RDIV vs. AVMV
Compare and contrast key facts about Invesco S&P Ultra Dividend Revenue ETF (RDIV) and Avantis U.S. Mid Cap Value ETF (AVMV).
RDIV and AVMV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. AVMV is an actively managed fund by Avantis. It was launched on Nov 7, 2023.
Performance
RDIV vs. AVMV - Performance Comparison
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RDIV vs. AVMV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
RDIV Invesco S&P Ultra Dividend Revenue ETF | 8.05% | 12.36% | 15.17% | 20.96% |
AVMV Avantis U.S. Mid Cap Value ETF | 4.44% | 10.46% | 18.43% | 15.56% |
Returns By Period
In the year-to-date period, RDIV achieves a 8.05% return, which is significantly higher than AVMV's 4.44% return.
RDIV
- 1D
- 0.49%
- 1M
- -0.18%
- YTD
- 8.05%
- 6M
- 8.98%
- 1Y
- 18.77%
- 3Y*
- 15.30%
- 5Y*
- 11.03%
- 10Y*
- 10.84%
AVMV
- 1D
- 2.06%
- 1M
- -3.81%
- YTD
- 4.44%
- 6M
- 8.31%
- 1Y
- 22.14%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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RDIV vs. AVMV - Expense Ratio Comparison
RDIV has a 0.39% expense ratio, which is higher than AVMV's 0.20% expense ratio.
Return for Risk
RDIV vs. AVMV — Risk / Return Rank
RDIV
AVMV
RDIV vs. AVMV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P Ultra Dividend Revenue ETF (RDIV) and Avantis U.S. Mid Cap Value ETF (AVMV). 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.
| RDIV | AVMV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 1.08 | -0.04 |
Sortino ratioReturn per unit of downside risk | 1.52 | 1.61 | -0.10 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.23 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.49 | 1.58 | -0.09 |
Martin ratioReturn relative to average drawdown | 6.12 | 6.84 | -0.72 |
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
| RDIV | AVMV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 1.08 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 1.16 | -0.62 |
Correlation
The correlation between RDIV and AVMV is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
RDIV vs. AVMV - Dividend Comparison
RDIV's dividend yield for the trailing twelve months is around 3.79%, more than AVMV's 1.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RDIV Invesco S&P Ultra Dividend Revenue ETF | 3.79% | 3.94% | 4.08% | 3.93% | 3.44% | 3.31% | 4.93% | 3.84% | 4.32% | 4.26% | 2.20% | 4.49% |
AVMV Avantis U.S. Mid Cap Value ETF | 1.09% | 1.20% | 1.30% | 0.25% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
RDIV vs. AVMV - Drawdown Comparison
The maximum RDIV drawdown since its inception was -49.97%, which is greater than AVMV's maximum drawdown of -24.24%. Use the drawdown chart below to compare losses from any high point for RDIV and AVMV.
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Drawdown Indicators
| RDIV | AVMV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.97% | -24.24% | -25.73% |
Max Drawdown (1Y)Largest decline over 1 year | -13.53% | -14.47% | +0.94% |
Max Drawdown (5Y)Largest decline over 5 years | -24.89% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -49.97% | — | — |
Current DrawdownCurrent decline from peak | -1.68% | -5.08% | +3.40% |
Average DrawdownAverage peak-to-trough decline | -5.92% | -4.08% | -1.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.30% | 3.34% | -0.04% |
Volatility
RDIV vs. AVMV - Volatility Comparison
The current volatility for Invesco S&P Ultra Dividend Revenue ETF (RDIV) is 3.20%, while Avantis U.S. Mid Cap Value ETF (AVMV) has a volatility of 4.83%. This indicates that RDIV experiences smaller price fluctuations and is considered to be less risky than AVMV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RDIV | AVMV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.20% | 4.83% | -1.63% |
Volatility (6M)Calculated over the trailing 6-month period | 9.72% | 10.77% | -1.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.29% | 20.68% | -2.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.69% | 18.39% | -0.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.91% | 18.39% | +3.52% |