RDOG vs. KBWD
RDOG (ALPS REIT Dividend Dogs ETF) and KBWD (Invesco KBW High Dividend Yield Financial ETF) are both exchange-traded funds - RDOG is a REIT fund tracking the S-Network REIT Dividend Dogs Index, while KBWD is a Financials Equities fund tracking the KBW Nasdaq Financial Sector Dividend Yield Index. Both are passively managed. Over the past 10 years, RDOG returned 3.87%/yr vs 4.42%/yr for KBWD. Their 0.64 correlation means they have sometimes moved together and sometimes differently. RDOG charges 0.35%/yr vs 5.39%/yr for KBWD.
Performance
RDOG vs. KBWD - Performance Comparison
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Returns By Period
In the year-to-date period, RDOG achieves a 18.95% return, which is significantly higher than KBWD's -5.22% return. Over the past 10 years, RDOG has underperformed KBWD with an annualized return of 3.87%, while KBWD has yielded a comparatively higher 4.42% annualized return.
RDOG
- 1D
- -0.96%
- 1M
- -1.63%
- 6M
- 15.22%
- YTD
- 18.95%
- 1Y
- 25.64%
- 3Y*
- 10.35%
- 5Y*
- 2.29%
- 10Y*
- 3.87%
- ALL TIME*
- 4.38%
KBWD
- 1D
- -0.75%
- 1M
- -2.41%
- 6M
- -7.83%
- YTD
- -5.22%
- 1Y
- 0.00%
- 3Y*
- 1.98%
- 5Y*
- 0.90%
- 10Y*
- 4.42%
- ALL TIME*
- 5.57%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $5.79M | $4.78M | $4.61M | |
| $32.03K | $50.70K | $54.44K |
RDOG vs. KBWD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RDOG ALPS REIT Dividend Dogs ETF | 18.95% | 0.95% | 4.57% | 10.38% | -25.53% | 34.42% | -10.01% | 21.54% | -5.70% | 11.84% |
KBWD Invesco KBW High Dividend Yield Financial ETF | -5.22% | 5.59% | 4.30% | 20.21% | -19.14% | 31.89% | -15.58% | 20.72% | -8.70% | 12.06% |
Correlation
The correlation between RDOG and KBWD is 0.61, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.61 |
Correlation (3Y) Balances recent behavior with more history. | 0.72 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.74 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.64 |
Correlation (All Time) Calculated using the full available price history since Dec 2, 2010 | 0.64 |
The correlation between RDOG and KBWD shifts across timeframes, from 0.61 (1 year) to 0.74 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
RDOG vs. KBWD — Risk / Return Rank
RDOG
KBWD
RDOG vs. KBWD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ALPS REIT Dividend Dogs ETF (RDOG) and Invesco KBW High Dividend Yield Financial ETF (KBWD). 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.
| RDOG | KBWD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.78 | ||
| Sortino ratioReturn per unit of downside risk | +2.48 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.01 | +0.29 |
| Calmar ratioReturn relative to maximum drawdown | 2.54 | -0.04 | +2.58 |
| Martin ratioReturn relative to average drawdown | 8.57 | -0.08 | +8.65 |
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Drawdowns
RDOG vs. KBWD - Drawdown Comparison
The maximum RDOG drawdown since its inception was -67.59%, which is greater than KBWD's maximum drawdown of -58.63%. Use the drawdown chart below to compare losses from any high point for RDOG and KBWD.
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Drawdown Indicators
| RDOG | KBWD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.59% | -58.63% | -8.96% |
Max Drawdown (1Y)Largest decline over 1 year | -10.02% | -15.05% | +5.03% |
Max Drawdown (3Y)Largest decline over 3 years | -21.40% | -19.65% | -1.75% |
Max Drawdown (5Y)Largest decline over 5 years | -35.52% | -30.74% | -4.78% |
Max Drawdown (10Y)Largest decline over 10 years | -49.35% | -58.63% | +9.28% |
Current DrawdownCurrent decline from peak | -2.56% | -11.95% | +9.39% |
Average DrawdownAverage peak-to-trough decline | -12.16% | -7.44% | -4.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.97% | 7.19% | -4.22% |
Volatility
RDOG vs. KBWD - Volatility Comparison
The current volatility for ALPS REIT Dividend Dogs ETF (RDOG) is 4.13%, while Invesco KBW High Dividend Yield Financial ETF (KBWD) has a volatility of 4.54%. This indicates that RDOG experiences smaller price fluctuations and is considered to be less risky than KBWD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RDOG | KBWD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.13% | 4.54% | -0.41% |
Volatility (6M)Calculated over the trailing 6-month period | 11.17% | 12.49% | -1.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.68% | 15.87% | -1.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.80% | 19.78% | +0.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.05% | 23.26% | -0.21% |
RDOG vs. KBWD - Expense Ratio Comparison
RDOG has a 0.35% expense ratio, which is lower than KBWD's 5.39% expense ratio.
Dividends
RDOG vs. KBWD - Dividend Comparison
RDOG's dividend yield for the trailing twelve months is around 6.14%, less than KBWD's 14.50% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KBWD Invesco KBW High Dividend Yield Financial ETF | 14.50% | 12.83% | 12.45% | 11.45% | 11.32% | 7.26% | 9.68% | 8.63% | 9.47% | 8.77% | 8.68% | 8.89% |
RDOG ALPS REIT Dividend Dogs ETF | 6.14% | 6.91% | 6.11% | 7.07% | 5.25% | 3.11% | 5.12% | 3.10% | 3.13% | 3.64% | 3.66% | 3.43% |
Frequently Asked Questions
RDOG and KBWD have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KBWD has higher volatility (4.54%) compared to RDOG (4.13%). In terms of maximum drawdown, RDOG dropped -67.59% vs KBWD's -58.63%.
On 10-year performance, KBWD leads with 4.42% vs 3.87% for RDOG. On fees, RDOG is cheaper at 0.35% per year. On volatility, RDOG has been the lower-risk option at 4.13%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, KBWD has performed better with a 4.42% return vs 3.87%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
RDOG is cheaper with a 0.35% expense ratio, compared with 5.39% for KBWD.
KBWD has the higher dividend yield at 14.50%, compared with 6.14% for RDOG.
RDOG is categorized as REIT, while KBWD is Financials Equities. RDOG tracks S-Network REIT Dividend Dogs Index, while KBWD tracks KBW Nasdaq Financial Sector Dividend Yield Index. They also come from different issuers: SS&C and Invesco. Their fees differ too: 0.35% for RDOG and 5.39% for KBWD.
RDOG currently has the higher Sharpe Ratio (1.74 vs -0.04), 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.
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