BKE vs. RDIV
Compare and contrast key facts about The Buckle, Inc. (BKE) and Invesco S&P Ultra Dividend Revenue ETF (RDIV).
RDIV is a passively managed fund by Invesco that tracks the performance of the S&P 900 Dividend Revenue-Weighted Index. It was launched on Oct 1, 2013.
Performance
BKE vs. RDIV - Performance Comparison
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BKE vs. RDIV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BKE The Buckle, Inc. | 1.28% | 13.95% | 17.49% | 15.02% | 10.91% | 49.40% | 25.01% | 55.19% | -7.63% | 15.42% |
RDIV Invesco S&P Ultra Dividend Revenue ETF | 7.26% | 12.36% | 15.17% | 4.66% | 7.16% | 29.12% | -9.31% | 22.62% | -4.78% | 11.63% |
Returns By Period
In the year-to-date period, BKE achieves a 1.28% return, which is significantly lower than RDIV's 7.26% return. Over the past 10 years, BKE has outperformed RDIV with an annualized return of 13.74%, while RDIV has yielded a comparatively lower 10.76% annualized return.
BKE
- 1D
- 0.93%
- 1M
- -2.70%
- YTD
- 1.28%
- 6M
- -5.59%
- 1Y
- 44.21%
- 3Y*
- 23.03%
- 5Y*
- 13.90%
- 10Y*
- 13.74%
RDIV
- 1D
- -0.74%
- 1M
- -1.66%
- YTD
- 7.26%
- 6M
- 7.84%
- 1Y
- 17.99%
- 3Y*
- 15.02%
- 5Y*
- 10.87%
- 10Y*
- 10.76%
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Return for Risk
BKE vs. RDIV — Risk / Return Rank
BKE
RDIV
BKE vs. RDIV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Buckle, Inc. (BKE) and Invesco S&P Ultra Dividend Revenue ETF (RDIV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BKE | RDIV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.44 | 0.99 | +0.45 |
Sortino ratioReturn per unit of downside risk | 2.00 | 1.46 | +0.54 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.20 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.49 | 1.32 | +1.17 |
Martin ratioReturn relative to average drawdown | 5.64 | 5.42 | +0.22 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BKE | RDIV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.44 | 0.99 | +0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.62 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | 0.49 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.53 | -0.19 |
Correlation
The correlation between BKE and RDIV is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BKE vs. RDIV - Dividend Comparison
BKE's dividend yield for the trailing twelve months is around 8.66%, more than RDIV's 3.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BKE The Buckle, Inc. | 8.66% | 7.30% | 7.68% | 8.52% | 2.32% | 3.17% | 14.21% | 7.40% | 14.22% | 8.42% | 8.77% | 11.99% |
RDIV Invesco S&P Ultra Dividend Revenue ETF | 3.82% | 3.94% | 4.08% | 3.93% | 3.44% | 3.31% | 4.93% | 3.84% | 4.32% | 4.26% | 2.20% | 4.49% |
Drawdowns
BKE vs. RDIV - Drawdown Comparison
The maximum BKE drawdown since its inception was -71.08%, which is greater than RDIV's maximum drawdown of -49.97%. Use the drawdown chart below to compare losses from any high point for BKE and RDIV.
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Drawdown Indicators
| BKE | RDIV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.08% | -49.97% | -21.11% |
Max Drawdown (1Y)Largest decline over 1 year | -17.92% | -13.53% | -4.39% |
Max Drawdown (5Y)Largest decline over 5 years | -48.89% | -24.89% | -24.00% |
Max Drawdown (10Y)Largest decline over 10 years | -55.52% | -49.97% | -5.55% |
Current DrawdownCurrent decline from peak | -11.57% | -2.40% | -9.17% |
Average DrawdownAverage peak-to-trough decline | -27.80% | -5.92% | -21.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.90% | 3.30% | +4.60% |
Volatility
BKE vs. RDIV - Volatility Comparison
The Buckle, Inc. (BKE) has a higher volatility of 7.16% compared to Invesco S&P Ultra Dividend Revenue ETF (RDIV) at 3.21%. This indicates that BKE's price experiences larger fluctuations and is considered to be riskier than RDIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BKE | RDIV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.16% | 3.21% | +3.95% |
Volatility (6M)Calculated over the trailing 6-month period | 19.10% | 9.75% | +9.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.90% | 18.27% | +12.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.60% | 17.69% | +18.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 43.76% | 21.91% | +21.85% |