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BFLX vs DVY

iShares Flexible Equity Active ETF vs iShares Select Dividend ETF

BFLX

iShares Flexible Equity Active ETF

Annual cost

0.40%

Fund size

$11M

DVY

iShares Select Dividend ETF

Annual cost

0.38%

Fund size

$22.5B

Key differences

Both BFLX and DVY are equity ETFs. BFLX charges 0.40% a year and DVY 0.38%. The main difference: BFLX follows a active selection strategy; DVY uses index tracking.

  • BFLX follows a active selection strategy; DVY uses index tracking.
  • BFLX covers global markets; DVY covers North America.
  • DVY is much larger than BFLX. 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

BFLXDVY
Annual cost (TER)0.40%0.38%
Fund size (AUM)$11M$22.5B
Since20262003
Dividend yield3.39%
Asset classequityequity
Regionglobalnorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+23.5%
CAGR 3YN/A+17.0%
CAGR 5YN/A+9.0%
Sharpe 3YN/A0.95
Volatility 1Y11.11%
Max drawdown-2.56%-41.59%

Similar to BFLX and DVY