RFDI vs. RDVY

Last updated Aug 4, 2026

RFDI (First Trust RiverFront Dynamic Developed International ETF) and RDVY (First Trust Rising Dividend Achievers ETF) are both exchange-traded funds - RFDI is a Foreign Large Cap Equities fund actively managed by First Trust, while RDVY is a Dividend fund tracking the Nasdaq US Rising Dividend Achievers Index. RFDI is actively managed, while RDVY is passively managed. Over the past 10 years, RFDI returned 9.15%/yr vs 16.08%/yr for RDVY. Their 0.71 correlation means they have sometimes moved together and sometimes differently. RFDI charges 0.83%/yr vs 0.47%/yr for RDVY.

Performance

RFDI vs. RDVY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First Trust RiverFront Dynamic Developed International ETF (RFDI) 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, RFDI achieves a 15.09% return, which is significantly lower than RDVY's 18.21% return. Over the past 10 years, RFDI has underperformed RDVY with an annualized return of 9.15%, while RDVY has yielded a comparatively higher 16.08% annualized return.

RFDI

• 1D: 0.14%
• 1M: 4.03%
• 6M: 7.50%
• YTD: 15.09%
• 1Y: 31.09%
• 3Y*: 20.86%
• 5Y*: 8.41%
• 10Y*: 9.15%
• ALL TIME*: 9.05%

RDVY

• 1D: 0.81%
• 1M: 2.01%
• 6M: 12.29%
• YTD: 18.21%
• 1Y: 31.80%
• 3Y*: 20.39%
• 5Y*: 13.07%
• 10Y*: 16.08%
• ALL TIME*: 13.82%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
RDVY First Trust Rising Dividend Achievers ETF	$79.27M	$78.43M	$84.11M
RFDI First Trust RiverFront Dynamic Developed International ETF	$615.45K	$498.53K	$409.01K

RFDI vs. RDVY - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
RFDI First Trust RiverFront Dynamic Developed International ETF	15.09%	35.95%	5.56%	18.14%	-23.57%	17.36%	9.16%	20.47%	-18.26%	24.08%
RDVY First Trust Rising Dividend Achievers ETF	18.21%	18.90%	16.41%	20.38%	-13.27%	31.14%	13.47%	37.71%	-9.92%	22.75%

Correlation

The correlation between RFDI and RDVY is 0.70, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.70
Correlation (3Y) Balances recent behavior with more history.	0.67
Correlation (5Y) Shows whether the relationship held over a longer period.	0.72
Correlation (10Y) Provides a long-term view across more market conditions.	0.71
Correlation (All Time) Calculated using the full available price history since Apr 14, 2016	0.71

The correlation between RFDI and RDVY has been stable across timeframes, ranging from 0.67 to 0.72 - a consistent structural relationship.

RFDI vs. RDVY - Sectors Allocation Comparison

Sectors	RFDI	RDVY
Financial Services	28.7%	38.9%
Industrials	11.5%	12.5%
Consumer Cyclical	10.2%	11.1%
Energy	9.4%	2.8%
Technology	9.1%	19.4%
Healthcare	8.6%	5.6%
Consumer Defensive	7.1%	2.8%
Communication Services	4.9%	4.2%
Basic Materials	4.4%	-
Utilities	4.2%	1.4%
Real Estate	1.8%	-

Return for Risk

RFDI vs. RDVY — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

RFDI

RFDI Risk / Return Rank: 81
RFDI Sharpe Ratio Rank: 84
RFDI Sortino Ratio Rank: 83
RFDI Omega Ratio Rank: 82
RFDI Calmar Ratio Rank: 79
RFDI Martin Ratio Rank: 79

RDVY

RDVY Risk / Return Rank: 88
RDVY Sharpe Ratio Rank: 88
RDVY Sortino Ratio Rank: 89
RDVY Omega Ratio Rank: 85
RDVY Calmar Ratio Rank: 87
RDVY Martin Ratio Rank: 90

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

RFDI vs. RDVY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for First Trust RiverFront Dynamic Developed International ETF (RFDI) 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.

