Screener
BDYN vs HDV
iShares Dynamic Equity Active ETF vs iShares Core High Dividend ETF
Key differences
BDYN is a mixed asset ETF, while HDV is an equity ETF. BDYN charges 0.40% a year and HDV 0.08%.
- BDYN is a mixed asset fund, while HDV is an equity fund. They carry different risk/return profiles.
- BDYN follows a active selection strategy; HDV uses index tracking.
- HDV costs 0.32% less per year.
- HDV is much larger than BDYN. Larger funds are usually more liquid and less likely to close.
- HDV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BDYN | HDV | |
|---|---|---|
| Annual cost (TER) | 0.40% | 0.08% |
| Fund size (AUM) | $2.9B | $13.4B |
| Since | 2017 | 2011 |
| Dividend yield | 0.91% | 2.91% |
| Asset class | mixed asset | equity |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | +22.4% |
| CAGR 3Y | N/A | +15.9% |
| CAGR 5Y | N/A | +10.8% |
| Sharpe 3Y | N/A | 1.04 |
| Volatility 1Y | — | 9.71% |
| Max drawdown | -10.85% | -37.04% |
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