Screener
DIVY vs APIE
Sound Equity Income ETF vs ActivePassive International Equity ETF
Key differences
Both DIVY and APIE are equity ETFs. DIVY charges 0.45% a year and APIE 0.45%. The main difference: DIVY covers North America; APIE covers global markets excluding the US.
- DIVY covers North America; APIE covers global markets excluding the US.
- APIE is much larger than DIVY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, APIE has delivered higher annualized returns.
Side-by-side comparison
| DIVY | APIE | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.45% |
| Fund size (AUM) | $28M | $1.0B |
| Since | 2020 | 2023 |
| Dividend yield | 3.10% | 3.45% |
| Asset class | equity | equity |
| Region | north america | global ex us |
| Strategy | active selection | active selection |
| CAGR 1Y | +18.5% | +18.1% |
| CAGR 3Y | +9.7% | +17.0% |
| CAGR 5Y | +6.1% | N/A |
| Sharpe 3Y | 0.46 | 0.80 |
| Volatility 1Y | 13.03% | 16.58% |
| Max drawdown | -18.23% | -15.94% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.