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

In the year to Oct 28, 2026, with distributions reinvested, RDVY returned +17.6% and USMV +10.8%.

Which is cheaper, RDVY or USMV?

USMV is cheaper, by 0.32 percentage points a year. That is about $32 on $10,000 held for a year. Fees come from each fund's prospectus.

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

By their latest filed holdings, 94% of RDVY and 93% of USMV by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

RDVY vs USMV: Differences, Returns & Fees

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Over the year to Oct 28, 2026, RDVY returned +17.6% to USMV's +10.8%; 18% of their weight is in the same names.

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Net assets on Oct 27, 2026: $25.4bn for First Trust Rising Dividend Achievers ETF and $24.1bn for iShares MSCI USA Min Vol Factor ETF.

RDVY on its own →USMV on its own →

At a glance

+17.6%

RDVY total return, 1 year

+10.8%

USMV total return, 1 year

0.47%

RDVY expense ratio

0.15%

USMV expense ratio

Pair scorecard

USMV costs 0.32 points a year less; their one-year returns differ by 6.8 points; RDVY is 1.1 times larger.

RDVY vs USMV: Differences, Returns & Fees
Measure	RDVY	USMV
Return
Measure	RDVY	USMV
Total return, 1 year	+17.6%	+10.8%
Drawdown
Measure	RDVY	USMV
Below its high	5.3%, high on Aug 13, 2026
Benchmark
Measure	RDVY	USMV
What it tracks	Nasdaq US Rising Dividend Achievers Index	MSCI USA Minimum Volatility (USD) Index
Cost and size
Measure	RDVY	USMV
Expense ratio	0.47%	0.15%
Net assets, as of Oct 27, 2026	$25.4bn	$24.1bn
Holdings
Measure	RDVY	USMV
Holdings in common	18%
Top ten holdings, share of the fund	22.1%	14.8%

Holdings in common uses holdings dated Oct 27, 2026. Method

Risk and return

Jan 17, 2014 to Oct 23, 2026 · 666 weekly returns

RDVY USMV

Return

Total return edge RDVY +388.8% +268.2%

Annualized edge RDVY +13.2% +10.7%

Price return edge RDVY +292.1% +191.2%

Risk

Volatility edge USMV 19.4% 13.9%

Max drawdown edge USMV −39.0% −30.6%

Risk-adjusted

Sharpe edge USMV (slight) 0.63 0.66

Sortino edge Tie 0.93 0.93

Calmar edge USMV (slight) 0.34 0.35

Reading

RDVY returned more: +388.8% to +268.2%. USMV swung less: 13.9% to 19.4%. USMV fell less at its worst: −30.6% to −39.0%.

Full scorecard

9 measures, with how each is measured Open ↓

Risk and return: RDVY vs USMV: Differences, Returns & Fees
Measure	RDVY	USMV	Edge	How it is measured
Return
Total return	+388.8%	+268.2%	RDVY	Price change plus distributions, reinvested.
Annualized	+13.2%	+10.7%	RDVY	Total return as a yearly rate.
Price return	+292.1%	+191.2%	RDVY	Price change alone, distributions left out.
Risk
Volatility	19.4%	13.9%	USMV	Spread of weekly returns, annualized. Lower is steadier.
Downside deviation	13.3%	9.8%	USMV	Like volatility, counting only weeks below the Treasury bill rate.
Max drawdown	−39.0%	−30.6%	USMV	Deepest fall from a high to the low after it.
Risk-adjusted
Sharpe	0.63	0.66	USMV (slight)	Return above Treasury bills per unit of volatility.
Sortino	0.93	0.93	Tie	Return above Treasury bills per unit of downside deviation.
Calmar	0.34	0.35	USMV (slight)	Annualized return divided by the max drawdown.

Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 666 weekly returns. Cash rate: the 13-week Treasury bill.

