Screener
DIVY vs DIVB
Sound Equity Income ETF vs iShares Core Dividend ETF
Key differences
Both DIVY and DIVB are equity ETFs. DIVY charges 0.45% a year and DIVB 0.05%. The main difference: DIVY follows a active selection strategy; DIVB uses index tracking.
- DIVY follows a active selection strategy; DIVB uses index tracking.
- DIVB costs 0.40% less per year.
- DIVB is much larger than DIVY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DIVB has delivered higher annualized returns.
Side-by-side comparison
| DIVY | DIVB | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.05% |
| Fund size (AUM) | $28M | $1.5B |
| Since | 2020 | 2017 |
| Dividend yield | 3.10% | 2.20% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +19.4% | +28.5% |
| CAGR 3Y | +9.4% | +21.7% |
| CAGR 5Y | +6.5% | +12.2% |
| Sharpe 3Y | 0.44 | 1.28 |
| Volatility 1Y | 13.06% | 11.69% |
| Max drawdown | -18.23% | -36.93% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.