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DIVD vs SDY

Altrius Global Dividend ETF vs State Street SPDR S&P Dividend ETF

DIVD

Altrius Global Dividend ETF

Altrius Capital Management,Inc.

Annual cost

0.49%

Fund size

$17M

SDY

State Street SPDR S&P Dividend ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$22.0B

Key differences

  • SDY costs 0.14% less per year.
  • SDY is significantly larger than DIVD — larger funds tend to be more liquid and less likely to close.
  • DIVD follows a active selection strategy; SDY uses index tracking.
  • Over the last 3 years, DIVD has delivered higher annualized returns.
  • SDY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DIVDSDY
Annual cost (TER)0.49%0.35%
Fund size (AUM)$17M$22.0B
Since20222005
Dividend yield2.70%2.46%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+27.6%+14.8%
CAGR 3Y+17.7%+10.1%
CAGR 5YN/A+6.2%
Sharpe 3Y1.080.56
Volatility 1Y11.41%10.48%
Max drawdown-13.88%-36.70%

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

Similar to DIVD and SDY