First Trust Rising Dividend Achievers ETF

RDVY

Market cap $18.3B

First Trust Rising Dividend Achievers ETF remains a strong buy for low-risk investors seeking quality dividend growth and capital preservation. RDVY's systematic approach ensures exposure to high-quality dividend payers, with a focus on financials, technology, and industrials, and quarterly rebalancing. While RDVY underperforms traditional index ETFs like SPY in total return, it excels at reducing volatility and preserving capital during market downturns.

Making its debut on 01/07/2014, smart beta exchange traded fund First Trust Rising Dividend Achievers ETF (RDVY) provides investors broad exposure to the Style Box - Large Cap Value category of the market.

Added 55,611 shares of First Trust Rising Dividend Achievers ETF, with an estimated transaction value of $3.61 million based on the average share price for the quarter. Trade represents 1.81% of reportable assets under management (AUM) for the quarter.

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

Making its debut on 01/07/2014, smart beta exchange traded fund First Trust Rising Dividend Achievers ETF (RDVY) provides investors broad exposure to the Style Box - Large Cap Value category of the market.

I rate RDVY a hold: its dividend growth strategy fails to outperform the market and is more volatile than broad large-cap ETFs like VOO. RDVY's portfolio is concentrated, has high turnover (57%), and a high expense ratio (0.48%), and delivers lower risk-adjusted returns than the market. Despite a reputation for resilience, RDVY's dividend yield is only marginally higher than VOO, and its risk metrics are worse, making it a less attractive option.

Some investors are worried that the stock market is set up for a tech-driven decline.

Fed rate-cut signals and economic uncertainty boost investor interest in dividend-focused ETFs like VIG and VYM for steady income.

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

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