(RDVY) Rising Dividend Achievers - Overview

ETF Category: Large Value | Exchange: NASDAQ (USA) | Market Cap: 22.411m USD | Total Return: 25.8% in 12m

Common Stock, Dividend Stocks, Depositary Receipts
Total Rating 52
Safety 59
Buy Signal -0.19
Large Value
Category Rotation: +2.8
TER: 0.49%
AUM: 22.4B
Avg Turnover: 67.4M
Risk 3d forecast
Volatility14.4%
VaR 5th Pctl2.55%
VaR vs Median-1.42%
Reward TTM
Sharpe Ratio1.43
Rel. Str. IBD54.8
Rel. Str. Peer Group46.9
Character TTM
Beta0.953
Beta Downside1.030
Hurst Exponent0.524
Drawdowns 3y
Max DD19.11%
CAGR/Max DD1.05
CAGR/Mean DD6.96

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: RDVY Rising Dividend Achievers

The First Trust Rising Dividend Achievers ETF (RDVY) tracks an index of companies that have demonstrated consistent dividend growth over three-year and five-year horizons. The fund invests at least 90% of its net assets in common stocks and depositary receipts selected through a multi-tiered screening process. This strategy focuses on dividend achievers, which are firms that prioritize returning capital to shareholders while maintaining the cash flow necessary to fund payout increases.

The underlying index is organized into four sub-portfolios to manage constituent weightings and diversification. Large-value ETFs typically target mature companies with stable earnings and low price-to-book ratios compared to the broader market. You may find it useful to compare these fundamental metrics on ValueRay to see how they align with your portfolio goals. By emphasizing historical dividend growth, the fund seeks to mitigate exposure to companies that may lack the financial stability to sustain long-term distributions.

Headlines to Watch Out For
  • Treasury yield fluctuations impact investor demand for high-dividend equity alternatives
  • Financial sector concentration ties performance to net interest margin trends
  • Strict dividend growth criteria limit exposure to high-growth technology volatility
  • Corporate earnings strength dictates constituent eligibility for the underlying index
  • Broad economic cycles influence the payout capacity of industrial and cyclical holdings
What is the price of RDVY shares?

As of June 01, 2026, the stock is trading at USD 75.26 with a total of 869,088 shares traded.
Over the past week, the price has changed by +0.63%, over one month by +0.75%, over three months by +4.48% and over the past year by +25.77%.

Is RDVY a buy, sell or hold?

Rising Dividend Achievers has no consensus analysts rating.