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DIVD vs DWX

Altrius Global Dividend ETF vs State Street SPDR S&P International Dividend ETF

DIVD

Altrius Global Dividend ETF

Altrius Capital Management,Inc.

Annual cost

0.49%

Fund size

$17M

DWX

State Street SPDR S&P International Dividend ETF

State Street Investment Management

Annual cost

0.45%

Fund size

$512M

Key differences

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

Side-by-side comparison

DIVDDWX
Annual cost (TER)0.49%0.45%
Fund size (AUM)$17M$512M
Since20222008
Dividend yield2.70%4.18%
Asset classequityalternative
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+27.6%+17.9%
CAGR 3Y+17.7%+14.9%
CAGR 5YN/A+7.8%
Sharpe 3Y1.080.98
Volatility 1Y11.41%10.88%
Max drawdown-13.88%-36.05%

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

Similar to DIVD and DWX