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

In the year to Sep 13, 2026, with distributions reinvested, IEF returned −2.7% and RDVY returned +22.0%, so RDVY returned more. One year is one year; the longer windows are in the table.

Which is cheaper, IEF or RDVY?

IEF charges 0.15% a year and RDVY charges 0.47%, so IEF is cheaper. Fees come from each fund's prospectus.

Data as of Sep 13, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

IEF vs RDVY: how they differ

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

iShares 7-10 Year Treasury Bond ETF and First Trust Rising Dividend Achievers ETF.

What they hold in common

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

Largest positions each one holds and the other does not
Only in IEF	Only in RDVY
TREASURY NOTE (2OLD) 9.35%	Lam Research Corporation 3.09%
TREASURY NOTE (OLD) 8.64%	Applied Materials, Inc. 2.99%
TREASURY NOTE (OTR) 3.84%	KLA Corporation 2.47%
TREASURY BOND 0.77%	The Bank of New York Mellon Corporation 2.46%
TREASURY NOTE 0.52%	The Travelers Companies, Inc. 2.26%
	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 Sep 10, 2026.

IEF and RDVY on the fields both publish, as of Sep 13, 2026. Source: ETFIQ.
	IEF iShares 7-10 Year Treasury Bond ETF	RDVY First Trust Rising Dividend Achievers ETF
Where it sits	Core index fund	Core index fund
Issuer	iShares	First Trust
What it is	7-10 Year Treasury Bond	First Rising Dividend Achievers
Total return, 1 year	−2.7%	+22.0%
S&P 500 over the same days	+17.5%	+17.5%
Gap to the S&P 500	−20.2 pts	+4.5 pts
Expense ratio	0.15%	0.47%
Holdings	15	72

IEF in plain words

IEF is a bond fund tracking the 7-10 Year Treasury Bond. Over the year to Sep 11, 2026 it returned −2.7% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.15% a year. It sat 13.3% below its high of Aug 4, 2020 on Sep 11, 2026.

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

Which returned more over the last year, IEF or RDVY?: In the year to Sep 13, 2026, with distributions reinvested, IEF returned −2.7% and RDVY returned +22.0%, so RDVY returned more. One year is one year; the longer windows are in the table.
Which is cheaper, IEF or RDVY?: IEF charges 0.15% a year and RDVY charges 0.47%, so IEF 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.

IEF against RDVY, ETFIQ, data as of Sep 13, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, IEF against RDVY, data as of Sep 13, 2026. https://etfiq.com/compare/any/ief-vs-rdvy Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources