EMR vs. RDIV
EMR (Emerson Electric Co.) is a stock, while RDIV (Invesco S&P Ultra Dividend Revenue ETF) is Mid Cap Value Equities fund tracking the S&P 900 Dividend Revenue-Weighted Index. Over the past 10 years, EMR returned 12.00%/yr vs 10.69%/yr for RDIV. A 0.62 correlation means they provide meaningful diversification when combined.
Performance
EMR vs. RDIV - Performance Comparison
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Returns By Period
In the year-to-date period, EMR achieves a 3.35% return, which is significantly lower than RDIV's 17.37% return. Over the past 10 years, EMR has outperformed RDIV with an annualized return of 12.00%, while RDIV has yielded a comparatively lower 10.69% annualized return.
EMR
- 1D
- 0.52%
- 1M
- -4.88%
- 6M
- -6.28%
- YTD
- 3.35%
- 1Y
- -1.14%
- 3Y*
- 16.00%
- 5Y*
- 8.84%
- 10Y*
- 12.00%
RDIV
- 1D
- -0.47%
- 1M
- 0.53%
- 6M
- 13.89%
- YTD
- 17.37%
- 1Y
- 26.61%
- 3Y*
- 19.22%
- 5Y*
- 12.76%
- 10Y*
- 10.69%
EMR vs. RDIV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EMR Emerson Electric Co. | 3.35% | 8.92% | 29.73% | 3.75% | 5.74% | 18.19% | 8.61% | 31.53% | -11.87% | 29.05% |
RDIV Invesco S&P Ultra Dividend Revenue ETF | 17.37% | 12.36% | 15.17% | 4.66% | 7.16% | 29.12% | -9.31% | 22.62% | -4.78% | 11.63% |
Correlation
The correlation between EMR and RDIV is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.36 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.48 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.58 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.63 |
Correlation (All Time) Calculated using the full available price history since Oct 1, 2013 | 0.62 |
Over the past year, the correlation between EMR and RDIV has dropped to 0.36 - well below their long-term average of 0.62, suggesting their price drivers have been diverging.
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Return for Risk
EMR vs. RDIV — Risk / Return Rank
EMR
RDIV
EMR vs. RDIV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Emerson Electric Co. (EMR) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EMR | RDIV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.04 | ||
| Sortino ratioReturn per unit of downside risk | -2.76 | ||
| Omega ratioGain probability vs. loss probability | 1.02 | 1.35 | -0.33 |
| Calmar ratioReturn relative to maximum drawdown | -0.05 | 5.52 | -5.57 |
| Martin ratioReturn relative to average drawdown | -0.10 | 15.88 | -15.98 |
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Drawdowns
EMR vs. RDIV - Drawdown Comparison
The maximum EMR drawdown since its inception was -59.05%, which is greater than RDIV's maximum drawdown of -49.97%. Use the drawdown chart below to compare losses from any high point for EMR and RDIV.
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Drawdown Indicators
| EMR | RDIV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.05% | -49.97% | -9.08% |
Max Drawdown (1Y)Largest decline over 1 year | -23.45% | -4.84% | -18.61% |
Max Drawdown (3Y)Largest decline over 3 years | -29.62% | -17.91% | -11.71% |
Max Drawdown (5Y)Largest decline over 5 years | -29.62% | -24.89% | -4.73% |
Max Drawdown (10Y)Largest decline over 10 years | -50.77% | -49.97% | -0.80% |
Current DrawdownCurrent decline from peak | -15.17% | -0.47% | -14.70% |
Average DrawdownAverage peak-to-trough decline | -14.11% | -5.82% | -8.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.28% | 1.69% | +9.59% |
Volatility
EMR vs. RDIV - Volatility Comparison
Emerson Electric Co. (EMR) has a higher volatility of 8.52% compared to Invesco S&P Ultra Dividend Revenue ETF (RDIV) at 4.67%. This indicates that EMR'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
| EMR | RDIV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.52% | 4.67% | +3.85% |
Volatility (6M)Calculated over the trailing 6-month period | 25.29% | 8.84% | +16.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.14% | 13.33% | +17.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.45% | 17.44% | +10.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.13% | 21.84% | +7.29% |
Dividends
EMR vs. RDIV - Dividend Comparison
EMR's dividend yield for the trailing twelve months is around 1.61%, less than RDIV's 3.61% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EMR Emerson Electric Co. | 1.61% | 1.61% | 1.70% | 2.14% | 2.15% | 2.18% | 2.49% | 2.58% | 3.26% | 2.76% | 3.42% | 3.94% |
RDIV Invesco S&P Ultra Dividend Revenue ETF | 3.61% | 3.94% | 4.08% | 3.93% | 3.44% | 3.31% | 4.93% | 3.84% | 4.32% | 4.26% | 2.20% | 4.49% |
Frequently Asked Questions
EMR and RDIV have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EMR has higher volatility (8.52%) compared to RDIV (4.67%). In terms of maximum drawdown, EMR dropped -59.05% vs RDIV's -49.97%.
RDIV currently has the higher Sharpe Ratio (2.01 vs -0.04), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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