RDIV vs. DIV

Last updated Jun 3, 2026

RDIV (Invesco S&P Ultra Dividend Revenue ETF) and DIV (Global X SuperDividend U.S. ETF) are both exchange-traded funds - RDIV is a Mid Cap Value Equities fund tracking the S&P 900 Dividend Revenue-Weighted Index, while DIV is a Dividend fund tracking the Indxx SuperDividend® U.S. Low Volatility Index. Both are passively managed. Over the past 10 years, RDIV returned 11.09%/yr vs 4.10%/yr for DIV. Their correlation of 0.81 suggests significant overlap in exposure. RDIV charges 0.39%/yr vs 0.45%/yr for DIV.

Performance

RDIV vs. DIV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco S&P Ultra Dividend Revenue ETF (RDIV) and Global X SuperDividend U.S. ETF (DIV). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both stocks are quite close, with RDIV having a 13.43% return and DIV slightly lower at 13.20%. Over the past 10 years, RDIV has outperformed DIV with an annualized return of 11.09%, while DIV has yielded a comparatively lower 4.10% annualized return.

RDIV

• 1D: 0.14%
• 1M: 2.82%
• YTD: 13.43%
• 6M: 12.91%
• 1Y: 29.73%
• 3Y*: 19.79%
• 5Y*: 10.41%
• 10Y*: 11.09%

DIV

• 1D: 0.47%
• 1M: -1.15%
• YTD: 13.20%
• 6M: 12.34%
• 1Y: 16.64%
• 3Y*: 12.24%
• 5Y*: 5.35%
• 10Y*: 4.10%

*Multi-year figures are annualized to reflect compound growth (CAGR)

RDIV vs. DIV - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
RDIV Invesco S&P Ultra Dividend Revenue ETF	13.43%	12.36%	15.17%	4.66%	7.16%	29.12%	-9.31%	22.62%	-4.78%	11.63%
DIV Global X SuperDividend U.S. ETF	13.20%	3.10%	11.27%	-1.73%	-3.92%	30.60%	-22.85%	14.50%	-6.60%	9.90%

Correlation

The correlation between RDIV and DIV is 0.73, 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	0.73
Correlation (3Y) Calculated over the trailing 3-year period	0.82
Correlation (5Y) Calculated over the trailing 5-year period	0.85
Correlation (10Y) Calculated over the trailing 10-year period	0.82
Correlation (All Time) Calculated using the full available price history since Oct 2, 2013	0.81

The correlation between RDIV and DIV shifts across timeframes, from 0.73 (1 year) to 0.85 (5 years), reflecting how their relationship changes across market environments.

RDIV vs. DIV - Sectors Allocation Comparison

Sectors	RDIV	DIV
Energy	28.8%	21.5%
Financial Services	18.0%	3.9%
Consumer Defensive	15.9%	13.4%
Consumer Cyclical	9.5%	3.5%
Real Estate	8.0%	19.8%
Healthcare	7.8%	3.6%
Utilities	6.4%	12.0%
Technology	5.1%	-
Basic Materials	0.5%	4.6%
Communication Services	-	6.3%
Industrials	-	11.5%

Return for Risk

RDIV vs. DIV — Risk / Return Rank

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

RDIV

RDIV Risk / Return Rank: 77
RDIV Sharpe Ratio Rank: 68
RDIV Sortino Ratio Rank: 74
RDIV Omega Ratio Rank: 65
RDIV Calmar Ratio Rank: 92
RDIV Martin Ratio Rank: 85

DIV

DIV Risk / Return Rank: 51
DIV Sharpe Ratio Rank: 46
DIV Sortino Ratio Rank: 47
DIV Omega Ratio Rank: 43
DIV Calmar Ratio Rank: 64
DIV Martin Ratio Rank: 52

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.

