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IWV vs RDVY: Differences, Returns & Fees

IWV and RDVY hold 24% of their weight in the same names, and RDVY returned +20.2% over the year. Net assets on Oct 9, 2026: $20.6bn for iShares Russell 3000 ETF and $25.5bn for First Trust Rising Dividend Achievers ETF.

IWV costs 0.27 points a year less; their one-year returns differ by 3.5 points; RDVY is 1.2 times larger.

IWV vs RDVY: Differences, Returns & Fees
IWVRDVY
Expense ratio0.20%0.47%
Net assets$20.6bn$25.5bn
Total return, 1 year+16.7%+20.2%
What it tracksRussell 3000 IndexNasdaq US Rising Dividend Achievers Index
Holdings in common24%
Top ten holdings, share of the fund34.7%23.2%
Below its high4.9%, high on Aug 13, 2026

Holdings in common uses holdings dated Oct 9, 2026.

+16.7%
IWV total return, 1 year
+20.2%
RDVY total return, 1 year
0.20%
IWV expense ratio
0.47%
RDVY expense ratio

What they hold in common

By the books each fund has filed, IWV and RDVY hold 24% 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

24% in common

Positions both hold, largest shared weight first
Holding IWV RDVY
MICROSOFT 5.32% 2.23%
NVIDIA 7.15% 2.23%
META PLATFORMS CLASS A 2.11% 2.20%
ALPHABET CLASS A 2.74% 1.98%
APPLE 6.51% 1.66%
MICRON TECHNOLOGY 1.55% 2.21%
JPMORGAN CHASE & CO 1.19% 2.00%
VISA CLASS A 0.87% 2.16%
MASTERCARD CLASS A 0.64% 0.98%
COSTCO WHOLESALE CORP 0.56% 1.89%
CISCO SYSTEMS INC 0.63% 0.55%
APPLIED MATERIAL INC 0.54% 2.62%
Only in IWV
AMAZON.COM INC 3.40%
BROADCOM INC 2.25%
ALPHABET CLASS C 2.21%
TESLA INC 1.49%
ADVANCED MICRO DEVICES 1.32%
BERKSHIRE HATHAWAY INC CLASS B 1.28%
ELI LILLY 1.26%
EXXONMOBIL HOLDINGS CORP 0.93%
Only in RDVY

Check overlap with more funds →

On the same fields

IWV
iShares Russell 3000 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 +16.7% +20.2%
Its benchmark over the same days +16.8% (VTHR) not published
Gap to its benchmark −0.1 pts vs VTHR not available
Expense ratio 0.20% 0.47%
Already in the S&P 500 87.8% 94.3%
Holdings 2600 72
Net assets $20.6bn $25.5bn

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

About IWV

IWV tracks an index. Over the year to Oct 9, 2026 it returned +16.7% with distributions reinvested, against +16.8% for its benchmark, the Russell 3000 Index. The prospectus expense ratio is 0.20% a year. By its holdings published by its issuer for Oct 9, 2026, 88% of the fund by weight is stocks the S&P 500 also holds, across 2,600 positions, with the top ten at 34.7%.

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, IWV or RDVY?
In the year to Oct 9, 2026, with distributions reinvested, IWV returned +16.7% and RDVY +20.2%.
Which is cheaper, IWV or RDVY?
IWV is cheaper, by 0.27 percentage points a year. That is about $27 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IWV and RDVY overlap with the S&P 500?
By their latest filed holdings, 88% of IWV and 94% of RDVY by weight is stocks the S&P 500 already holds.
Other comparisons
IWV vs SPYMIWV vs VTIIWV vs SPYIWV vs VOOOEF vs RDVYMTUM vs RDVYRDVY vs SPHQRDVY vs SPMO
IWV on its own →RDVY on its own →Hold both: look the portfolio through →Rankings →Standards and sources →
Where these figures came from
IWV filings on SEC EDGAR ↗IWV prospectus with the expense ratio (SEC) ↗iShares page for IWV ↗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, IWV against RDVY, data as of Oct 9, 2026. https://etfiq.com/compare/any/iwv-vs-rdvy

Open data

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