RDIV vs. MO
RDIV (Invesco S&P Ultra Dividend Revenue ETF) is Mid Cap Value Equities fund tracking the S&P 900 Dividend Revenue-Weighted Index, while MO (Altria Group, Inc.) is a stock. Over the past 10 years, RDIV returned 11.39%/yr vs 7.93%/yr for MO. At a 0.44 correlation, their price movements are largely independent.
Performance
RDIV vs. MO - Performance Comparison
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Returns By Period
In the year-to-date period, RDIV achieves a 16.75% return, which is significantly lower than MO's 26.86% return. Over the past 10 years, RDIV has outperformed MO with an annualized return of 11.39%, while MO has yielded a comparatively lower 7.93% annualized return.
RDIV
- 1D
- 1.52%
- 1M
- 6.52%
- YTD
- 16.75%
- 6M
- 14.41%
- 1Y
- 32.09%
- 3Y*
- 19.66%
- 5Y*
- 11.12%
- 10Y*
- 11.39%
MO
- 1D
- 0.74%
- 1M
- -0.65%
- YTD
- 26.86%
- 6M
- 26.78%
- 1Y
- 28.74%
- 3Y*
- 25.73%
- 5Y*
- 16.36%
- 10Y*
- 7.93%
RDIV vs. MO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RDIV Invesco S&P Ultra Dividend Revenue ETF | 16.75% | 12.36% | 15.17% | 4.66% | 7.16% | 29.12% | -9.31% | 22.62% | -4.78% | 11.63% |
MO Altria Group, Inc. | 26.86% | 18.17% | 40.76% | -3.70% | 4.37% | 24.18% | -10.21% | 7.87% | -27.14% | 9.45% |
Correlation
The correlation between RDIV and MO is 0.10, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.10 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.30 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.41 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.43 |
Correlation (All Time) Calculated using the full available price history since Oct 1, 2013 | 0.44 |
Over the past year, the correlation between RDIV and MO has dropped to 0.10 - well below their long-term average of 0.44, suggesting their price drivers have been diverging.
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Return for Risk
RDIV vs. MO — Risk / Return Rank
RDIV
MO
RDIV vs. MO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P Ultra Dividend Revenue ETF (RDIV) and Altria Group, Inc. (MO). 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 | MO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.05 | ||
| Sortino ratioReturn per unit of downside risk | +1.65 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.24 | +0.16 |
| Calmar ratioReturn relative to maximum drawdown | 6.30 | 1.75 | +4.55 |
| Martin ratioReturn relative to average drawdown | 18.74 | 4.39 | +14.35 |
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Drawdowns
RDIV vs. MO - Drawdown Comparison
The maximum RDIV drawdown since its inception was -49.97%, smaller than the maximum MO drawdown of -65.43%. Use the drawdown chart below to compare losses from any high point for RDIV and MO.
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Drawdown Indicators
| RDIV | MO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.97% | -65.43% | +15.46% |
Max Drawdown (1Y)Largest decline over 1 year | -4.84% | -16.40% | +11.56% |
Max Drawdown (3Y)Largest decline over 3 years | -17.91% | -16.40% | -1.51% |
Max Drawdown (5Y)Largest decline over 5 years | -24.89% | -25.83% | +0.94% |
Max Drawdown (10Y)Largest decline over 10 years | -49.97% | -53.69% | +3.72% |
Current DrawdownCurrent decline from peak | 0.00% | -3.50% | +3.50% |
Average DrawdownAverage peak-to-trough decline | -5.85% | -11.92% | +6.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.64% | 6.50% | -4.86% |
Volatility
RDIV vs. MO - Volatility Comparison
The current volatility for Invesco S&P Ultra Dividend Revenue ETF (RDIV) is 3.52%, while Altria Group, Inc. (MO) has a volatility of 6.71%. This indicates that RDIV experiences smaller price fluctuations and is considered to be less risky than MO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RDIV | MO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.52% | 6.71% | -3.19% |
Volatility (6M)Calculated over the trailing 6-month period | 8.64% | 17.60% | -8.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.19% | 22.59% | -9.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.55% | 20.68% | -3.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.88% | 22.97% | -1.09% |
Dividends
RDIV vs. MO - Dividend Comparison
RDIV's dividend yield for the trailing twelve months is around 3.51%, less than MO's 5.84% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MO Altria Group, Inc. | 5.84% | 7.21% | 7.65% | 9.52% | 8.05% | 7.43% | 8.29% | 6.57% | 6.07% | 3.56% | 3.48% | 3.73% |
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
RDIV and MO have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MO has higher volatility (6.71%) compared to RDIV (3.52%). In terms of maximum drawdown, RDIV dropped -49.97% vs MO's -65.43%.
RDIV currently has the higher Sharpe Ratio (2.31 vs 1.27), 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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