Which returned more over the last year, LQD or RDVY?

In the year to Sep 13, 2026, with distributions reinvested, LQD returned −2.7% and RDVY returned +22.0%, so RDVY returned more. One year is one year; the longer windows are in the table.

Which is cheaper, LQD or RDVY?

LQD charges 0.14% a year and RDVY charges 0.47%, so LQD is cheaper. Fees come from each fund's prospectus.

Data as of Sep 13, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

LQD vs RDVY: how they differ

LQD and RDVY hold 0% of their weight in the same names, and RDVY returned more over the year.

iShares iBoxx $ Investment Grade Corporate Bond ETF and First Trust Rising Dividend Achievers ETF.

What they hold in common

By the books each fund has filed, LQD and RDVY hold 0% of their money in the same securities at the same weight.

Largest positions each one holds and the other does not
Only in LQD	Only in RDVY
BLK CSH FND TREASURY SL AGENCY 0.88%	Lam Research Corporation 3.09%
ANHEUSER-BUSCH COMPANIES LLC 0.12%	Applied Materials, Inc. 2.99%
DEUTSCHE TELEKOM INTERNATIONAL FIN 0.11%	KLA Corporation 2.47%
CHARTER COMMUNICATIONS OPERATING L 144A 0.10%	The Bank of New York Mellon Corporation 2.46%
JPMORGAN CHASE & CO MTN 0.09%	The Travelers Companies, Inc. 2.26%
BRITISH TELECOMMUNICATIONS PLC 0.08%	GE Vernova Inc. 2.24%
MORGAN STANLEY (FXD-FRN) MTN 0.08%	Bank of America Corporation 2.18%
CITIGROUP INC (FX-FRN) 0.07%	Ross Stores, Inc. 2.16%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Sep 10, 2026.

LQD and RDVY on the fields both publish, as of Sep 13, 2026. Source: ETFIQ.
	LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	RDVY First Trust Rising Dividend Achievers ETF
Where it sits	Core index fund	Core index fund
Issuer	iShares	First Trust
What it is	US investment grade bonds	First Rising Dividend Achievers
Total return, 1 year	−2.7%	+22.0%
S&P 500 over the same days	+17.5%	+17.5%
Gap to the S&P 500	−20.2 pts	+4.5 pts
Expense ratio	0.14%	0.47%
Holdings	3149	72

LQD in plain words

LQD is a bond fund tracking the US investment grade bonds. Over the year to Sep 11, 2026 it returned −2.7% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.14% a year. It sat 6.4% below its high of Sep 22, 2021 on Sep 11, 2026.

RDVY in plain words

RDVY is an index equity fund tracking the First Rising Dividend Achievers. Over the year to Sep 11, 2026 it returned +22.0% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.47% a year. By its holdings filed for Sep 10, 2026, 94% of the fund by weight is stocks the S&P 500 also holds, across 72 positions, with the top ten at 24.1%. It sat 3.9% below its high of Aug 13, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, LQD or RDVY?: In the year to Sep 13, 2026, with distributions reinvested, LQD returned −2.7% and RDVY returned +22.0%, so RDVY returned more. One year is one year; the longer windows are in the table.
Which is cheaper, LQD or RDVY?: LQD charges 0.14% a year and RDVY charges 0.47%, so LQD is cheaper. Fees come from each fund's prospectus.

Other comparisons

Where to next

Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

LQD against RDVY, ETFIQ, data as of Sep 13, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, LQD against RDVY, data as of Sep 13, 2026. https://etfiq.com/compare/any/lqd-vs-rdvy Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources