Should Invesco S&P Ultra Dividend Revenue ETF (RDIV) Be on Your Investing Radar?

If you're interested in broad exposure to the Large Cap Value segment of the US equity market, look no further than the Invesco S&P Ultra Dividend Revenue ETF (RDIV), a passively managed exchange traded fund launched on October 1, 2013.

Zacks Investment Research • Dec 10, 2025

RDIV: The Dividend Fund You Should Avoid

Invesco S&P Ultra Dividend Revenue ETF is rated a hold due to high risk, poor risk-adjusted returns, and excessive portfolio concentration. RDIV offers a high dividend yield (3.91%) but suffers from high volatility, inconsistent performance, and weak fundamentals compared to benchmarks like IWB. The fund's revenue-weighted, yield-focused strategy lacks quality screens, leading to exposure to yield traps and underperformance in growth-driven markets.

Seeking Alpha • Oct 3, 2025

RDIV: Checking In On Invesco's High Yielding Revenue-Weighted ETF

RDIV selects 60 S&P 900 Index stocks based on their dividend yields after applying yield trap screens to filter out the riskiest investments. Its expense ratio is 0.39%. I estimate RDIV yields 4.24% at current prices, and along with the fund's ultra-low 10.95x forward P/E ratio, I expect it will attract income and value investors. Unfortunately, those advantages are overshadowed by below average quality features and a -6.75% three-year earnings growth rate, which leads to a poor dividend safety score.

Seeking Alpha • Jul 16, 2025

RDIV: Generous Dividend Yield But High Turnover, Questionable Performance, A Hold

RDIV offers exposure to a revenue-weighted portfolio of the S&P 900 constituents that were screened for high dividend yields. With a 4.9% weighted average DY of the portfolio, RDIV is a champion of calibrating inexpensive equity mixes. In part thanks to that, it has beaten IVV this year. Alas, its long-term performance has not been particularly successful, growth exposure is minimal, and weighted average dividend growth rates of its portfolio are hardly compelling.

Seeking Alpha • Apr 25, 2025

RDIV: Not Suitable For Dividend Investors Seeking Stability

RDIV offers a 3.8% dividend yield but has high exposure to cyclical sectors, introducing significant downside risks during economic downturns. The fund's revenue-weighting strategy selects high-yielding stocks, but this can lead to volatility and inconsistent dividends in economic turmoil. RDIV's portfolio is heavily weighted towards value stocks, with 90% in mid and large-cap sectors, and lacks exposure to technology stocks.

Seeking Alpha • Dec 23, 2024

RDIV: A High-Yield Dividend ETF, Modest Growth Driven By Its Sector Allocation

RDIV offers a 3.8% yield, but has historically lower growth prospects due to lack of exposure to growth sectors like technology and industrials. RDIV's portfolio of 60 stocks is heavily weighted in financial services, utilities, and consumer discretionary, with no exposure to mega caps. Despite competitive dividends and low valuation, RDIV's selective stock allocation and sector concentration limit its long-term growth potential compared to other dividend ETFs.

Seeking Alpha • Oct 9, 2024

RDIV: Diverse ETF But Underperforms Peers

Invesco S&P Ultra Dividend Revenue ETF underperforms peers in total return and lacks superior dividend growth, making it less compelling for long-term investment. RDIV's portfolio strategy focuses on companies with strong revenue, but it lacks meaningful technology exposure, missing out on significant growth opportunities. The fund's dividend yield of 3.7% is solid but not exceptional, and its dividend growth rate is outpaced by competitors like SCHD.

Seeking Alpha • Oct 4, 2024

RDIV: 4.31% Expected Dividend Yielding ETF With Questionable Quality Features

RDIV tracks the S&P 900 Dividend Revenue-Weighted Index, selecting 60 high-yield stocks after screening for dividend yield and dividend safety traps. The ETF has a 0.39% expense ratio. Despite this large fee, RDIV has an attractive 4.31% expected dividend yield and, by extension, has a P/E ratio among the cheapest in its category. Nevertheless, there are weaknesses to explore. The Index's screens quickly filter out many of the market's most profitable companies. I also have diversification, risk, and growth concerns.

Seeking Alpha • Jul 11, 2024

Philip Morris Beats Estimates in Q1 Earnings: ETFs in Focus

Philip Morris beat expectations for both revenues and earnings, driven by robust pricing and increased product volumes.

Zacks Investment Research • Apr 25, 2024

RDIV: Contrarian Dividend Play Investors Have Reasons Not To Buy Into

RDIV is a smart-beta play representing the 60 high-yield S&P 900 constituents selected in a four-step process. RDIV's portfolio comprises mostly large-cap, high-yield, grossly underpriced, top-quality companies with unappealing growth characteristics. I am skeptical about using this vehicle to prepare for a possible deeper market correction.

Seeking Alpha • Apr 15, 2024