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DIVD vs DVYA

Altrius Global Dividend ETF vs iShares Asia/Pacific Dividend ETF

DIVD

Altrius Global Dividend ETF

Altrius Capital Management,Inc.

Annual cost

0.49%

Fund size

$17M

DVYA

iShares Asia/Pacific Dividend ETF

iShares

Annual cost

0.49%

Fund size

$70M

Key differences

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

Side-by-side comparison

DIVDDVYA
Annual cost (TER)0.49%0.49%
Fund size (AUM)$17M$70M
Since20222012
Dividend yield2.70%4.31%
Asset classequityequity
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+27.6%+41.3%
CAGR 3Y+17.7%+21.3%
CAGR 5YN/A+10.6%
Sharpe 3Y1.081.15
Volatility 1Y11.41%13.00%
Max drawdown-13.88%-45.61%

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

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