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DIVI vs HDV
Franklin International Core Dividend Tilt Index ETF vs iShares Core High Dividend ETF
Key differences
- HDV is significantly larger than DIVI — larger funds tend to be more liquid and less likely to close.
- DIVI covers global markets; HDV covers north america.
- DIVI follows a active selection strategy; HDV uses index tracking.
- Over the last 3 years, DIVI has delivered higher annualized returns.
- HDV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DIVI | HDV | |
|---|---|---|
| Annual cost (TER) | 0.09% | 0.08% |
| Fund size (AUM) | $2.4B | $13.6B |
| Since | 2016 | 2011 |
| Dividend yield | 3.61% | 2.88% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +29.0% | +23.7% |
| CAGR 3Y | +18.0% | +15.5% |
| CAGR 5Y | +14.3% | +11.0% |
| Sharpe 3Y | 0.95 | 1.02 |
| Volatility 1Y | 14.91% | 9.65% |
| Max drawdown | -27.76% | -37.04% |
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