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DIVD vs SPYD

Altrius Global Dividend ETF vs State Street SPDR Portfolio S&P 500 High Dividend ETF

DIVD

Altrius Global Dividend ETF

Altrius Capital Management,Inc.

Annual cost

0.49%

Fund size

$17M

SPYD

State Street SPDR Portfolio S&P 500 High Dividend ETF

State Street Investment Management

Annual cost

0.07%

Fund size

$7.4B

Key differences

  • SPYD costs 0.42% less per year.
  • SPYD is significantly larger than DIVD — larger funds tend to be more liquid and less likely to close.
  • DIVD follows a active selection strategy; SPYD uses index tracking.
  • Over the last 3 years, DIVD has delivered higher annualized returns.
  • SPYD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DIVDSPYD
Annual cost (TER)0.49%0.07%
Fund size (AUM)$17M$7.4B
Since20222015
Dividend yield2.70%4.23%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+27.6%+18.8%
CAGR 3Y+17.7%+14.8%
CAGR 5YN/A+6.9%
Sharpe 3Y1.080.78
Volatility 1Y11.41%11.72%
Max drawdown-13.88%-46.42%

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

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