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DVVY vs RDIV

Invesco Diversified Dividend Opportunities ETF vs Invesco S&P Ultra Dividend Revenue ETF

DVVY

Invesco Diversified Dividend Opportunities ETF

Invesco

Annual cost

0.33%

Fund size

$3M

RDIV

Invesco S&P Ultra Dividend Revenue ETF

Invesco

Annual cost

0.39%

Fund size

$1.2B

Key differences

  • DVVY costs 0.06% less per year.
  • RDIV is significantly larger than DVVY — larger funds tend to be more liquid and less likely to close.
  • DVVY follows a active selection strategy; RDIV uses index tracking.
  • RDIV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DVVYRDIV
Annual cost (TER)0.33%0.39%
Fund size (AUM)$3M$1.2B
Since20262013
Dividend yield3.69%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+31.1%
CAGR 3YN/A+20.4%
CAGR 5YN/A+10.3%
Sharpe 3YN/A0.99
Volatility 1Y13.26%
Max drawdown-2.57%-49.97%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to DVVY and RDIV