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DIVD vs VIG

Altrius Global Dividend ETF vs Vanguard Dividend Appreciation Index Fund ETF Shares

DIVD

Altrius Global Dividend ETF

Altrius Capital Management,Inc.

Annual cost

0.49%

Fund size

$17M

VIG

Vanguard Dividend Appreciation Index Fund ETF Shares

Vanguard

Annual cost

0.04%

Fund size

$124.6B

Key differences

  • VIG costs 0.45% less per year.
  • VIG is significantly larger than DIVD — larger funds tend to be more liquid and less likely to close.
  • DIVD follows a active selection strategy; VIG uses index tracking.
  • Over the last 3 years, DIVD has delivered higher annualized returns.
  • VIG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DIVDVIG
Annual cost (TER)0.49%0.04%
Fund size (AUM)$17M$124.6B
Since20222006
Dividend yield2.70%1.51%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+27.6%+21.1%
CAGR 3Y+17.7%+16.5%
CAGR 5YN/A+10.6%
Sharpe 3Y1.081.02
Volatility 1Y11.41%10.18%
Max drawdown-13.88%-31.72%

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

Similar to DIVD and VIG