RDIV vs. WNTR
RDIV (Invesco S&P Ultra Dividend Revenue ETF) and WNTR (YieldMax MSTR Short Option Income Strategy ETF) are both exchange-traded funds - RDIV is a Mid Cap Value Equities fund tracking the S&P 900 Dividend Revenue-Weighted Index, while WNTR is a Derivative Income fund actively managed by YieldMax. RDIV is passively managed, while WNTR is actively managed. Over the past year, RDIV returned 37.17% vs 106.92% for WNTR. Their -0.19 correlation means they have often moved in opposite directions in the past. RDIV charges 0.39%/yr vs 1.00%/yr for WNTR.
Performance
RDIV vs. WNTR - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, RDIV achieves a 23.37% return, which is significantly higher than WNTR's 10.51% return.
RDIV
- 1D
- 0.51%
- 1M
- 7.15%
- 6M
- 17.84%
- YTD
- 23.37%
- 1Y
- 37.17%
- 3Y*
- 20.53%
- 5Y*
- 14.06%
- 10Y*
- 11.15%
- ALL TIME*
- 11.77%
WNTR
- 1D
- -0.22%
- 1M
- 7.89%
- 6M
- 8.31%
- YTD
- 10.51%
- 1Y
- 106.92%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 47.29%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $3.51M | $2.94M | $4.41M | |
| $3.92M | $3.66M | $3.95M |
RDIV vs. WNTR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
RDIV Invesco S&P Ultra Dividend Revenue ETF | 23.37% | 9.34% |
WNTR YieldMax MSTR Short Option Income Strategy ETF | 10.51% | 52.78% |
Correlation
The correlation between RDIV and WNTR is -0.15, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.15 |
Correlation (All Time) Calculated using the full available price history since Mar 27, 2025 | -0.19 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
RDIV vs. WNTR — Risk / Return Rank
RDIV
WNTR
RDIV vs. WNTR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P Ultra Dividend Revenue ETF (RDIV) and YieldMax MSTR Short Option Income Strategy ETF (WNTR). 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 | WNTR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.82 | ||
| Sortino ratioReturn per unit of downside risk | +1.74 | ||
| Omega ratioGain probability vs. loss probability | 1.49 | 1.30 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 7.71 | 2.52 | +5.19 |
| Martin ratioReturn relative to average drawdown | 23.41 | 6.38 | +17.03 |
Loading charts...
Drawdowns
RDIV vs. WNTR - Drawdown Comparison
The maximum RDIV drawdown since its inception was -49.97%, which is greater than WNTR's maximum drawdown of -42.65%. Use the drawdown chart below to compare losses from any high point for RDIV and WNTR.
Loading charts...
Drawdown Indicators
| RDIV | WNTR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.97% | -42.65% | -7.32% |
Max Drawdown (1Y)Largest decline over 1 year | -4.84% | -42.65% | +37.81% |
Max Drawdown (3Y)Largest decline over 3 years | -17.91% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -24.89% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -49.97% | — | — |
Current DrawdownCurrent decline from peak | -0.96% | -9.84% | +8.88% |
Average DrawdownAverage peak-to-trough decline | -5.80% | -20.15% | +14.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.59% | 16.83% | -15.24% |
Volatility
RDIV vs. WNTR - Volatility Comparison
The current volatility for Invesco S&P Ultra Dividend Revenue ETF (RDIV) is 3.98%, while YieldMax MSTR Short Option Income Strategy ETF (WNTR) has a volatility of 13.00%. This indicates that RDIV experiences smaller price fluctuations and is considered to be less risky than WNTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| RDIV | WNTR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.98% | 13.00% | -9.02% |
Volatility (6M)Calculated over the trailing 6-month period | 9.24% | 47.22% | -37.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.41% | 54.66% | -41.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.40% | 53.34% | -35.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.85% | 53.34% | -31.49% |
RDIV vs. WNTR - Expense Ratio Comparison
RDIV has a 0.39% expense ratio, which is lower than WNTR's 1.00% expense ratio.
Dividends
RDIV vs. WNTR - Dividend Comparison
RDIV's dividend yield for the trailing twelve months is around 3.43%, less than WNTR's 107.26% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RDIV Invesco S&P Ultra Dividend Revenue ETF | 3.43% | 3.94% | 4.08% | 3.93% | 3.44% | 3.31% | 4.93% | 3.84% | 4.32% | 4.26% | 2.20% | 4.49% |
WNTR YieldMax MSTR Short Option Income Strategy ETF | 107.26% | 58.56% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
RDIV and WNTR have a correlation of -0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WNTR has higher volatility (13.00%) compared to RDIV (3.98%). In terms of maximum drawdown, RDIV dropped -49.97% vs WNTR's -42.65%.
On 1-year performance, WNTR leads with 106.92% vs 37.17% for RDIV. On fees, RDIV is cheaper at 0.39% per year. On volatility, RDIV has been the lower-risk option at 3.98%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, WNTR has performed better with a 106.92% return vs 37.17%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
RDIV is cheaper with a 0.39% expense ratio, compared with 1.00% for WNTR.
WNTR has the higher dividend yield at 107.26%, compared with 3.43% for RDIV.
RDIV is categorized as Mid Cap Value Equities, while WNTR is Derivative Income. They also come from different issuers: Invesco and YieldMax. Their fees differ too: 0.39% for RDIV and 1.00% for WNTR.
RDIV currently has the higher Sharpe Ratio (2.79 vs 1.97), 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.
Find the right allocation for RDIV and WNTR
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer