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IVEP vs. RDIV
Performance
Return for Risk
Drawdowns
Volatility
Dividends

IVEP vs. RDIV

Last updated Jun 24, 2026

IVEP (Dan IVES Wedbush AI Power & Infrastructure ETF) and RDIV (Invesco S&P Ultra Dividend Revenue ETF) are both exchange-traded funds - IVEP is a Industrials Equities fund tracking the Solactive Wedbush AI Power & Infrastructure Index, while RDIV is a Mid Cap Value Equities fund tracking the S&P 900 Dividend Revenue-Weighted Index. Both are passively managed. At a correlation of -0.04, they often move in opposite directions. IVEP charges 0.75%/yr vs 0.39%/yr for RDIV.

Performance

IVEP vs. RDIV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dan IVES Wedbush AI Power & Infrastructure ETF (IVEP) 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

IVEP

1D
-4.10%
1M
-1.11%
YTD
—
6M
—
1Y
—
3Y*
—
5Y*
—
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)

IVEP vs. RDIV - Yearly Performance Comparison

2026 (YTD)
IVEP
Dan IVES Wedbush AI Power & Infrastructure ETF		7.06%
RDIV
Invesco S&P Ultra Dividend Revenue ETF		6.17%

Correlation

The correlation between IVEP and RDIV is -0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

Correlation
Correlation (All Time)
Calculated using the full available price history since Apr 8, 2026

-0.04

IVEP vs. RDIV - Sectors Allocation Comparison

Sectors
IVEP
RDIV

Industrials

43.6%

-

Utilities

22.5%
6.2%

Energy

13.0%
17.3%

Real Estate

10.9%
7.3%

Technology

7.7%
6.2%

Basic Materials

2.4%
0.5%

Communication Services

-

8.8%

Consumer Cyclical

-

15.0%

Consumer Defensive

-

14.6%

Financial Services

-

17.8%

Healthcare

-

6.8%

Industrials

IVEP
43.6%
RDIV

-

Utilities

IVEP
22.5%
RDIV
6.2%

Energy

IVEP
13.0%
RDIV
17.3%

Real Estate

IVEP
10.9%
RDIV
7.3%

Technology

IVEP
7.7%
RDIV
6.2%

Basic Materials

IVEP
2.4%
RDIV
0.5%

Communication Services

IVEP

-

RDIV
8.8%

Consumer Cyclical

IVEP

-

RDIV
15.0%

Consumer Defensive

IVEP

-

RDIV
14.6%

Financial Services

IVEP

-

RDIV
17.8%

Healthcare

IVEP

-

RDIV
6.8%

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Dan IVES Wedbush AI Power & Infrastructure ETF

Invesco S&P Ultra Dividend Revenue ETF

Often compared with IVEP:
IVEP vs. AIPOIVEP vs. IVESIVEP vs. DTCRIVEP vs. HVACIVEP vs. RIFRIVEP vs. TCAIIVEP vs. YCS
Often compared with RDIV:
RDIV vs. SCHDRDIV vs. VOORDIV vs. AFKRDIV vs. VYMRDIV vs. BKERDIV vs. SPYRDIV vs. EQQQ.DE

Return for Risk

IVEP vs. RDIV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
IVEP

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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.

IVEP vs. RDIV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Dan IVES Wedbush AI Power & Infrastructure ETF (IVEP) 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.

IVEPRDIVDifference
Sharpe ratioReturn per unit of total volatility

—

2.15

—

Sortino ratioReturn per unit of downside risk

—

3.15

—

Omega ratioGain probability vs. loss probability

—

1.37

—

Calmar ratioReturn relative to maximum drawdown

—

5.95

—

Martin ratioReturn relative to average drawdown

—

17.00

—

IVEP vs. RDIV - Sharpe Ratio Comparison

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Drawdowns

IVEP vs. RDIV - Drawdown Comparison

The maximum IVEP drawdown since its inception was -10.90%, smaller than the maximum RDIV drawdown of -49.97%. Use the drawdown chart below to compare losses from any high point for IVEP and RDIV.

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Drawdown Indicators

IVEPRDIVDifference

Max Drawdown

Largest peak-to-trough decline

-10.90%

-49.97%

+39.07%

Max Drawdown (1Y)

Largest decline over 1 year

—

-4.84%

—

Max Drawdown (3Y)

Largest decline over 3 years

—

-17.91%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-24.89%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-49.97%

—

Current Drawdown

Current decline from peak

-4.10%

-2.54%

-1.56%

Average Drawdown

Average peak-to-trough decline

-2.78%

-5.84%

+3.06%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

1.69%

—

Volatility

IVEP vs. RDIV - Volatility Comparison

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Volatility by Period

IVEPRDIVDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

4.58%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

9.01%

—

Volatility (1Y)

Calculated over the trailing 1-year period

29.34%

13.41%

+15.93%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.34%

17.48%

+11.86%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.34%

21.89%

+7.45%

IVEP vs. RDIV - Expense Ratio Comparison

IVEP has a 0.75% expense ratio, which is higher than RDIV's 0.39% expense ratio.

Dividends

IVEP vs. RDIV - Dividend Comparison

IVEP has not paid dividends to shareholders, while RDIV's dividend yield for the trailing twelve months is around 3.72%.

PositionTTM20252024202320222021202020192018201720162015
IVEP
Dan IVES Wedbush AI Power & Infrastructure ETF		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%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

IVEP and RDIV have a correlation of -0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, RDIV is cheaper at 0.39% per year. The better choice depends on whether you care most about return, fees, risk, or income.

RDIV is cheaper with a 0.39% expense ratio, compared with 0.75% for IVEP.

RDIV has the higher dividend yield at 3.72%, compared with 0.00% for IVEP.

IVEP is categorized as Industrials Equities, while RDIV is Mid Cap Value Equities. IVEP tracks Solactive Wedbush AI Power & Infrastructure Index, while RDIV tracks S&P 900 Dividend Revenue-Weighted Index. They also come from different issuers: Wedbush and Invesco. Their fees differ too: 0.75% for IVEP and 0.39% for RDIV.

Portfolio Optimizer

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