	RFDI	RDVY	Difference
Sharpe ratio: Return per unit of total volatility	2.10	2.19	-0.08
Sortino ratio: Return per unit of downside risk	2.93	3.10	-0.17
Omega ratio: Gain probability vs. loss probability	1.37	1.38	0.00
Calmar ratio: Return relative to maximum drawdown	3.06	3.54	-0.47
Martin ratio: Return relative to average drawdown	11.21	14.83	-3.62

RFDI vs. RDVY - Sharpe Ratio Comparison

The current RFDI Sharpe Ratio is 2.10, which is comparable to the RDVY Sharpe Ratio of 2.19. The chart below compares the historical Sharpe Ratios of RFDI 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

RFDI vs. RDVY - Drawdown Comparison

The maximum RFDI drawdown since its inception was -39.40%, roughly equal to the maximum RDVY drawdown of -40.60%. Use the drawdown chart below to compare losses from any high point for RFDI and RDVY.

Drawdown Indicators

	RFDI	RDVY	Difference
Max Drawdown Largest peak-to-trough decline	-39.40%	-40.60%	+1.20%
Max Drawdown (1Y) Largest decline over 1 year	-10.20%	-9.04%	-1.16%
Max Drawdown (3Y) Largest decline over 3 years	-13.44%	-19.11%	+5.67%
Max Drawdown (5Y) Largest decline over 5 years	-35.87%	-25.32%	-10.55%
Max Drawdown (10Y) Largest decline over 10 years	-39.40%	-40.60%	+1.20%
Current Drawdown Current decline from peak	0.00%	0.00%	0.00%
Average Drawdown Average peak-to-trough decline	-9.11%	-4.95%	-4.16%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.78%	2.15%	+0.63%

Volatility

RFDI vs. RDVY - Volatility Comparison

First Trust RiverFront Dynamic Developed International ETF (RFDI) has a higher volatility of 3.98% compared to First Trust Rising Dividend Achievers ETF (RDVY) at 3.55%. This indicates that RFDI'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

	RFDI	RDVY	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.98%	3.55%	+0.43%
Volatility (6M) Calculated over the trailing 6-month period	12.65%	11.40%	+1.25%
Volatility (1Y) Calculated over the trailing 1-year period	14.88%	14.64%	+0.24%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.84%	18.93%	-2.09%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.03%	21.03%	-4.00%

RFDI vs. RDVY - Expense Ratio Comparison

RFDI has a 0.83% expense ratio, which is higher than RDVY's 0.47% expense ratio.

Dividends

RFDI vs. RDVY - Dividend Comparison

RFDI's dividend yield for the trailing twelve months is around 3.07%, more than RDVY's 0.83% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
RDVY First Trust Rising Dividend Achievers ETF	0.83%	1.11%	1.64%	2.09%	2.21%	1.04%	1.53%	1.55%	1.68%	1.25%	2.07%	2.14%
RFDI First Trust RiverFront Dynamic Developed International ETF	3.07%	3.45%	5.21%	2.43%	5.00%	3.22%	1.34%	2.72%	2.59%	1.63%	1.85%	0.00%

Frequently Asked Questions

Can I hold both RFDI and RDVY in my portfolio?

RFDI and RDVY have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, RFDI or RDVY?

RFDI has higher volatility (3.98%) compared to RDVY (3.55%). In terms of maximum drawdown, RFDI dropped -39.40% vs RDVY's -40.60%.

Which ETF is better, RFDI or RDVY?

On 10-year performance, RDVY leads with 16.08% vs 9.15% for RFDI. On fees, RDVY is cheaper at 0.47% per year. On volatility, RDVY has been the lower-risk option at 3.55%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, RFDI or RDVY?

Over the 10-year period, RDVY has performed better with a 16.08% return vs 9.15%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, RFDI or RDVY?

RDVY is cheaper with a 0.47% expense ratio, compared with 0.83% for RFDI.

Which ETF pays a higher dividend yield, RFDI or RDVY?

RFDI has the higher dividend yield at 3.07%, compared with 0.83% for RDVY.

What is the main difference between RFDI and RDVY?

RFDI is categorized as Foreign Large Cap Equities, while RDVY is Dividend. Their fees differ too: 0.83% for RFDI and 0.47% for RDVY.

Which has better risk-adjusted returns?

RDVY currently has the higher Sharpe Ratio (2.19 vs 2.10), 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.