RDVYvsSCHDETF Comparison
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First Trust NASDAQ Rising Dividend Achievers ETF (RDVY) and Schwab U.S. Dividend Equity ETF (SCHD) belong to the same industry segment: US High Dividend. RDVY's top 3 sector exposures are Financials, Information Technology and Consumer Discretionary. In contrast, SCHD's top sector exposures are Energy, Consumer Staples and Health Care. RDVY is more expensive with a Total Expense Ratio (TER) of 0.48%, versus 0.06% for SCHD. RDVY is down -0.61% year-to-date (YTD) with +$1.15B in YTD flows. SCHD performs better with 12.29% YTD performance, and +$5.10B in YTD flows. Run a side-by-side ETF comparison of RDVY and SCHD 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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RDVY vs SCHD performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 04/01/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | RDVY SCHD | -4.41%-3.30% | -1.57%+11.12% | -0.61%+12.29% | +18.43%+13.84% | +59.69%+39.35% | +62.52%+47.61% |
| Flows | RDVY SCHD | +$231M+$2.22B | +$1.15B+$5.10B | +$1.15B+$5.10B | +$4.12B+$6.97B | +$7.27B+$23.97B | +$12.61B+$50.08B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | RDVY SCHD | +17.45%+11.48% | +19.40%+15.80% | +17.07%+13.21% | +19.05%+14.43% |
| Max drawdown | RDVY SCHD | -9.10%-4.68% | -12.97%-12.78% | -19.17%-16.07% | -25.40%-16.85% |
| Max drawdown duration | RDVY SCHD | 62d31d | 37d141d | 219d402d | 708d714d |
Trading data
RDVY | SCHD | |
Last sale 4/2/2026 at 1:30 PM | $68.89 | $30.56 |
| Previous close 04/02/2026 | $68.85 | $30.51 |
| Consolidated volume 04/02/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of March 31, 2026
1-year trailing difference
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RDVY | SCHD | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 4/2/2026 at 1:30 PM
Live
Closed
RDVY | SCHD | |
|---|---|---|
| Last price | $68.89 | $30.56 |
| 1D performance | +0.06% | +0.16% |
| AuM | $20.01 B | $84.82 B |
| E/R | 0.48% | 0.06% |
Characteristics
RDVY | SCHD | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | First Trust | Schwab ETFs |
| Benchmark | NASDAQ US Rising Dividend Achievers Index | Dow Jones U.S. Dividend 100 Index |
| N° of holdings | 68 | 97 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | January 6, 2014 | October 20, 2011 |
| ESG | No | No |
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Exposure
Countries
RDVY
USA
96.35%
Other
3.65%
SCHD
USA
95.41%
Other
4.59%
Sectors
RDVY
Financials
29.55%
Information Techn.
23.06%
Consumer Discreti.
11.65%
Industrials
11.37%
Other
24.37%
SCHD
Energy
21.15%
Consumer Staples
17%
Health Care
15.95%
Industrials
11.38%
Consumer Discreti.
9.88%
Information Techn.
9.27%
Other
15.37%
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Diversification
RDVY
Total weight of top 15 holdings out of 15
38.36%
SCHD
Total weight of top 15 holdings out of 15
60.62%
Top 15 holdings
Data as of February 28, 2026
RDVY
US5128073062
4.09%
APPLIED MATERIAL
3.62%
KLA CORPORATION
3.10%
ALPHABET INC-CL
2.72%
MONOLITHIC POWER SYSTEMS
2.64%
ROSS STORES
2.56%
BAKER HUGHES
2.30%
MUELLER INDUSTRIES
2.27%
NVIDIA
2.23%
GENERAL ELECTRIC
2.20%
BANK OF NEW YORK MELLON
2.20%
CHUBB LTD
2.13%
PACCAR
2.12%
STATE STREET
2.11%
SNAP ON
2.07%
SCHD
LOCKHEED MARTIN
4.89%
VERIZON COMMUNICATIONS
4.33%
CHEVRON TEXACO
4.32%
MERCK & CO INC
4.29%
TEXAS INSTRUMENTS
4.27%
BRISTOL-MYERS SQUIBB
4.26%
CONOCOPHILLIPS
4.24%
ALTRIA GROUP
4.18%
COCA-COLA
4.03%
PEPSICO U
4.03%
AMGEN-T
3.88%
HOME DEPOT
3.73%
CISCO-T
3.54%
ABBVIE
3.53%
UNITED PARCEL SERVICE-CL
3.09%
Frequently asked questions about RDVY and SCHD
How have the RDVY and SCHD ETFs performed in 2026?
As of April 1, 2026, RDVY is down -0.61% year-to-date (YTD), while SCHD has returned 12.29%. That puts SCHD better performer ahead so far this year.
Which ETF is attracting more investor money: RDVY or SCHD?
Year-to-date, the RDVY ETF saw +$1.15B in flows, compared to +$5.10B for SCHD.
Which ETF is more volatile: RDVY or SCHD?
Over the past year, RDVY had a volatility of 19.4%, while SCHD experienced 15.8%.
Which ETF is bigger: RDVY or SCHD?
As of April 1, 2026, RDVY holds $20.01 B in assets under management (AUM), while SCHD manages $84.82 B.
What sectors do the RDVY and SCHD ETFs invest in?
RDVY leans toward sectors like Financials, Information Technology and Consumer Discretionary. Meanwhile, SCHD focuses on Energy, Consumer Staples and Health Care.
What are the top holdings of the RDVY ETF and SCHD ETF?
RDVY top holdings include US5128073062, APPLIED MATERIAL and KLA CORPORATION. SCHD holds in its top three: LOCKHEED MARTIN, VERIZON COMMUNICATIONS and CHEVRON TEXACO.
Which ETF is more diversified: RDVY or SCHD?
RDVY holds 71 securities with 38.36% of its assets in the top 15. SCHD has 97 securities and a top 15 weight of 60.62%.
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