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DIVD vs FDVV

Altrius Global Dividend ETF vs Fidelity High Dividend ETF

DIVD

Altrius Global Dividend ETF

Altrius Capital Management,Inc.

Annual cost

0.49%

Fund size

$17M

FDVV

Fidelity High Dividend ETF

Fidelity Investments

Annual cost

0.15%

Fund size

$9.2B

Key differences

  • FDVV costs 0.34% less per year.
  • FDVV is significantly larger than DIVD — larger funds tend to be more liquid and less likely to close.
  • DIVD follows a active selection strategy; FDVV uses index tracking.
  • Over the last 3 years, FDVV has delivered higher annualized returns.
  • FDVV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DIVDFDVV
Annual cost (TER)0.49%0.15%
Fund size (AUM)$17M$9.2B
Since20222016
Dividend yield2.70%2.81%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+27.6%+25.7%
CAGR 3Y+17.7%+20.7%
CAGR 5YN/A+13.5%
Sharpe 3Y1.081.28
Volatility 1Y11.41%10.10%
Max drawdown-13.88%-40.25%

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

Similar to DIVD and FDVV