RDIV vs AVIV

Comparison between INVESCO S&P ULTRA DIVIDEND REVENUE ETF (RDIV, ETF) and AVANTIS INTERNATIONAL LARGE CAP VALUE ETF (AVIV, ETF).

5-Year PerformanceAVIV has outperformed RDIV, delivering a return of +13.9% compared to +10.0%

RDIV vs AVIV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RDIV(ETF)	AVIV(ETF)
Net Assets	$1.20B	$1.30B
Expense Ratio	0.39%	0.25%
Max Drawdown	50.91%	29.14%
Sharpe Ratio	1.40	2.18
5Y Beta	0.63	0.67
P/E Ratio	16.44	N/A
Forward P/E	11.43	N/A
PEG Ratio	0.23	N/A
5Y Dividends CAGR	5.03%	N/A
5Y EPS CAGR	4.28%	N/A
Debt to Equity	-37.94%	N/A
P/S Ratio	0.68	N/A
P/B Ratio	1.59	N/A

Net Assets

RDIV

$1.20B

Winner

AVIV

$1.30B

Expense Ratio

RDIV

0.39%

Winner

AVIV

0.25%

Max Drawdown

RDIV

50.91%

Winner

AVIV

29.14%

Sharpe Ratio

RDIV

1.40

Winner

AVIV

2.18

5Y Beta

Winner

RDIV

0.63

AVIV

0.67

P/E Ratio

RDIV

16.44

AVIV

N/A

Forward P/E

RDIV

11.43

AVIV

N/A

PEG Ratio

RDIV

0.23

AVIV

N/A

5Y Dividends CAGR

RDIV

5.03%

AVIV

N/A

5Y EPS CAGR

RDIV

4.28%

AVIV

N/A

Debt to Equity

RDIV

-37.94%

AVIV

N/A

P/S Ratio

RDIV

0.68

AVIV

N/A

P/B Ratio

RDIV

1.59

AVIV

N/A

RDIV vs AVIV - Holdings Comparison

RDIV and AVIV have 1 common holdings. Overlap is 0.00%

RDIV's top 25 holdings weight is 84.75%. AVIV's top 25 holdings weight is 26.37%.

Rank	RDIV	AVIV
#1	PBF ENERGY INC CLASS A (PBF) - 6.02%	n/a (SHEL) - 2.31%
#2	CHEVRON CORP (CVX) - 5.72%	BANCO BILBAO VIZCAYA ARGENTARIA SA ADR (BBVA) - 1.85%
#3	ONEOK INC (OKE) - 5.62%	ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.71%
#4	TARGET CORP (TGT) - 5.57%	ROLLS-ROYCE HOLDINGS PLC (n/a) - 1.45%
#5	BRISTOL-MYERS SQUIBB CO (BMY) - 5.47%	HSBC HOLDINGS PLC ADR (HSBC) - 1.37%
#6	HF SINCLAIR CORP (DINO) - 4.83%	BHP GROUP LTD ADR (BHP) - 1.35%
#7	HP INC (HPQ) - 4.70%	REPSOL SA (n/a) - 1.35%
#8	U.S. BANCORP (USB) - 4.68%	TOTALENERGIES SE (TTE:XPAR) - 1.31%
#9	TRUIST FINANCIAL CORP (TFC) - 4.45%	BP PLC ADR (BP) - 1.27%
#10	FORD MOTOR CO (F) - 4.37%	GSK PLC ADR (GSK) - 1.11%
#11	PRUDENTIAL FINANCIAL INC (PRU) - 4.31%	ROYAL BANK OF CANADA (RY) - 1.04%
#12	KINDER MORGAN INC CLASS P (KMI) - 3.01%	SUNCOR ENERGY INC (SU) - 1.02%
#13	MACY'S INC (M) - 2.98%	ASML HOLDING NV ADR (ASML) - 0.98%
#14	KIMBERLY-CLARK CORP (KMB) - 2.88%	TOYOTA MOTOR CORP ADR (TM) - 0.96%
#15	GENERAL MILLS INC (GIS) - 2.76%	ENI SPA ADR (E) - 0.94%
#16	FIRSTENERGY CORP (FE) - 2.46%	UNICREDIT SPA (n/a) - 0.92%
#17	VIATRIS INC (VTRS) - 2.39%	CANADIAN NATURAL RESOURCES LTD (CNQ) - 0.90%
#18	EVERSOURCE ENERGY (ES) - 2.17%	ZURICH INSURANCE GROUP AG (n/a) - 0.89%
#19	APA CORP (APA) - 1.90%	VINCI SA (n/a) - 0.88%
#20	HORMEL FOODS CORP (HRL) - 1.81%	ALLIANZ SE (n/a) - 0.80%
#21	JM SMUCKER CO (SJM) - 1.47%	LUNDIN MINING CORP (n/a) - 0.40%
#22	THE CAMPBELL'S CO (CPB) - 1.41%	MARKS & SPENCER GROUP PLC (n/a) - 0.40%
#23	REGIONS FINANCIAL CORP (RF) - 1.39%	SWISS RE AG (n/a) - 0.40%
#24	SONOCO PRODUCTS CO (SON) - 1.25%	PANASONIC HOLDINGS CORP (n/a) - 0.38%
#25	UGI CORP (UGI) - 1.13%	TELEFONAKTIEBOLAGET L M ERICSSON ADR (ERIC) - 0.38%
Total Holdings	60	594

RDIV vs AVIV - Historical Returns

Returns include dividend reinvestment.

