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PFM vs RDIV

Invesco Dividend Achievers ETF vs Invesco S&P Ultra Dividend Revenue ETF

PFM

Invesco Dividend Achievers ETF

Invesco

Annual cost

0.52%

Fund size

$764M

RDIV

Invesco S&P Ultra Dividend Revenue ETF

Invesco

Annual cost

0.39%

Fund size

$1.2B

Key differences

  • RDIV costs 0.13% less per year.
  • Over the last 3 years, RDIV has delivered higher annualized returns.
  • PFM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PFMRDIV
Annual cost (TER)0.52%0.39%
Fund size (AUM)$764M$1.2B
Since20052013
Dividend yield1.37%3.69%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+21.4%+31.1%
CAGR 3Y+16.4%+20.4%
CAGR 5Y+10.5%+10.3%
Sharpe 3Y1.040.99
Volatility 1Y9.63%13.26%
Max drawdown-32.21%-49.97%

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

Similar to PFM and RDIV