RDIV vs. EASY

Last updated Jul 17, 2026

RDIV (Invesco S&P Ultra Dividend Revenue ETF) and EASY (Liberty One Defensive Dividend Growth ETF) are both exchange-traded funds - RDIV is a Mid Cap Value Equities fund tracking the S&P 900 Dividend Revenue-Weighted Index, while EASY is a Dividend fund actively managed by Liberty One. RDIV is passively managed, while EASY is actively managed. At a 0.44 correlation, their price movements are largely independent. RDIV charges 0.39%/yr vs 0.85%/yr for EASY.

Performance

RDIV vs. EASY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco S&P Ultra Dividend Revenue ETF (RDIV) and Liberty One Defensive Dividend Growth ETF (EASY). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, RDIV achieves a 20.72% return, which is significantly higher than EASY's 8.18% return.

RDIV

• 1D: 2.12%
• 1M: 5.37%
• 6M: 16.53%
• YTD: 20.72%
• 1Y: 32.46%
• 3Y*: 20.31%
• 5Y*: 13.78%
• 10Y*: 10.92%

EASY

• 1D: 2.18%
• 1M: 1.28%
• 6M: 5.68%
• YTD: 8.18%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

RDIV vs. EASY - Yearly Performance Comparison

	2026 (YTD)	2025
RDIV Invesco S&P Ultra Dividend Revenue ETF	20.72%	0.72%
EASY Liberty One Defensive Dividend Growth ETF	8.18%	0.55%

Correlation

The correlation between RDIV and EASY is 0.44, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since Sep 30, 2025	0.44

Return for Risk

RDIV vs. EASY — Risk / Return Rank

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

RDIV

RDIV Risk / Return Rank: 92
RDIV Sharpe Ratio Rank: 90
RDIV Sortino Ratio Rank: 91
RDIV Omega Ratio Rank: 87
RDIV Calmar Ratio Rank: 96
RDIV Martin Ratio Rank: 94

EASY

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

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. EASY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco S&P Ultra Dividend Revenue ETF (RDIV) and Liberty One Defensive Dividend Growth ETF (EASY). 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.

	RDIV	EASY	Difference
Sharpe ratio: Return per unit of total volatility	2.44	—	—
Sortino ratio: Return per unit of downside risk	3.54	—	—
Omega ratio: Gain probability vs. loss probability	1.42	—	—
Calmar ratio: Return relative to maximum drawdown	6.73	—	—
Martin ratio: Return relative to average drawdown	19.36	—	—

Drawdowns

RDIV vs. EASY - Drawdown Comparison

The maximum RDIV drawdown since its inception was -49.97%, which is greater than EASY's maximum drawdown of -7.79%. Use the drawdown chart below to compare losses from any high point for RDIV and EASY.

Drawdown Indicators

	RDIV	EASY	Difference
Max Drawdown Largest peak-to-trough decline	-49.97%	-7.79%	-42.18%
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	0.00%	-2.54%	+2.54%
Average Drawdown Average peak-to-trough decline	-5.82%	-2.89%	-2.93%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.68%	—	—

Volatility

Volatility by Period

	RDIV	EASY	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.50%	—	—
Volatility (6M) Calculated over the trailing 6-month period	9.03%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	13.37%	11.47%	+1.90%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.45%	11.47%	+5.98%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.84%	11.47%	+10.37%

RDIV vs. EASY - Expense Ratio Comparison

RDIV has a 0.39% expense ratio, which is lower than EASY's 0.85% expense ratio.

Dividends

RDIV vs. EASY - Dividend Comparison

RDIV's dividend yield for the trailing twelve months is around 3.51%, more than EASY's 0.74% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
EASY Liberty One Defensive Dividend Growth ETF	0.74%	0.13%	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	3.51%	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 EASY in my portfolio?

RDIV and EASY have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, RDIV or EASY?

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.

Which ETF is cheaper, RDIV or EASY?

RDIV is cheaper with a 0.39% expense ratio, compared with 0.85% for EASY.

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

RDIV has the higher dividend yield at 3.51%, compared with 0.74% for EASY.

What is the main difference between RDIV and EASY?

RDIV is categorized as Mid Cap Value Equities, while EASY is Dividend. They also come from different issuers: Invesco and Liberty One. Their fees differ too: 0.39% for RDIV and 0.85% for EASY.