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

In the year to Sep 13, 2026, with distributions reinvested, IUSB returned −0.3% and RDVY returned +22.0%, so RDVY returned more. One year is one year; the longer windows are in the table.

Which is cheaper, IUSB or RDVY?

IUSB charges 0.06% a year and RDVY charges 0.47%, so IUSB 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

IUSB vs RDVY: how they differ

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

iShares Core Universal USD Bond ETF and First Trust Rising Dividend Achievers ETF.

What they hold in common

By the books each fund has filed, IUSB 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 IUSB	Only in RDVY
United States of America 0.38%	Lam Research Corporation 3.09%
United States of America 0.37%	Applied Materials, Inc. 2.99%
United States of America 0.37%	KLA Corporation 2.47%
United States of America 0.37%	The Bank of New York Mellon Corporation 2.46%
United States of America 0.36%	The Travelers Companies, Inc. 2.26%
United States of America 0.36%	GE Vernova Inc. 2.24%
United States of America 0.36%	Bank of America Corporation 2.18%
United States of America 0.35%	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.

IUSB and RDVY on the fields both publish, as of Sep 13, 2026. Source: ETFIQ.
	IUSB iShares Core Universal USD 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	Core Universal USD Bond	First Rising Dividend Achievers
Total return, 1 year	−0.3%	+22.0%
S&P 500 over the same days	+17.5%	+17.5%
Gap to the S&P 500	−17.8 pts	+4.5 pts
Expense ratio	0.06%	0.47%
Holdings	17819	72

IUSB in plain words

IUSB is a bond fund tracking the Core Universal USD Bond. Over the year to Sep 11, 2026 it returned −0.3% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.06% a year.

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, IUSB or RDVY?: In the year to Sep 13, 2026, with distributions reinvested, IUSB returned −0.3% and RDVY returned +22.0%, so RDVY returned more. One year is one year; the longer windows are in the table.
Which is cheaper, IUSB or RDVY?: IUSB charges 0.06% a year and RDVY charges 0.47%, so IUSB is cheaper. Fees come from each fund's prospectus.

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.

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

A comparison is not a recommendation. Standards and sources