Screener
RDIV vs DIVZ
Invesco S&P Ultra Dividend Revenue ETF vs Polen Dividend Income ETF
Key differences
- RDIV costs 0.26% less per year.
- RDIV is significantly larger than DIVZ — larger funds tend to be more liquid and less likely to close.
- RDIV follows a index tracking strategy; DIVZ uses active selection.
- Over the last 3 years, RDIV has delivered higher annualized returns.
- RDIV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| RDIV | DIVZ | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.65% |
| Fund size (AUM) | $1.2B | $242M |
| Since | 2013 | 2021 |
| Dividend yield | 3.69% | 2.57% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +31.1% | +16.1% |
| CAGR 3Y | +20.4% | +15.6% |
| CAGR 5Y | +10.3% | +9.2% |
| Sharpe 3Y | 0.99 | 1.05 |
| Volatility 1Y | 13.26% | 9.19% |
| Max drawdown | -49.97% | -15.43% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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