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DIVD vs DVY

Altrius Global Dividend ETF vs iShares Select Dividend ETF

DIVD

Altrius Global Dividend ETF

Altrius Capital Management,Inc.

Annual cost

0.49%

Fund size

$17M

DVY

iShares Select Dividend ETF

iShares

Annual cost

0.38%

Fund size

$22.9B

Key differences

  • DVY costs 0.11% less per year.
  • DVY is significantly larger than DIVD — larger funds tend to be more liquid and less likely to close.
  • DIVD follows a active selection strategy; DVY uses index tracking.
  • Over the last 3 years, DIVD has delivered higher annualized returns.
  • DVY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DIVDDVY
Annual cost (TER)0.49%0.38%
Fund size (AUM)$17M$22.9B
Since20222003
Dividend yield2.70%3.38%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+27.6%+23.9%
CAGR 3Y+17.7%+16.1%
CAGR 5YN/A+8.7%
Sharpe 3Y1.080.89
Volatility 1Y11.41%11.23%
Max drawdown-13.88%-41.59%

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

Similar to DIVD and DVY