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RDIV vs. EQRR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

RDIV vs. EQRR

Last updated Aug 2, 2026
Documentation

RDIV (Invesco S&P Ultra Dividend Revenue ETF) and EQRR (ProShares Equities for Rising Rates ETF) are both Mid Cap Value Equities funds - RDIV tracks the S&P 900 Dividend Revenue-Weighted Index while EQRR tracks the Nasdaq US Large Cap Equity Rising Rates Index. Both are passively managed. Over the past 5 years, RDIV returned 13.86%/yr vs 13.84%/yr for EQRR. Their 0.66 correlation means they have sometimes moved together and sometimes differently. RDIV charges 0.39%/yr vs 0.35%/yr for EQRR.

Performance

RDIV vs. EQRR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco S&P Ultra Dividend Revenue ETF (RDIV) and ProShares Equities for Rising Rates ETF (EQRR). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, RDIV achieves a 22.74% return, which is significantly lower than EQRR's 29.00% return.

RDIV

1D
-0.32%
1M
6.60%
6M
17.44%
YTD
22.74%
1Y
36.48%
3Y*
19.58%
5Y*
13.86%
10Y*
11.30%
ALL TIME*
11.74%

EQRR

1D
1.75%
1M
4.41%
6M
23.60%
YTD
29.00%
1Y
40.33%
3Y*
17.69%
5Y*
13.84%
10Y*
—
ALL TIME*
10.68%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)

EQRR

ProShares Equities for Rising Rates ETF
$235.70K$533.46K$2.90M

RDIV

Invesco S&P Ultra Dividend Revenue ETF
$3.34M$2.84M$4.35M

RDIV vs. EQRR - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
RDIV
Invesco S&P Ultra Dividend Revenue ETF		22.74%12.36%15.17%4.66%7.16%29.12%-9.31%22.62%-4.78%12.36%
EQRR
ProShares Equities for Rising Rates ETF		29.00%15.49%7.69%9.19%2.20%36.11%-10.14%19.57%-18.60%17.11%

Correlation

The correlation between RDIV and EQRR is 0.49, which is low. Their historical price movements had little consistent relationship.

Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.49

Correlation (3Y)
Balances recent behavior with more history.

0.70

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.72

Correlation (All Time)
Calculated using the full available price history since Jul 25, 2017

0.66

The correlation between RDIV and EQRR shifts across timeframes, from 0.49 (1 year) to 0.72 (5 years), reflecting how their relationship changes across market environments.

RDIV vs. EQRR - Sectors Allocation Comparison

Sectors
RDIV
EQRR

Financial Services

19.2%
18.8%

Energy

17.0%
21.6%

Consumer Defensive

15.4%

-

Consumer Cyclical

14.5%
4.3%

Communication Services

8.0%
9.7%

Real Estate

7.6%

-

Healthcare

6.8%

-

Utilities

6.4%

-

Technology

5.1%
40.2%

Basic Materials

0.5%

-

Industrials

-

5.5%

Financial Services

RDIV
19.2%
EQRR
18.8%

Energy

RDIV
17.0%
EQRR
21.6%

Consumer Defensive

RDIV
15.4%
EQRR

-

Consumer Cyclical

RDIV
14.5%
EQRR
4.3%

Communication Services

RDIV
8.0%
EQRR
9.7%

Real Estate

RDIV
7.6%
EQRR

-

Healthcare

RDIV
6.8%
EQRR

-

Utilities

RDIV
6.4%
EQRR

-

Technology

RDIV
5.1%
EQRR
40.2%

Basic Materials

RDIV
0.5%
EQRR

-

Industrials

RDIV

-

EQRR
5.5%

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

ProShares Equities for Rising Rates ETF

Often compared with RDIV:
RDIV vs. SCHDRDIV vs. VOORDIV vs. AFKRDIV vs. BKERDIV vs. VYMRDIV vs. SPYRDIV vs. VIG
Often compared with EQRR:
EQRR vs. FDRREQRR vs. SPYEQRR vs. ABEQEQRR vs. SWPPXEQRR vs. SCHGEQRR vs. VOOEQRR vs. QQQA

Return for Risk

RDIV vs. EQRR — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.
RDIV
RDIV Risk / Return Rank: 9595
Overall Rank
RDIV Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
RDIV Sortino Ratio Rank: 9494
Sortino Ratio Rank
RDIV Omega Ratio Rank: 9292
Omega Ratio Rank
RDIV Calmar Ratio Rank: 9797
Calmar Ratio Rank
RDIV Martin Ratio Rank: 9696
Martin Ratio Rank
EQRR
EQRR Risk / Return Rank: 9494
Overall Rank
EQRR Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
EQRR Sortino Ratio Rank: 9191
Sortino Ratio Rank
EQRR Omega Ratio Rank: 9292
Omega Ratio Rank
EQRR Calmar Ratio Rank: 9797
Calmar Ratio Rank
EQRR Martin Ratio Rank: 9696
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

RDIV vs. EQRR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco S&P Ultra Dividend Revenue ETF (RDIV) and ProShares Equities for Rising Rates ETF (EQRR). 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.

