.26% | Lam Research Corporation 3.09% |
| PRIME SECSRVC BRW/FINANC 1.29% | Applied Materials, Inc. 2.99% |
| PHINIA INC 0.94% | KLA Corporation 2.47% |
| DISH DBS CORP 0.21% | The Bank of New York Mellon Corporation 2.46% |
| DISH DBS CORP 0.19% | The Travelers Companies, Inc. 2.26% |
| DISH DBS CORP 0.10% | GE Vernova Inc. 2.24% |
| Bank of America Corporation 2.18% | |
| 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 Apr 30, 2026 and Sep 10, 2026.
| IALT iShares Systematic Alternatives Active ETF | RDVY First Trust Rising Dividend Achievers ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | iShares | First Trust |
| What it is | Systematic Alternatives Active | First Rising Dividend Achievers |
| Total return, 1 year | +17.4% | +22.0% |
| S&P 500 over the same days | +12.1% | +17.5% |
| Gap to the S&P 500 | +5.4 pts | +4.5 pts |
| Expense ratio | not published | 0.47% |
| Already in the S&P 500 | 54.9% | 94.4% |
| Holdings | 8 | 72 |
IALT in plain words
IALT is an index equity fund tracking the Systematic Alternatives Active. By its holdings filed for Apr 30, 2026, 55% of the fund by weight is stocks the S&P 500 also holds, across 8 positions, with the top ten at 100.0%.
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
- How much do IALT and RDVY overlap with the S&P 500?
- By their latest filed holdings, 55% of IALT 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, IALT against RDVY, data as of Sep 13, 2026. https://etfiq.com/compare/any/ialt-vs-rdvy Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources