Screener
BDYN vs DVY
iShares Dynamic Equity Active ETF vs iShares Select Dividend ETF
Key differences
BDYN is a mixed asset ETF, while DVY is an equity ETF. BDYN charges 0.40% a year and DVY 0.38%.
- BDYN is a mixed asset fund, while DVY is an equity fund. They carry different risk/return profiles.
- BDYN follows a active selection strategy; DVY uses index tracking.
- DVY is much larger than BDYN. Larger funds are usually more liquid and less likely to close.
- DVY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BDYN | DVY | |
|---|---|---|
| Annual cost (TER) | 0.40% | 0.38% |
| Fund size (AUM) | $2.9B | $22.5B |
| Since | 2017 | 2003 |
| Dividend yield | 0.91% | 3.39% |
| Asset class | mixed asset | equity |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | +23.5% |
| CAGR 3Y | N/A | +17.0% |
| CAGR 5Y | N/A | +9.0% |
| Sharpe 3Y | N/A | 0.95 |
| Volatility 1Y | — | 11.11% |
| Max drawdown | -10.85% | -41.59% |
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