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LCTU vs RDVY: Differences, Returns & Fees

LCTU and RDVY hold 25% of their weight in the same names, and RDVY returned +20.2% over the year. Net assets on Oct 9, 2026: $1.2bn for iShares U.S. Carbon Transition Readiness Aware Active ETF and $25.5bn for First Trust Rising Dividend Achievers ETF.

LCTU costs 0.32 points a year less; their one-year returns differ by 4.9 points; RDVY is far larger, $25.5bn against $1.2bn.

LCTU vs RDVY: Differences, Returns & Fees
LCTURDVY
Expense ratio0.15%0.47%
Net assets$1.2bn$25.5bn
Total return, 1 year+15.3%+20.2%
What it tracksNo index, actively managedNasdaq US Rising Dividend Achievers Index
Holdings in common25%
Top ten holdings, share of the fund35.2%23.2%
Below its high4.9%, high on Aug 13, 2026

Holdings in common uses holdings dated Oct 9, 2026.

+15.3%
LCTU total return, 1 year
+20.2%
RDVY total return, 1 year
0.15%
LCTU expense ratio
0.47%
RDVY expense ratio

What they hold in common

By the books each fund has filed, LCTU and RDVY hold 25% 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

25% in common

Positions both hold, largest shared weight first
Holding LCTU RDVY
MICROSOFT 5.12% 2.23%
NVIDIA 7.91% 2.23%
META PLATFORMS CLASS A 2.30% 2.20%
ALPHABET CLASS A 2.48% 1.98%
APPLE 7.14% 1.66%
MICRON TECHNOLOGY 1.60% 2.21%
BANK OF AMERICA 1.31% 1.91%
JPMORGAN CHASE & CO 0.98% 2.00%
MASTERCARD CLASS A 0.92% 0.98%
APPLIED MATERIAL INC 0.65% 2.62%
GE AEROSPACE 0.62% 1.33%
LAM RESEARCH 0.56% 2.55%
Only in LCTU
AMAZON.COM INC 3.18%
BROADCOM INC 2.05%
ALPHABET CLASS C 1.90%
ADVANCED MICRO DEVICES 1.55%
TESLA INC 1.49%
ELI LILLY 1.33%
BERKSHIRE HATHAWAY INC CLASS B 1.16%
PROLOGIS REIT 1.05%
Only in RDVY
Automatic Data Processing, Inc. 2.13%
Chubb Limited 2.02%
Ross Stores, Inc. 2.02%
Veralto Corporation 1.96%
Synchrony Financial 1.88%
Regions Financial Corporation 1.85%
Snap-on Incorporated 1.85%
ResMed Inc. 1.49%

Check overlap with more funds →

On the same fields

LCTU
iShares U.S. Carbon Transition Readiness Aware Active ETF
RDVY
First Trust Rising Dividend Achievers ETF
Where it sits Stock ETF Stock ETF
Issuer iShares First Trust
What it is Actively managed Tracks an index of Rising Dividend Achievers
Total return, 1 year +15.3% +20.2%
Its benchmark over the same days +16.6% (IWB) not published
Gap to its benchmark −1.4 pts vs IWB not available
Expense ratio 0.15% 0.47%
Already in the S&P 500 93.4% 94.3%
Holdings 322 72
Net assets $1.2bn $25.5bn

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

About LCTU

LCTU is actively managed and tracks no index. The prospectus expense ratio is 0.15% a year. By its holdings published by its issuer for Oct 9, 2026, 93% of the fund by weight is stocks the S&P 500 also holds, across 322 positions, with the top ten at 35.2%.

Over the year to Oct 9, 2026 it returned +15.3% with distributions reinvested, against +16.6% for its benchmark, the Russell 1000 Index.

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, LCTU or RDVY?
In the year to Oct 9, 2026, with distributions reinvested, LCTU returned +15.3% and RDVY +20.2%.
Which is cheaper, LCTU or RDVY?
LCTU 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 LCTU and RDVY overlap with the S&P 500?
By their latest filed holdings, 93% of LCTU and 94% of RDVY by weight is stocks the S&P 500 already holds.
Other comparisons
LCTU vs SPYLCTU vs VOOLCTU vs USMVLCTU vs SPMORDVY vs SUSLAVLC vs RDVYRDVY vs STXFRDVY vs TDVG
LCTU on its own →RDVY on its own →Hold both: look the portfolio through →Rankings →Standards and sources →
Where these figures came from
LCTU filings on SEC EDGAR ↗LCTU prospectus with the expense ratio (SEC) ↗iShares page for LCTU ↗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, LCTU against RDVY, data as of Oct 9, 2026. https://etfiq.com/compare/any/lctu-vs-rdvy

Open data

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