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RDIV vs PFM

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

RDIV

Invesco S&P Ultra Dividend Revenue ETF

Invesco

Annual cost

0.39%

Fund size

$1.2B

PFM

Invesco Dividend Achievers ETF

Invesco

Annual cost

0.52%

Fund size

$764M

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

RDIVPFM
Annual cost (TER)0.39%0.52%
Fund size (AUM)$1.2B$764M
Since20132005
Dividend yield3.69%1.37%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+31.1%+21.4%
CAGR 3Y+20.4%+16.4%
CAGR 5Y+10.3%+10.5%
Sharpe 3Y0.991.04
Volatility 1Y13.26%9.63%
Max drawdown-49.97%-32.21%

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

Similar to RDIV and PFM