Screener
RDIV vs PGX
Invesco S&P Ultra Dividend Revenue ETF vs Invesco Preferred ETF
Key differences
- RDIV costs 0.11% less per year.
- PGX is significantly larger than RDIV — larger funds tend to be more liquid and less likely to close.
- RDIV is classified as equity, while PGX is fixed income — different risk/return profiles.
- Over the last 3 years, RDIV has delivered higher annualized returns.
- PGX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| RDIV | PGX | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.50% |
| Fund size (AUM) | $1.2B | $3.9B |
| Since | 2013 | 2008 |
| Dividend yield | 3.69% | 6.16% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +30.9% | +7.3% |
| CAGR 3Y | +20.4% | +6.1% |
| CAGR 5Y | +10.7% | -0.3% |
| Sharpe 3Y | 0.99 | 0.31 |
| Volatility 1Y | 13.27% | 6.14% |
| Max drawdown | -49.97% | -34.10% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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