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DIVD vs DGRO

Altrius Global Dividend ETF vs iShares Core Dividend Growth ETF

DIVD

Altrius Global Dividend ETF

Altrius Capital Management,Inc.

Annual cost

0.49%

Fund size

$17M

DGRO

iShares Core Dividend Growth ETF

iShares

Annual cost

0.08%

Fund size

$39.6B

Key differences

  • DGRO costs 0.41% less per year.
  • DGRO is significantly larger than DIVD — larger funds tend to be more liquid and less likely to close.
  • DIVD follows a active selection strategy; DGRO uses index tracking.
  • DGRO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DIVDDGRO
Annual cost (TER)0.49%0.08%
Fund size (AUM)$17M$39.6B
Since20222014
Dividend yield2.70%2.00%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+27.6%+24.3%
CAGR 3Y+17.7%+17.2%
CAGR 5YN/A+10.6%
Sharpe 3Y1.081.11
Volatility 1Y11.41%9.59%
Max drawdown-13.88%-35.10%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to DIVD and DGRO