Compare · 2 funds side by side · dividends reinvested

RDIV and IAK

RDIVInvesco×IAKiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,202IAK · best of the two

02 / 04

RDIV and IAK, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P Ultra Dividend Revenue ETFIncome · Dividend stocks0.39%3.37%+24.8%+26.6%+26.6%+14.2%−10.7%13.7%$1.5B1.4

iShares U.S. Insurance ETFSectors · Financials0.37%2.33%+15.0%+24.9%+20.4%+15.1%−10.5%16.2%$479M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: RDIV 2013 · IAK 2006

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P Ultra Dividend Revenue ETF · $1.5B$19,458

RDIV

IAK

iShares U.S. Insurance ETF · $479M$20,202

$10,000 five years ago, dividends reinvested · they hold 4.3% in common

RDIVMeasureIAK

+24.8%Year to dateJan 1 → Nov 4+15.0%

+26.6%1 yearTotal return+24.9%

+26.6%3 years · per year$10,000 became $20,283 · $17,456+20.4%

+14.2%5 years · per year$10,000 became $19,458 · $20,202+15.1%

0.39%Expense ratio$39 · $37 a year on $10k · lower is better0.37%

3.37%Trailing 12-mo yield$337 · $233 a year on $10k2.33%

−10.7%Worst dropSmaller is better−10.5%

13.7%VolatilityLower is calmer16.2%

RDIVIAK Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3RDIV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

RDIV vs IAK: Top 5 Holdings

Today

RDIV

25.0%in top 5

IAK

in top 546.3%

RDIVStockIAK

not top 5PGR13.5%

not top 5CB13.1%

not top 5TRV8.4%

not top 5ALL6.6%

5.2%CMCSAnot top 5

5.0%PRUnot top 5

5.0%Fnot top 5

4.9%PEPnot top 5

4.9%BMYnot top 5

not top 5AFL4.6%

Held in common4.3%

End-of-day Nov 4, 2026 · share of each fund

RDIV vs IAK Returns, Every Period

InvescoRDIV

+14.2%

5 years, per year

IAKiShares

+15.1%

5 years, per year

RDIVIAKFaded: behind in that period

3–1RDIV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Income vs Sector: RDIV vs IAK

YTD

InvescoRDIV

+24.8%

IAKiShares

+15.0%

+24.8%Year to date+15.0%

−10.7%Worst drop · 1Y−10.5%

13.7%Volatility · 1Y16.2%

3.4%Yield2.3%

$1.5BAssets$479M

3–1RDIV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RDIV, IAK

Today

0.37%lowest, IAK

FundExpense ratioFee$10k

IAK0.37%$37

RDIV0.39%$39

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: RDIV, IAK

3.37%highest, RDIV

FundTrailing yieldYield$10k

RDIV3.37%$337

IAK2.33%$233

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$298most kept, RDIV

RDIV$337 − $39 = $298

IAK$233 − $37 = $196

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: RDIV, IAK

Today

4.3%most shared, RDIV and IAK

RDIVIAK

RDIV—4.3%

IAK4.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+26.6%RDIV, at 13.7% volatility

RDIVWorst drop−10.7%13.7% vol

IAKWorst drop−10.5%16.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

RDIVIAK

+24.8%Year to date+15.0%

3.4%Yield2.3%

+26.6%Past year+24.9%

0.39%Fee0.37%

3–1RDIV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026