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DIVD vs VIGI

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

DIVD

Altrius Global Dividend ETF

Altrius Capital Management,Inc.

Annual cost

0.49%

Fund size

$17M

VIGI

Vanguard International Dividend Appreciation Index Fund ETF Shares

Vanguard

Annual cost

0.07%

Fund size

$9.1B

Key differences

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

Side-by-side comparison

DIVDVIGI
Annual cost (TER)0.49%0.07%
Fund size (AUM)$17M$9.1B
Since20222016
Dividend yield2.70%2.16%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyactive selectionindex tracking
CAGR 1Y+27.6%+8.7%
CAGR 3Y+17.7%+9.7%
CAGR 5YN/A+5.2%
Sharpe 3Y1.080.50
Volatility 1Y11.41%13.10%
Max drawdown-13.88%-31.01%

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

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