Screener
DVY vs RDIV
iShares Select Dividend ETF vs Invesco S&P Ultra Dividend Revenue ETF
Key differences
- DVY is significantly larger than RDIV — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, RDIV has delivered higher annualized returns.
- DVY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DVY | RDIV | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.39% |
| Fund size (AUM) | $22.9B | $1.2B |
| Since | 2003 | 2013 |
| Dividend yield | 3.38% | 3.69% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +23.9% | +31.1% |
| CAGR 3Y | +16.1% | +20.4% |
| CAGR 5Y | +8.7% | +10.3% |
| Sharpe 3Y | 0.89 | 0.99 |
| Volatility 1Y | 11.23% | 13.26% |
| Max drawdown | -41.59% | -49.97% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to DVY and RDIV
Explore further