RDIV vs VYM
Invesco S&P Ultra Dividend Revenue ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. RDIV delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | RDIV | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.39% | 0.04% | |
| AUM | $1.4B | $79.0B | |
| Dividend Yield | 3.73% | 2.86% | |
| Holdings | 63 | 568 | |
| YTD Return | +20.91% | +16.10% | |
| 1Y Return | +34.41% | +25.99% | |
| 3Y Return (annualized) | +19.83% | +18.29% | |
| 5Y Return (annualized) | +12.95% | +12.35% | |
| Volatility (annualized) | 19.1% | 14.6% | |
| Max Drawdown | -50.9% | -58.8% | |
| Fund Family | Invesco (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 30, 2013 | Nov 10, 2006 |
RDIV vs VYM Performance
Invesco S&P Ultra Dividend Revenue ETF (RDIV) is a ETF from Invesco (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year RDIV returned +34.41% while VYM returned +25.99%. Year to date, RDIV is up 20.91% versus a gain of 16.10% for VYM.
Over three years, RDIV compounded at +19.83% per year against +18.29% for VYM; over five years the annualized figures are +12.95% and +12.35% respectively. Across the full 13-year window we track, RDIV has the edge at +9.10% annualized vs +7.08%. 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 14.6% for VYM. 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 -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.89. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
RDIV charges 0.39% per year while VYM charges 0.04%. On a $10,000 position that is $39 vs $4 annually, a gap of $35 per year that compounds over a long holding period. On income, RDIV currently yields 3.73% against 2.86% for VYM.
Holdings Overlap
RDIV and VYM share 37 holdings out of 581 unique holdings combined, representing a 6.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, RDIV or VYM?
RDIV has an expense ratio of 0.39% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $35 per year of difference.
Which performed better, RDIV or VYM?
Over the past year RDIV returned +34.41% vs +25.99% for VYM, so RDIV leads on 1-year performance. Over the longest common window we track (13 years), RDIV annualized +9.10% vs +7.08% for VYM. Past performance does not guarantee future results.
Which is riskier, RDIV or VYM?
RDIV has been the more volatile fund at 19.1% annualized versus 14.6% for VYM. Worst drawdown: RDIV -50.9% vs VYM -58.8%.
Should I hold both RDIV and VYM?
RDIV and VYM have a monthly-return correlation of 0.89, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between RDIV and VYM?
RDIV and VYM share 37 common holdings with a 6.9% weight overlap. Combined, they hold 581 unique securities.
Which pays a higher dividend, RDIV or VYM?
RDIV yields 3.73% while VYM yields 2.86%, so RDIV currently pays the higher dividend yield.
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