IGLD vs. RDVY
IGLD (FT Vest Gold Strategy Target Income ETF) and RDVY (First Trust Rising Dividend Achievers ETF) are both exchange-traded funds - IGLD is a Gold fund actively managed by First Trust, while RDVY is a Dividend fund tracking the Nasdaq US Rising Dividend Achievers Index. IGLD is actively managed, while RDVY is passively managed. Over the past 5 years, IGLD returned 11.92%/yr vs 12.74%/yr for RDVY. At a 0.13 correlation, their price movements are largely independent. IGLD charges 0.85%/yr vs 0.47%/yr for RDVY.
Performance
IGLD vs. RDVY - Performance Comparison
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Returns By Period
In the year-to-date period, IGLD achieves a -6.69% return, which is significantly lower than RDVY's 15.92% return.
IGLD
- 1D
- 1.36%
- 1M
- -3.36%
- 6M
- -11.37%
- YTD
- -6.69%
- 1Y
- 14.23%
- 3Y*
- 19.47%
- 5Y*
- 11.92%
- 10Y*
- —
RDVY
- 1D
- 0.53%
- 1M
- 2.21%
- 6M
- 11.79%
- YTD
- 15.92%
- 1Y
- 27.68%
- 3Y*
- 20.49%
- 5Y*
- 12.74%
- 10Y*
- 16.08%
IGLD vs. RDVY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
IGLD FT Vest Gold Strategy Target Income ETF | -6.69% | 47.46% | 19.36% | 9.24% | -2.34% | 4.30% |
RDVY First Trust Rising Dividend Achievers ETF | 15.92% | 18.90% | 16.41% | 20.38% | -13.27% | 20.13% |
Correlation
The correlation between IGLD and RDVY is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.22 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.15 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.12 |
Correlation (All Time) Calculated using the full available price history since Mar 3, 2021 | 0.13 |
The correlation between IGLD and RDVY shifts across timeframes, from 0.12 (5 years) to 0.22 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
IGLD vs. RDVY — Risk / Return Rank
IGLD
RDVY
IGLD vs. RDVY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for FT Vest Gold Strategy Target Income ETF (IGLD) 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.
| IGLD | RDVY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.32 | ||
| Sortino ratioReturn per unit of downside risk | -1.83 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.33 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | 0.60 | 3.08 | -2.48 |
| Martin ratioReturn relative to average drawdown | 1.54 | 12.91 | -11.38 |
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Drawdowns
IGLD vs. RDVY - Drawdown Comparison
The maximum IGLD drawdown since its inception was -23.84%, smaller than the maximum RDVY drawdown of -40.60%. Use the drawdown chart below to compare losses from any high point for IGLD and RDVY.
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Drawdown Indicators
| IGLD | RDVY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.84% | -40.60% | +16.76% |
Max Drawdown (1Y)Largest decline over 1 year | -23.84% | -9.04% | -14.80% |
Max Drawdown (3Y)Largest decline over 3 years | -23.84% | -19.11% | -4.73% |
Max Drawdown (5Y)Largest decline over 5 years | -23.84% | -25.32% | +1.48% |
Max Drawdown (10Y)Largest decline over 10 years | — | -40.60% | — |
Current DrawdownCurrent decline from peak | -22.15% | -1.10% | -21.05% |
Average DrawdownAverage peak-to-trough decline | -5.54% | -4.97% | -0.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.28% | 2.15% | +7.13% |
Volatility
IGLD vs. RDVY - Volatility Comparison
FT Vest Gold Strategy Target Income ETF (IGLD) has a higher volatility of 7.01% compared to First Trust Rising Dividend Achievers ETF (RDVY) at 4.09%. This indicates that IGLD'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.
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Volatility by Period
| IGLD | RDVY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.01% | 4.09% | +2.92% |
Volatility (6M)Calculated over the trailing 6-month period | 22.45% | 11.57% | +10.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.88% | 14.65% | +10.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.66% | 18.96% | -3.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.41% | 21.03% | -5.62% |
IGLD vs. RDVY - Expense Ratio Comparison
IGLD has a 0.85% expense ratio, which is higher than RDVY's 0.47% expense ratio.
Dividends
IGLD vs. RDVY - Dividend Comparison
IGLD's dividend yield for the trailing twelve months is around 21.37%, more than RDVY's 0.84% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IGLD FT Vest Gold Strategy Target Income ETF | 21.37% | 9.91% | 20.81% | 7.85% | 4.45% | 2.24% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
RDVY First Trust Rising Dividend Achievers ETF | 0.84% | 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
IGLD and RDVY have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IGLD has higher volatility (7.01%) compared to RDVY (4.09%). In terms of maximum drawdown, IGLD dropped -23.84% vs RDVY's -40.60%.
On 5-year performance, RDVY leads with 12.74% vs 11.92% for IGLD. On fees, RDVY is cheaper at 0.47% per year. On volatility, RDVY has been the lower-risk option at 4.09%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, RDVY has performed better with a 12.74% return vs 11.92%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
RDVY is cheaper with a 0.47% expense ratio, compared with 0.85% for IGLD.
IGLD has the higher dividend yield at 21.37%, compared with 0.84% for RDVY.
IGLD is categorized as Gold, while RDVY is Dividend. Their fees differ too: 0.85% for IGLD and 0.47% for RDVY.
RDVY currently has the higher Sharpe Ratio (1.90 vs 0.57), 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.
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