Compare · 2 funds side by side · dividends reinvested

RDIV and IHE

RDIVInvesco×IHEiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,284IHE · best of the two

02 / 04

RDIV and IHE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Pharmaceuticals ETFSectors · Health care0.37%1.34%+26.9%+42.7%+26.3%+13.2%−9.7%18.6%$1.6B1.3

Invesco S&P Ultra Dividend Revenue ETFIncome · Dividend stocks0.39%3.49%+20.5%+22.0%+25.6%+13.0%−10.7%13.2%$1.5B1.8

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 · IHE 2006

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P Ultra Dividend Revenue ETF · $1.5B$18,403

RDIV

IHE

iShares U.S. Pharmaceuticals ETF · $1.6B$19,284

$10,000 five years ago, dividends reinvested · they hold 4.1% in common

RDIVMeasureIHE

+20.5%Year to dateJan 1 → Nov 4+26.9%

+22.0%1 yearTotal return+42.7%

+25.6%3 years · per year$10,000 became $19,802 · $20,159+26.3%

+13.0%5 years · per year$10,000 became $18,403 · $18,602+13.2%

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

3.49%Trailing 12-mo yield$349 · $134 a year on $10k1.34%

−10.7%Worst dropSmaller is better−9.7%

13.2%VolatilityLower is calmer18.6%

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

2–6IHE 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 IHE: Top 5 Holdings

Today

RDIV

25.1%in top 5

IHE

in top 562.7%

RDIVStockIHE

not top 5LLY26.9%

not top 5JNJ21.8%

5.2%CMCSAnot top 5

5.1%Fnot top 5

5.0%PEPnot top 5

4.9%BMYnot top 5

4.9%PRUnot top 5

not top 5RPRX4.7%

not top 5PFE4.7%

not top 5ZTS4.6%

Held in common4.1%

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

RDIV vs IHE Returns, Every Period

InvescoRDIV

+13.0%

5 years, per year

IHEiShares

+13.2%

5 years, per year

RDIVIHEFaded: behind in that period

0–4IHE wins

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

Income vs Sector: RDIV vs IHE

YTD

InvescoRDIV

+20.5%

IHEiShares

+26.9%

+20.5%Year to date+26.9%

−10.7%Worst drop · 1Y−9.7%

13.2%Volatility · 1Y18.6%

3.5%Yield1.3%

$1.5BAssets$1.6B

2–2level

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

Cost, Income and Risk

Fees: RDIV, IHE

Today

0.37%lowest, IHE

FundExpense ratioFee$10k

IHE0.37%$37

RDIV0.39%$39

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

Yields: RDIV, IHE

3.49%highest, RDIV

FundTrailing yieldYield$10k

RDIV3.49%$349

IHE1.34%$134

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

Income After Fees on $10,000

$310most kept, RDIV

RDIV$349 − $39 = $310

IHE$134 − $37 = $97

KeptFee

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

Overlap: RDIV, IHE

Today

4.1%most shared, RDIV and IHE

RDIVIHE

RDIV—4.1%

IHE4.1%—

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

Return vs Bumpiness: 2 ETFs

+42.7%IHE, at 18.6% volatility

RDIVWorst drop−10.7%13.2% vol

IHEWorst drop−9.7%18.6% vol

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

Paid More vs Made More

YTD

RDIVIHE

+20.5%Year to date+26.9%

3.5%Yield1.3%

+22.0%Past year+42.7%

0.39%Fee0.37%

3–1IHE wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 4, 2026