RDIVEQRRDifference
Sharpe ratioReturn per unit of total volatility
2.61
2.56

+0.05

Sortino ratioReturn per unit of downside risk
3.77
3.30

+0.47

Omega ratioGain probability vs. loss probability

1.45

1.46

0.00

Calmar ratioReturn relative to maximum drawdown

7.24

7.73

-0.49

Martin ratioReturn relative to average drawdown

22.00

26.43

-4.43

RDIV vs. EQRR - Sharpe Ratio Comparison

The current RDIV Sharpe Ratio is 2.61, which is comparable to the EQRR Sharpe Ratio of 2.56. The chart below compares the historical Sharpe Ratios of RDIV and EQRR, 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. EQRR - Drawdown Comparison

The maximum RDIV drawdown since its inception was -49.97%, smaller than the maximum EQRR drawdown of -57.93%. Use the drawdown chart below to compare losses from any high point for RDIV and EQRR.

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Drawdown Indicators

RDIVEQRRDifference

Max Drawdown

Largest peak-to-trough decline

-49.97%

-57.93%

+7.96%

Max Drawdown (1Y)

Largest decline over 1 year

-4.84%

-4.95%

+0.11%

Max Drawdown (3Y)

Largest decline over 3 years

-17.91%

-17.75%

-0.16%

Max Drawdown (5Y)

Largest decline over 5 years

-24.89%

-21.75%

-3.14%

Max Drawdown (10Y)

Largest decline over 10 years

-49.97%

—

—

Current Drawdown

Current decline from peak

-1.46%

0.00%

-1.46%

Average Drawdown

Average peak-to-trough decline

-5.80%

-9.93%

+4.13%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.59%

1.45%

+0.14%

Volatility

RDIV vs. EQRR - Volatility Comparison

Invesco S&P Ultra Dividend Revenue ETF (RDIV) has a higher volatility of 4.00% compared to ProShares Equities for Rising Rates ETF (EQRR) at 3.47%. This indicates that RDIV's price experiences larger fluctuations and is considered to be riskier than EQRR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

RDIVEQRRDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.00%

3.47%

+0.53%

Volatility (6M)

Calculated over the trailing 6-month period

9.25%

11.86%

-2.61%

Volatility (1Y)

Calculated over the trailing 1-year period

13.49%

14.98%

-1.49%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.41%

21.22%

-3.81%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.85%

24.77%

-2.92%

RDIV vs. EQRR - Expense Ratio Comparison

RDIV has a 0.39% expense ratio, which is higher than EQRR's 0.35% expense ratio.

Dividends

RDIV vs. EQRR - Dividend Comparison

RDIV's dividend yield for the trailing twelve months is around 3.45%, more than EQRR's 1.07% yield.

PositionTTM20252024202320222021202020192018201720162015
EQRR
ProShares Equities for Rising Rates ETF		1.07%1.70%2.17%2.77%2.34%1.71%2.17%2.05%2.47%0.69%0.00%0.00%
RDIV
Invesco S&P Ultra Dividend Revenue ETF		3.45%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 EQRR have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

RDIV has higher volatility (4.00%) compared to EQRR (3.47%). In terms of maximum drawdown, RDIV dropped -49.97% vs EQRR's -57.93%.

On 5-year performance, RDIV leads with 13.86% vs 13.84% for EQRR. On fees, EQRR is cheaper at 0.35% per year. On volatility, EQRR has been the lower-risk option at 3.47%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, RDIV has performed better with a 13.86% return vs 13.84%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

EQRR is cheaper with a 0.35% expense ratio, compared with 0.39% for RDIV.

RDIV has the higher dividend yield at 3.45%, compared with 1.07% for EQRR.

RDIV tracks S&P 900 Dividend Revenue-Weighted Index, while EQRR tracks Nasdaq US Large Cap Equity Rising Rates Index. They also come from different issuers: Invesco and ProShares. Their fees differ too: 0.39% for RDIV and 0.35% for EQRR.

RDIV currently has the higher Sharpe Ratio (2.61 vs 2.56), 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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