Compare · 2 funds side by side · dividends reinvested

RDVY and SPGP

RDVYFirst Trust×SPGPInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,167RDVY · best of the two

02 / 04

RDVY and SPGP, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Rising Dividend Achievers ETFIncome · Dividend stocks0.47%0.85%+15.5%+19.6%+24.2%+11.4%−9.0%14.2%$25.7B1.1

Invesco S&P 500 GARP ETFUS Stock Styles · Large cap0.34%0.77%+9.8%+11.4%+14.2%+7.5%−11.2%15.3%$2.1B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: RDVY 2014 · SPGP 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Rising Dividend Achievers ETF · $25.7B$17,167

RDVY

SPGP

Invesco S&P 500 GARP ETF · $2.1B$14,341

$10,000 five years ago, dividends reinvested · they hold 31.2% in common

RDVYMeasureSPGP

+15.5%Year to dateJan 1 → Nov 3+9.8%

+19.6%1 yearTotal return+11.4%

+24.2%3 years · per year$10,000 became $19,141 · $14,878+14.2%

+11.4%5 years · per year$10,000 became $17,167 · $14,341+7.5%

0.47%Expense ratio$47 · $34 a year on $10k · lower is better0.34%

0.85%Trailing 12-mo yield$85 · $77 a year on $10k0.77%

−9.0%Worst dropSmaller is better−11.2%

14.2%VolatilityLower is calmer15.3%

RDVYSPGP Winner of the row, in its colourEach row: the bigger of the two fills its side

7–1RDVY wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

RDVY vs SPGP: Top 5 Holdings

Today

RDVY

11.7%in top 5

SPGP

in top 511.0%

RDVYStockSPGP

2.4%TRVnot top 5

2.4%ACNnot top 5

2.3%Vnot top 5

2.3%ADPnot top 5

not top 5LLY2.3%

2.3%VLTOnot top 5

not top 5CINF2.2%

not top 5NVDA2.2%

not top 5PGR2.2%

not top 5ACGL2.2%

Held in common31.2%

End-of-day Nov 3, 2026 · share of each fund

RDVY vs SPGP Returns, Every Period

First TrustRDVY

+11.4%

5 years, per year

SPGPInvesco

+7.5%

5 years, per year

RDVYSPGPFaded: behind in that period

4–0RDVY wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Income vs Stocks: RDVY vs SPGP

YTD

First TrustRDVY

+15.5%

SPGPInvesco

+9.8%

+15.5%Year to date+9.8%

−9.0%Worst drop · 1Y−11.2%

14.2%Volatility · 1Y15.3%

0.9%Yield0.8%

$25.7BAssets$2.1B

4–0RDVY wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RDVY, SPGP

Today

0.34%lowest, SPGP

FundExpense ratioFee$10k

SPGP0.34%$34

RDVY0.47%$47

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: RDVY, SPGP

0.85%highest, RDVY

FundTrailing yieldYield$10k

RDVY0.85%$85

SPGP0.77%$77

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$43most kept, SPGP

SPGP$77 − $34 = $43

RDVY$85 − $47 = $38

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: RDVY, SPGP

Today

31.2%most shared, RDVY and SPGP

RDVYSPGP

RDVY—31.2%

SPGP31.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.6%RDVY, at 14.2% volatility

RDVYWorst drop−9.0%14.2% vol

SPGPWorst drop−11.2%15.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

RDVYSPGP

+15.5%Year to date+9.8%

0.9%Yield0.8%

+19.6%Past year+11.4%

0.47%Fee0.34%

3–1RDVY wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026