Data as of Oct 28, 2026.

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MDY vs RDVY: Differences, Returns & Fees

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Over the year to Oct 28, 2026, MDY returned +12.8% to RDVY's +17.6%; 1% of their weight is in the same names.

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Net assets on Oct 27, 2026: $25.9bn for SPDR S&P MidCap 400 ETF Trust and $25.4bn for First Trust Rising Dividend Achievers ETF.

At a glance
+12.8%
MDY total return, 1 year
+17.6%
RDVY total return, 1 year
0.23%
MDY expense ratio
0.47%
RDVY expense ratio

Pair scorecard

MDY costs 0.24 points a year less; their one-year returns differ by 4.8 points.

MDY vs RDVY: Differences, Returns & Fees
MeasureMDYRDVY
Return
Total return, 1 year+12.8%+17.6%
Drawdown
Below its high6.5%, high on Aug 14, 20265.3%, high on Aug 13, 2026
Benchmark
What it tracksS&P MidCap 400 IndexNasdaq US Rising Dividend Achievers Index
Cost and size
Expense ratio0.23%0.47%
Net assets, as of Oct 27, 2026$25.9bn$25.4bn
Holdings
Holdings in common1%
Top ten holdings, share of the fund7.5%22.1%

Holdings in common uses holdings dated Oct 27, 2026. Method

What they share

1%

By the books each fund has filed, MDY and RDVY hold 1% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

0 half 100%

half

1% in common

Positions both hold · largest shared weight first MDY RDVY
East West Bancorp Inc. 0.52% 0.54%
Mueller Industries Inc. 0.35% 1.29%
Coca-Cola Consolidated Inc. 0.34% 0.56%
Allison Transmission Holdings Inc. 0.26% 0.39%
Only in one fund ↓
Only in MDY
Okta Inc. Class A 1.09%
U.S. Dollar 0.96%
TechnipFMC plc 0.81%
United Therapeutics Corporation 0.73%
Entegris Inc. 0.66%
ATI Inc 0.66%
US Foods Holding Corp. 0.64%
Reliance Inc. 0.64%
Only in RDVY
The Travelers Companies, Inc. 2.42%
Automatic Data Processing, Inc. 2.32%
Visa Inc. (Class A) 2.26%
Microsoft Corporation 2.22%
Accenture plc 2.19%
The Allstate Corporation 2.17%
The Bank of New York Mellon Corporation 2.14%
Expedia Group, Inc. 2.13%
Check overlap with more funds →

Side by side

MDY SPDR S&P MidCap 400 ETF Trust RDVY First Trust Rising Dividend Achievers ETF
Where it sits Stock ETF Stock ETF
What it is Tracks the S&P MidCap 400 Tracks an index of Rising Dividend Achievers
Total return, 1 year +12.8% +17.6%
Its benchmark over the same days +13.2% (IJH) +13.7% (VOO)
Gap to its benchmark −0.4 pts vs IJH +3.9 pts vs VOO
Expense ratio 0.23% 0.47%
Already in the S&P 500 0.0% 94.3%
Holdings 401 72
Net assets, as of Oct 27, 2026 $25.9bn $25.4bn

MDY and RDVY on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

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About each fund
MDY

MDY tracks the S&P MidCap 400. Over the year to Oct 28, 2026 it returned +12.8% with distributions reinvested, against +13.2% for its benchmark, the S&P MidCap 400 Index. The prospectus expense ratio is 0.23% a year. By its holdings published by its issuer for Oct 27, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 401 positions, with the top ten at 7.5%. It sat 6.5% below its high of Aug 14, 2026 on Oct 28, 2026.

RDVY

RDVY tracks an index of Rising Dividend Achievers. Over the year to Oct 28, 2026 it returned +17.6% with distributions reinvested, against +13.7% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.47% a year. By its holdings published by its issuer for Oct 27, 2026, 94% of the fund by weight is stocks the S&P 500 also holds, across 72 positions, with the top ten at 22.1%. It sat 5.3% below its high of Aug 13, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, MDY or RDVY?
In the year to Oct 28, 2026, with distributions reinvested, MDY returned +12.8% and RDVY +17.6%.
Which is cheaper, MDY or RDVY?
MDY is cheaper, by 0.24 percentage points a year. That is about $24 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do MDY and RDVY overlap with the S&P 500?
By their latest filed holdings, 0% of MDY and 94% of RDVY by weight is stocks the S&P 500 already holds.
Other comparisons
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ETFIQ, MDY against RDVY, data as of Oct 28, 2026. https://etfiq.com/compare/any/mdy-vs-rdvy

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