Which returned more over the last year, RSSL or SDVY?

In the year to Oct 28, 2026, with distributions reinvested, RSSL returned +14.1% and SDVY +12.2%.

Which is cheaper, RSSL or SDVY?

RSSL is cheaper, by 0.50 percentage points a year. That is about $50 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do RSSL and SDVY overlap with the S&P 500?

By their latest filed holdings, 0% of RSSL and 24% of SDVY by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

RSSL vs SDVY: Differences, Returns & Fees

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Over the year to Oct 28, 2026, RSSL returned +14.1% to SDVY's +12.2%; 7% of their weight is in the same names.

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Net assets: $1.4bn on Oct 12, 2026 for Global X Russell 2000 ETF, and $11.1bn on Oct 27, 2026 for First Trust SMID Cap Rising Dividend Achievers ETF.

RSSL on its own →SDVY on its own →

At a glance

+14.1%

RSSL total return, 1 year

+12.2%

SDVY total return, 1 year

0.08%

RSSL expense ratio

0.58%

SDVY expense ratio

Pair scorecard

RSSL costs 0.50 points a year less; their one-year returns differ by 1.9 points; SDVY is 7.8 times larger.

RSSL vs SDVY: Differences, Returns & Fees
Measure	RSSL	SDVY
Return
Measure	RSSL	SDVY
Total return, 1 year	+14.1%	+12.2%
Drawdown
Measure	RSSL	SDVY
Below its high	7.6%, high on Aug 14, 2026	6.6%, high on Aug 4, 2026
Benchmark
Measure	RSSL	SDVY
What it tracks	Russell 2000 RIC Capped Index	Nasdaq US Small Mid Cap Rising Dividend Achievers Index
Cost and size
Measure	RSSL	SDVY
Expense ratio	0.08%	0.58%
Net assets, as of Oct 12, 2026	$1.4bn	$10.9bn
Holdings
Measure	RSSL	SDVY
Holdings in common	7%
Top ten holdings, share of the fund	3.2%	10.2%

Holdings in common uses holdings dated Jul 31, 2026 and Oct 27, 2026. Method

Risk and return

Jun 14, 2024 to Oct 23, 2026 · 123 weekly returns

RSSL SDVY

Return

Total return edge RSSL +42.2% +33.3%

Annualized edge RSSL +16.0% +12.9%

Price return edge RSSL +37.5% +28.3%

Risk

Volatility edge SDVY (slight) 19.7% 17.9%

Max drawdown edge SDVY (slight) −24.7% −23.2%

Downside capture 102.8% 101.6%

Beta 1.06 1.05

Risk-adjusted

Sharpe edge RSSL 0.64 0.53

Sortino edge RSSL 0.96 0.77

Treynor 0.119 0.095

Calmar edge RSSL 0.65 0.56

Against the benchmark

Alpha −0.5% a year −2.5% a year

Alpha t-stat −0.07 −0.60

Information ratio 0.02 −0.15

Tracking error 12.1% 12.4%

Each against its own benchmark: RSSL against VOO, Jun 14, 2024 to Oct 23, 2026; SDVY against IWV, Nov 10, 2017 to Oct 23, 2026.

Reading

RSSL returned more: +42.2% to +33.3%. SDVY swung slightly less: 17.9% to 19.7%. SDVY fell slightly less at its worst: −23.2% to −24.7%.

Full scorecard

19 measures, with how each is measured Open ↓

Risk and return: RSSL vs SDVY: Differences, Returns & Fees
Measure	RSSL	SDVY	Edge	How it is measured
Return
Total return	+42.2%	+33.3%	RSSL	Price change plus distributions, reinvested.
Annualized	+16.0%	+12.9%	RSSL	Total return as a yearly rate.
Price return	+37.5%	+28.3%	RSSL	Price change alone, distributions left out.
Risk
Volatility	19.7%	17.9%	SDVY (slight)	Spread of weekly returns, annualized. Lower is steadier.
Downside deviation	13.2%	12.5%	SDVY (slight)	Like volatility, counting only weeks below the Treasury bill rate.
Max drawdown	−24.7%	−23.2%	SDVY (slight)	Deepest fall from a high to the low after it.
Upside capture	102.3%	95.2%		Share of its benchmark's rise caught in the weeks it rose.
Downside capture	102.8%	101.6%		Share of its benchmark's fall taken in the weeks it fell. Lower is better.
Beta	1.06	1.05	Not an edge	How far it moves for each 1% its benchmark moves.
R squared	0.63	0.70	Not an edge	Share of its weekly moves its benchmark explains.
Risk-adjusted
Sharpe	0.64	0.53	RSSL	Return above Treasury bills per unit of volatility.
Sortino	0.96	0.77	RSSL	Return above Treasury bills per unit of downside deviation.
Treynor	0.119	0.095		Return above Treasury bills per unit of beta.
Calmar	0.65	0.56	RSSL	Annualized return divided by the max drawdown.
Against the benchmark
Benchmark	VOO	IWV		The ETF each fund is measured against.
Alpha	−0.5% a year	−2.5% a year	Not significant	Yearly return beyond what its beta to the benchmark predicts.
Alpha t-stat	−0.07	−0.60	Not an edge	How sure the alpha is. Below 2, it could be chance.
Alpha range	−16.2% to +15.1%	−10.7% to +5.7%	Includes zero	The 95% range for the yearly alpha.
Information ratio	0.02	−0.15		Return against its benchmark per unit of tracking error.
Tracking error	12.1%	12.4%	Not an edge	How far weekly returns stray from the benchmark, annualized.

Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 123 weekly returns. Cash rate: the 13-week Treasury bill.

What they share

By the books each fund has filed, RSSL and SDVY hold 7% of their money in the same securities at the same weight. Holdings dated Jul 31, 2026 and Oct 27, 2026.

50%

0 half 100%

half

7% in common

Positions both hold · largest shared weight first RSSL SDVY

UMB FINANCIAL CORPORATION 0.35% 0.72%

InterDigital, Inc. 0.26% 0.88%

ARGAN, INC. 0.25% 0.29%

ZURN ELKAY WATER SOLUTIONS CORPORATION 0.25% 0.43%

ENERSYS 0.22% 0.85%

ATLANTIC UNION BANKSHARES CORPORATION 0.20% 0.22%

Essent Group Ltd. 0.19% 0.46%

HOME BANCSHARES, INC. 0.19% 0.70%

SELECTIVE INSURANCE GROUP, INC. 0.19% 0.76%

BALCHEM CORPORATION 0.18% 0.87%

INSTALLED BUILDING PRODUCTS, INC. 0.17% 0.69%

CLEAR SECURE, INC. 0.17% 0.87%

Only in one fund ↓

Only in RSSL

MOOG INC. 0.36%

HUT 8 CORP. 0.36%

CYTOKINETICS, INCORPORATED 0.33%

VIASAT, INC. 0.31%

BRIGHTSPRING HEALTH SERVICES, INC. 0.31%

GLAUKOS CORPORATION 0.31%

CARETRUST REIT, INC. 0.31%

BRINKER INTERNATIONAL, INC. 0.30%

Only in SDVY

Reinsurance Group of America, Incorporated 1.06%

Williams-Sonoma, Inc. 1.06%

The Hanover Insurance Group, Inc. 1.05%

Assurant, Inc. 1.00%

VeriSign, Inc. 1.00%

Watts Water Technologies, Inc. 0.98%

East West Bancorp, Inc. 0.97%

Expedia Group, Inc. 0.96%

Check overlap with more funds →

Side by side

RSSL Global X Russell 2000 ETF SDVY First Trust SMID Cap Rising Dividend Achievers ETF

Where it sits Stock ETF Stock ETF

Issuer Global X First Trust

What it is Tracks an index Tracks an index

Total return, 1 year +14.1% +12.2%

Its benchmark over the same days +13.7% (VOO) +13.3% (IWV)

Gap to its benchmark +0.4 pts vs VOO −1.1 pts vs IWV

Expense ratio 0.08% 0.58%

Already in the S&P 500 0.0% 23.5%

Holdings 1960 172

Net assets, RSSL as of Oct 12, 2026 and SDVY as of Oct 27, 2026 $1.4bn $11.1bn

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

Client brief · page 1 of 2 Report BR-1AB1E808C7

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

What each follows. RSSL follows Russell 2000 RIC Capped Index and SDVY follows Nasdaq US Small Mid Cap Rising Dividend Achievers Index.
Holdings in common. 7% of the weight is in the same securities (holdings dated Jul 31, 2026 and Oct 27, 2026).
Number of holdings. RSSL holds 1,960 positions and SDVY holds 172.

Data as of Oct 28, 2026.

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About each fund

RSSL

RSSL tracks an index. Over the year to Oct 28, 2026 it returned +14.1% with distributions reinvested, against +13.7% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.08% a year. By its holdings filed for Jul 31, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 1,960 positions, with the top ten at 3.2%. It sat 7.6% below its high of Aug 14, 2026 on Oct 28, 2026.

SDVY

Over the year to Oct 28, 2026 it returned +12.2% with distributions reinvested, against +13.3% for its benchmark, the Russell 3000 Index.

SDVY tracks an index. The prospectus expense ratio is 0.58% a year. By its holdings published by its issuer for Oct 27, 2026, 24% of the fund by weight is stocks the S&P 500 also holds, across 172 positions, with the top ten at 10.2%. It sat 6.6% below its high of Aug 4, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, RSSL or SDVY?: In the year to Oct 28, 2026, with distributions reinvested, RSSL returned +14.1% and SDVY +12.2%.
Which is cheaper, RSSL or SDVY?: RSSL is cheaper, by 0.50 percentage points a year. That is about $50 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do RSSL and SDVY overlap with the S&P 500?: By their latest filed holdings, 0% of RSSL and 24% of SDVY by weight is stocks the S&P 500 already holds.

Other comparisons

FESM vs RSSL RSSL vs SLYG RSSL vs SMLF RSSL vs VIOO FFSM vs SDVY FNX vs SDVY SDVY vs VIOG BBMC vs SDVY

Where to next

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

Sources and dates

RSSL filings on SEC EDGAR ↗

RSSL prospectus with the expense ratio (SEC) ↗

Global X page for RSSL ↗

SDVY filings on SEC EDGAR ↗

SDVY prospectus with the expense ratio (SEC) ↗

First Trust page for SDVY ↗

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, RSSL against SDVY, data as of Oct 28, 2026. https://etfiq.com/compare/any/rssl-vs-sdvy

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