Period	RDIV	AVIV
1 month	+2.11%	+0.97%
3 months	-1.25%	-0.11%
6 months	+7.64%	+15.89%
1 year	+21.45%	+37.82%
5 years(CAGR)	+9.98%	+13.93%
10 years(CAGR)	+10.81%	N/A
Max(CAGR)	+10.89%	+13.93%

Winner

RDIV

+2.11%

AVIV

+0.97%

RDIV

-1.25%

Winner

AVIV

-0.11%

RDIV

+7.64%

Winner

AVIV

+15.89%

RDIV

+21.45%

Winner

AVIV

+37.82%

5Y(CAGR)

RDIV

+9.98%

Winner

AVIV

+13.93%

10Y(CAGR)

RDIV

+10.81%

AVIV

N/A

Max(CAGR)

RDIV

+10.89%

Winner

AVIV

+13.93%

RDIV vs AVIV - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	RDIV	AVIV
2026	+7.16%	+10.16%
2025	+12.31%	+42.08%
2024	+14.16%	+5.24%
2023	+4.82%	+18.14%
2022	+6.88%	-9.00%
2021	+30.71%	+1.92%
2020	-8.97%	N/A
2019	+22.11%	N/A
2018	-5.95%	N/A
2017	+10.32%	N/A
2016	+28.20%	N/A
2015	-5.47%	N/A
2014	+22.44%	N/A
2013	+4.24%	N/A

RDIV vs AVIV Drawdown Comparison

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

The maximum drawdown for AVIV was -27.72%, occurring on Sep 27, 2022. Recovery took 384 trading sessions.

The current RDIV drawdown is -2.20%. The current AVIV drawdown is -1.47%.

Rank	RDIV	AVIV
#1	-49.93% Jan 16, 2020 - Feb 19, 2021	-27.72% Jan 14, 2022 - Jul 28, 2023
#2	-24.88% Feb 2, 2023 - Mar 27, 2024	-14.13% Mar 19, 2025 - Apr 28, 2025
#3	-17.92% Nov 29, 2024 - Aug 22, 2025	-10.78% Feb 27, 2026 - Mar 20, 2026
#4	-17.72% Sep 14, 2018 - Apr 5, 2019	-9.85% Jul 31, 2023 - Dec 13, 2023
#5	-17.62% Feb 3, 2015 - Mar 17, 2016	-8.07% Sep 26, 2024 - Feb 13, 2025
#6	-15.63% Apr 20, 2022 - Nov 11, 2022	-7.53% Jul 17, 2024 - Aug 21, 2024
#7	-11.24% Apr 23, 2019 - Oct 29, 2019	-7.09% Nov 8, 2021 - Jan 7, 2022
#8	-11.00% Jun 4, 2021 - Jan 4, 2022	-4.75% Nov 12, 2025 - Dec 3, 2025
#9	-9.70% Jan 26, 2018 - May 30, 2018	-4.46% May 20, 2024 - Jul 12, 2024
#10	-8.22% Aug 15, 2016 - Nov 21, 2016	-4.35% Dec 27, 2023 - Feb 23, 2024
#11	-7.23% Feb 24, 2017 - Sep 25, 2017	-4.21% Apr 9, 2024 - May 14, 2024
#12	-6.88% Mar 28, 2024 - May 31, 2024	-3.92% Aug 30, 2024 - Sep 19, 2024
#13	-6.56% Nov 30, 2022 - Jan 12, 2023	-3.48% Jul 23, 2025 - Aug 12, 2025
#14	-6.49% Jan 14, 2022 - Mar 25, 2022	-2.97% Oct 6, 2025 - Oct 27, 2025
#15	-5.82% Mar 12, 2021 - Apr 27, 2021	-2.34% Mar 7, 2025 - Mar 17, 2025

Correlation

Correlation between RDIV and AVIV is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2013 - 2026)

RDIV vs AVIV dividend yield comparison.

Year	RDIV	AVIV
2026	0.99%	0.13%
2025	3.94%	3.01%
2024	4.08%	3.46%
2023	3.93%	3.64%
2022	3.44%	2.84%
2021	3.31%	0.57%
2020	4.93%	0.00%
2019	3.84%	0.00%
2018	4.32%	0.00%
2017	4.26%	0.00%
2016	2.20%	0.00%
2015	4.49%	0.00%
2014	3.36%	0.00%
2013	0.92%	0.00%