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DIVY vs GLOF

Sound Equity Income ETF vs iShares Global Equity Factor ETF

DIVY

Sound Equity Income ETF

Annual cost

0.45%

Fund size

$28M

GLOF

iShares Global Equity Factor ETF

Annual cost

0.20%

Fund size

$212M

Key differences

Both DIVY and GLOF are equity ETFs. DIVY charges 0.45% a year and GLOF 0.20%. The main difference: DIVY follows a active selection strategy; GLOF uses index tracking.

  • DIVY follows a active selection strategy; GLOF uses index tracking.
  • DIVY covers North America; GLOF covers global markets.
  • GLOF costs 0.25% less per year.
  • GLOF is much larger than DIVY. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, GLOF has delivered higher annualized returns.
  • GLOF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DIVYGLOF
Annual cost (TER)0.45%0.20%
Fund size (AUM)$28M$212M
Since20202015
Dividend yield3.10%1.50%
Asset classequityequity
Regionnorth americaglobal
Strategyactive selectionindex tracking
CAGR 1Y+18.5%+23.8%
CAGR 3Y+9.7%+21.2%
CAGR 5Y+6.1%+10.9%
Sharpe 3Y0.461.18
Volatility 1Y13.03%12.98%
Max drawdown-18.23%-34.12%

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

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