Screener
DIVY vs IWD
Sound Equity Income ETF vs iShares Russell 1000 Value ETF
Key differences
Both DIVY and IWD are equity ETFs. DIVY charges 0.45% a year and IWD 0.18%. The main difference: DIVY follows a active selection strategy; IWD uses index tracking.
- DIVY follows a active selection strategy; IWD uses index tracking.
- IWD costs 0.27% less per year.
- IWD is much larger than DIVY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IWD has delivered higher annualized returns.
- IWD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DIVY | IWD | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.18% |
| Fund size (AUM) | $28M | $75.6B |
| Since | 2020 | 2000 |
| Dividend yield | 3.10% | 1.50% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +18.5% | +25.4% |
| CAGR 3Y | +9.7% | +17.9% |
| CAGR 5Y | +6.1% | +9.9% |
| Sharpe 3Y | 0.46 | 1.05 |
| Volatility 1Y | 13.03% | 11.00% |
| Max drawdown | -18.23% | -38.51% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.