Screener
DIVY vs IWB
Sound Equity Income ETF vs iShares Russell 1000 ETF
Key differences
Both DIVY and IWB are equity ETFs. DIVY charges 0.45% a year and IWB 0.15%. The main difference: DIVY follows a active selection strategy; IWB uses index tracking.
- DIVY follows a active selection strategy; IWB uses index tracking.
- IWB costs 0.30% less per year.
- IWB is much larger than DIVY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IWB has delivered higher annualized returns.
- IWB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DIVY | IWB | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.15% |
| Fund size (AUM) | $28M | $48.9B |
| Since | 2020 | 2000 |
| Dividend yield | 3.10% | 0.91% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +18.5% | +21.6% |
| CAGR 3Y | +9.7% | +20.6% |
| CAGR 5Y | +6.1% | +12.4% |
| Sharpe 3Y | 0.46 | 1.09 |
| Volatility 1Y | 13.03% | 12.29% |
| Max drawdown | -18.23% | -34.60% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.