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IWL vs RDVY: Differences, Returns & Fees

IWL and RDVY hold 26% of their weight in the same names, and RDVY returned +20.2% over the year. Net assets on Oct 9, 2026: $2.3bn for iShares Russell Top 200 ETF and $25.5bn for First Trust Rising Dividend Achievers ETF.

IWL costs 0.32 points a year less; their one-year returns differ by 3.4 points; RDVY is 11.1 times larger.

IWL vs RDVY: Differences, Returns & Fees
IWLRDVY
Expense ratio0.15%0.47%
Net assets$2.3bn$25.5bn
Total return, 1 year+16.8%+20.2%
What it tracksRussell Top 200 IndexNasdaq US Rising Dividend Achievers Index
Holdings in common26%
Top ten holdings, share of the fund44.6%23.2%
Below its high4.9%, high on Aug 13, 2026

Holdings in common uses holdings dated Oct 9, 2026.

+16.8%
IWL total return, 1 year
+20.2%
RDVY total return, 1 year
0.15%
IWL expense ratio
0.47%
RDVY expense ratio

What they hold in common

By the books each fund has filed, IWL and RDVY hold 26% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated Oct 9, 2026.

half

26% in common

Positions both hold, largest shared weight first
Holding IWL RDVY
MICROSOFT 6.82% 2.23%
NVIDIA 9.18% 2.23%
META PLATFORMS CLASS A 2.71% 2.20%
MICRON TECHNOLOGY 1.99% 2.21%
ALPHABET CLASS A 3.52% 1.98%
APPLE 8.35% 1.66%
JPMORGAN CHASE & CO 1.53% 2.00%
VISA CLASS A 1.12% 2.16%
MASTERCARD CLASS A 0.82% 0.98%
COSTCO WHOLESALE CORP 0.72% 1.89%
APPLIED MATERIAL INC 0.69% 2.62%
LAM RESEARCH 0.68% 2.55%
Only in IWL
AMAZON.COM INC 4.37%
BROADCOM INC 2.89%
ALPHABET CLASS C 2.84%
TESLA INC 1.92%
ADVANCED MICRO DEVICES 1.70%
BERKSHIRE HATHAWAY INC CLASS B 1.65%
ELI LILLY 1.62%
EXXONMOBIL HOLDINGS CORP 1.19%
Only in RDVY
Expedia Group, Inc. 2.09%
The Allstate Corporation 1.97%
Veralto Corporation 1.96%
Cincinnati Financial Corporation 1.89%
Synchrony Financial 1.88%
Regions Financial Corporation 1.85%
Snap-on Incorporated 1.85%
The Hartford Insurance Group, Inc. 1.81%

Check overlap with more funds →

On the same fields

IWL
iShares Russell Top 200 ETF
RDVY
First Trust Rising Dividend Achievers ETF
Where it sits Stock ETF Stock ETF
Issuer iShares First Trust
What it is Tracks an index Tracks an index of Rising Dividend Achievers
Total return, 1 year +16.8% +20.2%
Expense ratio 0.15% 0.47%
Already in the S&P 500 99.2% 94.3%
Holdings 202 72
Net assets $2.3bn $25.5bn

IWL and RDVY on the fields both publish, as of Oct 9, 2026. Source: ETFIQ.

About IWL

IWL tracks an index. Over the year to Oct 9, 2026 it returned +16.8% with distributions reinvested. The prospectus expense ratio is 0.15% a year. By its holdings published by its issuer for Oct 9, 2026, 99% of the fund by weight is stocks the S&P 500 also holds, across 202 positions, with the top ten at 44.6%.

About RDVY

RDVY tracks an index of Rising Dividend Achievers. Over the year to Oct 9, 2026 it returned +20.2% with distributions reinvested. The prospectus expense ratio is 0.47% a year. By its holdings published by its issuer for Oct 9, 2026, 94% of the fund by weight is stocks the S&P 500 also holds, across 72 positions, with the top ten at 23.2%. It sat 4.9% below its high of Aug 13, 2026 on Oct 9, 2026.

Questions people ask

Which returned more over the last year, IWL or RDVY?
In the year to Oct 9, 2026, with distributions reinvested, IWL returned +16.8% and RDVY +20.2%.
Which is cheaper, IWL or RDVY?
IWL 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 IWL and RDVY overlap with the S&P 500?
By their latest filed holdings, 99% of IWL and 94% of RDVY by weight is stocks the S&P 500 already holds.
Other comparisons
IWL vs SPYIWL vs VOOIWL vs USMVIWL vs SPMORDVY vs SFLRDFSU vs RDVYQDF vs RDVYRDVY vs TILT
IWL on its own →RDVY on its own →Hold both: look the portfolio through →Rankings →Standards and sources →
Where these figures came from
IWL filings on SEC EDGAR ↗IWL prospectus with the expense ratio (SEC) ↗iShares page for IWL ↗RDVY filings on SEC EDGAR ↗RDVY prospectus with the expense ratio (SEC) ↗First Trust page for RDVY ↗

ETFIQ links to the documents behind every figure; a link is not an endorsement. 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, IWL against RDVY, data as of Oct 9, 2026. https://etfiq.com/compare/any/iwl-vs-rdvy

Open data

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