RDIV vs. VTI
Compare and contrast key facts about Invesco S&P Ultra Dividend Revenue ETF (RDIV) and Vanguard Total Stock Market ETF (VTI).
RDIV and VTI 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. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001. Both RDIV and VTI are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RDIV or VTI.
Correlation
The correlation between RDIV and VTI is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
RDIV vs. VTI - Performance Comparison
Key characteristics
RDIV:
0.95
VTI:
2.07
RDIV:
1.39
VTI:
2.76
RDIV:
1.17
VTI:
1.38
RDIV:
1.52
VTI:
3.09
RDIV:
5.64
VTI:
13.22
RDIV:
2.42%
VTI:
2.00%
RDIV:
14.35%
VTI:
12.77%
RDIV:
-49.97%
VTI:
-55.45%
RDIV:
-8.85%
VTI:
-3.35%
Returns By Period
In the year-to-date period, RDIV achieves a 13.65% return, which is significantly lower than VTI's 24.48% return. Over the past 10 years, RDIV has underperformed VTI with an annualized return of 8.97%, while VTI has yielded a comparatively higher 12.50% annualized return.
RDIV
13.65%
-5.55%
9.15%
16.01%
8.37%
8.97%
VTI
24.48%
-0.18%
9.50%
26.46%
14.02%
12.50%
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RDIV vs. VTI - Expense Ratio Comparison
RDIV has a 0.39% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
RDIV vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P Ultra Dividend Revenue ETF (RDIV) and Vanguard Total Stock Market ETF (VTI). 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.
Dividends
RDIV vs. VTI - Dividend Comparison
RDIV's dividend yield for the trailing twelve months is around 3.01%, more than VTI's 1.28% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RDIV Invesco S&P Ultra Dividend Revenue ETF | 3.01% | 3.93% | 3.44% | 3.32% | 4.93% | 3.84% | 4.32% | 4.26% | 3.12% | 4.49% | 3.36% | 0.92% |
VTI Vanguard Total Stock Market ETF | 0.94% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
RDIV vs. VTI - Drawdown Comparison
The maximum RDIV drawdown since its inception was -49.97%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for RDIV and VTI. For additional features, visit the drawdowns tool.
Volatility
RDIV vs. VTI - Volatility Comparison
Invesco S&P Ultra Dividend Revenue ETF (RDIV) and Vanguard Total Stock Market ETF (VTI) have volatilities of 3.76% and 3.91%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.