RDVY vs. AFMC ETF Comparison

Comparison of First Trust NASDAQ Rising Dividend Achievers ETF (RDVY) to Active Factor Mid Cap ETF (AFMC)
RDVY

First Trust NASDAQ Rising Dividend Achievers ETF

RDVY Description

The investment seeks investment results that correspond generally to the price and yield (before the fees and expenses) of the NASDAQ US Rising Dividend Achievers Index. The fund will normally invest at least 90% of its net assets (plus the amount of any borrowings for investment purposes) in securities that comprise the index. The index is composed of the securities of 50 companies with a history of raising their dividends and exhibit the characteristics to continue to do so in the future. The index is designed to provide access to a diversified portfolio of small, mid and large capitalization income producing securities. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$55.24

Average Daily Volume

679,522

Number of Holdings *

50

* may have additional holdings in another (foreign) market
AFMC

Active Factor Mid Cap ETF

AFMC Description The investment seeks to provide capital appreciation. Under normal market conditions, the fund will invest at least 80% of its net assets (including investment borrowings) in U.S.-listed equity securities issued by mid capitalization companies. The manager defines mid capitalization companies as those that, at the time of investment, have a market capitalization between the minimum and maximum market capitalization of a widely recognized index of mid capitalization companies based upon the composition of the index at the time of investment. It is non-diversified.

Grade (RS Rating)

