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DIVD vs IDV

Altrius Global Dividend ETF vs iShares International Select Dividend ETF

DIVD

Altrius Global Dividend ETF

Altrius Capital Management,Inc.

Annual cost

0.49%

Fund size

$17M

IDV

iShares International Select Dividend ETF

iShares

Annual cost

0.50%

Fund size

$8.5B

Key differences

  • IDV is significantly larger than DIVD — larger funds tend to be more liquid and less likely to close.
  • DIVD covers north america markets; IDV covers global ex us.
  • DIVD follows a active selection strategy; IDV uses index tracking.
  • Over the last 3 years, IDV has delivered higher annualized returns.
  • IDV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DIVDIDV
Annual cost (TER)0.49%0.50%
Fund size (AUM)$17M$8.5B
Since20222007
Dividend yield2.70%4.43%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyactive selectionindex tracking
CAGR 1Y+27.6%+40.6%
CAGR 3Y+17.7%+25.2%
CAGR 5YN/A+12.6%
Sharpe 3Y1.081.42
Volatility 1Y11.41%12.78%
Max drawdown-13.88%-42.50%

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

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