EFIV vs RDIV
Comparison between SPDR S&P 500 ESG ETF (EFIV, ETF) and INVESCO S&P ULTRA DIVIDEND REVENUE ETF (RDIV, ETF).
5-Year PerformanceEFIV has outperformed RDIV, delivering a return of +14.6% compared to +10.0%
EFIV vs RDIV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EFIV
$1.20B
RDIV
$1.20B
Expense Ratio
Winner
EFIV
0.10%
RDIV
0.39%
Max Drawdown
Winner
EFIV
25.38%
RDIV
50.91%
Sharpe Ratio
Winner
EFIV
2.22
RDIV
1.40
5Y Beta
EFIV
0.96
Winner
RDIV
0.63
P/E Ratio
EFIV
27.94
Winner
RDIV
16.44
Forward P/E
EFIV
20.19
Winner
RDIV
11.43
PEG Ratio
EFIV
N/A
RDIV
0.23
5Y Dividends CAGR
Winner
EFIV
18.87%
RDIV
5.03%
5Y EPS CAGR
Winner
EFIV
29.51%
RDIV
4.28%
Debt to Equity
EFIV
12.33%
Winner
RDIV
-37.94%
P/S Ratio
EFIV
3.42
Winner
RDIV
0.68
P/B Ratio
EFIV
5.31
Winner
RDIV
1.59
EFIV vs RDIV - Holdings Comparison
EFIV and RDIV have 27 common holdings. Overlap is 2.17%
EFIV's top 25 holdings weight is 53.67%. RDIV's top 25 holdings weight is 84.75%.
| Rank | EFIV | RDIV |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 12.49% | PBF ENERGY INC CLASS A (PBF) - 6.02% |
| #2 | MICROSOFT CORP (MSFT) - 7.99% | CHEVRON CORP (CVX) - 5.72% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 5.92% | ONEOK INC (OKE) - 5.62% |
| #4 | ALPHABET INC CLASS C (GOOG) - 4.70% | TARGET CORP (TGT) - 5.57% |
| #5 | ELI LILLY AND CO (LLY) - 2.05% | BRISTOL-MYERS SQUIBB CO (BMY) - 5.47% |
| #6 | MICRON TECHNOLOGY INC (MU) - 1.89% | HF SINCLAIR CORP (DINO) - 4.83% |
| #7 | WALMART INC (WMT) - 1.50% | HP INC (HPQ) - 4.70% |
| #8 | VISA INC CLASS A (V) - 1.42% | U.S. BANCORP (USB) - 4.68% |
| #9 | INTEL CORP (INTC) - 1.33% | TRUIST FINANCIAL CORP (TFC) - 4.45% |
| #10 | COSTCO WHOLESALE CORP (COST) - 1.18% | FORD MOTOR CO (F) - 4.37% |
| #11 | CATERPILLAR INC (CAT) - 1.10% | PRUDENTIAL FINANCIAL INC (PRU) - 4.31% |
| #12 | MASTERCARD INC CLASS A (MA) - 1.06% | KINDER MORGAN INC CLASS P (KMI) - 3.01% |
| #13 | NETFLIX INC (NFLX) - 0.97% | MACY'S INC (M) - 2.98% |
| #14 | CISCO SYSTEMS INC (CSCO) - 0.97% | KIMBERLY-CLARK CORP (KMB) - 2.88% |
| #15 | ABBVIE INC (ABBV) - 0.95% | GENERAL MILLS INC (GIS) - 2.76% |
| #16 | BANK OF AMERICA CORP (BAC) - 0.92% | FIRSTENERGY CORP (FE) - 2.46% |
| #17 | LAM RESEARCH CORP (LRCX) - 0.90% | VIATRIS INC (VTRS) - 2.39% |
| #18 | UNITEDHEALTH GROUP INC (UNH) - 0.86% | EVERSOURCE ENERGY (ES) - 2.17% |
| #19 | APPLIED MATERIALS INC (AMAT) - 0.85% | APA CORP (APA) - 1.90% |
| #20 | THE HOME DEPOT INC (HD) - 0.82% | HORMEL FOODS CORP (HRL) - 1.81% |
| #21 | GE AEROSPACE (GE) - 0.79% | JM SMUCKER CO (SJM) - 1.47% |
| #22 | COCA-COLA CO (KO) - 0.79% | THE CAMPBELL'S CO (CPB) - 1.41% |
| #23 | GE VERNOVA INC (GEV) - 0.77% | REGIONS FINANCIAL CORP (RF) - 1.39% |
| #24 | MERCK & CO INC (MRK) - 0.73% | SONOCO PRODUCTS CO (SON) - 1.25% |
| #25 | THE GOLDMAN SACHS GROUP INC (GS) - 0.72% | UGI CORP (UGI) - 1.13% |
| Total Holdings | 333 | 60 |
