PDO vs RDIV

Comparison between PIMCO Dynamic Income Opportunities Fund (PDO, ETF) and INVESCO S&P ULTRA DIVIDEND REVENUE ETF (RDIV, ETF).

5-Year PerformanceRDIV has outperformed PDO, delivering a return of +13.5% compared to +2.7%

PDO vs RDIV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PDO(ETF)	RDIV(ETF)
Net Assets	$1.80B	$1.80B
Expense Ratio	N/A	0.39%
Max Drawdown	53.93%	50.91%
Sharpe Ratio	0.31	2.06
5Y Beta	0.40	0.59
P/E Ratio	N/A	17.38
Forward P/E	N/A	12.07
PEG Ratio	N/A	-0.02
5Y Dividends CAGR	20.99%	4.80%
5Y EPS CAGR	N/A	5.69%
Debt to Equity	N/A	-341.45%
P/S Ratio	N/A	0.91
P/B Ratio	N/A	1.63

Net Assets

PDO

$1.80B

RDIV

$1.80B

Expense Ratio

PDO

N/A

RDIV

0.39%

Max Drawdown

PDO

53.93%

Winner

RDIV

50.91%

Sharpe Ratio

PDO

0.31

Winner

RDIV

2.06

5Y Beta

Winner

PDO

0.40

RDIV

0.59

P/E Ratio

PDO

N/A

RDIV

17.38

Forward P/E

PDO

N/A

RDIV

12.07

PEG Ratio

PDO

N/A

RDIV

-0.02

5Y Dividends CAGR

Winner

PDO

20.99%

RDIV

4.80%

5Y EPS CAGR

PDO

N/A

RDIV

5.69%

Debt to Equity

PDO

N/A

RDIV

-341.45%

P/S Ratio

PDO

N/A

RDIV

0.91

P/B Ratio

PDO

N/A

RDIV

1.63

PDO vs RDIV - Historical Returns

Returns include dividend reinvestment.

Period	PDO	RDIV
1 month	-0.84%	+5.70%
3 months	+0.83%	+12.20%
6 months	-1.66%	+12.31%
1 year	+7.02%	+35.18%
5 years(CAGR)	+2.68%	+13.50%
10 years(CAGR)	N/A	+11.03%
Max(CAGR)	+4.28%	+11.74%

PDO

-0.84%

Winner

RDIV

+5.70%

PDO

+0.83%

Winner

RDIV

+12.20%

PDO

-1.66%

Winner

RDIV

+12.31%

PDO

+7.02%

Winner

RDIV

+35.18%

5Y(CAGR)

PDO

+2.68%

Winner

RDIV

+13.50%

10Y(CAGR)

PDO

N/A

RDIV

+11.03%

Max(CAGR)

PDO

+4.28%

Winner

RDIV

+11.74%

PDO vs RDIV - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	PDO	RDIV
2026	+0.52%	+21.17%
2025	+13.55%	+12.31%
2024	+22.94%	+14.16%
2023	+5.53%	+4.82%
2022	-24.14%	+6.88%
2021	+5.97%	+30.71%
2020	N/A	-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%

PDO vs RDIV Drawdown Comparison

The maximum drawdown for PDO was -36.69%, occurring on Oct 26, 2023. Recovery took 1037 trading sessions.

The maximum drawdown for RDIV was -49.93%, occurring on Mar 23, 2020. Recovery took 275 trading sessions.

The current PDO drawdown is -2.89%. The current RDIV drawdown is -1.48%.

Rank	PDO	RDIV
#1	-36.69% Jun 30, 2021 - Aug 18, 2025	-49.93% Jan 16, 2020 - Feb 19, 2021
#2	-11.18% Feb 18, 2026 - Mar 27, 2026	-24.88% Feb 2, 2023 - Mar 27, 2024
#3	-4.40% Feb 19, 2021 - Apr 14, 2021	-17.92% Nov 29, 2024 - Aug 22, 2025
#4	-3.77% Oct 9, 2025 - Dec 1, 2025	-17.72% Sep 14, 2018 - Apr 5, 2019
#5	-3.47% Jun 11, 2021 - Jun 30, 2021	-17.62% Feb 3, 2015 - Mar 17, 2016
#6	-3.20% May 7, 2021 - May 27, 2021	-15.63% Apr 20, 2022 - Nov 11, 2022
#7	-2.50% Apr 14, 2021 - Apr 30, 2021	-11.24% Apr 23, 2019 - Oct 29, 2019
#8	-1.23% Dec 10, 2025 - Jan 7, 2026	-11.00% Jun 4, 2021 - Jan 4, 2022
#9	-0.71% Sep 15, 2025 - Sep 26, 2025	-9.70% Jan 26, 2018 - May 30, 2018
#10	-0.71% Jan 21, 2026 - Feb 6, 2026	-8.22% Aug 15, 2016 - Nov 21, 2016
#11	-0.60% Jun 7, 2021 - Jun 11, 2021	-7.23% Feb 24, 2017 - Sep 25, 2017
#12	-0.59% Feb 4, 2021 - Feb 12, 2021	-6.88% Mar 28, 2024 - May 31, 2024
#13	-0.53% May 4, 2021 - May 7, 2021	-6.56% Nov 30, 2022 - Jan 12, 2023
#14	-0.50% Dec 1, 2025 - Dec 9, 2025	-6.49% Jan 14, 2022 - Mar 25, 2022
#15	-0.47% Jun 2, 2021 - Jun 7, 2021	-5.82% Mar 12, 2021 - Apr 27, 2021

Correlation

Correlation between PDO and RDIV is 0.73 which considered as a strong positive correlation - the stocks tend to move together.

0.73

-101

Dividend Comparison (2013 - 2026)

PDO vs RDIV dividend yield comparison.

Year	PDO	RDIV
2026	6.85%	1.73%
2025	11.09%	3.94%
2024	11.29%	4.08%
2023	12.54%	3.93%
2022	19.09%	3.44%
2021	8.56%	3.31%
2020	0.00%	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%