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DIVD vs HDEF

Altrius Global Dividend ETF vs Xtrackers MSCI EAFE High Dividend Yield Equity ETF

DIVD

Altrius Global Dividend ETF

Altrius Capital Management,Inc.

Annual cost

0.49%

Fund size

$17M

HDEF

Xtrackers MSCI EAFE High Dividend Yield Equity ETF

Xtrackers

Annual cost

0.09%

Fund size

$2.3B

Key differences

  • HDEF costs 0.40% less per year.
  • HDEF is significantly larger than DIVD — larger funds tend to be more liquid and less likely to close.
  • DIVD covers north america markets; HDEF covers global.
  • DIVD follows a active selection strategy; HDEF uses index tracking.
  • HDEF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DIVDHDEF
Annual cost (TER)0.49%0.09%
Fund size (AUM)$17M$2.3B
Since20222015
Dividend yield2.70%3.54%
Asset classequityequity
Regionnorth americaglobal
Strategyactive selectionindex tracking
CAGR 1Y+27.6%+20.0%
CAGR 3Y+17.7%+17.1%
CAGR 5YN/A+10.5%
Sharpe 3Y1.081.00
Volatility 1Y11.41%11.60%
Max drawdown-13.88%-36.43%

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

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