RDIV
Invesco S&P Ultra Dividend Revenue ETF
📎 Investment Objective
The Invesco S&P Ultra Dividend Revenue ETF (RDIV) seeks to track the investment results of an index that is designed to provide exposure to high-dividend-yielding U.S. companies with the potential for capital appreciation.
Overview
ETF tracking Invesco S&P Ultra Dividend Revenue ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Invesco S&P Ultra Dividend Revenue ETF (RDIV) seeks to track the investment results of an index that is designed to provide exposure to high-dividend-yielding U.S. companies with the potential for capital appreciation.
🎯 Investment Strategy
The fund tracks the S&P High Yield Dividend Aristocrats Index, which is composed of companies within the S&P Composite 1500 Index that have increased their annual dividend payments for at least 20 consecutive years. The index is weighted by revenue, which aims to provide exposure to high-dividend-yielding companies with strong fundamentals.
✨ Key Features
- Focuses on high-dividend-yielding U.S. companies with a history of dividend growth
- Uses a revenue-weighted index methodology to potentially provide exposure to companies with strong fundamentals
- Aims to provide both income and the potential for capital appreciation
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Concentration risk as the fund is focused on a specific sector or industry
- Dividend payment risk as companies may reduce or eliminate dividends
- Market risk as the value of the fund's holdings may fluctuate with changes in the overall stock market
- Liquidity risk as the fund may have difficulty trading certain securities at an optimal price
👤 Best For
This ETF may be suitable for investors seeking a combination of income and potential capital appreciation, with a focus on high-dividend-yielding U.S. companies. It may be particularly appealing to investors with a long-term investment horizon who are willing to accept the risks associated with a concentrated sector or industry exposure.