IWYvsRDVY

iShares Russell Top 200 Growth ETF or First Trust Rising Dividend Achievers ETF, side by side from their own SEC filings. 24% of their stock holdings are the same at the same weight, across 26 stocks in both. IWY costs 0.20% a year against 0.47% for RDVY, $27 a year less on $10,000. Over the last twelve months IWY returned +18.4% and RDVY +30.4%.

24%of the two portfolios is the same stocks at the same weight
IWY56% in stocks the other holds too
RDVY48% in stocks the other holds too
stocks in bothstocks only in that fundbonds, cash and unmatched shares

The two funds

From each fund's latest N-PORT filing and its prospectus.

IWYRDVYYearly cost0.20%0.47%Net assets$17.0B$24.5BPositions10472Last 12 months+18.4%+30.4%3 years, a year+23.0%+21.6%5 years, a year+14.8%+12.9%Largest holdingNVDA 14.2%AMAT 4.7%Main sectorTechnology 56%Financial Services 37%Holdings as ofJun 30, 2026Jun 30, 2026

Returns are total returns with dividends reinvested, from the funds’ own monthly figures; “(price)” marks a fund whose filing record is younger than a year, whose twelve months are its price change. The stronger figure in each row is set in bold. Past returns say what happened, not what will.

Growth of $100

Both funds from July 2019, the first month both report, dividends reinvested.

IWY$355RDVY$294
July 2019June 2026

More comparisons

From each fund’s Form N-PORT (IWY: June 2026, RDVY: June 2026) and prospectus, via the SEC’s public data sets. Overlap counts only the stocks we can match to a listing: stock by stock, the smaller of the two weights, added up.