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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 SPYG: how they differ

RDVY and SPYG hold 21% of their weight in the same names, and RDVY returned more over the year.

First Trust Rising Dividend Achievers ETF and State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF.

What they hold in common

By the books each fund has filed, RDVY and SPYG hold 21% of their money in the same securities at the same weight.

Positions RDVY and SPYG both hold, largest shared weight first
HoldingRDVYSPYG
NVIDIA Corporation2.12%14.85%
Alphabet Inc. (Class A)2.01%5.47%
Microsoft Corporation1.94%10.27%
JPMorgan Chase & Co.2.09%1.81%
Meta Platforms, Inc. (Class A)1.74%3.97%
Apple Inc.1.65%6.73%
Micron Technology, Inc.1.57%3.09%
Lam Research Corporation3.09%1.05%
Applied Materials, Inc.2.99%1.01%
Visa Inc. (Class A)1.98%0.94%
Mastercard Incorporated1.33%0.86%
GE Vernova Inc.2.24%0.70%
Largest positions each one holds and the other does not
Only in RDVYOnly in SPYG
The Travelers Companies, Inc. 2.26%BROADCOM INC 4.80%
Bank of America Corporation 2.18%ALPHABET INC CL C 4.38%
The Allstate Corporation 2.16%AMAZON.COM INC 3.67%
Williams-Sonoma, Inc. 2.06%BERKSHIRE HATHAWAY INC CL B 2.61%
Salesforce, Inc. 2.04%ELI LILLY + CO 2.49%
Chubb Limited 1.99%ADVANCED MICRO DEVICES 2.31%
Automatic Data Processing, Inc. 1.98%TESLA INC 1.78%
Baker Hughes Company (Class A) 1.92%PALANTIR TECHNOLOGIES INC A 1.07%

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 SPYG on the fields both publish, as of Sep 13, 2026. Source: ETFIQ.
RDVY
First Trust Rising Dividend Achievers ETF
SPYG
State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF
Where it sitsCore index fundCore index fund
IssuerFirst TrustState Street
What it isFirst Rising Dividend AchieversSPDR Portfolio S&P 500 Growth
Total return, 1 year+22.0%+17.9%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500+4.5 pts+0.4 pts
Expense ratio0.47%0.04%
Already in the S&P 50094.4%100.0%
Holdings72150

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.

SPYG in plain words

SPYG is an index equity fund tracking the SPDR Portfolio S&P 500 Growth. Over the year to Sep 11, 2026 it returned +17.9% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.04% a year. By its holdings filed for Sep 10, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 150 positions, with the top ten at 59.8%.

Questions people ask

Which returned more over the last year, RDVY or SPYG?
In the year to Sep 13, 2026, with distributions reinvested, RDVY returned +22.0% and SPYG returned +17.9%, so RDVY returned more. One year is one year; the longer windows are in the table.
Which is cheaper, RDVY or SPYG?
RDVY charges 0.47% a year and SPYG charges 0.04%, so SPYG is cheaper. Fees come from each fund's prospectus.
How much do RDVY and SPYG overlap with the S&P 500?
By their latest filed holdings, 94% of RDVY and 100% of SPYG by weight is stocks the S&P 500 already holds. Between the two funds, 21% of their books are the same securities at the same weight.

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

A comparison is not a recommendation. Standards and sources