RDVYFirst Trust Rising Dividend Achievers ETF
Seeks investment results that correspond generally to the price and yield of the Nasdaq US Rising Dividend Achievers Index.
By First Trust · Launched 2014
Annual Cost
0.47%
#2,373 of 5,861 · average
Fund Size
$24.5B
#130 of 5,861 · large
Return (1Y)Goal
+28.7%
Track Record
12 years
#1,138 of 5,861 · established
Performance
Total-return NAV · USDGrowth of $10,000
$12,800+28.0%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Large
Strategy
Index tracking
Factor
Dividend
Index tracked
Nasdaq US Rising Dividend Achievers Index
What it actually holds
By weightConcentration
Top 10 holdings = 25.9% of fund✓ well diversified
Lam Research Corporation
3.4%
Applied Materials Inc.
3.1%
KLA Corp.
2.8%
GE Vernova Inc.
2.8%
Ross Stores Inc
2.6%
Baker Hughes Company
2.5%
Alphabet Inc.
2.3%
The Bank of New York Mellon Corp.
2.2%
Mueller Industries Inc.
2.2%
Chubb Ltd. Switzerland
2.1%
Asset allocation
Stocks
100.0%
Cash
0.0%
By sector
Financial Services
37.0%
Technology
27.1%
Industrials
13.3%
Consumer Cyclical
10.6%
Communication
4.0%
Healthcare
3.1%
Consumer Defensive
2.9%
Energy
2.1%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
14.6%Moderate
Year-on-year price swings
Max drawdown
-40.9%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.95Decent risk-adjusted returns
Sortino (3Y)
1.43Good downside protection
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks investment results that correspond generally to the price and yield of the Nasdaq US Rising Dividend Achievers Index.
- Strategy
- Invests at least 90% of net assets in securities that comprise the Nasdaq US Rising Dividend Achievers Index using an indexing investment approach to replicate its performance. The Index includes large-cap companies that have increased their dividend value over the previous three and five years.
- Inception date
- January 6, 2014
- Fund family
- First Trust
Similar funds
Same asset class, closest by strategy & exposureWhat's next?
You've looked at RDVY. Save it to your watchlist to weigh it against other funds, then turn your shortlist into a portfolio.
Data updated on 2026-08-04