RDIV vs. BKE
Compare and contrast key facts about Invesco S&P Ultra Dividend Revenue ETF (RDIV) and The Buckle, Inc. (BKE).
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.
Performance
RDIV vs. BKE - Performance Comparison
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RDIV vs. BKE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RDIV Invesco S&P Ultra Dividend Revenue ETF | 7.26% | 12.36% | 15.17% | 4.66% | 7.16% | 29.12% | -9.31% | 22.62% | -4.78% | 11.63% |
BKE The Buckle, Inc. | 1.28% | 13.95% | 17.49% | 15.02% | 10.91% | 49.40% | 25.01% | 55.19% | -7.63% | 15.42% |
Returns By Period
In the year-to-date period, RDIV achieves a 7.26% return, which is significantly higher than BKE's 1.28% return. Over the past 10 years, RDIV has underperformed BKE with an annualized return of 10.76%, while BKE has yielded a comparatively higher 13.74% annualized return.
RDIV
- 1D
- -0.74%
- 1M
- -1.66%
- YTD
- 7.26%
- 6M
- 7.84%
- 1Y
- 17.99%
- 3Y*
- 15.02%
- 5Y*
- 10.87%
- 10Y*
- 10.76%
BKE
- 1D
- 0.93%
- 1M
- -2.70%
- YTD
- 1.28%
- 6M
- -5.59%
- 1Y
- 44.21%
- 3Y*
- 23.03%
- 5Y*
- 13.90%
- 10Y*
- 13.74%
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Return for Risk
RDIV vs. BKE — Risk / Return Rank
RDIV
BKE
RDIV vs. BKE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P Ultra Dividend Revenue ETF (RDIV) and The Buckle, Inc. (BKE). 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 | BKE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.99 | 1.44 | -0.45 |
Sortino ratioReturn per unit of downside risk | 1.46 | 2.00 | -0.54 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.27 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.32 | 2.49 | -1.17 |
Martin ratioReturn relative to average drawdown | 5.42 | 5.64 | -0.22 |
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 | BKE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.99 | 1.44 | -0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.38 | +0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.31 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.35 | +0.19 |
Correlation
The correlation between RDIV and BKE is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
RDIV vs. BKE - Dividend Comparison
RDIV's dividend yield for the trailing twelve months is around 3.82%, less than BKE's 8.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RDIV Invesco S&P Ultra Dividend Revenue ETF | 3.82% | 3.94% | 4.08% | 3.93% | 3.44% | 3.31% | 4.93% | 3.84% | 4.32% | 4.26% | 2.20% | 4.49% |
BKE The Buckle, Inc. | 8.66% | 7.30% | 7.68% | 8.52% | 2.32% | 3.17% | 14.21% | 7.40% | 14.22% | 8.42% | 8.77% | 11.99% |
Drawdowns
RDIV vs. BKE - Drawdown Comparison
The maximum RDIV drawdown since its inception was -49.97%, smaller than the maximum BKE drawdown of -71.08%. Use the drawdown chart below to compare losses from any high point for RDIV and BKE.
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Drawdown Indicators
| RDIV | BKE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.97% | -71.08% | +21.11% |
Max Drawdown (1Y)Largest decline over 1 year | -13.53% | -17.92% | +4.39% |
Max Drawdown (5Y)Largest decline over 5 years | -24.89% | -48.89% | +24.00% |
Max Drawdown (10Y)Largest decline over 10 years | -49.97% | -55.52% | +5.55% |
Current DrawdownCurrent decline from peak | -2.40% | -11.57% | +9.17% |
Average DrawdownAverage peak-to-trough decline | -5.92% | -27.80% | +21.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.30% | 7.90% | -4.60% |
Volatility
RDIV vs. BKE - Volatility Comparison
The current volatility for Invesco S&P Ultra Dividend Revenue ETF (RDIV) is 3.21%, while The Buckle, Inc. (BKE) has a volatility of 7.16%. This indicates that RDIV experiences smaller price fluctuations and is considered to be less risky than BKE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RDIV | BKE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.21% | 7.16% | -3.95% |
Volatility (6M)Calculated over the trailing 6-month period | 9.75% | 19.10% | -9.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.27% | 30.90% | -12.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.69% | 36.60% | -18.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.91% | 43.76% | -21.85% |