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

In the year to Oct 9, 2026, with distributions reinvested, RDVY returned +20.2% and USCA +12.9%.

Which is cheaper, RDVY or USCA?

USCA 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 USCA overlap with the S&P 500?

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

Share on X Download as PDF

Compare their flows Ask IQ about these two funds

RDVY vs USCA: Differences, Returns & Fees

RDVY and USCA hold 23% 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 $3.6bn for Xtrackers MSCI USA Climate Action Equity ETF.

USCA costs 0.40 points a year less; their one-year returns differ by 7.3 points; RDVY is 7.1 times larger.

RDVY vs USCA: Differences, Returns & Fees
	RDVY	USCA
Expense ratio	0.47%	0.07%
Net assets	$25.5bn	$3.6bn
Total return, 1 year	+20.2%	+12.9%
What it tracks	Nasdaq US Rising Dividend Achievers Index	MSCI USA Climate Action Index
Holdings in common	23%
Top ten holdings, share of the fund	23.2%	45.9%
Below its high	4.9%, high on Aug 13, 2026

Holdings in common uses holdings dated May 29, 2026 and Oct 9, 2026.

+20.2%

RDVY total return, 1 year

+12.9%

USCA total return, 1 year

0.47%

RDVY expense ratio

0.07%

USCA expense ratio

What they hold in common

By the books each fund has filed, RDVY and USCA hold 23% 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 May 29, 2026 and Oct 9, 2026.

50%

half

23% in common

Positions both hold, largest shared weight first

Holding RDVY USCA

Microsoft Corporation 2.23% 5.91%

NVIDIA Corporation 2.23% 9.07%

Meta Platforms, Inc. (Class A) 2.20% 2.58%

Alphabet Inc. (Class A) 1.98% 4.12%

Apple Inc. 1.66% 8.52%

JPMorgan Chase & Co. 2.00% 1.12%

Visa Inc. (Class A) 2.16% 1.02%

Mastercard Incorporated 0.98% 0.75%

Lam Research Corporation 2.55% 0.56%

Cisco Systems, Inc. 0.55% 0.88%

Micron Technology, Inc. 2.21% 0.51%

Applied Materials, Inc. 2.62% 0.50%

Only in RDVY

Cincinnati Financial Corporation 1.89%

Synchrony Financial 1.88%

Snap-on Incorporated 1.85%

ResMed Inc. 1.49%

Mueller Industries, Inc. 1.42%

Southwest Airlines Co. 1.04%

Ralph Lauren Corporation 0.95%

PulteGroup, Inc. 0.75%

Only in USCA

AMAZON.COM INC 4.86%

BROADCOM INC 3.73%

ALPHABET INC 3.24%

TESLA INC 2.27%

ELI LILLY & COMPANY 1.65%

ADVANCED MICRO DEVICES INC 1.56%

JOHNSON & JOHNSON 1.01%

WALMART INC 0.94%

Check overlap with more funds →

On the same fields

RDVY

First Trust Rising Dividend Achievers ETF

USCA

Xtrackers MSCI USA Climate Action Equity ETF

Where it sits Stock ETF Stock ETF

Issuer First Trust Xtrackers

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

Total return, 1 year +20.2% +12.9%

Expense ratio 0.47% 0.07%

Already in the S&P 500 94.3% 97.7%

Holdings 72 404

Net assets $25.5bn $3.6bn

RDVY and USCA 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 USCA

USCA tracks an index. Over the year to Oct 9, 2026 it returned +12.9% with distributions reinvested. The prospectus expense ratio is 0.07% a year. By its holdings filed for May 29, 2026, 98% of the fund by weight is stocks the S&P 500 also holds, across 404 positions, with the top ten at 45.9%.

Questions people ask

Which returned more over the last year, RDVY or USCA?: In the year to Oct 9, 2026, with distributions reinvested, RDVY returned +20.2% and USCA +12.9%.
Which is cheaper, RDVY or USCA?: USCA 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 USCA overlap with the S&P 500?: By their latest filed holdings, 94% of RDVY and 98% of USCA by weight is stocks the S&P 500 already holds.

Other comparisons

GSUS vs RDVY BDYN vs RDVY IYY vs RDVY RDVY vs SPYX SPMO vs USCA DFUS vs USCA SPHQ vs USCA ESGU vs USCA

RDVY on its own →USCA 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 ↗USCA filings on SEC EDGAR ↗USCA prospectus with the expense ratio (SEC) ↗Xtrackers website ↗

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

Open data

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