RDVY vs. VOO
Compare and contrast key facts about First Trust Rising Dividend Achievers ETF (RDVY) and Vanguard S&P 500 ETF (VOO).
RDVY and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RDVY is a passively managed fund by First Trust that tracks the performance of the NASDAQ US Rising Dividend Achievers. It was launched on Jan 6, 2014. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both RDVY and VOO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
RDVY vs. VOO - Performance Comparison
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RDVY vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RDVY First Trust Rising Dividend Achievers ETF | -0.63% | 18.90% | 16.41% | 20.38% | -13.27% | 31.14% | 13.47% | 37.71% | -9.92% | 22.75% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, RDVY achieves a -0.63% return, which is significantly higher than VOO's -3.66% return. Both investments have delivered pretty close results over the past 10 years, with RDVY having a 14.60% annualized return and VOO not far behind at 14.14%.
RDVY
- 1D
- 0.83%
- 1M
- -4.42%
- YTD
- -0.63%
- 6M
- 3.03%
- 1Y
- 18.34%
- 3Y*
- 17.27%
- 5Y*
- 10.18%
- 10Y*
- 14.60%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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RDVY vs. VOO - Expense Ratio Comparison
RDVY has a 0.50% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
RDVY vs. VOO — Risk / Return Rank
RDVY
VOO
RDVY vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Rising Dividend Achievers ETF (RDVY) and Vanguard S&P 500 ETF (VOO). 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 | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 1.01 | -0.04 |
Sortino ratioReturn per unit of downside risk | 1.46 | 1.53 | -0.07 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.23 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.46 | 1.55 | -0.09 |
Martin ratioReturn relative to average drawdown | 6.42 | 7.31 | -0.89 |
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 | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 1.01 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.71 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.79 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.83 | -0.21 |
Correlation
The correlation between RDVY and VOO is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
RDVY vs. VOO - Dividend Comparison
RDVY's dividend yield for the trailing twelve months is around 1.02%, less than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RDVY First Trust Rising Dividend Achievers ETF | 1.02% | 1.11% | 1.64% | 2.09% | 2.21% | 1.04% | 1.53% | 1.55% | 1.68% | 1.25% | 2.07% | 2.14% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
RDVY vs. VOO - Drawdown Comparison
The maximum RDVY drawdown since its inception was -40.60%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for RDVY and VOO.
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Drawdown Indicators
| RDVY | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.60% | -33.99% | -6.61% |
Max Drawdown (1Y)Largest decline over 1 year | -12.87% | -11.98% | -0.89% |
Max Drawdown (5Y)Largest decline over 5 years | -25.32% | -24.52% | -0.80% |
Max Drawdown (10Y)Largest decline over 10 years | -40.60% | -33.99% | -6.61% |
Current DrawdownCurrent decline from peak | -5.71% | -5.55% | -0.16% |
Average DrawdownAverage peak-to-trough decline | -5.06% | -3.72% | -1.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.93% | 2.55% | +0.38% |
Volatility
RDVY vs. VOO - Volatility Comparison
First Trust Rising Dividend Achievers ETF (RDVY) and Vanguard S&P 500 ETF (VOO) have volatilities of 5.59% and 5.34%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RDVY | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.59% | 5.34% | +0.25% |
Volatility (6M)Calculated over the trailing 6-month period | 10.92% | 9.47% | +1.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.08% | 18.11% | +0.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.92% | 16.82% | +2.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.10% | 17.99% | +3.11% |