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STXD vs RDVY

Strive 1000 Dividend Growth ETF vs First Trust Rising Dividend Achievers ETF

STXD

Strive 1000 Dividend Growth ETF

Annual cost

0.35%

Fund size

$66M

RDVY

First Trust Rising Dividend Achievers ETF

Annual cost

0.47%

Fund size

$22.4B

Key differences

Both STXD and RDVY are equity ETFs. STXD charges 0.35% a year and RDVY 0.47%. The main difference: STXD costs 0.12% less per year.

  • STXD costs 0.12% less per year.
  • RDVY is much larger than STXD. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, RDVY has delivered higher annualized returns.
  • RDVY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

STXDRDVY
Annual cost (TER)0.35%0.47%
Fund size (AUM)$66M$22.4B
Since20222014
Dividend yield1.21%0.93%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+16.6%+29.6%
CAGR 3Y+15.5%+20.8%
CAGR 5YN/A+11.8%
Sharpe 3Y0.851.00
Volatility 1Y11.84%14.48%
Max drawdown-14.87%-40.60%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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