First Trust Rising Dividend Achievers ETF

RDVY

시가총액 US$254억

Launched on January 7, 2014, the First Trust Rising Dividend Achievers ETF (RDVY) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Value segment of the US equity market.

The First Trust Rising Dividend Achievers ETF is rated Hold due to mixed risk-return dynamics and a disappointing dividend profile. RDVY screens for companies with rising dividends, positive earnings growth, and a cash-to-debt ratio above 50%, resulting in a multi-cap, value-tilted portfolio. The fund's sector allocation skews heavily toward financials (29.4%), technology, and industrials, with minimal exposure to defensive sectors.

SCHD focuses on high-yielding dividend growth stocks. RDVY concentrates on Nasdaq-listing companies that pay rising dividends.

Launched on 01/07/2014, the First Trust Rising Dividend Achievers ETF (RDVY) is a smart beta exchange traded fund offering broad exposure to the Style Box - Large Cap Value category of the market.

Designed to provide broad exposure to the Large Cap Value segment of the US equity market, the First Trust Rising Dividend Achievers ETF (RDVY) is a passively managed exchange traded fund launched on January 7, 2014.

The Social Security Administration confirmed a 2.8% cost-of-living adjustment for 2026, which works out to roughly $56 a month for the average retiree.

The paperwork is still pending, but the math is already clear. The 2026 Social Security COLA came in at 2.8%, and the CPI-W readings that will set the 2027 raise are trending softer, with the index falling to 327.075 in June 2026 from a May peak of 328.829.

Schwab U.S. Dividend Equity ETF (SCHD) and First Trust Rising Dividend Achievers ETF (RDVY) are 2 ETFs that are seemingly designed to provide a trend of growing dividends. Since the launch of RDVY, it has been able to provide higher total returns, which really came from the last handful of years when it began to pull away. SCHD's focus on value, quality, and consistent dividend growth—with a 3.3% yield and 14 years of increases—could make it preferable for income-focused investors.

The Schwab U.S. Dividend Equity ETF (SCHD) is one of the most popular dividend ETFs and has a strong track record. The First Trust Rising Dividend Achievers ETF (RDVY) has produced substantially better returns over the years using a similar strategy.

A smart beta exchange traded fund, the First Trust Rising Dividend Achievers ETF (RDVY) debuted on 01/07/2014, and offers broad exposure to the Style Box - Large Cap Value category of the market.