Compare · 2 funds side by side · dividends reinvested

RDIV and VYM

RDIVInvesco×VYMVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,403RDIV · best of the two

02 / 04

RDIV and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P Ultra Dividend Revenue ETFIncome · Dividend stocks0.39%3.49%+20.5%+22.0%+25.6%+13.0%−10.7%13.2%$1.5B1.4

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.25%+15.8%+19.0%+21.5%+11.6%−6.7%10.0%$78.9B1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: RDIV 2013 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

RDIV

VYM

Vanguard High Dividend Yield ETF · $78.9B$17,305

$10,000 five years ago, dividends reinvested · they hold 6.1% in common

RDIVMeasureVYM

+20.5%Year to dateJan 1 → Nov 3+15.8%

+22.0%1 yearTotal return+19.0%

+25.6%3 years · per year$10,000 became $19,802 · $17,952+21.5%

+13.0%5 years · per year$10,000 became $18,403 · $17,305+11.6%

0.39%Expense ratio$39 · $4 a year on $10k · lower is better0.04%

3.49%Trailing 12-mo yield$349 · $225 a year on $10k2.25%

−10.7%Worst dropSmaller is better−6.7%

13.2%VolatilityLower is calmer10.0%

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

5–3RDIV wins

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

More Ways to See the Pairs

RDIV vs VYM: Top 5 Holdings

Today

RDIV

25.1%in top 5

VYM

in top 518.2%

RDIVStockVYM

not top 5AVGO6.9%

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 5JPM3.8%

not top 5XOM2.8%

not top 5JNJ2.7%

not top 5ABBV2.0%

Held in common6.1%

End-of-day Nov 3, 2026 · share of each fund

RDIV vs VYM Returns, Every Period

InvescoRDIV

+13.0%

5 years, per year

VYMVanguard

+11.6%

5 years, per year

RDIVVYMFaded: behind in that period

4–0RDIV wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

RDIV vs VYM

YTD

InvescoRDIV

+20.5%

VYMVanguard

+15.8%

+20.5%Year to date+15.8%

−10.7%Worst drop · 1Y−6.7%

13.2%Volatility · 1Y10.0%

3.5%Yield2.3%

$1.5BAssets$78.9B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RDIV, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

RDIV0.39%$39

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: RDIV, VYM

3.49%highest, RDIV

FundTrailing yieldYield$10k

RDIV3.49%$349

VYM2.25%$225

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$310most kept, RDIV

RDIV$349 − $39 = $310

VYM$225 − $4 = $221

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: RDIV, VYM

Today

6.1%most shared, RDIV and VYM

RDIVVYM

RDIV—6.1%

VYM6.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.0%RDIV, at 13.2% volatility

VYMWorst drop−6.7%10.0% vol

RDIVWorst drop−10.7%13.2% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

RDIVVYM

+20.5%Year to date+15.8%

3.5%Yield2.3%

+22.0%Past year+19.0%

0.39%Fee0.04%

3–1RDIV wins

End-of-day Nov 3, 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 3, 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 3, 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 3, 2026