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EQRR vs. RDIV
Performance
Return for Risk
Drawdowns
Volatility
Dividends

EQRR vs. RDIV

Last updated Jun 24, 2026

EQRR (ProShares Equities for Rising Rates ETF) and RDIV (Invesco S&P Ultra Dividend Revenue ETF) are both Mid Cap Value Equities funds - EQRR tracks the Nasdaq US Large Cap Equity Rising Rates Index while RDIV tracks the S&P 900 Dividend Revenue-Weighted Index. Both are passively managed. Over the past 5 years, EQRR returned 12.57%/yr vs 11.36%/yr for RDIV. A 0.67 correlation means they provide meaningful diversification when combined. EQRR charges 0.35%/yr vs 0.39%/yr for RDIV.

Performance

EQRR vs. RDIV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ProShares Equities for Rising Rates ETF (EQRR) and Invesco S&P Ultra Dividend Revenue ETF (RDIV). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, EQRR achieves a 24.82% return, which is significantly higher than RDIV's 13.79% return.

EQRR

1D
-1.77%
1M
1.41%
YTD
24.82%
6M
24.02%
1Y
36.57%
3Y*
21.45%
5Y*
12.57%
10Y*
—

RDIV

1D
1.18%
1M
0.13%
YTD
13.79%
6M
13.59%
1Y
28.68%
3Y*
19.82%
5Y*
11.36%
10Y*
11.03%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EQRR vs. RDIV - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
EQRR
ProShares Equities for Rising Rates ETF		24.82%15.49%7.69%9.19%2.20%36.11%-10.14%19.57%-18.60%17.11%
RDIV
Invesco S&P Ultra Dividend Revenue ETF		13.79%12.36%15.17%4.66%7.16%29.12%-9.31%22.62%-4.78%12.36%

Correlation

The correlation between EQRR and RDIV is 0.62, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.62

Correlation (3Y)
Calculated over the trailing 3-year period

0.74

Correlation (5Y)
Calculated over the trailing 5-year period

0.74

Correlation (All Time)
Calculated using the full available price history since Jul 25, 2017

0.67

The correlation between EQRR and RDIV shifts across timeframes, from 0.62 (1 year) to 0.74 (3 years), reflecting how their relationship changes across market environments.

EQRR vs. RDIV - Sectors Allocation Comparison

Sectors
EQRR
RDIV

Technology

36.3%
6.2%

Energy

24.1%
17.3%

Financial Services

19.2%
17.8%

Communication Services

11.0%
8.8%

Industrials

4.9%

-

Consumer Cyclical

4.7%
15.0%

Basic Materials

-

0.5%

Consumer Defensive

-

14.6%

Healthcare

-

6.8%

Real Estate

-

7.3%

Utilities

-

6.2%

Technology

EQRR
36.3%
RDIV
6.2%

Energy

EQRR
24.1%
RDIV
17.3%

Financial Services

EQRR
19.2%
RDIV
17.8%

Communication Services

EQRR
11.0%
RDIV
8.8%

Industrials

EQRR
4.9%
RDIV

-

Consumer Cyclical

EQRR
4.7%
RDIV
15.0%

Basic Materials

EQRR

-

RDIV
0.5%

Consumer Defensive

EQRR

-

RDIV
14.6%

Healthcare

EQRR

-

RDIV
6.8%

Real Estate

EQRR

-

RDIV
7.3%

Utilities

EQRR

-

RDIV
6.2%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

ProShares Equities for Rising Rates ETF

Invesco S&P Ultra Dividend Revenue ETF

Often compared with EQRR:
EQRR vs. FDRREQRR vs. SPYEQRR vs. SWPPXEQRR vs. VOOEQRR vs. SCHGEQRR vs. ABEQEQRR vs. QQQA
Often compared with RDIV:
RDIV vs. SCHDRDIV vs. VOORDIV vs. AFKRDIV vs. VYMRDIV vs. BKERDIV vs. SPYRDIV vs. EQQQ.DE

Return for Risk

EQRR vs. RDIV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
EQRR
EQRR Risk / Return Rank: 8787
Overall Rank
EQRR Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
EQRR Sortino Ratio Rank: 7979
Sortino Ratio Rank
EQRR Omega Ratio Rank: 8282
Omega Ratio Rank
EQRR Calmar Ratio Rank: 9595
Calmar Ratio Rank
EQRR Martin Ratio Rank: 9494
Martin Ratio Rank
RDIV
RDIV Risk / Return Rank: 7878
Overall Rank
RDIV Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
RDIV Sortino Ratio Rank: 7575
Sortino Ratio Rank
RDIV Omega Ratio Rank: 6666
Omega Ratio Rank
RDIV Calmar Ratio Rank: 9292
Calmar Ratio Rank
RDIV Martin Ratio Rank: 8585
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EQRR vs. RDIV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ProShares Equities for Rising Rates ETF (EQRR) 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.

