Skip to content
Beacon

RDVYFirst Trust Rising Dividend Achievers ETF

Grow my moneyGet income#212 of 1640 for Get income

Seeks investment results that correspond generally to the price and yield of the Nasdaq US Rising Dividend Achievers Index.

First Trust · Since 2014 (12 years)

Annual Cost

0.47%

#2134 out of 5,332 ETFs

Fund Size

$19.9B

#130 out of 5,332 ETFs

Dividend Yield

1.03%

Track Record

12 years

#1164 out of 5,332 ETFs

Performance

1 Year

+31.6%

3 Years

+20.8%

5 Years

+11.0%

What's inside

Asset class
Strategy
index tracking
Cap
large
Factor
dividend

Asset allocation

Stocks
100.0%
Cash
0.1%

Sector breakdown

Financial Services
35.3%
Technology
23.1%
Industrials
14.2%
Consumer Cyclical
11.4%
Communication
5.1%
Healthcare
4.5%
Consumer Defensive
4.0%
Energy
2.5%

Top holdings

Lam Research CorpLRCX3.4%
Applied Materials IncAMAT3.1%
KLA CorpKLAC2.8%
GE Vernova IncGEV2.8%
Ross Stores IncROST2.6%
Baker Hughes Co Class ABKR2.5%
Alphabet Inc Class AGOOGL2.3%
Bank of New York Mellon CorpBK2.2%
Mueller Industries IncMLI2.2%
Chubb LtdCB2.1%

Risk profile

Volatility (1Y)

14.4%

Moderate

Max drawdown

-40.6%

Worst peak-to-trough loss

Sharpe (3Y)

0.99

Decent risk-adjusted returns

Sortino (3Y)

1.50

Good downside protection

Similar ETFs

Data updated on 2026-05-05