Last Trade

$29.95

Average Daily Volume

1,495

Number of Holdings *

248

* may have additional holdings in another (foreign) market
Performance
Period RDVY AFMC
30 Days 1.43% 3.47%
60 Days 2.05% 3.93%
90 Days 7.62% 9.31%
12 Months 29.99% 33.49%
9 Overlapping Holdings
Symbol Grade Weight in RDVY Weight in AFMC Overlap
EQH A 2.2% 0.1% 0.1%
MLI B 2.19% 0.66% 0.66%
MTG B 1.97% 1.05% 1.05%
RDN C 1.97% 0.85% 0.85%
RS D 1.8% 1.31% 1.31%
SLM B 2.08% 0.32% 0.32%
SNA D 1.88% 0.32% 0.32%
STLD D 1.9% 0.78% 0.78%
WSM B 2.15% 1.55% 1.55%
RDVY Overweight 41 Positions Relative to AFMC
Symbol Grade Weight
JXN A 2.32%
GRMN A 2.27%
SYF B 2.19%
QCOM B 2.15%
FITB A 2.13%
AXP A 2.12%
MGY B 2.12%
CHK B 2.11%
MTB A 2.1%
EOG B 2.1%
BAC B 2.1%
COF B 2.09%
AMAT C 2.08%
AAPL B 2.08%
XOM B 2.07%
KLAC A 2.07%
RF B 2.06%
DFS C 2.06%
ELV A 2.04%
LEN D 2.03%
EWBC A 2.03%
LRCX D 2.01%
JPM B 1.99%
OMC B 1.99%
HIG C 1.98%
AFL A 1.98%
DHI D 1.97%
MSFT C 1.96%
CB C 1.94%
CRC F 1.93%
CSCO D 1.9%
V C 1.9%
IPG D 1.88%
MA D 1.86%
NKE D 1.85%
NUE F 1.79%
CF F 1.76%
PCAR D 1.75%
CTSH D 1.74%
ODFL F 1.69%
ACN D 1.61%
RDVY Underweight 239 Positions Relative to AFMC
Symbol Grade Weight
VST B -2.74%
DECK D -1.27%
SFM A -1.21%
EME A -1.12%
BLDR D -1.12%
OC B -1.07%
KBH B -1.07%
AYI C -1.06%
COKE B -1.01%
ESNT C -0.96%
CNM A -0.9%
THC A -0.87%
CHRD B -0.85%
ALSN D -0.85%
TOL B -0.85%
IBOC A -0.84%
FIX A -0.83%
JBL D -0.83%
MTH A -0.82%
SBRA A -0.8%
BCC D -0.76%
TMHC C -0.74%
UNM B -0.73%
CSL A -0.71%
NRG B -0.7%
L A -0.7%
BRBR C -0.69%
EXP A -0.69%
OHI B -0.69%
CHE D -0.68%
WFRD B -0.68%
NXST C -0.66%
FICO C -0.65%
HRB B -0.65%
JLL C -0.64%
PRI D -0.64%
MUSA D -0.63%
ONTO B -0.63%
ELF D -0.62%
CMC C -0.62%
NTAP B -0.62%
ERIE C -0.61%
SSD D -0.61%
NEU D -0.6%
PHM B -0.59%
SNX A -0.59%
CAH F -0.59%
AMR D -0.56%
MEDP D -0.56%
ACT A -0.56%
LII C -0.56%
SF A -0.56%
UTHR B -0.55%
STAG D -0.55%
CUZ B -0.54%
HNI A -0.54%
OZK B -0.53%
PBF D -0.52%
INGR A -0.51%
DDS C -0.51%
PSN D -0.51%
ORI A -0.51%
NFG A -0.51%
PK D -0.51%
IDCC B -0.5%
BLD D -0.5%
GMED C -0.49%
RPM D -0.49%
PVH D -0.49%
TEX D -0.49%
ATKR D -0.49%
SANM B -0.48%
AMG D -0.48%
WSO B -0.47%
ASO F -0.47%
SAIC C -0.47%
DINO D -0.47%
LAMR B -0.47%
MAN B -0.47%
APPF B -0.46%
AIZ D -0.46%
GLPI D -0.45%
CATY D -0.45%
DKS C -0.44%
BERY D -0.44%
FFIV D -0.43%
EXEL F -0.43%
GHC A -0.43%
NYT B -0.42%
IBP D -0.41%
NAVI F -0.4%
MOH D -0.4%
GPS D -0.39%
ARW B -0.39%
FSS B -0.38%
DBX F -0.38%
ANF B -0.37%
TXRH B -0.37%
WPC C -0.37%
ASGN D -0.36%
UFPI C -0.35%
ZION B -0.35%
WMS C -0.35%
AN B -0.35%
NVST F -0.34%
FHI D -0.34%
CADE B -0.34%
VSH C -0.34%
NBIX B -0.33%
NTCT F -0.33%
LOPE B -0.33%
EVR C -0.32%
ESAB B -0.32%
MSM F -0.31%
ABG C -0.31%
HWC B -0.31%
WBS D -0.3%
AMN C -0.3%
POST B -0.3%
BECN C -0.29%
CNXC D -0.29%
HPP F -0.29%
BPOP A -0.29%
G D -0.29%
SSB D -0.29%
BDC C -0.29%
TNL D -0.29%
OLN D -0.29%
FHN A -0.29%
CRI F -0.28%
LECO D -0.28%
TKR B -0.28%
CVBF C -0.28%
HIW B -0.27%
HUBB D -0.26%
TPR D -0.26%
AGCO F -0.26%
NSIT A -0.26%
PRGO C -0.26%
THO D -0.26%
BTU F -0.26%
HOMB B -0.26%
MANH D -0.25%
ENS B -0.25%
CROX C -0.25%
JWN B -0.25%
NSA D -0.25%
CRUS A -0.25%
APG D -0.25%
GGG D -0.25%
AZEK D -0.25%
ITCI C -0.24%
PINC F -0.24%
WCC B -0.24%
CIVI B -0.24%
ENSG D -0.24%
PEN F -0.23%
RL D -0.23%
UGI B -0.23%
KMT C -0.22%
MOG.A A -0.22%
NVT A -0.22%
AEO B -0.22%
CELH D -0.21%
HSIC D -0.21%
SJM F -0.21%
TGNA D -0.21%
GPI B -0.21%
M D -0.21%
ALE B -0.2%
USFD C -0.2%
KAI D -0.2%
CVLT A -0.2%
PBH D -0.2%
GEF D -0.2%
MMS C -0.19%
PECO D -0.19%
RHI D -0.19%
AIT C -0.18%
QLYS F -0.18%
APLE F -0.18%
NNN B -0.18%
OPCH D -0.17%
NJR B -0.17%
BPMC A -0.17%
ATR A -0.17%
TPH A -0.17%
IART F -0.16%
WTS C -0.16%
GDDY A -0.16%
TNET F -0.16%
UHS D -0.16%
MPW D -0.15%
EPR C -0.15%
MSA C -0.15%
NUS F -0.15%
DXC F -0.15%
AOS C -0.14%
CW A -0.14%
CRVL B -0.14%
HAE B -0.14%
OSCR A -0.13%
RMBS F -0.13%
IRM C -0.13%
LNTH B -0.13%
DUOL B -0.12%
LYFT C -0.12%
CASY A -0.12%
CHX D -0.11%
S D -0.11%
OGN B -0.11%
JHG A -0.11%
KWR D -0.11%
WOR D -0.1%
HALO C -0.1%
VSCO F -0.1%
ELS D -0.1%
ITT A -0.09%
CACI A -0.09%
CUBE D -0.09%
MMSI B -0.08%
BOX F -0.08%
TDC F -0.07%
BRX C -0.07%
PDCO D -0.07%
ACLS D -0.07%
BRKR D -0.07%
VNT D -0.06%
ACIW A -0.06%
ROKU F -0.06%
JAZZ D -0.06%
W C -0.05%
BHF D -0.05%
SPSC B -0.05%
BMI A -0.05%
NSP C -0.04%
SMAR D -0.04%
WU C -0.04%
OVV C -0.02%
Compare ETFs