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FDL vs RDVY
First Trust Morningstar Dividend Leaders Index Fund vs First Trust Rising Dividend Achievers ETF
Key differences
- Over the last 3 years, RDVY has delivered higher annualized returns.
- FDL has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FDL | RDVY | |
|---|---|---|
| Annual cost (TER) | 0.43% | 0.47% |
| Fund size (AUM) | $7.5B | $22.0B |
| Since | 2006 | 2014 |
| Dividend yield | 3.62% | 0.94% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +28.3% | +26.4% |
| CAGR 3Y | +19.9% | +21.2% |
| CAGR 5Y | +12.8% | +11.1% |
| Sharpe 3Y | 1.18 | 1.02 |
| Volatility 1Y | 11.28% | 14.09% |
| Max drawdown | -41.40% | -40.60% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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