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RDVY vs RECS: Differences, Returns & Fees

RDVY and RECS hold 22% of their weight in the same names, and RDVY returned +20.2% over the year. Net assets: $25.5bn on Oct 9, 2026 for First Trust Rising Dividend Achievers ETF, and $5.8bn on Jul 31, 2026 for Columbia Research Enhanced Core ETF.

RECS costs 0.32 points a year less; their one-year returns differ by 5.4 points.

RDVY vs RECS: Differences, Returns & Fees
RDVYRECS
Expense ratio0.47%0.15%
Net assets, RDVY as of Oct 9, 2026 and RECS as of Jul 31, 2026$25.5bn$5.8bn
Total return, 1 year+20.2%+14.8%
What it tracksNasdaq US Rising Dividend Achievers IndexBeta Advantage Research Enhanced U.S. Equity Index
Holdings in common22%
Top ten holdings, share of the fund23.2%40.4%
Below its high4.9%, high on Aug 13, 2026

Holdings in common uses holdings dated Jul 31, 2026 and Oct 9, 2026.

+20.2%
RDVY total return, 1 year
+14.8%
RECS total return, 1 year
0.47%
RDVY expense ratio
0.15%
RECS expense ratio

What they hold in common

By the books each fund has filed, RDVY and RECS hold 22% 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 Jul 31, 2026 and Oct 9, 2026.

half

22% in common

Positions both hold, largest shared weight first
Holding RDVY RECS
NVIDIA Corporation 2.23% 11.41%
Meta Platforms, Inc. (Class A) 2.20% 4.17%
Micron Technology, Inc. 2.21% 1.99%
Bank of America Corporation 1.91% 2.09%
Apple Inc. 1.66% 11.50%
Mastercard Incorporated 0.98% 2.46%
The Charles Schwab Corporation 1.46% 0.89%
Automatic Data Processing, Inc. 2.13% 0.82%
Applied Materials, Inc. 2.62% 0.78%
Lam Research Corporation 2.55% 0.74%
Ross Stores, Inc. 2.02% 0.73%
Elevance Health Inc. 0.58% 0.73%
Only in RDVY
GE Vernova Inc. 2.34%
The Travelers Companies, Inc. 2.24%
Microsoft Corporation 2.23%
Visa Inc. (Class A) 2.16%
Chubb Limited 2.02%
JPMorgan Chase & Co. 2.00%
Alphabet Inc. (Class A) 1.98%
Cincinnati Financial Corporation 1.89%
Only in RECS
State Street Communication Services Select Sector SPDR ETF 1.85%
Vanguard Communication Services ETF 1.79%
TJX Cos Inc/The 1.60%
Chevron Corp 1.52%
Altria Group Inc 1.25%
Bristol-Myers Squibb Co 1.16%
CVS Health Corp 1.09%
Starbucks Corp 1.07%

Check overlap with more funds →

On the same fields

RDVY
First Trust Rising Dividend Achievers ETF
RECS
Columbia Research Enhanced Core ETF
Where it sits Stock ETF Stock ETF
Issuer First Trust Columbia
What it is Tracks an index of Rising Dividend Achievers Tracks an index
Total return, 1 year +20.2% +14.8%
Expense ratio 0.47% 0.15%
Already in the S&P 500 94.3% 86.1%
Holdings 72 356
Net assets, RDVY as of Oct 9, 2026 and RECS as of Jul 31, 2026 $25.5bn $5.8bn

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

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.

About RECS

RECS tracks an index. Over the year to Oct 9, 2026 it returned +14.8% with distributions reinvested. The prospectus expense ratio is 0.15% a year. By its holdings filed for Jul 31, 2026, 86% of the fund by weight is stocks the S&P 500 also holds, across 356 positions, with the top ten at 40.4%.

Questions people ask

Which returned more over the last year, RDVY or RECS?
In the year to Oct 9, 2026, with distributions reinvested, RDVY returned +20.2% and RECS +14.8%.
Which is cheaper, RDVY or RECS?
RECS 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 RDVY and RECS overlap with the S&P 500?
By their latest filed holdings, 94% of RDVY and 86% of RECS by weight is stocks the S&P 500 already holds.
Other comparisons
RDVY vs SCHKDSI vs RDVYRDVY vs USMCRDVY vs THRORECS vs USMVRECS vs SPMODFUS vs RECSRECS vs SPHQ
RDVY on its own →RECS on its own →Hold both: look the portfolio through →Rankings →Standards and sources →
Where these figures came from
RDVY filings on SEC EDGAR ↗RDVY prospectus with the expense ratio (SEC) ↗First Trust page for RDVY ↗RECS filings on SEC EDGAR ↗RECS prospectus with the expense ratio (SEC) ↗Columbia website ↗

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

Open data

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