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 vs RDVY: Differences, Returns & Fees
IYZRDVY
Expense ratio0.37%0.47%
Net assets$1.1bn$25.5bn
Total return, 1 year+31.6%+20.2%
What it tracksRussell 1000 Telecommunications RIC 22Nasdaq US Rising Dividend Achievers Index
Holdings in common1%
Top ten holdings, share of the fund71.3%23.2%
Below its high6.4%, high on Jun 2, 20264.9%, high on Aug 13, 2026

Holdings in common uses holdings dated Oct 9, 2026.

+31.6%
IYZ total return, 1 year
+20.2%
RDVY total return, 1 year
0.37%
IYZ expense ratio
0.47%
RDVY expense ratio

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

Positions both hold, largest shared weight first
Holding IYZ RDVY
CISCO SYSTEMS INC 24.08% 0.55%
Only in IYZ
ARISTA NETWORKS 12.31%
VERIZON COMMUNICATIONS INC 9.46%
CIENA 4.12%
SPACE EXPLORATION TECHNOLOGIES COR 3.94%
AT&T 3.93%
LUMENTUM HOLDINGS 3.82%
MOTOROLA SOLUTIONS INC 3.30%
UBIQUITI 3.27%
Only in RDVY
Applied Materials, Inc. 2.62%
Lam Research Corporation 2.55%
KLA Corporation 2.39%
GE Vernova Inc. 2.34%
The Travelers Companies, Inc. 2.24%
Microsoft Corporation 2.23%
NVIDIA Corporation 2.23%
Micron Technology, Inc. 2.21%

Check overlap with more funds →

On the same fields

IYZ
iShares U.S. Telecommunications ETF
RDVY
First Trust Rising Dividend Achievers ETF
Where it sits Stock ETF Stock ETF
What it is Tracks an index Tracks an index of Rising Dividend Achievers
Total return, 1 year +31.6% +20.2%
Expense ratio 0.37% 0.47%
Already in the S&P 500 71.2% 94.3%
Holdings 23 72
Net assets $1.1bn $25.5bn

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.
How much do IYZ and RDVY overlap with the S&P 500?
By their latest filed holdings, 71% of IYZ and 94% of RDVY by weight is stocks the S&P 500 already holds.
Cite this pageCitation, APA and Markdown

ETFIQ, IYZ against RDVY, data as of Oct 9, 2026. https://etfiq.com/compare/any/iyz-vs-rdvy

Open data

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