UXOC vs. RDVY

Last updated Aug 1, 2026

UXOC (FT Vest U.S. Equity Uncapped Accelerator ETF - October) and RDVY (First Trust Rising Dividend Achievers ETF) are both exchange-traded funds - UXOC is a Defined Outcome fund actively managed by First Trust, while RDVY is a Dividend fund tracking the Nasdaq US Rising Dividend Achievers Index. UXOC is actively managed, while RDVY is passively managed. Over the past year, UXOC returned 21.58% vs 30.74% for RDVY. Their 0.80 correlation means they have sometimes moved together and sometimes differently. UXOC charges 0.85%/yr vs 0.47%/yr for RDVY.

Performance

UXOC vs. RDVY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in FT Vest U.S. Equity Uncapped Accelerator ETF - October (UXOC) 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, UXOC achieves a 9.97% return, which is significantly lower than RDVY's 17.25% return.

UXOC

• 1D: 1.02%
• 1M: 0.46%
• 6M: 8.49%
• YTD: 9.97%
• 1Y: 21.58%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 15.44%

RDVY

• 1D: 0.36%
• 1M: 1.19%
• 6M: 12.71%
• YTD: 17.25%
• 1Y: 30.74%
• 3Y*: 19.76%
• 5Y*: 12.89%
• 10Y*: 16.25%
• ALL TIME*: 13.76%

*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	$77.65M	$79.19M	$83.63M
UXOC FT Vest U.S. Equity Uncapped Accelerator ETF - October	$47.86K	$47.57K	$87.77K

UXOC vs. RDVY - Yearly Performance Comparison

	2026 (YTD)	2025	2024
UXOC FT Vest U.S. Equity Uncapped Accelerator ETF - October	9.97%	17.29%	0.01%
RDVY First Trust Rising Dividend Achievers ETF	17.25%	18.90%	-1.89%

Correlation

The correlation between UXOC and RDVY is 0.80, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.80
Correlation (All Time) Calculated using the full available price history since Oct 21, 2024	0.80

The correlation between UXOC and RDVY has been stable across timeframes, ranging from 0.80 to 0.80 - a consistent structural relationship.

Return for Risk

UXOC vs. RDVY — Risk / Return Rank

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

UXOC

UXOC Risk / Return Rank: 56
UXOC Sharpe Ratio Rank: 55
UXOC Sortino Ratio Rank: 53
UXOC Omega Ratio Rank: 52
UXOC Calmar Ratio Rank: 55
UXOC Martin Ratio Rank: 64

RDVY

RDVY Risk / Return Rank: 85
RDVY Sharpe Ratio Rank: 86
RDVY Sortino Ratio Rank: 86
RDVY Omega Ratio Rank: 82
RDVY Calmar Ratio Rank: 85
RDVY Martin Ratio Rank: 89

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.

UXOC vs. RDVY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for FT Vest U.S. Equity Uncapped Accelerator ETF - October (UXOC) 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.

	UXOC	RDVY	Difference
Sharpe ratio: Return per unit of total volatility	1.35	2.00	-0.65
Sortino ratio: Return per unit of downside risk	1.89	2.87	-0.98
Omega ratio: Gain probability vs. loss probability	1.24	1.35	-0.11
Calmar ratio: Return relative to maximum drawdown	1.98	3.25	-1.27
Martin ratio: Return relative to average drawdown	7.87	13.63	-5.76

UXOC vs. RDVY - Sharpe Ratio Comparison

The current UXOC Sharpe Ratio is 1.35, which is lower than the RDVY Sharpe Ratio of 2.00. The chart below compares the historical Sharpe Ratios of UXOC 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

UXOC vs. RDVY - Drawdown Comparison

The maximum UXOC drawdown since its inception was -19.93%, smaller than the maximum RDVY drawdown of -40.60%. Use the drawdown chart below to compare losses from any high point for UXOC and RDVY.

Drawdown Indicators

	UXOC	RDVY	Difference
Max Drawdown Largest peak-to-trough decline	-19.93%	-40.60%	+20.67%
Max Drawdown (1Y) Largest decline over 1 year	-9.81%	-9.04%	-0.77%
Max Drawdown (3Y) Largest decline over 3 years	—	-19.11%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-25.32%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-40.60%	—
Current Drawdown Current decline from peak	-1.99%	0.00%	-1.99%
Average Drawdown Average peak-to-trough decline	-2.71%	-4.95%	+2.24%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.47%	2.15%	+0.32%

Volatility

UXOC vs. RDVY - Volatility Comparison

FT Vest U.S. Equity Uncapped Accelerator ETF - October (UXOC) has a higher volatility of 4.13% compared to First Trust Rising Dividend Achievers ETF (RDVY) at 3.53%. This indicates that UXOC'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

	UXOC	RDVY	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.13%	3.53%	+0.60%
Volatility (6M) Calculated over the trailing 6-month period	11.14%	11.46%	-0.32%
Volatility (1Y) Calculated over the trailing 1-year period	14.39%	14.65%	-0.26%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.84%	18.92%	-1.08%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.84%	21.03%	-3.19%

UXOC vs. RDVY - Expense Ratio Comparison

UXOC has a 0.85% expense ratio, which is higher than RDVY's 0.47% expense ratio.

Dividends

UXOC vs. RDVY - Dividend Comparison

UXOC has not paid dividends to shareholders, while RDVY's dividend yield for the trailing twelve months is around 0.83%.

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%
UXOC FT Vest U.S. Equity Uncapped Accelerator ETF - October	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both UXOC and RDVY in my portfolio?

UXOC and RDVY have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, UXOC or RDVY?

UXOC has higher volatility (4.13%) compared to RDVY (3.53%). In terms of maximum drawdown, UXOC dropped -19.93% vs RDVY's -40.60%.

Which ETF is better, UXOC or RDVY?

On 1-year performance, RDVY leads with 30.74% vs 21.58% for UXOC. On fees, RDVY is cheaper at 0.47% per year. On volatility, RDVY has been the lower-risk option at 3.53%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, UXOC or RDVY?

Over the 1-year period, RDVY has performed better with a 30.74% return vs 21.58%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, UXOC or RDVY?

RDVY is cheaper with a 0.47% expense ratio, compared with 0.85% for UXOC.

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

RDVY has the higher dividend yield at 0.83%, compared with 0.00% for UXOC.

What is the main difference between UXOC and RDVY?

UXOC is categorized as Defined Outcome, while RDVY is Dividend. Their fees differ too: 0.85% for UXOC and 0.47% for RDVY.

Which has better risk-adjusted returns?

RDVY currently has the higher Sharpe Ratio (2.00 vs 1.35), 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.