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BFLX vs HDV

iShares Flexible Equity Active ETF vs iShares Core High Dividend ETF

BFLX

iShares Flexible Equity Active ETF

Annual cost

0.40%

Fund size

$11M

HDV

iShares Core High Dividend ETF

Annual cost

0.08%

Fund size

$13.4B

Key differences

Both BFLX and HDV are equity ETFs. BFLX charges 0.40% a year and HDV 0.08%. The main difference: BFLX follows a active selection strategy; HDV uses index tracking.

  • BFLX follows a active selection strategy; HDV uses index tracking.
  • BFLX covers global markets; HDV covers North America.
  • HDV costs 0.32% less per year.
  • HDV is much larger than BFLX. 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

BFLXHDV
Annual cost (TER)0.40%0.08%
Fund size (AUM)$11M$13.4B
Since20262011
Dividend yield2.91%
Asset classequityequity
Regionglobalnorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+22.4%
CAGR 3YN/A+15.9%
CAGR 5YN/A+10.8%
Sharpe 3YN/A1.04
Volatility 1Y9.71%
Max drawdown-2.56%-37.04%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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