Skip to content
Beacon
Screener

RDVY vs FDRR

First Trust Rising Dividend Achievers ETF vs Fidelity Dividend ETF for Rising Rates

RDVY

First Trust Rising Dividend Achievers ETF

First Trust

Annual cost

0.47%

Fund size

$22.0B

FDRR

Fidelity Dividend ETF for Rising Rates

Fidelity Investments

Annual cost

0.15%

Fund size

$687M

Key differences

  • FDRR costs 0.32% less per year.
  • RDVY is significantly larger than FDRR — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

RDVYFDRR
Annual cost (TER)0.47%0.15%
Fund size (AUM)$22.0B$687M
Since20142016
Dividend yield0.94%2.21%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.4%+31.8%
CAGR 3Y+21.2%+20.9%
CAGR 5Y+11.1%+11.9%
Sharpe 3Y1.021.19
Volatility 1Y14.09%11.02%
Max drawdown-40.60%-36.52%

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

Similar to RDVY and FDRR