ALB vs. RDVY

Last updated Jul 8, 2026

ALB (Albemarle Corporation) is a stock, while RDVY (First Trust Rising Dividend Achievers ETF) is Dividend fund tracking the Nasdaq US Rising Dividend Achievers Index. Over the past 10 years, ALB returned 5.84%/yr vs 16.40%/yr for RDVY. A 0.52 correlation means they provide meaningful diversification when combined.

Performance

ALB vs. RDVY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Albemarle Corporation (ALB) and First Trust Rising Dividend Achievers ETF (RDVY). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, ALB achieves a -8.32% return, which is significantly lower than RDVY's 15.33% return. Over the past 10 years, ALB has underperformed RDVY with an annualized return of 5.84%, while RDVY has yielded a comparatively higher 16.40% annualized return.

ALB

• 1D: -3.57%
• 1M: -16.79%
• 6M: -18.01%
• YTD: -8.32%
• 1Y: 99.64%
• 3Y*: -17.15%
• 5Y*: -4.00%
• 10Y*: 5.84%

RDVY

• 1D: -0.92%
• 1M: 5.77%
• 6M: 10.68%
• YTD: 15.33%
• 1Y: 27.29%
• 3Y*: 21.30%
• 5Y*: 12.97%
• 10Y*: 16.40%

*Multi-year figures are annualized to reflect compound growth (CAGR)

ALB vs. RDVY - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
ALB Albemarle Corporation	-8.32%	67.72%	-39.50%	-32.80%	-6.63%	59.76%	105.39%	-3.28%	-38.89%	50.22%
RDVY First Trust Rising Dividend Achievers ETF	15.33%	18.90%	16.41%	20.38%	-13.27%	31.14%	13.47%	37.71%	-9.92%	22.75%

Correlation

The correlation between ALB and RDVY is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.28
Correlation (3Y) Calculated over the trailing 3-year period	0.42
Correlation (5Y) Calculated over the trailing 5-year period	0.51
Correlation (10Y) Calculated over the trailing 10-year period	0.52
Correlation (All Time) Calculated using the full available price history since Jan 7, 2014	0.52

Over the past year, the correlation between ALB and RDVY has dropped to 0.28 - well below their long-term average of 0.52, suggesting their price drivers have been diverging.

Return for Risk

ALB vs. RDVY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ALB

ALB Risk / Return Rank: 83
ALB Sharpe Ratio Rank: 86
ALB Sortino Ratio Rank: 81
ALB Omega Ratio Rank: 79
ALB Calmar Ratio Rank: 82
ALB Martin Ratio Rank: 85

RDVY

RDVY Risk / Return Rank: 72
RDVY Sharpe Ratio Rank: 71
RDVY Sortino Ratio Rank: 73
RDVY Omega Ratio Rank: 66
RDVY Calmar Ratio Rank: 72
RDVY Martin Ratio Rank: 80

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ALB vs. RDVY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Albemarle Corporation (ALB) and First Trust Rising Dividend Achievers ETF (RDVY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	ALB	RDVY	Difference
Sharpe ratio: Return per unit of total volatility	1.61	1.89	-0.28
Sortino ratio: Return per unit of downside risk	2.16	2.71	-0.55
Omega ratio: Gain probability vs. loss probability	1.26	1.33	-0.06
Calmar ratio: Return relative to maximum drawdown	2.50	3.03	-0.53
Martin ratio: Return relative to average drawdown	7.62	12.74	-5.12

ALB vs. RDVY - Sharpe Ratio Comparison

The current ALB Sharpe Ratio is 1.61, which is comparable to the RDVY Sharpe Ratio of 1.89. The chart below compares the historical Sharpe Ratios of ALB and RDVY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

ALB vs. RDVY - Drawdown Comparison

The maximum ALB drawdown since its inception was -83.90%, which is greater than RDVY's maximum drawdown of -40.60%. Use the drawdown chart below to compare losses from any high point for ALB and RDVY.

Drawdown Indicators

	ALB	RDVY	Difference
Max Drawdown Largest peak-to-trough decline	-83.90%	-40.60%	-43.30%
Max Drawdown (1Y) Largest decline over 1 year	-40.01%	-9.04%	-30.97%
Max Drawdown (3Y) Largest decline over 3 years	-78.60%	-19.11%	-59.49%
Max Drawdown (5Y) Largest decline over 5 years	-83.90%	-25.32%	-58.58%
Max Drawdown (10Y) Largest decline over 10 years	-83.90%	-40.60%	-43.30%
Current Drawdown Current decline from peak	-58.26%	-1.60%	-56.66%
Average Drawdown Average peak-to-trough decline	-20.74%	-4.97%	-15.77%
Ulcer Index Depth and duration of drawdowns from previous peaks	13.13%	2.15%	+10.98%

Volatility

ALB vs. RDVY - Volatility Comparison

Albemarle Corporation (ALB) has a higher volatility of 17.44% compared to First Trust Rising Dividend Achievers ETF (RDVY) at 5.18%. This indicates that ALB's price experiences larger fluctuations and is considered to be riskier than RDVY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ALB	RDVY	Difference
Volatility (1M) Calculated over the trailing 1-month period	17.44%	5.18%	+12.26%
Volatility (6M) Calculated over the trailing 6-month period	43.53%	11.70%	+31.83%
Volatility (1Y) Calculated over the trailing 1-year period	62.48%	14.57%	+47.91%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	54.87%	18.98%	+35.89%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	48.40%	21.03%	+27.37%

Dividends

ALB vs. RDVY - Dividend Comparison

ALB's dividend yield for the trailing twelve months is around 1.26%, more than RDVY's 0.85% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ALB Albemarle Corporation	1.26%	1.15%	1.87%	1.11%	0.73%	0.67%	1.04%	2.01%	1.74%	1.00%	1.42%	2.07%
RDVY First Trust Rising Dividend Achievers ETF	0.85%	1.11%	1.64%	2.09%	2.21%	1.04%	1.53%	1.55%	1.68%	1.25%	2.07%	2.14%

Frequently Asked Questions

Can I hold both ALB and RDVY in my portfolio?

ALB and RDVY have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, ALB or RDVY?

ALB has higher volatility (17.44%) compared to RDVY (5.18%). In terms of maximum drawdown, ALB dropped -83.90% vs RDVY's -40.60%.

Which has better risk-adjusted returns?

RDVY currently has the higher Sharpe Ratio (1.89 vs 1.61), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.