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

In the year to Oct 9, 2026, with distributions reinvested, RDVY returned +20.2% and SUSL +18.9%.

Which is cheaper, RDVY or SUSL?

SUSL is cheaper, by 0.37 percentage points a year. That is about $37 on $10,000 held for a year. Fees come from each fund's prospectus.

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

By their latest filed holdings, 94% of RDVY and 98% of SUSL by weight is stocks the S&P 500 already holds.

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RDVY vs SUSL: Differences, Returns & Fees

RDVY and SUSL hold 21% 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 $1.2bn for iShares ESG MSCI USA Leaders ETF.

SUSL costs 0.37 points a year less; their one-year returns differ by 1.3 points; RDVY is far larger, $25.5bn against $1.2bn.

	RDVY	SUSL
Expense ratio	0.47%	0.10%
Net assets	$25.5bn	$1.2bn
Total return, 1 year	+20.2%	+18.9%
What it tracks	Rising Dividend Achievers	MSCI USA Extended ESG Leaders Index
Holdings in common	21%
Top ten holdings, share of the fund	23.2%	49.5%
Below its high	4.9%, high on Aug 13, 2026

Holdings in common uses holdings dated Oct 8, 2026 and Oct 9, 2026.

+20.2%

RDVY total return, 1 year

+18.9%

SUSL total return, 1 year

0.47%

RDVY expense ratio

0.10%

SUSL expense ratio

What they hold in common

By the books each fund has filed, RDVY and SUSL hold 21% 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 8, 2026 and Oct 9, 2026.

50%

half

21% in common

Positions both hold, largest shared weight first

Holding RDVY SUSL

Microsoft Corporation 2.23% 10.51%

NVIDIA Corporation 2.23% 15.11%

Alphabet Inc. (Class A) 1.98% 5.83%

Visa Inc. (Class A) 2.16% 1.77%

Costco Wholesale Corporation 1.89% 1.20%

Applied Materials, Inc. 2.62% 1.15%

Lam Research Corporation 2.55% 1.14%

Mastercard Incorporated 0.98% 1.33%

GE Aerospace 1.33% 0.90%

GE Vernova Inc. 2.34% 0.77%

Salesforce, Inc. 1.56% 0.52%

American Express Company 1.78% 0.46%

Only in RDVY

KLA Corporation 2.39%

Micron Technology, Inc. 2.21%

Meta Platforms, Inc. (Class A) 2.20%

Chubb Limited 2.02%

JPMorgan Chase & Co. 2.00%

Bank of America Corporation 1.91%

Cincinnati Financial Corporation 1.89%

Snap-on Incorporated 1.85%

Only in SUSL

ALPHABET CLASS C 4.60%

TESLA INC 3.06%

ADVANCED MICRO DEVICES 2.89%

ELI LILLY 2.67%

JOHNSON & JOHNSON 1.76%

CATERPILLAR INC 1.05%

MERCK & CO INC 1.00%

PROCTER & GAMBLE 1.00%

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On the same fields

RDVY

First Trust Rising Dividend Achievers ETF

SUSL

iShares ESG MSCI USA Leaders 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% +18.9%

S&P 500 over the same days +17.3% +17.3%

Gap to the S&P 500 +3.0 pts +1.6 pts

Expense ratio 0.47% 0.10%

Already in the S&P 500 94.3% 98.4%

Holdings 72 251

Net assets $25.5bn $1.2bn

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

RDVY in plain words

RDVY tracks an index of Rising Dividend Achievers. Over the year to Oct 9, 2026 it returned +20.2% with distributions reinvested, against +17.3% for the S&P 500. 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.

SUSL in plain words

SUSL tracks an index. Over the year to Oct 9, 2026 it returned +18.9% with distributions reinvested, against +17.3% for the S&P 500. The prospectus expense ratio is 0.10% a year. By its holdings published by its issuer for Oct 8, 2026, 98% of the fund by weight is stocks the S&P 500 also holds, across 251 positions, with the top ten at 49.5%.

Questions people ask

Which returned more over the last year, RDVY or SUSL?: In the year to Oct 9, 2026, with distributions reinvested, RDVY returned +20.2% and SUSL +18.9%.
Which is cheaper, RDVY or SUSL?: SUSL is cheaper, by 0.37 percentage points a year. That is about $37 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do RDVY and SUSL overlap with the S&P 500?: By their latest filed holdings, 94% of RDVY and 98% of SUSL by weight is stocks the S&P 500 already holds.

Other comparisons

AVLC vs RDVY FTGS vs RDVY RDVY vs TDVG FVAL vs RDVY SUSL vs USMV SPMO vs SUSL DFUS vs SUSL IWV vs SUSL

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

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

Open data

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