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IBBQ vs. RDIV
Performance
Return for Risk
Drawdowns
Volatility
Dividends

IBBQ vs. RDIV

Last updated Jun 16, 2026

IBBQ (Invesco Nasdaq Biotechnology ETF) and RDIV (Invesco S&P Ultra Dividend Revenue ETF) are both exchange-traded funds - IBBQ is a Health & Biotech Equities fund tracking the NASDAQ / Biotechnology, while RDIV is a Mid Cap Value Equities fund tracking the S&P 900 Dividend Revenue-Weighted Index. Both are passively managed. Over the past 5 years, IBBQ returned 4.49%/yr vs 10.99%/yr for RDIV. At a 0.47 correlation, their price movements are largely independent. IBBQ charges 0.00%/yr vs 0.39%/yr for RDIV.

Performance

IBBQ vs. RDIV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco Nasdaq Biotechnology ETF (IBBQ) 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, IBBQ achieves a 4.83% return, which is significantly lower than RDIV's 14.73% return.

IBBQ

1D
0.54%
1M
2.51%
YTD
4.83%
6M
4.79%
1Y
40.36%
3Y*
13.02%
5Y*
4.49%
10Y*
—

RDIV

1D
-1.73%
1M
5.67%
YTD
14.73%
6M
12.64%
1Y
29.81%
3Y*
18.46%
5Y*
10.99%
10Y*
11.04%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IBBQ vs. RDIV - Yearly Performance Comparison

2026 (YTD)20252024202320222021
IBBQ
Invesco Nasdaq Biotechnology ETF		4.83%33.32%-0.63%4.73%-10.41%-6.24%
RDIV
Invesco S&P Ultra Dividend Revenue ETF		14.73%12.36%15.17%4.66%7.16%0.35%

Correlation

The correlation between IBBQ and RDIV is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.

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

0.30

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

0.48

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

0.47

Correlation (All Time)
Calculated using the full available price history since Jun 11, 2021

0.47

The correlation between IBBQ and RDIV shifts across timeframes, from 0.30 (1 year) to 0.48 (3 years), reflecting how their relationship changes across market environments.

IBBQ vs. RDIV - Sectors Allocation Comparison

Sectors
IBBQ
RDIV

Healthcare

99.9%
6.8%

Financial Services

0.1%
17.8%

Basic Materials

-

0.5%

Communication Services

-

8.8%

Consumer Cyclical

-

15.0%

Consumer Defensive

-

14.6%

Energy

-

17.3%

Industrials

-

-

Real Estate

-

7.3%

Technology

-

6.2%

Utilities

-

6.2%

Healthcare

IBBQ
99.9%
RDIV
6.8%

Financial Services

IBBQ
0.1%
RDIV
17.8%

Basic Materials

IBBQ

-

RDIV
0.5%

Communication Services

IBBQ

-

RDIV
8.8%

Consumer Cyclical

IBBQ

-

RDIV
15.0%

Consumer Defensive

IBBQ

-

RDIV
14.6%

Energy

IBBQ

-

RDIV
17.3%

Industrials

IBBQ

-

RDIV

-

Real Estate

IBBQ

-

RDIV
7.3%

Technology

IBBQ

-

RDIV
6.2%

Utilities

IBBQ

-

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.

Invesco Nasdaq Biotechnology ETF

Invesco S&P Ultra Dividend Revenue ETF

Often compared with IBBQ:
IBBQ vs. IBBIBBQ vs. XBIIBBQ vs. BBHIBBQ vs. GNOMIBBQ vs. BBCIBBQ vs. BBPIBBQ vs. BIS
Often compared with RDIV:
RDIV vs. SCHDRDIV vs. VOORDIV vs. AFKRDIV vs. BKERDIV vs. VYMRDIV vs. EQQQ.DERDIV vs. VIG

Return for Risk

IBBQ vs. RDIV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
IBBQ
IBBQ Risk / Return Rank: 7474
Overall Rank
IBBQ Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
IBBQ Sortino Ratio Rank: 6969
Sortino Ratio Rank
IBBQ Omega Ratio Rank: 6161
Omega Ratio Rank
IBBQ Calmar Ratio Rank: 8989
Calmar Ratio Rank
IBBQ Martin Ratio Rank: 8484
Martin Ratio Rank
RDIV
RDIV Risk / Return Rank: 8484
Overall Rank
RDIV Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
RDIV Sortino Ratio Rank: 8383
Sortino Ratio Rank
RDIV Omega Ratio Rank: 7474
Omega Ratio Rank
RDIV Calmar Ratio Rank: 9494
Calmar Ratio Rank
RDIV Martin Ratio Rank: 8989
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.

