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RDIV vs. DIV
Performance
Return for Risk
Drawdowns
Volatility
Dividends

RDIV vs. DIV

Last updated Jun 24, 2026

RDIV (Invesco S&P Ultra Dividend Revenue ETF) and DIV (Global X SuperDividend U.S. ETF) are both Mid Cap Value Equities funds - RDIV tracks the S&P 900 Dividend Revenue-Weighted Index while DIV tracks the Indxx SuperDividend® U.S. Low Volatility Index. Both are passively managed. Over the past 10 years, RDIV returned 11.03%/yr vs 4.14%/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.

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Returns By Period

The year-to-date returns for both stocks are quite close, with RDIV having a 13.79% return and DIV slightly lower at 13.39%. Over the past 10 years, RDIV has outperformed DIV with an annualized return of 11.03%, while DIV has yielded a comparatively lower 4.14% annualized return.

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%

DIV

1D
1.81%
1M
-1.67%
YTD
13.39%
6M
13.87%
1Y
15.53%
3Y*
12.84%
5Y*
5.62%
10Y*
4.14%
*Multi-year figures are annualized to reflect compound growth (CAGR)

RDIV vs. DIV - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
RDIV
Invesco S&P Ultra Dividend Revenue ETF		13.79%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		13.39%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 0.74, 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

0.74

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 1, 2013

0.81

The correlation between RDIV and DIV shifts across timeframes, from 0.74 (1 year) to 0.85 (5 years), reflecting how their relationship changes across market environments.

RDIV vs. DIV - Sectors Allocation Comparison

Sectors
RDIV
DIV

Financial Services

17.8%
3.8%

Energy

17.3%
23.2%

Consumer Cyclical

15.0%
3.7%

Consumer Defensive

14.6%
10.8%

Communication Services

8.8%
6.5%

Real Estate

7.3%
20.1%

Healthcare

6.8%
3.4%

Technology

6.2%

-

Utilities

6.2%
11.7%

Basic Materials

0.5%
4.3%

Industrials

-

11.9%

Financial Services

RDIV
17.8%
DIV
3.8%

Energy

RDIV
17.3%
DIV
23.2%

Consumer Cyclical

RDIV
15.0%
DIV
3.7%

Consumer Defensive

RDIV
14.6%
DIV
10.8%

Communication Services

RDIV
8.8%
DIV
6.5%

Real Estate

RDIV
7.3%
DIV
20.1%

Healthcare

RDIV
6.8%
DIV
3.4%

Technology

RDIV
6.2%
DIV

-

Utilities

RDIV
6.2%
DIV
11.7%

Basic Materials

RDIV
0.5%
DIV
4.3%

Industrials

RDIV

-

DIV
11.9%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Invesco S&P Ultra Dividend Revenue ETF

Global X SuperDividend U.S. ETF

Often compared with RDIV:
RDIV vs. SCHDRDIV vs. VOORDIV vs. AFKRDIV vs. VYMRDIV vs. BKERDIV vs. SPYRDIV vs. EQQQ.DE
Often compared with DIV:
DIV vs. DIVODIV vs. SCHDDIV vs. SPYDDIV vs. VOODIV vs. JEPIDIV vs. VYMDIV vs. SPHD

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: 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
DIV
DIV Risk / Return Rank: 4848
Overall Rank
DIV Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
DIV Sortino Ratio Rank: 4343
Sortino Ratio Rank
DIV Omega Ratio Rank: 3939
Omega Ratio Rank
DIV Calmar Ratio Rank: 6363
Calmar Ratio Rank
DIV Martin Ratio Rank: 4949
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.

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.

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.

RDIVDIVDifference
Sharpe ratioReturn per unit of total volatility
2.15
1.47

+0.68

Sortino ratioReturn per unit of downside risk
3.15
2.11

+1.04

Omega ratioGain probability vs. loss probability

1.37

1.25

+0.13

Calmar ratioReturn relative to maximum drawdown

5.95

2.98

+2.96

Martin ratioReturn relative to average drawdown

17.00

8.09

+8.91

RDIV vs. DIV - Sharpe Ratio Comparison

The current RDIV Sharpe Ratio is 2.15, which is higher than the DIV Sharpe Ratio of 1.47. 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.

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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.

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Drawdown Indicators

RDIVDIVDifference

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

-2.54%

-1.67%

-0.87%

Average Drawdown

Average peak-to-trough decline

-5.84%

-7.01%

+1.17%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.69%

1.92%

-0.23%

Volatility

RDIV vs. DIV - Volatility Comparison

Invesco S&P Ultra Dividend Revenue ETF (RDIV) has a higher volatility of 4.58% compared to Global X SuperDividend U.S. ETF (DIV) at 3.68%. 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.

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Volatility by Period

RDIVDIVDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.58%

3.68%

+0.90%

Volatility (6M)

Calculated over the trailing 6-month period

9.01%

7.54%

+1.47%

Volatility (1Y)

Calculated over the trailing 1-year period

13.41%

10.64%

+2.77%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.48%

13.69%

+3.79%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.89%

18.00%

+3.89%

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 3.72%, less than DIV's 6.77% yield.

PositionTTM20252024202320222021202020192018201720162015
DIV
Global X SuperDividend U.S. ETF		6.77%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		3.72%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

RDIV and DIV have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

RDIV has higher volatility (4.58%) compared to DIV (3.68%). In terms of maximum drawdown, RDIV dropped -49.97% vs DIV's -52.74%.

On 10-year performance, RDIV leads with 11.03% vs 4.14% for DIV. On fees, RDIV is cheaper at 0.39% per year. On volatility, DIV has been the lower-risk option at 3.68%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, RDIV has performed better with a 11.03% return vs 4.14%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

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

DIV has the higher dividend yield at 6.77%, compared with 3.72% for RDIV.

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.

RDIV currently has the higher Sharpe Ratio (2.15 vs 1.47), 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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