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DIVD vs FID

Altrius Global Dividend ETF vs First Trust S&P International Dividend Aristocrats ETF

DIVD

Altrius Global Dividend ETF

Altrius Capital Management,Inc.

Annual cost

0.49%

Fund size

$17M

FID

First Trust S&P International Dividend Aristocrats ETF

First Trust

Annual cost

0.60%

Fund size

$161M

Key differences

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

Side-by-side comparison

DIVDFID
Annual cost (TER)0.49%0.60%
Fund size (AUM)$17M$161M
Since20222013
Dividend yield2.70%4.09%
Asset classequityequity
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+27.6%+24.8%
CAGR 3Y+17.7%+16.6%
CAGR 5YN/A+8.0%
Sharpe 3Y1.081.03
Volatility 1Y11.41%10.17%
Max drawdown-13.88%-39.79%

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

Similar to DIVD and FID