RDVY vs. DJUN
RDVY (First Trust Rising Dividend Achievers ETF) and DJUN (FT Cboe Vest U.S. Equity Deep Buffer ETF - June) are both Large Cap Blend Equities funds from First Trust - RDVY tracks the NASDAQ US Rising Dividend Achievers while DJUN tracks the Cboe S&P 500 30% (-5% to -35%) Buffer Protect June Series Index. Both are passively managed. Over the past 5 years, RDVY returned 11.26%/yr vs 8.20%/yr for DJUN. A 0.77 correlation means they provide meaningful diversification when combined. RDVY charges 0.50%/yr vs 0.85%/yr for DJUN.
Performance
RDVY vs. DJUN - Performance Comparison
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Returns By Period
In the year-to-date period, RDVY achieves a 11.06% return, which is significantly higher than DJUN's 3.79% return.
RDVY
- 1D
- 1.13%
- 1M
- 3.30%
- YTD
- 11.06%
- 6M
- 11.87%
- 1Y
- 28.04%
- 3Y*
- 21.09%
- 5Y*
- 11.26%
- 10Y*
- 15.65%
DJUN
- 1D
- 0.01%
- 1M
- 0.71%
- YTD
- 3.79%
- 6M
- 4.47%
- 1Y
- 10.96%
- 3Y*
- 11.39%
- 5Y*
- 8.20%
- 10Y*
- —
RDVY vs. DJUN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
RDVY First Trust Rising Dividend Achievers ETF | 11.06% | 18.90% | 16.41% | 20.38% | -13.27% | 31.14% | 30.14% |
DJUN FT Cboe Vest U.S. Equity Deep Buffer ETF - June | 3.79% | 9.38% | 13.92% | 17.58% | -6.30% | 6.27% | 6.48% |
Correlation
The correlation between RDVY and DJUN is 0.78, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.78 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.72 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.79 |
Correlation (All Time) Calculated using the full available price history since Jun 23, 2020 | 0.77 |
The correlation between RDVY and DJUN has been stable across timeframes, ranging from 0.72 to 0.79 - a consistent structural relationship.
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Return for Risk
RDVY vs. DJUN — Risk / Return Rank
RDVY
DJUN
RDVY vs. DJUN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Rising Dividend Achievers ETF (RDVY) and FT Cboe Vest U.S. Equity Deep Buffer ETF - June (DJUN). 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.
| RDVY | DJUN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.22 | ||
| Sortino ratioReturn per unit of downside risk | -0.49 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.51 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 3.12 | 3.52 | -0.40 |
| Martin ratioReturn relative to average drawdown | 13.11 | 20.79 | -7.68 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| RDVY | DJUN | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.01 | 2.23 | -0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.97 | -0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 1.04 | -0.38 |
Drawdowns
RDVY vs. DJUN - Drawdown Comparison
The maximum RDVY drawdown since its inception was -40.60%, which is greater than DJUN's maximum drawdown of -11.96%. Use the drawdown chart below to compare losses from any high point for RDVY and DJUN.
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Drawdown Indicators
| RDVY | DJUN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.60% | -11.96% | -28.64% |
Max Drawdown (1Y)Largest decline over 1 year | -9.04% | -3.15% | -5.89% |
Max Drawdown (3Y)Largest decline over 3 years | -19.11% | -11.96% | -7.15% |
Max Drawdown (5Y)Largest decline over 5 years | -25.32% | -11.96% | -13.36% |
Max Drawdown (10Y)Largest decline over 10 years | -40.60% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -5.00% | -1.59% | -3.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.14% | 0.53% | +1.61% |
Volatility
RDVY vs. DJUN - Volatility Comparison
First Trust Rising Dividend Achievers ETF (RDVY) has a higher volatility of 4.01% compared to FT Cboe Vest U.S. Equity Deep Buffer ETF - June (DJUN) at 0.20%. This indicates that RDVY's price experiences larger fluctuations and is considered to be riskier than DJUN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RDVY | DJUN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.01% | 0.20% | +3.81% |
Volatility (6M)Calculated over the trailing 6-month period | 10.99% | 3.55% | +7.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.04% | 4.98% | +9.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.92% | 8.52% | +10.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.11% | 8.06% | +13.05% |
RDVY vs. DJUN - Expense Ratio Comparison
RDVY has a 0.50% expense ratio, which is lower than DJUN's 0.85% expense ratio.
Dividends
RDVY vs. DJUN - Dividend Comparison
RDVY's dividend yield for the trailing twelve months is around 0.91%, while DJUN has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DJUN FT Cboe Vest U.S. Equity Deep Buffer ETF - June | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
RDVY First Trust Rising Dividend Achievers ETF | 0.91% | 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
RDVY and DJUN have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RDVY has higher volatility (4.01%) compared to DJUN (0.20%). In terms of maximum drawdown, RDVY dropped -40.60% vs DJUN's -11.96%.
On 5-year performance, RDVY leads with 11.26% vs 8.20% for DJUN. On fees, RDVY is cheaper at 0.50% per year. On volatility, DJUN has been the lower-risk option at 0.20%. 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 11.26% return vs 8.20%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
RDVY is cheaper with a 0.50% expense ratio, compared with 0.85% for DJUN.
RDVY has the higher dividend yield at 0.91%, compared with 0.00% for DJUN.
RDVY tracks NASDAQ US Rising Dividend Achievers, while DJUN tracks Cboe S&P 500 30% (-5% to -35%) Buffer Protect June Series Index. Their fees differ too: 0.50% for RDVY and 0.85% for DJUN.
DJUN currently has the higher Sharpe Ratio (2.23 vs 2.01), 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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