Screener
DIVY vs HDV
Sound Equity Income ETF vs iShares Core High Dividend ETF
Key differences
Both DIVY and HDV are equity ETFs. DIVY charges 0.45% a year and HDV 0.08%. The main difference: DIVY follows a active selection strategy; HDV uses index tracking.
- DIVY follows a active selection strategy; HDV uses index tracking.
- HDV costs 0.37% less per year.
- HDV is much larger than DIVY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, HDV has delivered higher annualized returns.
- HDV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DIVY | HDV | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.08% |
| Fund size (AUM) | $28M | $13.4B |
| Since | 2020 | 2011 |
| Dividend yield | 3.10% | 2.91% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +19.4% | +22.3% |
| CAGR 3Y | +9.4% | +15.4% |
| CAGR 5Y | +6.5% | +10.9% |
| Sharpe 3Y | 0.44 | 1.01 |
| Volatility 1Y | 13.06% | 9.73% |
| Max drawdown | -18.23% | -37.04% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.