IBBQ vs. RDIV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco Nasdaq Biotechnology ETF (IBBQ) 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.

IBBQRDIVDifference
Sharpe ratioReturn per unit of total volatility
2.02
2.26

-0.24

Sortino ratioReturn per unit of downside risk
2.85
3.33

-0.48

Omega ratioGain probability vs. loss probability

1.33

1.39

-0.06

Calmar ratioReturn relative to maximum drawdown

4.86

6.18

-1.32

Martin ratioReturn relative to average drawdown

15.49

18.36

-2.87

IBBQ vs. RDIV - Sharpe Ratio Comparison

The current IBBQ Sharpe Ratio is 2.02, which is comparable to the RDIV Sharpe Ratio of 2.26. The chart below compares the historical Sharpe Ratios of IBBQ 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

IBBQ vs. RDIV - Drawdown Comparison

The maximum IBBQ drawdown since its inception was -37.94%, smaller than the maximum RDIV drawdown of -49.97%. Use the drawdown chart below to compare losses from any high point for IBBQ and RDIV.

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Drawdown Indicators

IBBQRDIVDifference

Max Drawdown

Largest peak-to-trough decline

-37.94%

-49.97%

+12.03%

Max Drawdown (1Y)

Largest decline over 1 year

-8.34%

-4.84%

-3.50%

Max Drawdown (3Y)

Largest decline over 3 years

-23.66%

-17.91%

-5.75%

Max Drawdown (5Y)

Largest decline over 5 years

-37.94%

-24.89%

-13.05%

Max Drawdown (10Y)

Largest decline over 10 years

—

-49.97%

—

Current Drawdown

Current decline from peak

-2.45%

-1.73%

-0.72%

Average Drawdown

Average peak-to-trough decline

-16.73%

-5.85%

-10.88%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.62%

1.63%

+0.99%

Volatility

IBBQ vs. RDIV - Volatility Comparison

Invesco Nasdaq Biotechnology ETF (IBBQ) has a higher volatility of 7.73% compared to Invesco S&P Ultra Dividend Revenue ETF (RDIV) at 4.07%. This indicates that IBBQ'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

IBBQRDIVDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.73%

4.07%

+3.66%

Volatility (6M)

Calculated over the trailing 6-month period

15.61%

8.83%

+6.78%

Volatility (1Y)

Calculated over the trailing 1-year period

20.08%

13.26%

+6.82%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.90%

17.56%

+4.34%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.89%

21.90%

-0.01%

IBBQ vs. RDIV - Expense Ratio Comparison

IBBQ has a 0.00% expense ratio, which is lower than RDIV's 0.39% expense ratio.

Dividends

IBBQ vs. RDIV - Dividend Comparison

IBBQ's dividend yield for the trailing twelve months is around 0.84%, less than RDIV's 3.57% yield.

PositionTTM20252024202320222021202020192018201720162015
IBBQ
Invesco Nasdaq Biotechnology ETF		0.84%0.90%1.14%0.81%0.76%0.63%0.00%0.00%0.00%0.00%0.00%0.00%
RDIV
Invesco S&P Ultra Dividend Revenue ETF		3.57%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

IBBQ and RDIV have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IBBQ has higher volatility (7.73%) compared to RDIV (4.07%). In terms of maximum drawdown, IBBQ dropped -37.94% vs RDIV's -49.97%.

On 5-year performance, RDIV leads with 10.99% vs 4.49% for IBBQ. On fees, IBBQ is cheaper at 0.00% per year. On volatility, RDIV has been the lower-risk option at 4.07%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, RDIV has performed better with a 10.99% return vs 4.49%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

IBBQ is cheaper with a 0.00% expense ratio, compared with 0.39% for RDIV.

RDIV has the higher dividend yield at 3.57%, compared with 0.84% for IBBQ.

IBBQ is categorized as Health & Biotech Equities, while RDIV is Mid Cap Value Equities. IBBQ tracks NASDAQ / Biotechnology, while RDIV tracks S&P 900 Dividend Revenue-Weighted Index. Their fees differ too: 0.00% for IBBQ and 0.39% for RDIV.

RDIV currently has the higher Sharpe Ratio (2.26 vs 2.02), 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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