EFIV vs RDIV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EFIV
+8.70%
RDIV
+2.11%
3M
Winner
EFIV
+6.11%
RDIV
-1.25%
6M
Winner
EFIV
+9.61%
RDIV
+7.64%
1Y
Winner
EFIV
+31.22%
RDIV
+21.45%
5Y(CAGR)
Winner
EFIV
+14.59%
RDIV
+9.98%
10Y(CAGR)
EFIV
N/A
RDIV
+10.81%
Max(CAGR)
Winner
EFIV
+17.74%
RDIV
+10.89%
EFIV vs RDIV - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | EFIV | RDIV |
|---|---|---|
| 2026 | +8.06% | +7.16% |
| 2025 | +18.92% | +12.31% |
| 2024 | +24.68% | +14.16% |
| 2023 | +28.49% | +4.82% |
| 2022 | -18.34% | +6.88% |
| 2021 | +33.60% | +30.71% |
| 2020 | +16.69% | -8.97% |
| 2019 | N/A | +22.11% |
| 2018 | N/A | -5.95% |
| 2017 | N/A | +10.32% |
| 2016 | N/A | +28.20% |
| 2015 | N/A | -5.47% |
| 2014 | N/A | +22.44% |
| 2013 | N/A | +4.24% |
EFIV vs RDIV Drawdown Comparison
The maximum drawdown for EFIV was -24.53%, occurring on Sep 30, 2022. Recovery took 394 trading sessions.
The maximum drawdown for RDIV was -49.93%, occurring on Mar 23, 2020. Recovery took 275 trading sessions.
The current RDIV drawdown is -2.20%.
| Rank | EFIV | RDIV |
|---|---|---|
| #1 | -24.53% Jan 3, 2022 - Jul 31, 2023 | -49.93% Jan 16, 2020 - Feb 19, 2021 |
| #2 | -19.24% Dec 4, 2024 - Jun 30, 2025 | -24.88% Feb 2, 2023 - Mar 27, 2024 |
| #3 | -10.16% Sep 2, 2020 - Nov 16, 2020 | -17.92% Nov 29, 2024 - Aug 22, 2025 |
| #4 | -9.90% Jul 31, 2023 - Nov 30, 2023 | -17.72% Sep 14, 2018 - Apr 5, 2019 |
| #5 | -9.44% Feb 9, 2026 - Apr 15, 2026 | -17.62% Feb 3, 2015 - Mar 17, 2016 |
| #6 | -9.00% Jul 16, 2024 - Sep 24, 2024 | -15.63% Apr 20, 2022 - Nov 11, 2022 |
| #7 | -5.50% Mar 27, 2024 - May 14, 2024 | -11.24% Apr 23, 2019 - Oct 29, 2019 |
| #8 | -4.97% Sep 3, 2021 - Oct 19, 2021 | -11.00% Jun 4, 2021 - Jan 4, 2022 |
| #9 | -4.48% Oct 29, 2025 - Dec 5, 2025 | -9.70% Jan 26, 2018 - May 30, 2018 |
| #10 | -4.19% May 7, 2021 - Jun 10, 2021 | -8.22% Aug 15, 2016 - Nov 21, 2016 |
| #11 | -4.06% Feb 16, 2021 - Mar 11, 2021 | -7.23% Feb 24, 2017 - Sep 25, 2017 |
| #12 | -3.66% Nov 24, 2021 - Dec 8, 2021 | -6.88% Mar 28, 2024 - May 31, 2024 |
| #13 | -3.45% Dec 10, 2021 - Dec 23, 2021 | -6.56% Nov 30, 2022 - Jan 12, 2023 |
| #14 | -3.23% Jan 25, 2021 - Feb 4, 2021 | -6.49% Jan 14, 2022 - Mar 25, 2022 |
| #15 | -2.89% Oct 6, 2025 - Oct 20, 2025 | -5.82% Mar 12, 2021 - Apr 27, 2021 |
Correlation
Correlation between EFIV and RDIV is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2013 - 2026)
EFIV vs RDIV dividend yield comparison.
| Year | EFIV | RDIV |
|---|---|---|
| 2026 | 0.23% | 0.99% |
| 2025 | 1.03% | 3.94% |
| 2024 | 1.20% | 4.08% |
| 2023 | 1.37% | 3.93% |
| 2022 | 1.64% | 3.44% |
| 2021 | 1.19% | 3.31% |
| 2020 | 0.65% | 4.93% |
| 2019 | 0.00% | 3.84% |
| 2018 | 0.00% | 4.32% |
| 2017 | 0.00% | 4.26% |
| 2016 | 0.00% | 2.20% |
| 2015 | 0.00% | 4.49% |
| 2014 | 0.00% | 3.36% |
| 2013 | 0.00% | 0.92% |
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