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RDVY vs FTDS

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

RDVY

First Trust Rising Dividend Achievers ETF

First Trust

Annual cost

0.47%

Fund size

$22.0B

FTDS

First Trust Dividend Strength ETF

First Trust

Annual cost

0.70%

Fund size

$31M

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

RDVYFTDS
Annual cost (TER)0.47%0.70%
Fund size (AUM)$22.0B$31M
Since20142006
Dividend yield0.94%1.60%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.4%+20.4%
CAGR 3Y+21.2%+17.0%
CAGR 5Y+11.1%+6.9%
Sharpe 3Y1.020.87
Volatility 1Y14.09%13.16%
Max drawdown-40.60%-42.47%

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

Similar to RDVY and FTDS