Skip to content
Beacon
Screener

DIVD vs VYM

Altrius Global Dividend ETF vs Vanguard High Dividend Yield Index Fund ETF Shares

DIVD

Altrius Global Dividend ETF

Altrius Capital Management,Inc.

Annual cost

0.49%

Fund size

$17M

VYM

Vanguard High Dividend Yield Index Fund ETF Shares

Vanguard

Annual cost

0.04%

Fund size

$94.6B

Key differences

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

Side-by-side comparison

DIVDVYM
Annual cost (TER)0.49%0.04%
Fund size (AUM)$17M$94.6B
Since20222006
Dividend yield2.70%2.24%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+27.6%+27.4%
CAGR 3Y+17.7%+18.7%
CAGR 5YN/A+11.3%
Sharpe 3Y1.081.15
Volatility 1Y11.41%10.35%
Max drawdown-13.88%-35.21%

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

Similar to DIVD and VYM