RDVIvsCHGXETF Comparison
ETF 1
RDVI
FT Vest Rising Dividend Achievers Target Income ETF
This fund is part of
US High Dividend
-0.14%
VS
FT Vest Rising Dividend Achievers Target Income ETF (RDVI) belongs to the US High Dividend segment. Stance Sustainable Beta ETF (CHGX) is part of the US Large Cap segment. RDVI's top 3 sector exposures are Finance, Technology and Industrials. In contrast, CHGX's top sector exposures are Technology, Finance and Healthcare. RDVI is more expensive with a Total Expense Ratio (TER) of 0.75%, versus 0.49% for CHGX. RDVI is up 18.57% year-to-date (YTD) with +$630M in YTD flows. CHGX performs better with 19.52% YTD performance, and +$5M in YTD flows. Run a side-by-side ETF comparison of RDVI and CHGX below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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RDVI vs CHGX performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/29/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | RDVI CHGX | -0.01%-2.06% | +9.16%+8.08% | +18.57%+19.52% | +27.99%+23.57% | +65.67%n/a | n/an/a |
| Flows | RDVI CHGX | +$123M-$5M | +$319M+$7M | +$630M+$5M | +$1.01B+$6M | +$2.66B- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | RDVI CHGX | +13.32%+16.04% | +13.89%+14.66% | +16.08%n/a | n/an/a |
| Max drawdown | RDVI CHGX | -2.67%-4.91% | -8.39%-8.53% | -18.32%n/a | n/an/a |
| Max drawdown duration | RDVI CHGX | 24d58d | 43d43d | 219dn/a | n/an/a |
Trading data
RDVI | CHGX | |
Last sale 7/30/2026 at 1:30 PM | $29.15 | $32.53 |
| Previous close 07/30/2026 | $28.78 | $32.11 |
| Consolidated volume 07/30/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of June 30, 2026
1-year trailing difference
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RDVI
is actively managed and doesn’t replicate an indexRDVI | CHGX | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 7/30/2026 at 1:30 PM
Live
Closed
RDVI | CHGX | |
|---|---|---|
| Last price | $29.15 | $32.53 |
| 1D performance | +1.29% | +1.29% |
| AuM | $3.53 B | $170.72 M |
| E/R | 0.75% | 0.49% |
Characteristics
RDVI | CHGX | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | First Trust | Stance Capital |
| Benchmark | - | Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index |
| N° of holdings | 71 | 100 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 19, 2022 | November 14, 2024 |
| ESG | No | Yes |
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Exposure
Countries
RDVI
USA
96.3%
Other
3.7%
CHGX
USA
97.23%
Other
2.77%
Sectors
RDVI
Finance
37.95%
Technology
27.92%
Industrials
11.81%
Other
22.32%
CHGX
Technology
37.12%
Finance
17.95%
Healthcare
10.42%
Consumer Non-Cycl.
7.12%
Other
27.39%
Diversification
RDVI
Total weight of top 15 holdings out of 15
37.42%
CHGX
Total weight of top 15 holdings out of 15
17.33%
Top 15 holdings
Data as of June 30, 2026
RDVI
Applied Materials, Inc.
4.25%
Lam Research Corp.
4.02%
KLA Corp.
3.68%
GE Vernova, Inc.
2.72%
The Bank of New York Mellon Corp.
2.19%
Alphabet, Inc.
2.16%
GE Aerospace
2.15%
Williams-Sonoma, Inc.
2.09%
The Allstate Corp.
2.06%
Chubb Ltd.
2.05%
The Travelers Cos., Inc.
2.04%
Bank of America Corp.
2.02%
Snap-On, Inc.
2.02%
Ross Stores, Inc.
2.01%
JPMorgan Chase & Co.
1.96%
CHGX
Sandisk Corp.
1.25%
Micron Technology, Inc.
1.25%
Applied Materials, Inc.
1.23%
Teradyne, Inc.
1.23%
Western Digital Corp.
1.18%
Intel Corp.
1.17%
Palo Alto Networks, Inc.
1.13%
Advanced Micro Devices, Inc.
1.13%
Maplebear, Inc.
1.13%
SharkNinja, Inc.
1.12%
Masco Corp.
1.11%
Synchrony Financial
1.11%
SoFi Technologies, Inc.
1.10%
AbbVie, Inc.
1.10%
Ciena Corp.
1.09%
Frequently asked questions about RDVI and CHGX
How have the RDVI and CHGX ETFs performed in 2026?
As of July 29, 2026, RDVI is up 18.57% year-to-date (YTD), while CHGX has returned 19.52%. That puts CHGX better performer ahead so far this year.
Which ETF is attracting more investor money: RDVI or CHGX?
Year-to-date, the RDVI ETF saw +$630M in flows, compared to +$5M for CHGX.
Which ETF is more volatile: RDVI or CHGX?
Over the past year, RDVI had a volatility of 13.89%, while CHGX experienced 14.66%.
Which ETF is bigger: RDVI or CHGX?
As of July 29, 2026, RDVI holds $3.53 B in assets under management (AUM), while CHGX manages $170.72 M.
What sectors do the RDVI and CHGX ETFs invest in?
RDVI leans toward sectors like Finance, Technology and Industrials. Meanwhile, CHGX focuses on Technology, Finance and Healthcare.
What are the top holdings of the RDVI ETF and CHGX ETF?
RDVI top holdings include Applied Materials, Inc., Lam Research Corp. and KLA Corp.. CHGX holds in its top three: Sandisk Corp., Micron Technology, Inc. and Applied Materials, Inc..
Which ETF is more diversified: RDVI or CHGX?
RDVI holds 71 securities with 37.42% of its assets in the top 15. CHGX has 100 securities and a top 15 weight of 17.33%.
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