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DIVD vs DIVB

Altrius Global Dividend ETF vs iShares Core Dividend ETF

DIVD

Altrius Global Dividend ETF

Altrius Capital Management,Inc.

Annual cost

0.49%

Fund size

$17M

DIVB

iShares Core Dividend ETF

iShares

Annual cost

0.05%

Fund size

$1.4B

Key differences

  • DIVB costs 0.44% less per year.
  • DIVB is significantly larger than DIVD — larger funds tend to be more liquid and less likely to close.
  • DIVD follows a active selection strategy; DIVB uses index tracking.
  • Over the last 3 years, DIVB has delivered higher annualized returns.
  • DIVB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DIVDDIVB
Annual cost (TER)0.49%0.05%
Fund size (AUM)$17M$1.4B
Since20222017
Dividend yield2.70%2.34%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+27.6%+29.5%
CAGR 3Y+17.7%+22.0%
CAGR 5YN/A+12.0%
Sharpe 3Y1.081.30
Volatility 1Y11.41%11.34%
Max drawdown-13.88%-36.93%

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

Similar to DIVD and DIVB