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VSDA vs. RDVY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

VSDA vs. RDVY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in VictoryShares Dividend Accelerator ETF (VSDA) and First Trust Rising Dividend Achievers ETF (RDVY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, VSDA achieves a 5.73% return, which is significantly lower than RDVY's 11.06% return.


VSDA

1D
0.96%
1M
0.26%
YTD
5.73%
6M
5.79%
1Y
11.73%
3Y*
10.40%
5Y*
6.90%
10Y*

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

VSDA vs. RDVY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VSDA
VictoryShares Dividend Accelerator ETF
5.73%6.67%9.40%8.74%-4.42%21.95%12.72%31.39%-1.40%14.27%
RDVY
First Trust Rising Dividend Achievers ETF
11.06%18.90%16.41%20.38%-13.27%31.14%13.47%37.71%-9.92%15.59%

Correlation

The correlation between VSDA and RDVY is 0.67, 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

0.67

Correlation (3Y)
Calculated over the trailing 3-year period

0.75

Correlation (5Y)
Calculated over the trailing 5-year period

0.79

Correlation (All Time)
Calculated using the full available price history since Apr 19, 2017

0.74

The correlation between VSDA and RDVY shifts across timeframes, from 0.67 (1 year) to 0.79 (5 years), reflecting how their relationship changes across market environments.

VSDA vs. RDVY - Sectors Allocation Comparison


Sectors
VSDA
RDVY

Consumer Defensive

31.5%
4.1%

Financial Services

21.0%
36.5%

Industrials

16.8%
12.2%

Basic Materials

8.0%

-

Healthcare

7.6%
8.1%

Consumer Cyclical

5.1%
12.2%

Technology

4.7%
17.6%

Utilities

2.7%
1.4%

Energy

2.5%
1.4%

Communication Services

0.1%
5.4%

Real Estate

0.0%

-

Consumer Defensive

VSDA
31.5%
RDVY
4.1%

Financial Services

VSDA
21.0%
RDVY
36.5%

Industrials

VSDA
16.8%
RDVY
12.2%

Basic Materials

VSDA
8.0%
RDVY

-

Healthcare

VSDA
7.6%
RDVY
8.1%

Consumer Cyclical

VSDA
5.1%
RDVY
12.2%

Technology

VSDA
4.7%
RDVY
17.6%

Utilities

VSDA
2.7%
RDVY
1.4%

Energy

VSDA
2.5%
RDVY
1.4%

Communication Services

VSDA
0.1%
RDVY
5.4%

Real Estate

VSDA
0.0%
RDVY

-

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Return for Risk

VSDA vs. RDVY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VSDA
VSDA Risk / Return Rank: 2727
Overall Rank
VSDA Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
VSDA Sortino Ratio Rank: 3030
Sortino Ratio Rank
VSDA Omega Ratio Rank: 2626
Omega Ratio Rank
VSDA Calmar Ratio Rank: 2626
Calmar Ratio Rank
VSDA Martin Ratio Rank: 2525
Martin Ratio Rank

RDVY
RDVY Risk / Return Rank: 6363
Overall Rank
RDVY Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
RDVY Sortino Ratio Rank: 6262
Sortino Ratio Rank
RDVY Omega Ratio Rank: 5959
Omega Ratio Rank
RDVY Calmar Ratio Rank: 6363
Calmar Ratio Rank
RDVY Martin Ratio Rank: 7171
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VSDA vs. RDVY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for VictoryShares Dividend Accelerator ETF (VSDA) 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.


VSDARDVYDifference
Sharpe ratioReturn per unit of total volatility

-0.96

Sortino ratioReturn per unit of downside risk

-1.26

Omega ratioGain probability vs. loss probability

1.18

1.35

-0.18

Calmar ratioReturn relative to maximum drawdown

1.25

3.12

-1.87

Martin ratioReturn relative to average drawdown

3.19

13.11

-9.92

VSDA vs. RDVY - Sharpe Ratio Comparison

The current VSDA Sharpe Ratio is 1.05, which is lower than the RDVY Sharpe Ratio of 2.01. The chart below compares the historical Sharpe Ratios of VSDA 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.


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Sharpe Ratios by Period


VSDARDVYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.05

2.01

-0.96

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.49

0.60

-0.10

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

0.67

0.00

Drawdowns

VSDA vs. RDVY - Drawdown Comparison

The maximum VSDA drawdown since its inception was -32.12%, smaller than the maximum RDVY drawdown of -40.60%. Use the drawdown chart below to compare losses from any high point for VSDA and RDVY.


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Drawdown Indicators


VSDARDVYDifference

Max Drawdown

Largest peak-to-trough decline

-32.12%

-40.60%

+8.48%

Max Drawdown (1Y)

Largest decline over 1 year

-9.44%

-9.04%

-0.40%

Max Drawdown (3Y)

Largest decline over 3 years

-15.54%

-19.11%

+3.57%

Max Drawdown (5Y)

Largest decline over 5 years

-16.14%

-25.32%

+9.18%

Max Drawdown (10Y)

Largest decline over 10 years

-40.60%

Current Drawdown

Current decline from peak

-5.37%

0.00%

-5.37%

Average Drawdown

Average peak-to-trough decline

-3.64%

-5.00%

+1.36%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.68%

2.14%

+1.54%

Volatility

VSDA vs. RDVY - Volatility Comparison

The current volatility for VictoryShares Dividend Accelerator ETF (VSDA) is 2.86%, while First Trust Rising Dividend Achievers ETF (RDVY) has a volatility of 4.01%. This indicates that VSDA experiences smaller price fluctuations and is considered to be less risky 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


VSDARDVYDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.86%

4.01%

-1.15%

Volatility (6M)

Calculated over the trailing 6-month period

8.15%

10.99%

-2.84%

Volatility (1Y)

Calculated over the trailing 1-year period

11.27%

14.04%

-2.77%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.04%

18.92%

-4.88%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.59%

21.11%

-4.52%

VSDA vs. RDVY - Expense Ratio Comparison

VSDA has a 0.35% expense ratio, which is lower than RDVY's 0.50% expense ratio.


Dividends

VSDA vs. RDVY - Dividend Comparison

VSDA's dividend yield for the trailing twelve months is around 2.58%, more than RDVY's 0.91% yield.


PositionTTM20252024202320222021202020192018201720162015
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%
VSDA
VictoryShares Dividend Accelerator ETF
2.58%2.65%2.36%1.92%1.83%1.40%1.49%1.36%1.69%1.23%0.00%0.00%

Frequently Asked Questions


VSDA and RDVY have a correlation of 0.67, 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 VSDA (2.86%). In terms of maximum drawdown, VSDA dropped -32.12% vs RDVY's -40.60%.

On 5-year performance, RDVY leads with 11.26% vs 6.90% for VSDA. On fees, VSDA is cheaper at 0.35% per year. On volatility, VSDA has been the lower-risk option at 2.86%. 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 6.90%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

VSDA is cheaper with a 0.35% expense ratio, compared with 0.50% for RDVY.

VSDA has the higher dividend yield at 2.58%, compared with 0.91% for RDVY.

VSDA is categorized as Large Cap Growth Equities, while RDVY is Large Cap Blend Equities. VSDA tracks Nasdaq Victory Dividend Accelerator Index, while RDVY tracks NASDAQ US Rising Dividend Achievers. They also come from different issuers: Crestview and First Trust. Their fees differ too: 0.35% for VSDA and 0.50% for RDVY.

RDVY currently has the higher Sharpe Ratio (2.01 vs 1.05), 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.

Portfolio Optimizer

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