Screener
DIVD vs FGD
Altrius Global Dividend ETF vs First Trust Dow Jones Global Select Dividend Index Fund
Key differences
- DIVD costs 0.06% less per year.
- FGD is significantly larger than DIVD — larger funds tend to be more liquid and less likely to close.
- DIVD follows a active selection strategy; FGD uses index tracking.
- Over the last 3 years, FGD has delivered higher annualized returns.
- FGD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DIVD | FGD | |
|---|---|---|
| Annual cost (TER) | 0.49% | 0.55% |
| Fund size (AUM) | $17M | $1.4B |
| Since | 2022 | 2007 |
| Dividend yield | 2.70% | 5.10% |
| Asset class | equity | equity |
| Region | north america | — |
| Strategy | active selection | index tracking |
| CAGR 1Y | +27.6% | +37.5% |
| CAGR 3Y | +17.7% | +22.5% |
| CAGR 5Y | N/A | +10.9% |
| Sharpe 3Y | 1.08 | 1.32 |
| Volatility 1Y | 11.41% | 12.53% |
| Max drawdown | -13.88% | -44.84% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to DIVD and FGD
Explore further