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

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

Which is cheaper, RDVY or USCL?

USCL is cheaper, by 0.39 percentage points a year. That is about $39 on $10,000 held for a year. Fees come from each fund's prospectus.

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

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

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RDVY vs USCL: Differences, Returns & Fees

RDVY and USCL 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 $2.9bn for iShares Climate Conscious & Transition MSCI USA ETF.

USCL costs 0.39 points a year less; their one-year returns differ by 7.3 points; RDVY is 8.7 times larger.

RDVY vs USCL: Differences, Returns & Fees
	RDVY	USCL
Expense ratio	0.47%	0.08%
Net assets	$25.5bn	$2.9bn
Total return, 1 year	+20.2%	+12.9%
What it tracks	Nasdaq US Rising Dividend Achievers Index	MSCI USA Extended Climate Action Index
Holdings in common	23%
Top ten holdings, share of the fund	23.2%	46.3%
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

+12.9%

USCL total return, 1 year

0.47%

RDVY expense ratio

0.08%

USCL expense ratio

What they hold in common

By the books each fund has filed, RDVY and USCL 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 Oct 9, 2026.

50%

half

23% in common

Positions both hold, largest shared weight first

Holding RDVY USCL

Microsoft Corporation 2.23% 6.85%

NVIDIA Corporation 2.23% 9.57%

Meta Platforms, Inc. (Class A) 2.20% 2.86%

Alphabet Inc. (Class A) 1.98% 3.74%

Apple Inc. 1.66% 8.97%

JPMorgan Chase & Co. 2.00% 1.20%

Visa Inc. (Class A) 2.16% 1.16%

Mastercard Incorporated 0.98% 0.87%

Applied Materials, Inc. 2.62% 0.55%

Cisco Systems, Inc. 0.55% 0.85%

Lam Research Corporation 2.55% 0.54%

Micron Technology, Inc. 2.21% 0.53%

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 USCL

AMAZON.COM INC 4.61%

BROADCOM INC 2.97%

ALPHABET CLASS C 2.95%

TESLA INC 1.99%

ADVANCED MICRO DEVICES 1.80%

ELI LILLY 1.71%

JOHNSON & JOHNSON 1.14%

ABBVIE 0.89%

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On the same fields

RDVY

First Trust Rising Dividend Achievers ETF

USCL

iShares Climate Conscious & Transition 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% +12.9%

Expense ratio 0.47% 0.08%

Already in the S&P 500 94.3% 98.0%

Holdings 72 392

Net assets $25.5bn $2.9bn

RDVY and USCL 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 USCL

USCL tracks an index. Over the year to Oct 9, 2026 it returned +12.9% with distributions reinvested. The prospectus expense ratio is 0.08% a year. By its holdings published by its issuer for Oct 9, 2026, 98% of the fund by weight is stocks the S&P 500 also holds, across 392 positions, with the top ten at 46.3%.

Questions people ask

Which returned more over the last year, RDVY or USCL?: In the year to Oct 9, 2026, with distributions reinvested, RDVY returned +20.2% and USCL +12.9%.
Which is cheaper, RDVY or USCL?: USCL is cheaper, by 0.39 percentage points a year. That is about $39 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do RDVY and USCL overlap with the S&P 500?: By their latest filed holdings, 94% of RDVY and 98% of USCL by weight is stocks the S&P 500 already holds.

Other comparisons

RDVY vs SPUS KLMN vs RDVY GUSA vs RDVY IWL vs RDVY USCL vs USMV SPMO vs USCL DFUS vs USCL IWV vs USCL

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

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

Open data

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