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

In the year to Oct 28, 2026, with distributions reinvested, RDVY returned +17.6% and SCHH +8.7%.

Which is cheaper, RDVY or SCHH?

SCHH is cheaper, by 0.40 percentage points a year. That is about $40 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do RDVY and SCHH overlap with the S&P 500?

By their latest filed holdings, 94% of RDVY and 74% of SCHH by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

RDVY vs SCHH: Differences, Returns & Fees

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Over the year to Oct 28, 2026, RDVY returned +17.6% to SCHH's +8.7%; 0% of their weight is in the same names.

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Net assets: $25.4bn on Oct 27, 2026 for First Trust Rising Dividend Achievers ETF, and $11.2bn on Aug 31, 2026 for Schwab U.S. REIT ETF.

RDVY on its own →SCHH on its own →

At a glance

+17.6%

RDVY total return, 1 year

+8.7%

SCHH total return, 1 year

0.47%

RDVY expense ratio

0.07%

SCHH expense ratio

Pair scorecard

SCHH costs 0.40 points a year less; their one-year returns differ by 8.9 points.

RDVY vs SCHH: Differences, Returns & Fees
Measure	RDVY	SCHH
Return
Measure	RDVY	SCHH
Total return, 1 year	+17.6%	+8.7%
Drawdown
Measure	RDVY	SCHH
Below its high	5.3%, high on Aug 13, 2026	8.5%, high on Jul 24, 2026
Benchmark
Measure	RDVY	SCHH
What it tracks	Nasdaq US Rising Dividend Achievers Index	US REIT
Cost and size
Measure	RDVY	SCHH
Expense ratio	0.47%	0.07%
Net assets, RDVY as of Oct 27, 2026 and SCHH as of Aug 31, 2026	$25.4bn	$11.2bn
Holdings
Measure	RDVY	SCHH
Holdings in common	0%
Top ten holdings, share of the fund	22.1%	51.6%

Holdings in common uses holdings dated Aug 31, 2026 and Oct 27, 2026. Method

What they share

By the books each fund has filed, RDVY and SCHH hold 0% of their money in the same securities at the same weight. Holdings dated Aug 31, 2026 and Oct 27, 2026.

50%

0 half 100%

half

0% in common

Positions both hold · largest shared weight first RDVY SCHH

Only in one fund ↓

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%

Only in SCHH

Welltower Inc 11.05%

Prologis Inc 8.79%

Simon Property Group Inc 4.59%

Digital Realty Trust Inc 4.54%

Equinix Inc 4.27%

American Tower Corp 4.24%

Realty Income Corp 4.02%

Public Storage 3.62%

Check overlap with more funds →

Side by side

RDVY First Trust Rising Dividend Achievers ETF SCHH Schwab U.S. REIT ETF

Where it sits Stock ETF Stock ETF

Issuer First Trust Schwab

What it is Tracks an index of Rising Dividend Achievers Tracks an index of US REIT

Total return, 1 year +17.6% +8.7%

Its benchmark over the same days +13.7% (VOO) not measured

Gap to its benchmark +3.9 pts vs VOO not measured

Expense ratio 0.47% 0.07%

Already in the S&P 500 94.3% 73.9%

Holdings 72 117

Net assets, RDVY as of Oct 27, 2026 and SCHH as of Aug 31, 2026 $25.4bn $11.2bn

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

Alert

About each fund

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.

SCHH

SCHH tracks an index of US REIT. Over the year to Oct 28, 2026 it returned +8.7% with distributions reinvested. The prospectus expense ratio is 0.07% a year. By its holdings filed for Aug 31, 2026, 74% of the fund by weight is stocks the S&P 500 also holds, across 117 positions, with the top ten at 51.6%. It sat 8.5% below its high of Jul 24, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, RDVY or SCHH?: In the year to Oct 28, 2026, with distributions reinvested, RDVY returned +17.6% and SCHH +8.7%.
Which is cheaper, RDVY or SCHH?: SCHH is cheaper, by 0.40 percentage points a year. That is about $40 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do RDVY and SCHH overlap with the S&P 500?: By their latest filed holdings, 94% of RDVY and 74% of SCHH by weight is stocks the S&P 500 already holds.

Other comparisons

RDVY vs VNQ RDVY vs XLRE IYR vs RDVY RDVY vs XLU SCHH vs SPY SCHH vs VOO SCHH vs USMV SCHH vs SPMO

Where to next

RDVY on its own →SCHH on its own →Hold both: look the portfolio through →Rankings →RDVY dividend history →RDVY holdings →SCHH dividend history →SCHH holdings →Standards and sources →

Sources and dates

RDVY filings on SEC EDGAR ↗

RDVY prospectus with the expense ratio (SEC) ↗

First Trust page for RDVY ↗

SCHH filings on SEC EDGAR ↗

SCHH prospectus with the expense ratio (SEC) ↗

Schwab website ↗

Links are sources, not endorsements. 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 SCHH, data as of Oct 28, 2026. https://etfiq.com/compare/any/rdvy-vs-schh

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