RDIV vs VOO
Invesco S&P Ultra Dividend Revenue ETF vs Vanguard S&P 500 ETF
Which is better, RDIV or VOO?
Large Cap Value against Large Cap Blend.
VOO has a lower expense ratio. RDIV led over 1Y, VOO over 3Y, 5Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 51.9%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | RDIV | VOO |
|---|---|---|
| Expense Ratio | 0.39% | 0.03%Best |
| AUM | $1.4B | $997.4B |
| Dividend Yield | 3.45% | 1.04% |
| Holdings | 62 | 509 |
| YTD Return | +14.49%Best | +14.14% |
| 1Y Return | +18.30%Best | +17.31% |
| 3Y Return (annualized) | +20.68% | +23.16%Best |
| 5Y Return (annualized) | +13.07% | +13.85%Best |
| Volatility (annualized) | 19.1% | 14.5%Best |
| Max Drawdown | -50.9% | -34.3%Best |
| $10,000 over 5 years | $18,481 | $19,128Best |
| Top 10 Weight | 51.9% | 37.6%Best |
| Fund Family | Invesco (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Blend |
| Inception | Sep 30, 2013 | Sep 7, 2010 |
Volatility and max drawdown are measured over the window both funds cover: Oct 1, 2013 to Sep 21, 2026 (13 years).
RDIV vs VOO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 13 years both funds cover.
RDIV vs VOO Performance
Invesco S&P Ultra Dividend Revenue ETF (RDIV) is an ETF from Invesco (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year RDIV returned +18.30% while VOO returned +17.31%. Year to date, RDIV is up 14.49% versus a gain of 14.14% for VOO.
Over three years, RDIV compounded at +20.68% per year against +23.16% for VOO; over five years the annualized figures are +13.07% and +13.85% respectively. Across the full 13-year window we track, VOO has the edge at +13.15% annualized vs +8.55%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
RDIV has been the more volatile fund, with annualized monthly volatility of 19.1% compared with 14.5% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -50.9% for RDIV and -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.75. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
RDIV charges 0.39% per year while VOO charges 0.03%. On a $10,000 position that is $39 vs $3 annually, a gap of $36 per year that compounds over a long holding period. On income, RDIV currently yields 3.45% against 1.04% for VOO.
Holdings Overlap
82.0% of RDIV's money is in holdings VOO also owns. 2.9% of VOO's money is in holdings RDIV also owns.
Most of RDIV is already inside VOO. Owning both mostly buys the same companies twice.
34 positions in common, counted across the 61 positions we hold weights for in RDIV and 494 in VOO, against full books of 62 and 509.
What only one of them owns
Measured across the 61 and 494 positions we hold weights for.
VOO holds 453 positions RDIV does not, 96.2% of the fund.
Largest: NVDA 7.55%, AAPL 7.05%, MSFT 5.36%, AMZN 4.13%, GOOGL 3.24%
Top Shared Holdings
| Stock | Weight in RDIV | Weight in VOO | Difference |
|---|---|---|---|
| TGTTarget Corp Common Stock Usd.0833 | 5.78% | 0.10% | 5.68% |
| CVXChevron Corp | 5.30% | 0.57% | 4.73% |
| TBBAt&t Inc | 5.53% | 0.25% | 5.28% |
| CMCSAComcast Corp-class A Cmcsa | 5.57% | 0.13% | 5.44% |
| BMYBristol-Myers Squibb Co. | 5.41% | 0.21% | 5.20% |
| PEPPepsico Inc. | 5.09% | 0.30% | 4.79% |
| PRUPrudential Financial Inc | 4.93% | 0.07% | 4.86% |
| FFord Motor Credit | 4.81% | 0.09% | 4.72% |
| TFCTruist Financial Corp. | 4.77% | 0.10% | 4.67% |
| IPInternational Paper Co. | 4.70% | 0.03% | 4.67% |
82.0% of RDIV is already inside VOO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, RDIV or VOO?
RDIV has an expense ratio of 0.39% while VOO charges 0.03%. VOO is the cheaper option, by $36 a year on a $10,000 investment.
Which performed better, RDIV or VOO?
Over the past year RDIV returned +18.30% vs +17.31% for VOO, so RDIV leads on 1-year performance. Over the longest common window we track (13 years), RDIV annualized +8.55% vs +13.15% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, RDIV or VOO?
RDIV has been the more volatile fund at 19.1% annualized versus 14.5% for VOO. Worst drawdown: RDIV -50.9% vs VOO -34.3%.
Should I hold both RDIV and VOO?
RDIV and VOO have a monthly-return correlation of 0.75, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between RDIV and VOO?
82.0% of RDIV's money is in holdings VOO also owns. 2.9% of VOO's is in holdings RDIV also owns. They hold 34 positions in common, counted across the 61 positions we hold weights for in RDIV and 494 in VOO.
Which pays a higher dividend, RDIV or VOO?
RDIV yields 3.45% while VOO yields 1.04%, so RDIV currently pays the higher dividend yield.
Is VOO better than RDIV?
VOO has a lower expense ratio. RDIV led over 1Y, VOO over 3Y, 5Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 51.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.