WLDR vs. RDVY ETF Comparison

Comparison of Affinity World Leaders Equity ETF (WLDR) to First Trust NASDAQ Rising Dividend Achievers ETF (RDVY)
WLDR

Affinity World Leaders Equity ETF

WLDR Description

The investment seeks to provide investment results that correspond generally, before fees and expenses, to the performance of the Thomson Reuters StarMine Affinity World Leaders Index (the index). The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities included in the index. The index is expected to consist of approximately 150 to 250 stocks of companies located in the U.S. and in at least three countries outside of the U.S. and may invest in up to 20 countries. It will be significantly invested in the securities of international companies in addition to securities of U.S. companies.

Grade (RS Rating)

Last Trade

$34.72

Average Daily Volume

3,014

Number of Holdings *

73

* may have additional holdings in another (foreign) market
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

$63.72

Average Daily Volume

677,704

Number of Holdings *

49

* may have additional holdings in another (foreign) market
Performance
Period WLDR RDVY
30 Days 5.56% 7.44%
60 Days 5.63% 8.36%
90 Days 8.20% 10.15%
12 Months 36.70% 35.80%
7 Overlapping Holdings
Symbol Grade Weight in WLDR Weight in RDVY Overlap
AMAT F 2.71% 1.67% 1.67%
CF B 0.5% 2.07% 0.5%
CTSH B 1.85% 1.93% 1.85%
DFS B 1.43% 2.28% 1.43%
ELV F 0.62% 1.39% 0.62%
OMC C 1.15% 1.82% 1.15%
RF A 1.32% 2.14% 1.32%
WLDR Overweight 66 Positions Relative to RDVY
Symbol Grade Weight
APP B 3.84%
DELL C 3.19%
HPE B 2.98%
NTAP C 2.96%
META D 2.8%
STX D 2.68%
BURL A 2.66%
CPNG D 2.32%
VTRS A 2.26%
DOCU A 2.03%
PFE D 1.87%
GEN B 1.87%
SSNC B 1.74%
EBAY D 1.64%
CMCSA B 1.4%
VZ C 1.35%
BK A 1.3%
TROW B 1.28%
BRK.A B 1.21%
VRT B 1.18%
TEVA D 1.07%
WMB A 1.05%
PM B 1.04%
BKR B 1.03%
OC A 0.95%
LMT D 0.94%
MO A 0.93%
MMM D 0.9%
TOL B 0.88%
USFD A 0.88%
KR B 0.87%
BCS C 0.81%
FANG D 0.81%
CCL B 0.79%
RCL A 0.78%
FI A 0.71%
SWK D 0.7%
CI F 0.7%
PYPL B 0.62%
ALL A 0.6%
HCA F 0.6%
THC D 0.59%
UHS D 0.57%
MKL A 0.56%
CNC D 0.54%
LOGI D 0.54%
GOLD D 0.52%
AER B 0.51%
VST B 0.49%
RNR C 0.47%
EMN D 0.45%
UAL A 0.42%
ETR B 0.4%
PPL B 0.38%
FIS C 0.38%
DAL C 0.37%
EVRG A 0.36%
EXC C 0.36%
SPG B 0.36%
VICI C 0.31%
GLPI C 0.29%
LUV C 0.29%
DOC D 0.29%
CPT B 0.29%
PKG A 0.26%
NEM D 0.23%
WLDR Underweight 42 Positions Relative to RDVY
Symbol Grade Weight
EWBC A -2.41%
SYF B -2.4%
SNA A -2.38%
MLI C -2.36%
STLD B -2.26%
GRMN B -2.26%
MTB A -2.24%
COF B -2.23%
WSM B -2.21%
JPM A -2.15%
BAC A -2.15%
RS B -2.1%
EQH B -2.09%
PCAR B -2.09%
ODFL B -2.08%
CSCO B -2.08%
CRC B -2.07%
JXN C -2.06%
SLM A -2.04%
V A -2.03%
EOG A -2.03%
FITB A -2.02%
MGY A -2.01%
AXP A -2.01%
ACN C -2.0%
MA C -1.96%
XOM B -1.96%
AFL B -1.92%
NUE C -1.91%
HIG B -1.91%
AAPL C -1.89%
CB C -1.83%
MTG C -1.83%
MSFT F -1.8%
RDN C -1.8%
LEN D -1.74%
IPG D -1.72%
QCOM F -1.72%
LRCX F -1.71%
NKE D -1.6%
DHI D -1.6%
KLAC D -1.53%
Compare ETFs