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

In the year to Oct 9, 2026, with distributions reinvested, RDVY returned +20.2% and SUSA +17.6%.

Which is cheaper, RDVY or SUSA?

SUSA is cheaper, by 0.22 percentage points a year. That is about $22 on $10,000 held for a year. Fees come from each fund's prospectus.

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

By their latest filed holdings, 94% of RDVY and 96% of SUSA by weight is stocks the S&P 500 already holds.

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RDVY vs SUSA: Differences, Returns & Fees

RDVY and SUSA hold 27% of their weight in the same names, and RDVY returned +20.2% over the year. Net assets on Oct 9, 2026: $25.5bn for First Trust Rising Dividend Achievers ETF and $4.1bn for iShares ESG Optimized MSCI USA ETF.

SUSA costs 0.22 points a year less; their one-year returns differ by 2.6 points; RDVY is 6.2 times larger.

RDVY vs SUSA: Differences, Returns & Fees
	RDVY	SUSA
Expense ratio	0.47%	0.25%
Net assets	$25.5bn	$4.1bn
Total return, 1 year	+20.2%	+17.6%
What it tracks	Nasdaq US Rising Dividend Achievers Index	MSCI USA Extended ESG Select Index
Holdings in common	27%
Top ten holdings, share of the fund	23.2%	32.7%
Below its high	4.9%, high on Aug 13, 2026

Holdings in common uses holdings dated Oct 9, 2026.

+20.2%

RDVY total return, 1 year

+17.6%

SUSA total return, 1 year

0.47%

RDVY expense ratio

0.25%

SUSA expense ratio

What they hold in common

By the books each fund has filed, RDVY and SUSA hold 27% 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 Oct 9, 2026.

50%

half

27% in common

Positions both hold, largest shared weight first

Holding RDVY SUSA

Microsoft Corporation 2.23% 4.62%

NVIDIA Corporation 2.23% 7.48%

Alphabet Inc. (Class A) 1.98% 1.78%

Micron Technology, Inc. 2.21% 1.70%

Apple Inc. 1.66% 6.60%

Visa Inc. (Class A) 2.16% 1.26%

The Hartford Insurance Group, Inc. 1.81% 1.25%

Mastercard Incorporated 0.98% 1.00%

The Bank of New York Mellon Corporation 2.06% 0.98%

Lam Research Corporation 2.55% 0.96%

Applied Materials, Inc. 2.62% 0.92%

American Express Company 1.78% 0.69%

Only in RDVY

Meta Platforms, Inc. (Class A) 2.20%

Expedia Group, Inc. 2.09%

Chubb Limited 2.02%

Ross Stores, Inc. 2.02%

JPMorgan Chase & Co. 2.00%

The Allstate Corporation 1.97%

Bank of America Corporation 1.91%

Cincinnati Financial Corporation 1.89%

Only in SUSA

ALPHABET CLASS C 3.23%

BROADCOM INC 2.59%

ADVANCED MICRO DEVICES 1.65%

TESLA INC 1.65%

ELI LILLY 1.40%

MORGAN STANLEY 1.13%

ECOLAB 0.96%

HOME DEPOT 0.93%

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On the same fields

RDVY

First Trust Rising Dividend Achievers ETF

SUSA

iShares ESG Optimized MSCI USA ETF

Where it sits Stock ETF Stock ETF

Issuer First Trust iShares

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

Total return, 1 year +20.2% +17.6%

Expense ratio 0.47% 0.25%

Already in the S&P 500 94.3% 96.3%

Holdings 72 204

Net assets $25.5bn $4.1bn

RDVY and SUSA 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 SUSA

SUSA tracks an index. Over the year to Oct 9, 2026 it returned +17.6% with distributions reinvested. The prospectus expense ratio is 0.25% a year. By its holdings published by its issuer for Oct 9, 2026, 96% of the fund by weight is stocks the S&P 500 also holds, across 204 positions, with the top ten at 32.7%.

Questions people ask

Which returned more over the last year, RDVY or SUSA?: In the year to Oct 9, 2026, with distributions reinvested, RDVY returned +20.2% and SUSA +17.6%.
Which is cheaper, RDVY or SUSA?: SUSA is cheaper, by 0.22 percentage points a year. That is about $22 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do RDVY and SUSA overlap with the S&P 500?: By their latest filed holdings, 94% of RDVY and 96% of SUSA by weight is stocks the S&P 500 already holds.

Other comparisons

GRNY vs RDVY RDVY vs TSPA RDVY vs USCA RDVY vs VTHR ESGU vs SUSA CGDV vs SUSA DGRW vs SUSA SCHX vs SUSA

RDVY on its own →SUSA 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 ↗SUSA filings on SEC EDGAR ↗SUSA prospectus with the expense ratio (SEC) ↗iShares page for SUSA ↗

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 SUSA, data as of Oct 9, 2026. https://etfiq.com/compare/any/rdvy-vs-susa

Open data

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