ETF Copilot

RDVY vs SCHD: holdings overlap, shared companies and scores

As of October 28, 2026, RDVY and SCHD overlap 7.6% by weight. First Trust Rising Dividend Achievers ETF (RDVY): U.S. rising dividend achievers. Schwab U.S. Dividend Equity ETF (SCHD): High-quality U.S. dividend stocks.

Updated October 28, 2026

Where RDVY and SCHD trade against their own history

RDVY trades at 16.3 times earnings, against its own median of 14.2, and is more expensive than 77% of its own last 9 years.

SCHD trades at 19.5 times earnings, against its own median of 16.9, and is more expensive than 83% of its own last 9 years.

What moved RDVY and SCHD this week

RDVY fell 0.7% in the week to October 28, 2026. The holdings that moved it most were Meta Platforms (−12.2%), GE Vernova (−5.2%) and Hartford Financial Svcs (−4.3%); Micron Technology (+7.6%) pushed the other way.

SCHD rose 1.2% in the week to October 28, 2026. The holdings that moved it most were Lockheed Martin (+14.2%), Texas Instruments (+8.8%) and BlackStone (+6.8%); Merck (−6.0%) pushed the other way.

What do RDVY and SCHD each hold?

What's inside RDVY: Tech 25%, Semiconductors 11%.

22% of RDVY is its ten largest holdings.

What's inside SCHD: Tech 13%, Semiconductors 9%.

42% of SCHD is its ten largest holdings.

How much do RDVY and SCHD overlap? 7.6% by weight

As of October 28, 2026, RDVY and SCHD overlap 7.6% by weight.

12% of RDVY is already inside SCHD.

16% of SCHD is already inside RDVY.

RDVY holds 72 companies and SCHD holds 98; 8 are in both.

Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.

How does ETF Copilot score RDVY and SCHD? 6.2 and 6.0 out of 10

As of October 28, 2026, ETF Copilot scores RDVY 6.2 out of 10 and SCHD 6.0 out of 10.

They differ most on Risk: RDVY 5.7 and SCHD 9.1.

The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.

RDVY vs SCHD — ETF Copilot factor scores, 0–10
FactorRDVYSCHD
Growth6.53.7
Value1.14.1
Risk5.79.1
Quality9.07.0
Return7.76.8

SCHD is the cheaper of the two at 0.06% a year

As of October 28, 2026, RDVY charges 0.47% a year, yields 0.86% and holds $25.4B in assets across 72 positions.

As of October 28, 2026, SCHD charges 0.06% a year, yields 3.00% and holds $118.5B in assets across 98 positions.

RDVY vs SCHD — cost, income and size
MeasureRDVYSCHD
Expense ratio0.47%0.06%
Dividend yield0.86%3.00%
Assets under management$25.4B$118.5B
Holdings7298

Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.

Compare with similar funds

Cite this

ETF Copilot, “RDVY vs SCHD holdings overlap and scores”, as of October 28, 2026.
https://etf-copilot.com/compare/rdvy-vs-schd

  1. First Trust Rising Dividend Achievers ETF (RDVY)
  2. Schwab U.S. Dividend Equity ETF (SCHD)

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