RDIV vs. SYLD
Compare and contrast key facts about Invesco S&P Ultra Dividend Revenue ETF (RDIV) and Cambria Shareholder Yield ETF (SYLD).
RDIV and SYLD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RDIV is a passively managed fund by Invesco that tracks the performance of the S&P 900 Dividend Revenue-Weighted Index. It was launched on Oct 1, 2013. SYLD is an actively managed fund by Cambria. It was launched on May 14, 2013.
Performance
RDIV vs. SYLD - Performance Comparison
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RDIV vs. SYLD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RDIV Invesco S&P Ultra Dividend Revenue ETF | 8.05% | 12.36% | 15.17% | 4.66% | 7.16% | 29.12% | -9.31% | 22.62% | -4.78% | 11.63% |
SYLD Cambria Shareholder Yield ETF | 9.10% | 3.94% | 3.37% | 16.46% | -6.14% | 48.59% | 13.61% | 26.98% | -13.51% | 20.03% |
Returns By Period
In the year-to-date period, RDIV achieves a 8.05% return, which is significantly lower than SYLD's 9.10% return. Over the past 10 years, RDIV has underperformed SYLD with an annualized return of 10.84%, while SYLD has yielded a comparatively higher 12.45% annualized return.
RDIV
- 1D
- 0.49%
- 1M
- -0.18%
- YTD
- 8.05%
- 6M
- 8.98%
- 1Y
- 18.77%
- 3Y*
- 15.30%
- 5Y*
- 11.03%
- 10Y*
- 10.84%
SYLD
- 1D
- 1.44%
- 1M
- -0.36%
- YTD
- 9.10%
- 6M
- 10.78%
- 1Y
- 20.74%
- 3Y*
- 10.94%
- 5Y*
- 6.86%
- 10Y*
- 12.45%
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RDIV vs. SYLD - Expense Ratio Comparison
RDIV has a 0.39% expense ratio, which is lower than SYLD's 0.59% expense ratio.
Return for Risk
RDIV vs. SYLD — Risk / Return Rank
RDIV
SYLD
RDIV vs. SYLD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P Ultra Dividend Revenue ETF (RDIV) and Cambria Shareholder Yield ETF (SYLD). 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 | SYLD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 0.97 | +0.07 |
Sortino ratioReturn per unit of downside risk | 1.52 | 1.51 | +0.01 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.20 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.49 | 1.42 | +0.07 |
Martin ratioReturn relative to average drawdown | 6.12 | 5.52 | +0.60 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| RDIV | SYLD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 0.97 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | 0.33 | +0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.54 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.56 | -0.02 |
Correlation
The correlation between RDIV and SYLD is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
RDIV vs. SYLD - Dividend Comparison
RDIV's dividend yield for the trailing twelve months is around 3.79%, more than SYLD's 1.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RDIV Invesco S&P Ultra Dividend Revenue ETF | 3.79% | 3.94% | 4.08% | 3.93% | 3.44% | 3.31% | 4.93% | 3.84% | 4.32% | 4.26% | 2.20% | 4.49% |
SYLD Cambria Shareholder Yield ETF | 1.94% | 2.25% | 2.04% | 1.92% | 2.20% | 2.37% | 1.99% | 2.08% | 2.52% | 1.57% | 1.92% | 6.93% |
Drawdowns
RDIV vs. SYLD - Drawdown Comparison
The maximum RDIV drawdown since its inception was -49.97%, which is greater than SYLD's maximum drawdown of -45.36%. Use the drawdown chart below to compare losses from any high point for RDIV and SYLD.
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Drawdown Indicators
| RDIV | SYLD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.97% | -45.36% | -4.61% |
Max Drawdown (1Y)Largest decline over 1 year | -13.53% | -14.90% | +1.37% |
Max Drawdown (5Y)Largest decline over 5 years | -24.89% | -26.62% | +1.73% |
Max Drawdown (10Y)Largest decline over 10 years | -49.97% | -45.36% | -4.61% |
Current DrawdownCurrent decline from peak | -1.68% | -3.17% | +1.49% |
Average DrawdownAverage peak-to-trough decline | -5.92% | -5.72% | -0.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.30% | 3.83% | -0.53% |
Volatility
RDIV vs. SYLD - Volatility Comparison
The current volatility for Invesco S&P Ultra Dividend Revenue ETF (RDIV) is 3.20%, while Cambria Shareholder Yield ETF (SYLD) has a volatility of 4.04%. This indicates that RDIV experiences smaller price fluctuations and is considered to be less risky than SYLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RDIV | SYLD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.20% | 4.04% | -0.84% |
Volatility (6M)Calculated over the trailing 6-month period | 9.72% | 11.47% | -1.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.29% | 21.53% | -3.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.69% | 20.91% | -3.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.91% | 22.97% | -1.06% |