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

In the year to Sep 13, 2026, with distributions reinvested, RDVY returned +22.0% and SHY returned +1.7%, so RDVY returned more. One year is one year; the longer windows are in the table.

Which is cheaper, RDVY or SHY?

RDVY charges 0.47% a year and SHY charges 0.15%, so SHY 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

RDVY vs SHY: how they differ

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

First Trust Rising Dividend Achievers ETF and iShares 1-3 Year Treasury Bond ETF.

What they hold in common

By the books each fund has filed, RDVY and SHY 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 RDVY	Only in SHY
Lam Research Corporation 3.09%	USD CASH 0.88%
Applied Materials, Inc. 2.99%	TREASURY NOTE (2OLD) 0.80%
KLA Corporation 2.47%	TREASURY NOTE (OLD) 0.76%
The Bank of New York Mellon Corporation 2.46%	TREASURY NOTE (OTR) 0.58%
The Travelers Companies, Inc. 2.26%	BLK CSH FND TREASURY SL AGENCY 0.26%
GE Vernova Inc. 2.24%	TREASURY NOTE 0.06%
Bank of America Corporation 2.18%
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.

RDVY and SHY on the fields both publish, as of Sep 13, 2026. Source: ETFIQ.
	RDVY First Trust Rising Dividend Achievers ETF	SHY iShares 1-3 Year Treasury Bond ETF
Where it sits	Core index fund	Core index fund
Issuer	First Trust	iShares
What it is	First Rising Dividend Achievers	1-3 Year Treasury Bond
Total return, 1 year	+22.0%	+1.7%
S&P 500 over the same days	+17.5%	+17.5%
Gap to the S&P 500	+4.5 pts	−15.8 pts
Expense ratio	0.47%	0.15%
Holdings	72	93

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.

SHY in plain words

SHY is a bond fund tracking the 1-3 Year Treasury Bond. Over the year to Sep 11, 2026 it returned +1.7% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.15% a year.

Questions people ask

Which returned more over the last year, RDVY or SHY?: In the year to Sep 13, 2026, with distributions reinvested, RDVY returned +22.0% and SHY returned +1.7%, so RDVY returned more. One year is one year; the longer windows are in the table.
Which is cheaper, RDVY or SHY?: RDVY charges 0.47% a year and SHY charges 0.15%, so SHY is cheaper. Fees come from each fund's prospectus.

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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.

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

A comparison is not a recommendation. Standards and sources