What they share

18%

By the books each fund has filed, RDVY and USMV hold 18% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

50%

0 half 100%

half

18% in common

Positions both hold · largest shared weight first RDVY USMV

Microsoft Corporation 2.22% 1.61%

Chubb Limited 2.12% 1.50%

NVIDIA Corporation 2.13% 1.47%

Salesforce, Inc. 1.65% 1.11%

Visa Inc. (Class A) 2.26% 1.05%

Mastercard Incorporated 1.02% 1.28%

Apple Inc. 1.72% 0.96%

Accenture plc 2.19% 0.91%

The Bank of New York Mellon Corporation 2.14% 0.91%

The Travelers Companies, Inc. 2.42% 0.83%

Micron Technology, Inc. 2.00% 0.69%

GE Vernova Inc. 2.10% 0.55%

Only in one fund ↓

Only in RDVY

Expedia Group, Inc. 2.13%

Cincinnati Financial Corporation 2.11%

Ross Stores, Inc. 2.10%

Veralto Corporation 2.10%

U.S. Bancorp 2.08%

JPMorgan Chase & Co. 2.03%

Regions Financial Corporation 1.96%

Synchrony Financial 1.95%

Only in USMV

EXXONMOBIL HOLDINGS CORP 1.54%

BERKSHIRE HATHAWAY INC CLASS B 1.50%

MOTOROLA SOLUTIONS INC 1.48%

JOHNSON & JOHNSON 1.44%

MCKESSON CORP 1.43%

WELLTOWER 1.41%

DUKE ENERGY CORP 1.38%

WASTE MANAGEMENT INC 1.38%

Check overlap with more funds →

Side by side

RDVY First Trust Rising Dividend Achievers ETF USMV iShares MSCI USA Min Vol Factor ETF

Where it sits Stock ETF Stock ETF

Issuer First Trust iShares

What it is Tracks an index of Rising Dividend Achievers Tracks the MSCI USA Min Vol Factor

Total return, 1 year +17.6% +10.8%

Its benchmark over the same days +13.7% (VOO) not measured

Gap to its benchmark +3.9 pts vs VOO not measured

Expense ratio 0.47% 0.15%

Already in the S&P 500 94.3% 93.0%

Holdings 72 176

Net assets, as of Oct 27, 2026 $25.4bn $24.1bn

RDVY and USMV on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Client brief · page 1 of 2 Report BR-203BAD46F1

RDVY and USMV are built for the same job. How do they differ in cost, holdings and results?

What each follows. RDVY follows Nasdaq US Rising Dividend Achievers Index and USMV follows MSCI USA Minimum Volatility (USD) Index.
Holdings in common. 18% of the weight is in the same securities (holdings dated Oct 27, 2026).
One-year total return. Over 1 year to Oct 28, 2026 RDVY returned +17.6% and USMV +10.8% with distributions reinvested, a gap of 6.8 points.

Data as of Oct 28, 2026.

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About each fund

RDVY

RDVY tracks an index of Rising Dividend Achievers. Over the year to Oct 28, 2026 it returned +17.6% with distributions reinvested, against +13.7% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.47% a year. By its holdings published by its issuer for Oct 27, 2026, 94% of the fund by weight is stocks the S&P 500 also holds, across 72 positions, with the top ten at 22.1%. It sat 5.3% below its high of Aug 13, 2026 on Oct 28, 2026.

USMV

USMV tracks the MSCI USA Min Vol Factor. Over the year to Oct 28, 2026 it returned +10.8% with distributions reinvested. The prospectus expense ratio is 0.15% a year. By its holdings published by its issuer for Oct 27, 2026, 93% of the fund by weight is stocks the S&P 500 also holds, across 176 positions, with the top ten at 14.8%.

Questions people ask

Which returned more over the last year, RDVY or USMV?: In the year to Oct 28, 2026, with distributions reinvested, RDVY returned +17.6% and USMV +10.8%.
Which is cheaper, RDVY or USMV?: USMV is cheaper, by 0.32 percentage points a year. That is about $32 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do RDVY and USMV overlap with the S&P 500?: By their latest filed holdings, 94% of RDVY and 93% of USMV by weight is stocks the S&P 500 already holds.

Other comparisons

CGGR vs RDVY RDVY vs SPMO DFUS vs RDVY IWV vs RDVY CGGR vs USMV DFUS vs USMV ESGU vs USMV DGRW vs USMV

Where to next

RDVY on its own →USMV on its own →Hold both: look the portfolio through →Rankings →RDVY dividend history →RDVY holdings →USMV dividend history →USMV holdings →Standards and sources →

Sources and dates

RDVY filings on SEC EDGAR ↗

RDVY prospectus with the expense ratio (SEC) ↗

First Trust page for RDVY ↗

USMV filings on SEC EDGAR ↗

USMV prospectus with the expense ratio (SEC) ↗

iShares page for USMV ↗

Links are sources, not endorsements. 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 USMV, data as of Oct 28, 2026. https://etfiq.com/compare/any/rdvy-vs-usmv

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