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DIVD vs HDV

Altrius Global Dividend ETF vs iShares Core High Dividend ETF

DIVD

Altrius Global Dividend ETF

Altrius Capital Management,Inc.

Annual cost

0.49%

Fund size

$17M

HDV

iShares Core High Dividend ETF

iShares

Annual cost

0.08%

Fund size

$13.6B

Key differences

  • HDV costs 0.41% less per year.
  • HDV is significantly larger than DIVD — larger funds tend to be more liquid and less likely to close.
  • DIVD follows a active selection strategy; HDV uses index tracking.
  • Over the last 3 years, DIVD has delivered higher annualized returns.
  • HDV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DIVDHDV
Annual cost (TER)0.49%0.08%
Fund size (AUM)$17M$13.6B
Since20222011
Dividend yield2.70%2.88%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+27.6%+25.2%
CAGR 3Y+17.7%+16.3%
CAGR 5YN/A+10.8%
Sharpe 3Y1.081.09
Volatility 1Y11.41%9.59%
Max drawdown-13.88%-37.04%

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

Similar to DIVD and HDV