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DIVY vs BDYN

Sound Equity Income ETF vs iShares Dynamic Equity Active ETF

DIVY

Sound Equity Income ETF

Annual cost

0.45%

Fund size

$28M

BDYN

iShares Dynamic Equity Active ETF

Annual cost

0.40%

Fund size

$2.9B

Key differences

DIVY is an equity ETF, while BDYN is a mixed asset ETF. DIVY charges 0.45% a year and BDYN 0.40%.

  • DIVY is an equity fund, while BDYN is a mixed asset fund. They carry different risk/return profiles.
  • BDYN is much larger than DIVY. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

DIVYBDYN
Annual cost (TER)0.45%0.40%
Fund size (AUM)$28M$2.9B
Since20202017
Dividend yield3.10%0.91%
Asset classequitymixed asset
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+19.4%N/A
CAGR 3Y+9.4%N/A
CAGR 5Y+6.5%N/A
Sharpe 3Y0.44N/A
Volatility 1Y13.06%
Max drawdown-18.23%-10.85%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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