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KBWD vs RDIV

Invesco KBW High Dividend Yield Financial ETF vs Invesco S&P Ultra Dividend Revenue ETF

KBWD

Invesco KBW High Dividend Yield Financial ETF

Invesco

Annual cost

5.39%

Fund size

$447M

RDIV

Invesco S&P Ultra Dividend Revenue ETF

Invesco

Annual cost

0.39%

Fund size

$1.2B

Key differences

  • RDIV costs 5.00% less per year.
  • Over the last 3 years, RDIV has delivered higher annualized returns.

Side-by-side comparison

KBWDRDIV
Annual cost (TER)5.39%0.39%
Fund size (AUM)$447M$1.2B
Since20102013
Dividend yield13.23%3.69%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.7%+30.9%
CAGR 3Y+8.5%+20.4%
CAGR 5Y+1.4%+10.7%
Sharpe 3Y0.340.99
Volatility 1Y15.37%13.27%
Max drawdown-58.63%-49.97%

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

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