RDIV vs. VIG

Last updated Jun 24, 2026

RDIV (Invesco S&P Ultra Dividend Revenue ETF) and VIG (Vanguard Dividend Appreciation ETF) are both exchange-traded funds - RDIV is a Mid Cap Value Equities fund tracking the S&P 900 Dividend Revenue-Weighted Index, while VIG is a Dividend fund tracking the S&P U.S. Dividend Growers Index. Both are passively managed. Over the past 10 years, RDIV returned 11.03%/yr vs 13.34%/yr for VIG. A 0.70 correlation means they provide meaningful diversification when combined. RDIV charges 0.39%/yr vs 0.04%/yr for VIG.

Performance

RDIV vs. VIG - Performance Comparison

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

Returns By Period

In the year-to-date period, RDIV achieves a 13.79% return, which is significantly higher than VIG's 6.98% return. Over the past 10 years, RDIV has underperformed VIG with an annualized return of 11.03%, while VIG has yielded a comparatively higher 13.34% 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%

VIG

• 1D: -0.51%
• 1M: 0.48%
• YTD: 6.98%
• 6M: 6.28%
• 1Y: 18.42%
• 3Y*: 15.85%
• 5Y*: 10.82%
• 10Y*: 13.34%

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

RDIV vs. VIG - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
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%
VIG Vanguard Dividend Appreciation ETF	6.98%	14.17%	16.99%	14.51%	-9.80%	23.76%	15.43%	29.62%	-2.08%	22.22%

Correlation

The correlation between RDIV and VIG is 0.53, 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	0.53
Correlation (3Y) Calculated over the trailing 3-year period	0.67
Correlation (5Y) Calculated over the trailing 5-year period	0.73
Correlation (10Y) Calculated over the trailing 10-year period	0.70
Correlation (All Time) Calculated using the full available price history since Oct 1, 2013	0.70

The correlation between RDIV and VIG shifts across timeframes, from 0.53 (1 year) to 0.73 (5 years), reflecting how their relationship changes across market environments.

RDIV vs. VIG - Sectors Allocation Comparison

Sectors	RDIV	VIG
Financial Services	17.8%	19.9%
Energy	17.3%	3.2%
Consumer Cyclical	15.0%	4.4%
Consumer Defensive	14.6%	9.3%
Communication Services	8.8%	0.5%
Real Estate	7.3%	-
Healthcare	6.8%	16.6%
Technology	6.2%	29.0%
Utilities	6.2%	2.9%
Basic Materials	0.5%	3.3%
Industrials	-	11.3%

Return for Risk

RDIV vs. VIG — Risk / Return Rank

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

RDIV

RDIV Risk / Return Rank: 78
RDIV Sharpe Ratio Rank: 70
RDIV Sortino Ratio Rank: 75
RDIV Omega Ratio Rank: 66
RDIV Calmar Ratio Rank: 92
RDIV Martin Ratio Rank: 85

VIG

VIG Risk / Return Rank: 54
VIG Sharpe Ratio Rank: 56
VIG Sortino Ratio Rank: 58
VIG Omega Ratio Rank: 54
VIG Calmar Ratio Rank: 49
VIG Martin Ratio Rank: 56

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. VIG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco S&P Ultra Dividend Revenue ETF (RDIV) and Vanguard Dividend Appreciation ETF (VIG). 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	VIG	Difference
Sharpe ratio: Return per unit of total volatility	2.15	1.83	+0.32
Sortino ratio: Return per unit of downside risk	3.15	2.66	+0.49
Omega ratio: Gain probability vs. loss probability	1.37	1.33	+0.05
Calmar ratio: Return relative to maximum drawdown	5.95	2.34	+3.61
Martin ratio: Return relative to average drawdown	17.00	9.44	+7.56

RDIV vs. VIG - Sharpe Ratio Comparison

The current RDIV Sharpe Ratio is 2.15, which is comparable to the VIG Sharpe Ratio of 1.83. The chart below compares the historical Sharpe Ratios of RDIV and VIG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

RDIV vs. VIG - Drawdown Comparison

The maximum RDIV drawdown since its inception was -49.97%, which is greater than VIG's maximum drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for RDIV and VIG.

Drawdown Indicators

	RDIV	VIG	Difference
Max Drawdown Largest peak-to-trough decline	-49.97%	-46.81%	-3.16%
Max Drawdown (1Y) Largest decline over 1 year	-4.84%	-7.91%	+3.07%
Max Drawdown (3Y) Largest decline over 3 years	-17.91%	-14.95%	-2.96%
Max Drawdown (5Y) Largest decline over 5 years	-24.89%	-20.39%	-4.50%
Max Drawdown (10Y) Largest decline over 10 years	-49.97%	-31.72%	-18.25%
Current Drawdown Current decline from peak	-2.54%	-1.13%	-1.41%
Average Drawdown Average peak-to-trough decline	-5.84%	-5.50%	-0.34%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.69%	1.96%	-0.27%

Volatility

RDIV vs. VIG - Volatility Comparison

Invesco S&P Ultra Dividend Revenue ETF (RDIV) has a higher volatility of 4.58% compared to Vanguard Dividend Appreciation ETF (VIG) at 2.89%. This indicates that RDIV's price experiences larger fluctuations and is considered to be riskier than VIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	RDIV	VIG	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.58%	2.89%	+1.69%
Volatility (6M) Calculated over the trailing 6-month period	9.01%	7.70%	+1.31%
Volatility (1Y) Calculated over the trailing 1-year period	13.41%	10.14%	+3.27%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.48%	14.23%	+3.25%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.89%	16.04%	+5.85%

RDIV vs. VIG - Expense Ratio Comparison

RDIV has a 0.39% expense ratio, which is higher than VIG's 0.04% expense ratio.

Dividends

RDIV vs. VIG - Dividend Comparison

RDIV's dividend yield for the trailing twelve months is around 3.72%, more than VIG's 1.47% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
VIG Vanguard Dividend Appreciation ETF	1.47%	1.62%	1.73%	1.88%	1.96%	1.55%	1.63%	1.71%	2.08%	1.88%	2.14%	2.34%

Frequently Asked Questions

Can I hold both RDIV and VIG in my portfolio?

RDIV and VIG have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, RDIV or VIG?

RDIV has higher volatility (4.58%) compared to VIG (2.89%). In terms of maximum drawdown, RDIV dropped -49.97% vs VIG's -46.81%.

Which ETF is better, RDIV or VIG?

On 10-year performance, VIG leads with 13.34% vs 11.03% for RDIV. On fees, VIG is cheaper at 0.04% per year. On volatility, VIG has been the lower-risk option at 2.89%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, RDIV or VIG?

Over the 10-year period, VIG has performed better with a 13.34% return vs 11.03%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, RDIV or VIG?

VIG is cheaper with a 0.04% expense ratio, compared with 0.39% for RDIV.

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

RDIV has the higher dividend yield at 3.72%, compared with 1.47% for VIG.

What is the main difference between RDIV and VIG?

RDIV is categorized as Mid Cap Value Equities, while VIG is Dividend. RDIV tracks S&P 900 Dividend Revenue-Weighted Index, while VIG tracks S&P U.S. Dividend Growers Index. They also come from different issuers: Invesco and Vanguard. Their fees differ too: 0.39% for RDIV and 0.04% for VIG.

Which has better risk-adjusted returns?

RDIV currently has the higher Sharpe Ratio (2.15 vs 1.83), 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.