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ETFs

First Trust Rising Dividend Achievers ETF

RDVY
$—
Today’s Change
— (—)

Snapshot
*

Inception Date
Jan 7, 2014
Expense Ratio
0.5%
Type
US Equities
Fund Owner
First Trust
Volume (1m avg. daily)
$23,803,037
AUM
$7,936,110,091
Associated Index
NASDAQ Rising Dividend Achievers Index
Inverse/Leveraged
No
Passive/Active
Passive
Fractionable on Composer
Yes
Prospectus
View

Top 10 Holdings

HUM
Humana Inc.
2.15%
STLD
Steel Dynamics Inc.
2.1%
CF
CF Industries Holdings Inc
2.1%
ELV
Elevance Health Inc
2.07%
ACN
Accenture plc - Ordinary Shares - Class A
2.07%
RS
Reliance Steel & Aluminum Co.
2.06%
CVX
Chevron Corp.
2.05%
AFL
Aflac Inc.
2.05%
LRCX
Lam Research Corp.
2.04%
LEN
Lennar Corp. - Ordinary Shares - Class A
2.03%
Invest with RDVY
Trade RDVY Options

What is RDVY?

First Trust NASDAQ Rising Dividend Achievers ETF is an exchange-traded fund incorporated in the USA. The Fund will normally invest in securities that comprise the NASDAQ US Rising Dividend Achievers Index. The Index is composed of the securities of 50 companies with a history of raising their dividends and exhibit the characteristics to continue to do so in the future.

1M
3M
6M
YTD
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3Y
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RDVY
Performance Measures**

for the time period Jan 7, 2014 to Dec 4, 2025

Returns

1M Trailing Return: 3.3%

The percent change in the value over the most recent 1-month period.

3M Trailing Return: 4.7%

The percent change in the value over the most recent 3-month period.

Measures of Risk or Volatility

Max Drawdown: -40.6%

The greatest percent loss from peak to trough in value over the time period.

Standard Deviation: 20.3%

The typical amount that daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

Measures of Risk-Adjusted Performance

Sharpe Ratio: 0.70

The annualized arithmetic mean of the daily returns divided by the annualized standard deviation of the daily returns for the selected time period.

Calmar Ratio: 0.32

The annualized return divided by the max drawdown for the selected time period.

ETFs related toRDVY

ETFs correlated to RDVY include RDVI, DFUV, VFVA

RDVY
First Trust Exchange-Traded Fund III - First Trust Rising Dividend Achievers ETF
RDVI
First Trust Exchange-Traded Fund IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF
DFUV
Dimensional ETF Trust - Dimensional US Marketwide Value ETF
VFVA
Vanguard Group, Inc. - Vanguard U.S. Value Factor ETF
AVLV
American Century ETF Trust - Avantis U.S. Large Cap Value ETF
JVAL
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
FTA
First Trust Exchange-Traded Fund III - First Trust Large Capital Value AlphaDEX Fund
VLUE
BlackRock Institutional Trust Company N.A. - iShares MSCI USA Value Factor ETF
FEX
First Trust Exchange-Traded Fund III - First Trust Large Cap Core AlphaDEX Fund
SDVY
First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
ONEY
SPDR Series Trust - SPDR Russell 1000 Yield Focus ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • •Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • •Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • •Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

FAQ

RDVY is a US Equities ETF. First Trust NASDAQ Rising Dividend Achievers ETF is an exchange-traded fund incorporated in the USA. The Fund will normally invest in securities that comprise the NASDAQ US Rising Dividend Achievers Index. The Index is composed of the securities of 50 companies with a history of raising their dividends and exhibit the characteristics to continue to do so in the future.

RDVY tracks the NASDAQ Rising Dividend Achievers Index.

RDVY dividend information: Dividend - Regular Payors. Dividend payouts may vary in terms of frequency of payouts.

No, RDVY is not actively managed. It is passively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

Yes, RDVY is passively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on RDVY is -0.008%. This is the percent change in the value of RDVY over the most recent 1-month period. The 3-month return on RDVY is 0.0141%. This is the percent change in the value of RDVY over the most recent 3-month period.

The standard deviation of RDVY for the past year is 0.2046%. Standard deviation is the typical amount that the daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

ETFs similar to RDVY include VIG, VYM, and DFAS.

ETFs correlated to RDVY include RDVI, DFUV, and VFVA.

ETFs that are inversely correlated to RDVY include FAZ, TZA, and TWM.

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.