RDIV vs. VYM
Compare and contrast key facts about Invesco S&P Ultra Dividend Revenue ETF (RDIV) and Vanguard High Dividend Yield ETF (VYM).
RDIV and VYM 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. VYM is a passively managed fund by Vanguard that tracks the performance of the FTSE High Dividend Yield Index. It was launched on Nov 10, 2006. Both RDIV and VYM 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 VYM.
Correlation
The correlation between RDIV and VYM is 0.84, 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.
Performance
RDIV vs. VYM - Performance Comparison
Key characteristics
RDIV:
0.95
VYM:
1.70
RDIV:
1.39
VYM:
2.41
RDIV:
1.17
VYM:
1.31
RDIV:
1.52
VYM:
3.04
RDIV:
5.64
VYM:
10.05
RDIV:
2.42%
VYM:
1.81%
RDIV:
14.35%
VYM:
10.73%
RDIV:
-49.97%
VYM:
-56.98%
RDIV:
-8.85%
VYM:
-5.86%
Returns By Period
In the year-to-date period, RDIV achieves a 13.65% return, which is significantly lower than VYM's 16.02% return. Over the past 10 years, RDIV has underperformed VYM with an annualized return of 8.97%, while VYM has yielded a comparatively higher 9.52% annualized return.
RDIV
13.65%
-5.55%
9.15%
16.01%
8.37%
8.97%
VYM
16.02%
-3.00%
7.13%
18.20%
9.48%
9.52%
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RDIV vs. VYM - Expense Ratio Comparison
RDIV has a 0.39% expense ratio, which is higher than VYM's 0.06% expense ratio.
Risk-Adjusted Performance
RDIV vs. VYM - 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 High Dividend Yield ETF (VYM). 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. VYM - Dividend Comparison
RDIV's dividend yield for the trailing twelve months is around 3.01%, more than VYM's 2.00% 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% |
VYM Vanguard High Dividend Yield ETF | 2.00% | 3.12% | 3.01% | 2.76% | 3.18% | 3.03% | 3.40% | 2.80% | 2.91% | 3.22% | 2.78% | 2.81% |
Drawdowns
RDIV vs. VYM - Drawdown Comparison
The maximum RDIV drawdown since its inception was -49.97%, smaller than the maximum VYM drawdown of -56.98%. Use the drawdown chart below to compare losses from any high point for RDIV and VYM. For additional features, visit the drawdowns tool.
Volatility
RDIV vs. VYM - Volatility Comparison
Invesco S&P Ultra Dividend Revenue ETF (RDIV) and Vanguard High Dividend Yield ETF (VYM) have volatilities of 3.76% and 3.76%, 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.