EQRRRDIVDifference
Sharpe ratioReturn per unit of total volatility
2.52
2.15

+0.37

Sortino ratioReturn per unit of downside risk
3.25
3.15

+0.10

Omega ratioGain probability vs. loss probability

1.45

1.37

+0.08

Calmar ratioReturn relative to maximum drawdown

7.42

5.95

+1.48

Martin ratioReturn relative to average drawdown

25.75

17.00

+8.75

EQRR vs. RDIV - Sharpe Ratio Comparison

The current EQRR Sharpe Ratio is 2.52, which is comparable to the RDIV Sharpe Ratio of 2.15. The chart below compares the historical Sharpe Ratios of EQRR and RDIV, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

EQRR vs. RDIV - Drawdown Comparison

The maximum EQRR drawdown since its inception was -57.93%, which is greater than RDIV's maximum drawdown of -49.97%. Use the drawdown chart below to compare losses from any high point for EQRR and RDIV.

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Drawdown Indicators

EQRRRDIVDifference

Max Drawdown

Largest peak-to-trough decline

-57.93%

-49.97%

-7.96%

Max Drawdown (1Y)

Largest decline over 1 year

-4.95%

-4.84%

-0.11%

Max Drawdown (3Y)

Largest decline over 3 years

-17.75%

-17.91%

+0.16%

Max Drawdown (5Y)

Largest decline over 5 years

-21.75%

-24.89%

+3.14%

Max Drawdown (10Y)

Largest decline over 10 years

—

-49.97%

—

Current Drawdown

Current decline from peak

-2.61%

-2.54%

-0.07%

Average Drawdown

Average peak-to-trough decline

-10.03%

-5.84%

-4.19%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.42%

1.69%

-0.27%

Volatility

EQRR vs. RDIV - Volatility Comparison

ProShares Equities for Rising Rates ETF (EQRR) has a higher volatility of 7.31% compared to Invesco S&P Ultra Dividend Revenue ETF (RDIV) at 4.58%. This indicates that EQRR'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

EQRRRDIVDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.31%

4.58%

+2.73%

Volatility (6M)

Calculated over the trailing 6-month period

11.70%

9.01%

+2.69%

Volatility (1Y)

Calculated over the trailing 1-year period

14.60%

13.41%

+1.19%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.42%

17.48%

+3.94%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.87%

21.89%

+2.98%

EQRR vs. RDIV - Expense Ratio Comparison

EQRR has a 0.35% expense ratio, which is lower than RDIV's 0.39% expense ratio.

Dividends

EQRR vs. RDIV - Dividend Comparison

EQRR's dividend yield for the trailing twelve months is around 1.23%, less than RDIV's 3.72% yield.

PositionTTM20252024202320222021202020192018201720162015
EQRR
ProShares Equities for Rising Rates ETF		1.23%1.70%2.17%2.77%2.34%1.71%2.17%2.05%2.47%0.69%0.00%0.00%
RDIV
Invesco S&P Ultra Dividend Revenue ETF		3.72%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

EQRR and RDIV have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

EQRR has higher volatility (7.31%) compared to RDIV (4.58%). In terms of maximum drawdown, EQRR dropped -57.93% vs RDIV's -49.97%.

On 5-year performance, EQRR leads with 12.57% vs 11.36% for RDIV. On fees, EQRR is cheaper at 0.35% per year. On volatility, RDIV has been the lower-risk option at 4.58%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, EQRR has performed better with a 12.57% return vs 11.36%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

EQRR is cheaper with a 0.35% expense ratio, compared with 0.39% for RDIV.

RDIV has the higher dividend yield at 3.72%, compared with 1.23% for EQRR.

EQRR tracks Nasdaq US Large Cap Equity Rising Rates Index, while RDIV tracks S&P 900 Dividend Revenue-Weighted Index. They also come from different issuers: ProShares and Invesco. Their fees differ too: 0.35% for EQRR and 0.39% for RDIV.

EQRR currently has the higher Sharpe Ratio (2.52 vs 2.15), 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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