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

In the year to Sep 21, 2026, with distributions reinvested, IBIT returned −31.1% and RDVY returned +19.6%, so RDVY returned more.

Which is cheaper, IBIT or RDVY?

IBIT charges 0.25% a year and RDVY charges 0.47%, so IBIT is cheaper. Fees come from each fund's prospectus.

Data as of Sep 21, 2026.

ETFIQetfiq.com · independent ETF data

IBIT vs RDVY: how they differ

IBIT and RDVY hold 0% of their weight in the same names, and RDVY returned more over the year.

iShares Bitcoin Trust ETF and First Trust Rising Dividend Achievers ETF.

What they hold in common

By the books each fund has filed, IBIT and RDVY hold 0% of their money in the same securities at the same weight.

Only in each
Only in IBIT	Only in RDVY
BITCOIN 100.00%	Applied Materials, Inc. 2.31%
USD CASH 0.00%	Lam Research Corporation 2.31%
	The Travelers Companies, Inc. 2.28%
	The Bank of New York Mellon Corporation 2.23%
	GE Vernova Inc. 2.20%
	Micron Technology, Inc. 2.19%
	KLA Corporation 2.17%
	NVIDIA Corporation 2.17%

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 Sep 18, 2026.

IBIT and RDVY on the fields both publish, as of Sep 21, 2026. Source: ETFIQ.
	IBIT iShares Bitcoin Trust ETF	RDVY First Trust Rising Dividend Achievers ETF
Where it sits	Core fund	Core fund
Issuer	iShares	First Trust
What it is	Holds bitcoin	Tracks an index of Rising Dividend Achievers
Total return, 1 year	−31.1%	+19.6%
S&P 500 over the same days	+16.6%	+16.6%
Gap to the S&P 500	−47.6 pts	+3.0 pts
Expense ratio	0.25%	0.47%
Holdings	2	73
Net assets	$63.7bn	$26.9bn

IBIT in plain words

IBIT holds bitcoin. Over the year to Sep 18, 2026 it returned −31.1% with distributions reinvested, against +16.6% for the S&P 500 and +21.8% for the Nasdaq-100. The prospectus expense ratio is 0.25% a year. It sat 35.5% below its high of Oct 6, 2025 on Sep 18, 2026.

RDVY in plain words

RDVY tracks an index of Rising Dividend Achievers. Over the year to Sep 18, 2026 it returned +19.6% with distributions reinvested, against +16.6% for the S&P 500 and +21.8% for the Nasdaq-100. The prospectus expense ratio is 0.47% a year. By its holdings published by its issuer for Sep 18, 2026, 94% of the fund by weight is stocks the S&P 500 also holds, across 73 positions, with the top ten at 22.1%. It sat 5.5% below its high of Aug 13, 2026 on Sep 18, 2026.

Questions people ask

Which returned more over the last year, IBIT or RDVY?: In the year to Sep 21, 2026, with distributions reinvested, IBIT returned −31.1% and RDVY returned +19.6%, so RDVY returned more.
Which is cheaper, IBIT or RDVY?: IBIT charges 0.25% a year and RDVY charges 0.47%, so IBIT is cheaper. Fees come from each fund's prospectus.

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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.

IBIT against RDVY, ETFIQ, data as of Sep 21, 2026. Every figure is calculated from a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, IBIT against RDVY, data as of Sep 21, 2026. https://etfiq.com/compare/any/ibit-vs-rdvy Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources