IYZ vs RDVY: Differences, Returns & Fees
IYZ and RDVY hold 1% of their weight in the same names, and IYZ returned +31.6% over the year. Net assets on Oct 9, 2026: $1.1bn for iShares U.S. Telecommunications ETF and $25.5bn for First Trust Rising Dividend Achievers ETF.
IYZ costs 0.10 points a year less; their one-year returns differ by 11.4 points; RDVY is far larger, $25.5bn against $1.1bn.
| IYZ | RDVY | |
|---|---|---|
| Expense ratio | 0.37% | 0.47% |
| Net assets | $1.1bn | $25.5bn |
| Total return, 1 year | +31.6% | +20.2% |
| What it tracks | Russell 1000 Telecommunications RIC 22 | Nasdaq US Rising Dividend Achievers Index |
| Holdings in common | 1% | |
| Top ten holdings, share of the fund | 71.3% | 23.2% |
| Below its high | 6.4%, high on Jun 2, 2026 | 4.9%, high on Aug 13, 2026 |
Holdings in common uses holdings dated Oct 9, 2026.
What they hold in common
By the books each fund has filed, IYZ and RDVY hold 1% 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
1% in common
On the same fields
IYZ and RDVY on the fields both publish, as of Oct 9, 2026. Source: ETFIQ.
About IYZ
IYZ tracks an index. Over the year to Oct 9, 2026 it returned +31.6% with distributions reinvested. The prospectus expense ratio is 0.37% a year. By its holdings published by its issuer for Oct 9, 2026, 71% of the fund by weight is stocks the S&P 500 also holds, across 23 positions, with the top ten at 71.3%. It sat 6.4% below its high of Jun 2, 2026 on Oct 9, 2026.
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, IYZ or RDVY?
- In the year to Oct 9, 2026, with distributions reinvested, IYZ returned +31.6% and RDVY +20.2%.
- Which is cheaper, IYZ or RDVY?
- IYZ is cheaper, by 0.10 percentage points a year. That is about $10 on $10,000 held for a year. Fees come from each fund's prospectus.
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.
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ETFIQ, IYZ against RDVY, data as of Oct 9, 2026. https://etfiq.com/compare/any/iyz-vs-rdvy
ETFIQ. (Oct 9, 2026). IYZ against RDVY. Retrieved from https://etfiq.com/compare/any/iyz-vs-rdvy
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