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FTDS vs RDVY

First Trust Dividend Strength ETF vs First Trust Rising Dividend Achievers ETF

FTDS

First Trust Dividend Strength ETF

First Trust

Annual cost

0.70%

Fund size

$31M

RDVY

First Trust Rising Dividend Achievers ETF

First Trust

Annual cost

0.47%

Fund size

$22.0B

Key differences

  • RDVY costs 0.23% less per year.
  • RDVY is significantly larger than FTDS — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, RDVY has delivered higher annualized returns.
  • FTDS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FTDSRDVY
Annual cost (TER)0.70%0.47%
Fund size (AUM)$31M$22.0B
Since20062014
Dividend yield1.60%0.94%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+20.4%+26.4%
CAGR 3Y+17.0%+21.2%
CAGR 5Y+6.9%+11.1%
Sharpe 3Y0.871.02
Volatility 1Y13.16%14.09%
Max drawdown-42.47%-40.60%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to FTDS and RDVY