RDIV vs. DIV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco S&P Ultra Dividend Revenue ETF (RDIV) and Global X SuperDividend U.S. ETF (DIV). 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	DIV	Difference
Sharpe ratio Return per unit of total volatility	2.27	1.63	+0.64
Sortino ratio Return per unit of downside risk	3.38	2.35	+1.03
Omega ratio Gain probability vs. loss probability	1.40	1.28	+0.12
Calmar ratio Return relative to maximum drawdown	6.12	3.21	+2.91
Martin ratio Return relative to average drawdown	18.06	9.11	+8.95
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

RDIV vs. DIV - Sharpe Ratio Comparison

The current RDIV Sharpe Ratio is 2.27, which is higher than the DIV Sharpe Ratio of 1.63. The chart below compares the historical Sharpe Ratios of RDIV and DIV, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	RDIV	DIV	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.27	1.63	+0.64
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.60	0.39	+0.20
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.51	0.23	+0.28
Sharpe Ratio (All Time) Calculated using the full available price history	0.55	0.28	+0.27

Drawdowns

RDIV vs. DIV - Drawdown Comparison

The maximum RDIV drawdown since its inception was -49.97%, smaller than the maximum DIV drawdown of -52.74%. Use the drawdown chart below to compare losses from any high point for RDIV and DIV.

Drawdown Indicators

	RDIV	DIV	Difference
Max Drawdown Largest peak-to-trough decline	-49.97%	-52.74%	+2.77%
Max Drawdown (1Y) Largest decline over 1 year	-4.84%	-5.23%	+0.39%
Max Drawdown (3Y) Largest decline over 3 years	-17.91%	-12.33%	-5.58%
Max Drawdown (5Y) Largest decline over 5 years	-24.89%	-21.14%	-3.75%
Max Drawdown (10Y) Largest decline over 10 years	-49.97%	-52.74%	+2.77%
Current Drawdown Current decline from peak	-0.36%	-1.84%	+1.48%
Average Drawdown Average peak-to-trough decline	-5.86%	-7.03%	+1.17%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.64%	1.84%	-0.20%

Volatility

RDIV vs. DIV - Volatility Comparison

Invesco S&P Ultra Dividend Revenue ETF (RDIV) has a higher volatility of 3.28% compared to Global X SuperDividend U.S. ETF (DIV) at 3.02%. This indicates that RDIV's price experiences larger fluctuations and is considered to be riskier than DIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	RDIV	DIV	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.28%	3.02%	+0.26%
Volatility (6M) Calculated over the trailing 6-month period	8.50%	6.96%	+1.54%
Volatility (1Y) Calculated over the trailing 1-year period	13.16%	10.25%	+2.91%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.52%	13.67%	+3.85%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.89%	17.98%	+3.91%

RDIV vs. DIV - Expense Ratio Comparison

RDIV has a 0.39% expense ratio, which is lower than DIV's 0.45% expense ratio.

Dividends

RDIV vs. DIV - Dividend Comparison

RDIV's dividend yield for the trailing twelve months is around 3.61%, less than DIV's 6.67% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
DIV Global X SuperDividend U.S. ETF	6.67%	7.30%	5.74%	7.13%	6.62%	5.24%	8.01%	7.65%	7.08%	5.92%	6.78%	8.44%
RDIV Invesco S&P Ultra Dividend Revenue ETF	3.61%	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

Can I hold both RDIV and DIV in my portfolio?

RDIV and DIV have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, RDIV or DIV?

RDIV has higher volatility (3.28%) compared to DIV (3.02%). In terms of maximum drawdown, RDIV dropped -49.97% vs DIV's -52.74%.

Which ETF is better, RDIV or DIV?

On 10-year performance, RDIV leads with 11.09% vs 4.10% for DIV. On fees, RDIV is cheaper at 0.39% per year. On volatility, DIV has been the lower-risk option at 3.02%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, RDIV or DIV?

Over the 10-year period, RDIV has performed better with a 11.09% return vs 4.10%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, RDIV or DIV?

RDIV is cheaper with a 0.39% expense ratio, compared with 0.45% for DIV.

Which ETF pays a higher dividend yield, RDIV or DIV?

DIV has the higher dividend yield at 6.67%, compared with 3.61% for RDIV.

What is the main difference between RDIV and DIV?

RDIV is categorized as Mid Cap Value Equities, while DIV is Dividend. RDIV tracks S&P 900 Dividend Revenue-Weighted Index, while DIV tracks Indxx SuperDividend® U.S. Low Volatility Index. They also come from different issuers: Invesco and Global X. Their fees differ too: 0.39% for RDIV and 0.45% for DIV.

Which has better risk-adjusted returns?

RDIV currently has the higher Sharpe Ratio (2.27 vs 1.63), 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.