Screener
DIVY vs IWM
Sound Equity Income ETF vs iShares Russell 2000 ETF
Key differences
Both DIVY and IWM are equity ETFs. DIVY charges 0.45% a year and IWM 0.19%. The main difference: DIVY follows a active selection strategy; IWM uses index tracking.
- DIVY follows a active selection strategy; IWM uses index tracking.
- IWM costs 0.26% less per year.
- IWM is much larger than DIVY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IWM has delivered higher annualized returns.
- IWM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DIVY | IWM | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.19% |
| Fund size (AUM) | $28M | $80.9B |
| Since | 2020 | 2000 |
| Dividend yield | 3.10% | 0.87% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +18.5% | +33.6% |
| CAGR 3Y | +9.7% | +17.6% |
| CAGR 5Y | +6.1% | +5.8% |
| Sharpe 3Y | 0.46 | 0.70 |
| Volatility 1Y | 13.03% | 19.52% |
| Max drawdown | -18.23% | -41.13% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.