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DIVD vs IGRO

Altrius Global Dividend ETF vs iShares International Dividend Growth ETF

DIVD

Altrius Global Dividend ETF

Altrius Capital Management,Inc.

Annual cost

0.49%

Fund size

$17M

IGRO

iShares International Dividend Growth ETF

iShares

Annual cost

0.15%

Fund size

$1.2B

Key differences

  • IGRO costs 0.34% less per year.
  • IGRO is significantly larger than DIVD — larger funds tend to be more liquid and less likely to close.
  • DIVD covers north america markets; IGRO covers global.
  • DIVD follows a active selection strategy; IGRO uses index tracking.
  • Over the last 3 years, DIVD has delivered higher annualized returns.
  • IGRO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DIVDIGRO
Annual cost (TER)0.49%0.15%
Fund size (AUM)$17M$1.2B
Since20222016
Dividend yield2.70%2.39%
Asset classequityequity
Regionnorth americaglobal
Strategyactive selectionindex tracking
CAGR 1Y+27.6%+17.0%
CAGR 3Y+17.7%+15.2%
CAGR 5YN/A+8.0%
Sharpe 3Y1.080.88
Volatility 1Y11.41%12.50%
Max drawdown-13.88%-36.25%

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

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